ePlus
Resells and integrates enterprise cloud, security, networking, data center, and AI systems.
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Profile
Resells third-party IT hardware, software, maintenance, and subscriptions, supplemented by professional and managed services for AI, cloud, data centers, security, networking, and collaboration. Product sales dominate, with material dependence on key vendors, distributors, and a large telecommunications customer.
Operations now consist of the Product, Professional Services, and Managed Services segments following the sale of the domestic financing business. Product resells third-party hardware, software, maintenance, and subscriptions. The services businesses design, deploy, configure, and operate multi-vendor environments spanning AI, cloud, data centers, security, networking, and collaboration; hosted procurement tools also connect customers with public-cloud marketplaces.
Serves mainly U.S. middle-market and large enterprises plus state, local, and education institutions, with smaller operations in the UK, European Union, India, and Singapore. Vendor certifications, configuration centers, and lifecycle support enable integrated deployments and recurring infrastructure, cloud, and security operations. A large telecommunications customer and a small group of vendors and distributors create material concentration, while technology vendors can also sell directly to end customers.
Company facts
Categories
Key statistics
Year to date +0.8% · Average volume (30d) 239.2K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q1 FY27 | $1.19 | $1.28 | +7.6% | $640.0M | $649.1M | +1.4% | −2.57% |
| May 28, 2026Q4 FY26 | $0.98 | $1.00 | +2.0% | $569.3M | $576.2M | +1.2% | −7.40% |
| Feb 4, 2026Q3 FY26 | $1.01 | $1.45 | +43.6% | $551.8M | $614.8M | +11.4% | −1.66% |
| Nov 6, 2025Q2 FY26 | $0.95 | $1.53 | +61.1% | $518.3M | $608.8M | +17.5% | +15.69% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $498.1M | $637.3M | $608.8M | $614.8M | $581.6M | $649.1M | |
| Gross profit | $141.0M | $148.2M | $162.1M | $152.2M | $140.9M | $151.3M | |
| Operating income | $34.7M | $36.2M | $48.8M | $43.5M | $37.6M | $38.8M | |
| Net income | $25.2M | $37.7M | $34.9M | $35.1M | $25.6M | $30.3M | |
| Diluted EPS | $0.95 | $1.26 | $1.32 | $1.33 | $0.97 | $1.16 | |
| Gross margin | 28.3% | 23.3% | 26.6% | 24.8% | 24.2% | 23.3% | |
| Operating margin | 7.0% | 5.7% | 8.0% | 7.1% | 6.5% | 6.0% |
Fiscal years (4-quarter sums)FY22 $1.82B · FY23 $2.07B · FY24 $2.23B · FY25 $2.04B · FY26 $2.44B
Revenue by product · Q1 FY27
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $448.9M · Total debt $0 · Total assets $1.87B · Shareholders' equity $1.07B
Dividends
Last raised to $0.27 from $0.25 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 25, 2026 | Aug 25 | Sep 16 | $0.27 | |
| Jun 17, 2026 | Jun 17 | Jun 30 | $0.27 | raised from $0.25 |
| Feb 24, 2026 | Feb 24 | Mar 18 | $0.25 | |
| Nov 25, 2025 | Nov 25 | Dec 17 | $0.25 | |
| Aug 26, 2025 | Aug 26 | Sep 17 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 26.09M · Float 25.31M · 97.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.06M | 15.56% | 13F | Aug 7, 2026 |
| River Road Asset Management, LLC | 1.58M | 6.06% | 13F | Jul 17, 2026 |
| Dimensional Fund Advisors LP | 1.37M | 5.20% | 13G | Jul 14, 2026 |
| Vanguard Capital Management LLC | 1.16M | 4.45% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.14M | 4.38% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | John E. Callies | director | −500 | $88.09 |
| Aug 10, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −1,000 | $90.83 |
| Aug 4, 2026 | Darren S. Raiguel | officer: CHIEF OPERATING OFFICER | −200 | $98.00 |
| Aug 4, 2026 | Elaine D. Marion | officer: CHIEF FINANCIAL OFFICER | −5,514 | $96.41 |
| Aug 3, 2026 | Elaine D. Marion | officer: CHIEF FINANCIAL OFFICER | −1,668 | $95.12 |
Peers
- CDW
Largest scale rival in IT sourcing, solutions, and services
- Insight Enterprises
Solutions integrator rival in products, cloud, data, and security
- Connection
Direct IT solutions reseller for SMB, enterprise, and public sector
- CCC Intelligent Solutions
International VAR and services rival with North America reach
- TD SYNNEX
Channel-scale competitor in endpoint, cloud, security, and networking
- ScanSource
Specialty distributor overlapping in cloud, connectivity, and MSP channels
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ePlus | $87.28 | −0.03% | $2.28B | 18.3 | 16.4 | 0.9 | +1.9% |
| CDW | $147.88 | +0.15% | $18.87B | 17.8 | 13.1 | 0.8 | +10.0% |
| Insight Enterprises | $155.65 | −0.05% | $4.70B | 22.8 | 12.3 | 0.5 | +14.7% |
| Connection | $79.67 | −0.14% | $2.01B | 21.1 | 18.4 | 0.7 | +12.4% |
| CCC Intelligent Solutions | $7.48 | −0.07% | $4.41B | 113.8 | 15.3 | 4.0 | +9.8% |
| TD SYNNEX | $253.97 | +0.06% | $20.31B | 18.2 | 12.9 | 0.3 | +31.0% |
| ScanSource | $56.55 | +0.04% | $1.15B | 15.5 | 12.1 | 0.4 | +17.3% |
| Median | 19.6 | 13.0 | 0.6 | +13.6% |