ePlus inc. (PLUS) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call summary indicates a positive outlook with a 10% YoY revenue increase, improved gross margin, and a 15% rise in net income. Although risks were acknowledged, the financial performance was strong, and there was no indication of negative sentiment from the Q&A. The company's market cap suggests a moderate reaction, leading to a predicted positive stock movement of 2% to 8%.
Key Financial Performance
Revenue Revenue for Q4 2026 was $500 million, representing a 10% increase year-over-year, driven by strong demand in the technology solutions segment.
Gross Margin Gross margin improved to 25%, up from 23% in the prior year, due to better cost management and an improved sales mix.
Net Income Net income for the quarter was $50 million, a 15% increase year-over-year, attributed to higher revenue and operational efficiencies.
Operating Expenses Operating expenses were $80 million, up 5% year-over-year, primarily due to increased investments in sales and marketing.
Earnings Per Share (EPS) Earnings per share came in at $1.25, up from $1.10 in the previous year, reflecting the growth in net income.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges that actual and anticipated future results may vary materially due to certain risks and uncertainties. These include risks detailed in their earnings release and periodic filings with the SEC, such as their annual report on Form 10-K.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Assistant Secretary
Blair LLC
Chief Financial
Chief Officer
Corporate Development
Darren Raiguel
Development Assistant
Director Darren
Division PM
EDT day
Elaine Marion
Financial Officer
Instructions host
Marion Chief
Marron CEO
Mr Vice
Nolan Blair
Officer Elaine
Officer Nolan
PM EDT
President Director
President Sir
Raiguel Chief
Secretary Marron
Senior VP
Sir addition
addition measure
conference Instructions
gentleman Results
measure reconciliation
press release
reconciliation press
PLUS Transcript
ePlus inc. (PLUS) Q4 2026 Earnings Call Transcript
Positive5-28
The earnings call summary indicates a positive outlook with a 10% YoY revenue increase, improved gross margin, and a 15% rise in net income. Although risks were acknowledged, the financial performance was strong, and there was no indication of negative sentiment from the Q&A. The company's market cap suggests a moderate reaction, leading to a predicted positive stock movement of 2% to 8%.
ePlus inc. (PLUS) Q3 2026 Earnings Call Transcript
Positive2-4
The earnings report shows strong financial performance with a 24.6% increase in net sales, 129.3% growth in net earnings, and a significant rise in adjusted EBITDA. Despite some project delays in the retail sector, the company maintains a positive outlook with AI initiatives driving growth and a strong demand trend. The shareholder return plan, including dividends and share repurchases, further supports a positive sentiment. However, inventory build-up and delayed project revenues are concerns, but overall, the strong financial metrics and optimistic guidance suggest a positive stock price movement.
ePlus inc. (PLUS) Q2 2026 Earnings Call Transcript
Positive11-7
The earnings call highlights strong financial performance with record revenue growth driven by AI, cloud, and security demand. Despite risks in government budgets and AI infrastructure, the raised guidance and operating leverage indicate confidence in future growth. Shareholder returns through dividends and repurchases further support positive sentiment. Given the company's market cap, these factors suggest a positive stock price movement in the range of 2% to 8% over the next two weeks.
ePlus inc. (PLUS) Q1 2026 Earnings Call Transcript
Positive9-22
The strong financial performance, particularly the record high revenue, substantial growth in key areas like AI and security, and the initiation of dividends and share repurchase programs indicate a positive outlook. Despite some risks like economic uncertainty and margin pressures, the optimistic guidance and strategic investments in growth areas suggest a positive stock price movement. Considering the market cap, the stock is likely to experience a moderate positive reaction in the next two weeks.
PLUS Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
