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ePlus (PLUS) investor relations material

ePlus Small-Cap Virtual Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Small-Cap Virtual Conference summary17 Sep, 2025

Strategic direction and business transformation

  • Divested finance segment in June 2025 to focus on technology and unlock financial flexibility for growth and shareholder returns.

  • Initiated first quarterly dividend and expanded share repurchase program to 1.5 million shares.

  • Capital allocation prioritizes M&A, organic investments, and returning value to shareholders.

  • M&A targets include geographic expansion and acquiring technical expertise, especially in services and AI.

  • Leadership team has deep industry experience and a collaborative approach to strategy.

Market positioning and service offerings

  • Focus areas include data center, cloud, AI, networking, security, and collaboration.

  • Services now comprise nearly 20% of net sales, with managed services growing at 25% annually.

  • Security accounts for 22% of gross billings; AI-related services are positioned as a growth driver.

  • Differentiation comes from higher-margin services and avoidance of low-margin commodity sales.

  • Customer base spans mid-market to Fortune 100, with a strong presence in healthcare, finance, telecom, SLED, and technology.

Financial performance and outlook

  • Net sales CAGR of 7% and gross billings CAGR of 10% over five years.

  • Services revenue CAGR of 19%, with professional and managed services gross profit growing at 13% and 24% respectively.

  • Consolidated gross margin increased from 23% to 26% (2021–2025), driven by higher-margin services.

  • Net earnings and EPS CAGR of 12% and 11% (non-GAAP) over five years.

  • Guidance for fiscal 2025: upper single-digit net sales and gross profit growth, mid-teens adjusted EBITDA growth.

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Frequently asked questions

ePlus, Inc. is an information technology solutions provider for government and commercial clients that leverages the power of IT to optimize business operations. The company delivers integrated end-to-end solutions from strategy to implementation across multiple sectors including healthcare, public sector, education, financial services and public safety. The company was formerly known as MLC Holdings, Inc. and changed its name to ePlus inc. in 1999. ePlus inc. was founded in 1990 and is based in Herndon, Virginia.

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