ePlus Reports Q3 Results Exceeding Expectations for FY2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
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Should l Buy PLUS?
Source: seekingalpha
- Earnings Beat: ePlus reported a Q3 Non-GAAP EPS of $1.45, surpassing expectations by $0.44, which highlights the company's strong profitability and boosts investor confidence.
- Strong Revenue Growth: The company achieved revenue of $614.8 million in Q3, reflecting a 20.3% year-over-year increase and exceeding market expectations by $63 million, indicating robust demand and competitive positioning.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 net sales guidance to a 20%-22% year-over-year increase, up from prior mid-teens expectations, showcasing confidence in future growth.
- Adjusted EBITDA Forecast Increase: The expected Adjusted EBITDA growth of 41%-43% over FY2025 indicates ongoing improvements in profitability and operational efficiency, further solidifying ePlus's market position.
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About PLUS
ePlus inc. is engaged in offering transformative technology solutions and services. It offers a portfolio of solutions, including artificial intelligence, security, cloud and data center, networking and collaboration, as well as managed, consultative and professional services, working with organizations across various industries to navigate business challenges. Its technology business segment consists of product, professional services, and managed services. Its product segment includes sales of information technology (IT) products, third-party software, and third-party maintenance, software assurance, and other third-party services. Its professional services segment includes its advanced professional services, staff augmentation, project management services, cloud consulting services and security services. Its managed services segment includes its advanced managed services, service desk, storage-as-a-service, cloud hosted services, cloud managed services and managed security services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ePlus Reports Q3 Results Exceeding Expectations for FY2026
- Earnings Beat: ePlus reported a Q3 Non-GAAP EPS of $1.45, surpassing expectations by $0.44, which highlights the company's strong profitability and boosts investor confidence.
- Strong Revenue Growth: The company achieved revenue of $614.8 million in Q3, reflecting a 20.3% year-over-year increase and exceeding market expectations by $63 million, indicating robust demand and competitive positioning.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 net sales guidance to a 20%-22% year-over-year increase, up from prior mid-teens expectations, showcasing confidence in future growth.
- Adjusted EBITDA Forecast Increase: The expected Adjusted EBITDA growth of 41%-43% over FY2025 indicates ongoing improvements in profitability and operational efficiency, further solidifying ePlus's market position.
See More
ePlus Inc. Director Sells 560 Shares for Over $50K
- Director's Share Sale: John E. Callies, a director at ePlus Inc., sold 560 shares on December 8, 2025, for over $50,000, reducing his holdings to 21,428 shares, indicating a cautious outlook on the company's future.
- Reason for Sale: This sale marks the second direct transaction since August 2024, with capacity constraints limiting the transaction size compared to prior activities, reflecting market scrutiny of his holdings.
- Stock Price Recovery: ePlus's stock rose 17.30% in 2025, reversing an 8% decline in 2024, making this sale a timely opportunity for profit, showcasing market confidence in the company's prospects.
- Strong Financial Performance: ePlus reported an EPS of 4.62 for the first two quarters of FY 2026, already surpassing the annual EPS of previous years, indicating robust financial performance and promising growth potential ahead.
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atePlus Director John E. Callies Sells 560 Shares for $50,417
- Share Sale Details: atePlus Director John E. Callies executed an open-market sale of 560 shares on December 8, 2025, for $50,417, leaving him with 21,428 shares, indicating his ongoing confidence in the company's prospects.
- Transaction Size Comparison: The 560-share sale is significantly smaller than his previous sale of 1,050 shares in August 2024, suggesting a more cautious approach by Callies amid market fluctuations, potentially reflecting his expectations for future market trends.
- Company Financial Performance: With a market capitalization of $2.33 billion and a 16.36% increase in stock price over the past year, atePlus demonstrates robust growth in the technology solutions sector, particularly in IT product distribution and managed services.
- Future Outlook: The company reported an earnings per share (EPS) of 4.62 for the first two quarters of FY 2026, surpassing previous annual EPS figures, indicating strong financial performance, while the establishment of a new Board of Directors is expected to enhance the company's business and financial expertise.
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ePlus Appoints Financial Expert Mike Portegello to Board of Directors
- New Board Member: ePlus announces the appointment of Mike Portegello to its Board of Directors, whose 37 years of experience in finance and capital markets will support the company's ongoing long-term value creation in a volatile market.
- Audit and Compensation Committees: Portegello is also appointed to the Audit and Compensation Committees, where his leadership experience in global audit engagements will enhance ePlus's governance structure.
- Diverse Industry Background: As a former Global Client Service Partner at Ernst & Young, his expertise spans multiple sectors including SaaS and HealthTech, providing ePlus with a diversified strategic perspective.
- Strategic Execution Capability: ePlus CEO Mark Marron states that Portegello's experience will help the company maintain effective strategic execution in a changing market, further driving the company's growth.
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ePlus Subsidiary Bailiwick Selected for NRF Innovators Showcase
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- Technological Innovation: This digital locking solution not only protects retailers' inventory from organized retail crime threats but also simplifies access for employees and customers, thereby enhancing customer satisfaction and security.
- Market Impact: By showcasing its technology at the NRF event, Bailiwick has the opportunity to demonstrate its solutions to some of the most influential retailers globally, further solidifying its position in the industry and attracting potential clients.
- Company Background: With over 30 years of industry experience, Bailiwick specializes in deploying complex, large-scale technology initiatives for well-known brands in North America, showcasing its capability to drive client growth and profitability.
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Top Rated IT Stocks: The article highlights top-rated Information Technology stocks based on Validea's Patient Investor model, which follows Warren Buffett's investment strategy focusing on long-term profitability and low debt.
Check Point Software Technologies: Rated 79%, Check Point is a large-cap growth stock in cybersecurity, offering AI-powered security solutions through its Check Point Infinity Architecture to protect enterprises and governments.
Monolithic Power Systems: With a rating of 77%, Monolithic Power Systems operates in the semiconductor industry, providing power electronic solutions for various markets, including automotive and cloud computing.
ePlus Inc. and Super Micro Computer: ePlus, rated 72%, offers transformative technology solutions across multiple sectors, while Super Micro Computer, rated 63%, specializes in application-optimized IT solutions for enterprise data centers and cloud service providers.
See More
ePlus Reports Q3 Results Exceeding Expectations for FY2026
- Earnings Beat: ePlus reported a Q3 Non-GAAP EPS of $1.45, surpassing expectations by $0.44, which highlights the company's strong profitability and boosts investor confidence.
- Strong Revenue Growth: The company achieved revenue of $614.8 million in Q3, reflecting a 20.3% year-over-year increase and exceeding market expectations by $63 million, indicating robust demand and competitive positioning.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 net sales guidance to a 20%-22% year-over-year increase, up from prior mid-teens expectations, showcasing confidence in future growth.
- Adjusted EBITDA Forecast Increase: The expected Adjusted EBITDA growth of 41%-43% over FY2025 indicates ongoing improvements in profitability and operational efficiency, further solidifying ePlus's market position.
See More
ePlus Inc. Director Sells 560 Shares for Over $50K
- Director's Share Sale: John E. Callies, a director at ePlus Inc., sold 560 shares on December 8, 2025, for over $50,000, reducing his holdings to 21,428 shares, indicating a cautious outlook on the company's future.
- Reason for Sale: This sale marks the second direct transaction since August 2024, with capacity constraints limiting the transaction size compared to prior activities, reflecting market scrutiny of his holdings.
- Stock Price Recovery: ePlus's stock rose 17.30% in 2025, reversing an 8% decline in 2024, making this sale a timely opportunity for profit, showcasing market confidence in the company's prospects.
- Strong Financial Performance: ePlus reported an EPS of 4.62 for the first two quarters of FY 2026, already surpassing the annual EPS of previous years, indicating robust financial performance and promising growth potential ahead.
See More
atePlus Director John E. Callies Sells 560 Shares for $50,417
- Share Sale Details: atePlus Director John E. Callies executed an open-market sale of 560 shares on December 8, 2025, for $50,417, leaving him with 21,428 shares, indicating his ongoing confidence in the company's prospects.
- Transaction Size Comparison: The 560-share sale is significantly smaller than his previous sale of 1,050 shares in August 2024, suggesting a more cautious approach by Callies amid market fluctuations, potentially reflecting his expectations for future market trends.
- Company Financial Performance: With a market capitalization of $2.33 billion and a 16.36% increase in stock price over the past year, atePlus demonstrates robust growth in the technology solutions sector, particularly in IT product distribution and managed services.
- Future Outlook: The company reported an earnings per share (EPS) of 4.62 for the first two quarters of FY 2026, surpassing previous annual EPS figures, indicating strong financial performance, while the establishment of a new Board of Directors is expected to enhance the company's business and financial expertise.
See More
ePlus Appoints Financial Expert Mike Portegello to Board of Directors
- New Board Member: ePlus announces the appointment of Mike Portegello to its Board of Directors, whose 37 years of experience in finance and capital markets will support the company's ongoing long-term value creation in a volatile market.
- Audit and Compensation Committees: Portegello is also appointed to the Audit and Compensation Committees, where his leadership experience in global audit engagements will enhance ePlus's governance structure.
- Diverse Industry Background: As a former Global Client Service Partner at Ernst & Young, his expertise spans multiple sectors including SaaS and HealthTech, providing ePlus with a diversified strategic perspective.
- Strategic Execution Capability: ePlus CEO Mark Marron states that Portegello's experience will help the company maintain effective strategic execution in a changing market, further driving the company's growth.
See More
ePlus Subsidiary Bailiwick Selected for NRF Innovators Showcase
- Industry Recognition: Bailiwick Services was selected as one of only 50 companies to participate in the NRF Big Show Innovators Showcase, highlighting its innovative digital lock technology aimed at addressing pressing security and convenience challenges in retail.
- Technological Innovation: This digital locking solution not only protects retailers' inventory from organized retail crime threats but also simplifies access for employees and customers, thereby enhancing customer satisfaction and security.
- Market Impact: By showcasing its technology at the NRF event, Bailiwick has the opportunity to demonstrate its solutions to some of the most influential retailers globally, further solidifying its position in the industry and attracting potential clients.
- Company Background: With over 30 years of industry experience, Bailiwick specializes in deploying complex, large-scale technology initiatives for well-known brands in North America, showcasing its capability to drive client growth and profitability.
See More
Validea's Leading IT Stocks Inspired by Warren Buffett - December 5, 2025
Top Rated IT Stocks: The article highlights top-rated Information Technology stocks based on Validea's Patient Investor model, which follows Warren Buffett's investment strategy focusing on long-term profitability and low debt.
Check Point Software Technologies: Rated 79%, Check Point is a large-cap growth stock in cybersecurity, offering AI-powered security solutions through its Check Point Infinity Architecture to protect enterprises and governments.
Monolithic Power Systems: With a rating of 77%, Monolithic Power Systems operates in the semiconductor industry, providing power electronic solutions for various markets, including automotive and cloud computing.
ePlus Inc. and Super Micro Computer: ePlus, rated 72%, offers transformative technology solutions across multiple sectors, while Super Micro Computer, rated 63%, specializes in application-optimized IT solutions for enterprise data centers and cloud service providers.
See More
