ePlus Reports Strong Q4 & FY26 Results, Boosts Dividend 8%, Guides Mid-Single Digit FY27 Growth

summarizeSummary

ePlus reported strong double-digit growth in net sales, earnings, and adjusted EBITDA for both Q4 and the full fiscal year 2026, alongside an 8% increase in its quarterly dividend. The company also initiated fiscal year 2027 guidance for mid-single digit growth.

check_boxKey Events

• Strong Q4 and Fiscal Year 2026 Financial Performance

  ePlus reported a 20.6% increase in Q4 net sales to $576.2 million and a 51.7% rise in net earnings from continuing operations to $20.5 million. For the full fiscal year 2026, net sales grew 22.1% to $2.44 billion, and net earnings from continuing operations increased 62.4% to $124.1 million.

• Increased Quarterly Cash Dividend

  The Board of Directors declared an 8% increase in the quarterly cash dividend to $0.27 per common share, payable on June 30, 2026, to shareholders of record as of June 17, 2026.

• Fiscal Year 2027 Guidance Initiated

  The company initiated fiscal year 2027 guidance for mid-single digit percentage growth over the prior fiscal year for net sales, gross profit, and adjusted EBITDA.

• Healthy Balance Sheet

  As of March 31, 2026, cash and cash equivalents stood at $410.8 million, up from $389.4 million in the prior year, with total stockholders' equity increasing to $1.07 billion.

auto_awesomeAnalysis

ePlus reported robust financial performance for the fourth quarter and full fiscal year 2026, with significant double-digit growth in net sales, earnings, and adjusted EBITDA. The 8% increase in the quarterly dividend demonstrates management's confidence and commitment to returning capital to shareholders. While the company's fiscal year 2027 guidance projects a deceleration to mid-single digit growth, it still indicates continued expansion from a strong financial position.