ePlus Reports Strong Q3 Results, Doubles Earnings, and Significantly Raises FY26 Guidance

summarizeSummary

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.

check_boxKey Events

• 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.

• 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).

• 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.

auto_awesomeAnalysis

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.