ePlus Reports Strong Q3 Results, Doubles Earnings, and Significantly Raises FY26 Guidance
PLUS sits 63% above its 52-week low of $53.83.
Summary
ePlus inc. announced robust third-quarter financial results, with net sales up 24.6% and net earnings from continuing operations more than doubling, leading to a significant increase in its fiscal year 2026 guidance across key metrics and a quarterly dividend declaration.
Key Events · Earnings and Guidance · PLUS
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Strong Q3 Financial Performance
ePlus reported a 24.6% increase in consolidated net sales to $614.8 million and a 129.3% surge in net earnings from continuing operations to $33.4 million for the third quarter ended December 31, 2025. Diluted EPS from continuing operations also rose 130.9% to $1.27.
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Significantly Raised FY26 Guidance
The company raised its fiscal year 2026 guidance, now expecting net sales to increase 20% to 22% (up from mid-teens), gross profit to grow 19% to 21% (up from mid-teens), and Adjusted EBITDA to increase 41% to 43% (up from prior guidance of twice the pace of mid-teens net sales).
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Quarterly Cash Dividend Declared
The Board of Directors declared a quarterly cash dividend of $0.25 per common share, payable on March 18, 2026, to shareholders of record as of February 24, 2026.
Analysis · PLUS · Trade & Services
ePlus inc. delivered exceptionally strong third-quarter results, with net sales increasing 24.6% and net earnings from continuing operations more than doubling year-over-year. This robust performance has prompted the company to significantly raise its fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA, indicating a very positive outlook. The declaration of a quarterly cash dividend further signals financial strength and a commitment to shareholder returns, making this a highly positive and market-moving announcement for investors.
At the time of this filing, PLUS was trading at $88.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $2.3B. The 52-week trading range was $53.83 to $93.98. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.