• Reported GAAP EPS of $0.77 up 16.67% YoY • Reported revenue of $576.17M up 15.67% YoY • ePlus is initiating fiscal year 2027 guidance for percentage growth over the prior fiscal year of mid-single digits for net sales, gross profit, and adjusted EBITDA, indicating continued financial expansion.
Bullish
ePlus demonstrated strong Q4 revenue and profit growth, driven by its services-led strategy leveraging AI consulting capabilities, while also enhancing shareholder returns and maintaining healthy liquidity.
Bearish
ePlus experienced Q4 gross margin compression due to product mix shifts and saw increased working capital needs from inventory and accounts receivable, alongside ongoing supply chain and operational risks.