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Mar 31, 2025
ePlus Q4 2025 Earnings Report
ePlus reported strong margin and earnings growth in Q4 despite a decline in revenue.
Key Takeaways
In Q4 2025, ePlus demonstrated resilient profitability with notable EPS growth and margin expansion, driven by increased service revenues and improved product mix, despite a 10% year-over-year drop in net sales.
Forward Guidance
ePlus expects modest revenue and profit growth in FY2026, citing economic uncertainties but strong positioning in high-demand tech areas.
Positive Outlook
- Mid-single digit growth expected for gross profit and adjusted EBITDA
- Strong positioning in AI, cloud, and cybersecurity
- Continued shift to subscription and ratable revenue models
- Expanded service offerings including enhanced cloud and managed support
- Increased recurring revenue contributing to better visibility and margins
Challenges Ahead
- Guidance excludes impacts of a potential recession
- Macroeconomic uncertainty could affect customer spending
- Supply chain issues may delay order fulfillment
- Ongoing pressure on product sales mix
Historical Earnings Impact
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Avg. Return Before/After Earnings
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