PRNewsWire·2 days ago
ePlus Appoints John Lutz to Board of DirectorsHERNDON, Va., July 6, 2026 /PRNewswire/ -- ePlus inc.
ePlus inc.(PLUS)Earnings, Financials & Key Ratios
PLUS•NASDAQ
$83.83
16.7× P/E·Price updated Jul 7, 2026
AboutePlus inc., together with its subsidiaries, provides information technology (IT) solutions that enable organizations to optimize their IT environment and supply chain processes in the United States and internationally. It operates in two segments, Technology and Financing. The Technology segment offers hardware, perpetual and subscription software, maintenance, software assurance, and internally provided and outsourced services; and professional and managed services, including managed, professional, security solutions, cloud consulting and hosting, staff augmentation, server and desktop support, and project management services. The Financing segment engages in financing arrangements, such as sales-type and operating leases; loans and consumption-based financing arrangements; and underwriting, management, and disposal of IT equipment and assets. Its financing operations comprise sales, pricing, credit, contracts, accounting, risk management, and asset management. This segment primarily finances IT, communication-related, and medical equipment; and industrial machinery and equipment, office furniture and general office equipment, transportation equipment, and other general business equipment directly, as well as through vendors. ePlus inc. serves commercial entities, state and local governments, government contractors, and educational institutions. The company was formerly known as MLC Holdings, Inc. and changed its name to ePlus inc. in 1999. ePlus inc. was founded in 1990 and is headquartered in Herndon, Virginia.Show more
- Revenue$2.44B+18.1%
- EBITDA$194M+13.3%
- Net Income$129M+19.3%
- EPS (Diluted)5.03+23.9%
- Gross Margin24.14%-9.3%
- EBITDA Margin7.93%-4.0%
- Operating Margin6.8%-0.5%
- Net Margin5.27%+1.0%
- ROE12.59%+9.6%
PLUS Price & Volume
ePlus inc. (PLUS) stock price & volume — 10-year historical chart
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Project Revenue Volatility Masks Underlying Margin Resilience
Investment Thesis • Updated 2026Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Fortress
Cash Flow:Mixed
Primary Risk:OEM direct-to-consumer shift
Key Thesis Takeaways
- ePlus maintains a fortress balance sheet with a negligible 0.02 debt-to-equity ratio, providing significant optionality despite the inherent lumpiness of its project-based revenue model.
- While the firm demonstrates structural margin resilience with gross margins consistently above 23%, investors should monitor the potential impact of OEM direct-to-consumer shifts on its integration services.
- The company's reliance on financing-driven operating income and erratic cash conversion cycles warrants a cautious approach to valuation, despite the current 15.87 P/E multiple.
Verdict Logic
while the company maintains a strong $410.8 million cash position, the extreme volatility in quarterly operating cash flow, which saw an OCF/NI ratio of -2.63 in 2026Q1, suggests that investors should wait for more predictable cash generation before increasing exposure.
PLUS Growth Metrics
ePlus inc. (PLUS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years7.33%
5 Years9.27%
3 Years5.71%
TTM19.84%
Profit CAGR
10 Years11.15%
5 Years11.61%
3 Years2.58%
TTM23.35%
EPS CAGR
10 Years12.71%
5 Years12.67%
3 Years3.94%
TTM20.49%
Return on Capital
10 Years19.15%
5 Years17.79%
3 Years15.12%
Last Year14.68%
PLUS Recent Earnings
ePlus inc. (PLUS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 28, 2026Metric
Actual
Est
EPS
$1.00+2.0%
$0.98
Rev
$576M+1.2%
$569M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$1.45+43.6%
$1.01
Rev
$615M+11.4%
$552M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$1.53+61.1%
$0.95
Rev
$609M+17.5%
$518M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$1.26+13.5%
$1.11
Rev
$637M+23.0%
$518M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 28, 2026 | $1.00vs $0.98+2.0% | $576Mvs $569M+1.2% |
| Q1 2026 | Feb 4, 2026 | $1.45vs $1.01+43.6% | $615Mvs $552M+11.4% |
| Q4 2025 | Nov 6, 2025 | $1.53vs $0.95+61.1% | $609Mvs $518M+17.5% |
| Q3 2025 | Aug 7, 2025 | $1.26vs $1.11+13.5% | $637Mvs $518M+23.0% |
Based on last 12 quarters of dataView full earnings history →
Latest PLUS News
Recent stock market news and headlines for ePlus inc. (PLUS)
PRNewsWire·Jul 1, 2026
ePlus Surpasses Industry Benchmarks with Outstanding Net Promoter Score in Independent SurveyMajority of Customers Indicate Likelihood to Recommend ePlus Solutions and Services HERNDON, Va., July 1, 2026 /PRNewswire/ -- ePlus inc.
PRNewsWire·Jun 30, 2026
ePlus Recognized as Services Partner of the Year at Everpure Annual Accelerate Partner ForumHERNDON, Va., June 30, 2026 /PRNewswire/ -- ePlus inc. (NASDAQ NGS: PLUS – news) today announced that it was recognized by Everpure as Services Partner of the Year at Everpure's annual Accelerate Partner Forum in Las Vegas.
Proactive Investors·Jun 29, 2026
Plus500 launches US sports event contracts to widen prediction markets pushPlus500 Ltd (LSE:PLUS) has launched sports event-based contracts in the United States, pushing further into the fast-growing prediction markets space. The fintech group, which runs proprietary technology-based trading platforms across multiple asset classes, is offering contracts regulated by the Commodity Futures Trading Commission (CFTC).
PRNewsWire·Jun 25, 2026
ePlus Expands Managed Services Portfolio with Enhanced Maintenance Support for HPE ProLiant ServersHERNDON, Va., June 25, 2026 /PRNewswire/ -- ePlus inc. (NASDAQ NGS: PLUS – news) today announced that it has extended its HPE Managed Services with Enhanced Maintenance Support (EMS) for customers with HPE ProLiant Servers. The solution combines device monitoring, 24x7 issue resolution leveraging ePlus' HPE-certified engineers, and a holistic view of server wellness via integration with the ePlus executive dashboard.
Peers Comparison
Key metrics vs top competitors for ePlus inc. (PLUS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.83 | $2.19B | 16.67 | 18.07% | 5.27% | 12.59% | 0.89% | |
| $139.23 | $17.79B | 17.23 | 6.79% | 4.7% | 42.37% | — | |
| $112.14 | $3.39B | 23.07 | -5.22% | 2.17% | 11.17% | — | |
| $235.67 | $18.85B | 23.69 | 6.94% | 1.63% | 13.12% | — | |
| $81.48 | $6.67B | 29.63 | -6.55% | 0.86% | 4.33% | — | |
| $193.88 | $9.91B | 17.74 | 10.49% | 2.17% | 11.03% | — |
Compare PLUS vs Peers
ePlus inc. (PLUS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PLUS SEC Filings & Documents
ePlus inc. (PLUS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
Feb 17, 2026·SEC
Material company update
Feb 4, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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PLUS Frequently Asked Questions
ePlus inc. (PLUS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is ePlus inc.'s revenue?
ePlus inc. (PLUS) reported $2.44B in revenue for fiscal year 2026. This represents a 2734% increase from $86.2M in 1997.
How fast is ePlus inc. growing?
ePlus inc. (PLUS) grew revenue by 18.1% over the past year. This is strong growth.
Is PLUS profitable?
Yes, ePlus inc. (PLUS) is profitable, generating $133.2M in net income for fiscal year 2026 (5.3% net margin).
Dividend & Returns
Does PLUS pay dividends?
Yes, ePlus inc. (PLUS) pays a dividend with a yield of 0.89%. This makes it attractive for income-focused investors.
What is PLUS's return on equity?
ePlus inc. (PLUS) has a return on equity (ROE) of 12.6%. This is reasonable for most industries.
What is ePlus inc.'s free cash flow?
ePlus inc. (PLUS) had negative free cash flow of $120.7M in fiscal year 2026, likely due to heavy capital investments.