ePlus (PLUS) Investor presentation summary

Company overview and leadership

• Over 35 years as a global technology integrator with 2,148 employees and 4,200+ customers worldwide.

• Operates in 30+ locations with 1,500+ OEM vendor partnerships and 5,500+ certifications.

• Experienced leadership team with decades of industry expertise.

Strategic focus and solutions

• Focus areas include infrastructure modernization, embedded security, and AI-driven business acceleration.

• Offers a comprehensive portfolio: cloud, data center, networking, collaboration, security, AI, and managed/professional services.

• Services span advisory, consulting, lifecycle CX, software license optimization, and strategic staffing.

Financial performance and growth

• FY26 net sales reached $2.44B and gross billings $3.84B, with 9% and 10% CAGRs from FY22–FY26.

• Services revenue grew at an 18% CAGR, now 19% of net sales, with managed services gross profit up 19% CAGR.

• Gross profit CAGR was 11%, with gross margin rising from 23% to 25% over five years.

• Net earnings and diluted EPS from continuing operations increased at a 14% CAGR; adjusted EBITDA grew 13% CAGR.