EPLUS INC — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
ePlus reported Q1 FY2027 (ended June 30, 2026) net sales of $649.1M (+1.0% YoY), but net earnings from continuing operations fell 5.4% to $30.3M ($1.16 diluted EPS). Managed services surged 15.1% to $51.3M—the first $50M+ quarter—while professional services declined 5.1% to $68.1M. Gross margin compressed 60bps to 23.3%. The company maintains $449M cash, authorized a new 1.5M-share repurchase program, and reiterated mid-single-digit FY2027 guidance for sales, gross profit, and Adjusted EBITDA.
Why this rating
Modest top-line growth with margin compression and declining EPS; offset by strong managed services momentum and reaffirmed guidance. Relative to ~$1.8B market cap, Q1 results are in-line but unspectacular. No major M&A, no guidance cut, no crisis—ordinary quarterly reporting.
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