earnings
confidence high
sentiment negative
materiality 0.75
ePlus Q3 net earnings down 11.5%, adj EBITDA down 15.2%; guides FY25 sales $2.07-$2.11B
EPLUS INC
2025-Q3 EPS
reported $3.10
vs consensus $0.96
▲ beat
(+221.6%)
- Net sales $511M (+0.4%); technology billings +6.6% to $849.5M; product sales down 9.5%.
- GAAP diluted EPS $0.91 (-10.8% YoY); Non-GAAP diluted EPS $1.06 (-10.2% YoY).
- Services revenue surged 52.2% to $113.6M, driven by acquisitions (Bailiwick, Peak Resources).
- FY25 guidance: net sales $2.07B-$2.11B, adj EBITDA $165M-$171M; margin improved to 27.6%.
- Net earnings fell 11.5% to $24.1M; operating expenses rose 17.3% on added headcount.