ePlus (PLUS) Investor presentation summary

Business overview and strategy

• Over 35 years as a global technology integrator with 30+ locations and 1,500+ OEM vendor partnerships.

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

• Broad portfolio covers cloud, data center, networking, collaboration, security, and managed/professional services.

• Customer base spans 4,200+ clients across technology, government, education, healthcare, financial services, and retail.

• Targeted M&A strategy has expanded geographic reach and service capabilities through multiple acquisitions since 2017.

Financial performance and growth

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

• Services revenue grew at an 18% CAGR, rising from 14% to 19% of net sales over five years.

• Consolidated gross profit increased at an 11% CAGR, with gross margin improving from 24% to 25%.

• Net earnings and diluted EPS from continuing operations grew at a 13% CAGR; adjusted EBITDA rose at a 12% CAGR.

• FY26 return on invested capital was 11.1%.

Operational highlights

• Workforce grew to 2,148 employees, with 89% of headcount increase in customer-facing roles.

• Over 5,500 certifications and accreditations held by staff.

• Leadership team averages over 30 years of industry experience.

• Strong balance sheet with $411M in cash and equivalents and a $500M credit facility.