PLUS · Eplus Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Aug 4, 2026TL;DR. ePlus posted a solid Q1 FY2027 with 1% net sales growth and strong bookings/open orders (up $650M+ YoY), led by double-digit managed services growth and security strength, while reiterating FY2027 mid-single-digit growth guidance for net sales, gross profit, and adjusted EBITDA despite margin pressure and a YoY decline in earnings.
- + Bookings and open orders rose significantly, with open orders up over $650 million year-over-year at quarter end
- + Managed services surpassed $50 million for the first time, growing over 15% year-over-year
- + Reiterated FY2027 guidance of mid-single-digit growth in net sales, gross profit, and adjusted EBITDA
- + Returned capital to shareholders with $20.8M in share repurchases and authorized a new 1.5M share buyback program plus $0.27 quarterly dividend
- − Adjusted EBITDA declined 9.2% to $47.8M and operating income fell 9.6% to $38.8M year-over-year
- − GAAP diluted EPS from continuing operations fell 4.1% to $1.16 and non-GAAP EPS fell 9.2% to $1.28
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | 47.8M | the first quarter ended June 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 7.4% | the three months ended June 30, 2026 filing | — |
| Cisco Systems share of net sales | 25% | the three months ended June 30, 2026 filing | -3.8% |
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| Cloud | $288.84M | the three months ended June 30, 2026 filing | — |
| Collaboration | $25.72M | the three months ended June 30, 2026 filing | — |
| Gross billings | 957.1M | the first quarter ended June 30, 2026 | — |
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| Managed services segment revenue | 51.3M | the first quarter ended June 30, 2026 | — |
| Networking | $258.73M | the three months ended June 30, 2026 filing | — |
| Non-GAAP net earnings from continuing operations per common share - diluted non-GAAP | $1.28 | the first quarter ended June 30, 2026 | +0.0% |
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GAAP → non-GAAP reconciliationGAAP GAAP: Net earnings from continuing operations per common share - diluted $1.16
+$0.09 Share-based compensation
+$0.13 Acquisition related amortization expense
-$0.09 Other (income), net
-$0.01 Tax benefit on restricted stock
= Non-GAAP: Net earnings from continuing operations per common share - diluted $1.28
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| Non-GAAP: Net earnings from continuing operations non-GAAP | $33.33M | the three months ended June 30, 2026 filing | — |
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| Other | $47.86M | the three months ended June 30, 2026 filing | — |
| Product gross billings | $840.91M | the three months ended June 30, 2026 filing | — |
| Revenues recognized from the beginning contract liability balance | 49.5M | the three months ended June 30, 2026 filing | +15.7% |
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| Security | $219.77M | the three months ended June 30, 2026 filing | — |
| Service gross billings | $116.22M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PLUS
this stock
Eplus Inc
|
$2.39B | +4.5% | +22.1% | 20.0 | 5.3% |
|
QH
QUHUO Ltd
|
$313.38B | +229.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$260.88B | -6.9% | — | — | 0.4% |
|
SHOP
Shopify Inc.
|
$220.09B | +6.3% | +30.1% | 114.8 | 1.6% |
|
CRM
Salesforce, Inc.
|
$199.54B | -8.5% | +25.9% | 22.1 | 4.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLUS | -3.5% | -0.7% | +9.5% | +1.8% | +4.5% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | -2.0% | +0.2% | +1.8% | +1.3% | -7.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.