PLUS News & Events

FY25 cont-op revenue was $2.01B. FY26 revenue consensus is $2.32B. Gross profit is now expected to grow at a rate of 19%-21% vs. prior guidance of mid-teens from FY25's $515.5M from continuing operations. Now expects adjusted EBITDA to increase 41%-43% over FY25 adjusted EBITDA of $141M from continuing operations.

Reports Q3 revenue $614.8M vs. $493.2M last year. "We continued to experience strong momentum in our third fiscal quarter as we achieved robust growth, with net sales increasing 24.6% and net earnings from continuing operations more than doubling year over year," said Mark Marron, CEO. "The scalability of our operating platform has provided operating leverage which is reflected in our growth in gross profit, operating income, adjusted EBITDA and EPS. Our solid revenue growth reflects, in part, demand for AI that is fueling spend across all of our solution sets including cloud, compute, storage and networking. We continued to see strong revenue growth from our largest enterprise customers, who are modernizing their infrastructure to support their AI initiatives. We also saw strong demand from our mid-market customer base where we have continued to evolve and expand our product and services solutions to meet our customers' needs in today's market".

ePlus files automatic mixed securities shelf

FY25 revenue was $2.01B. FY26 revenue consensus $2.17B. Adjusted EBITDA is expected to increase from FY25's $141M at approximately twice the rate of net sales growth for FY26.