ePlus Inc. (PLUS) Q4 2025 Earnings – Full Coverage

Описание: *ePlus Inc. (PLUS) Q4 2025 Earnings – Full Coverage*

*Key Highlights:*
*Financials* – Q4 revenue $498,100K, down 10.2% YoY; gross profit $145,800K, up 11.8%; gross margin 29.3%, up 580 bps; adjusted EBITDA $43,800K, up 19.1%; $500B global IT market.
*Operations* – Services revenue up 33%; managed services up 16.6%; security 22% of billings; tariffs impact ~1% via mitigation.
*Strategy* – CEO Mark Marron emphasized AI and security; CFO Elaine Marion noted cash strength; focus on subscriptions, services; tariffs mitigated via U.S.-centric sales.
*Outlook* – FY26 revenue growth low single digits; gross profit, adjusted EBITDA up mid single digits; continued AI, cloud investment.

*Timestamps:*
[00:00] – Opening Remarks and Introduction
[00:42] – SVP Update (Clay Parkhurst)
[01:53] – CEO Update: Q4 Results (Mark Marron)
[06:27] – CEO Update: Strategy and AI Focus
[07:24] – CFO Update: Financial Results (Elaine Marion)
[16:49] – CEO Update: FY26 Outlook
[19:18] – Q&A Session Begins
[19:18] – Q&A: Demand Environment, AI Adoption (Greg Burns, Sidoti)

*Keywords:* ePlus, Q4 2025 earnings, PLUS, AI, security, cloud, managed services

*Buy, Hold, or Sell?*
ePlus Inc. (PLUS) is a BUY. Q4 gross profit up 11.8% to $145,800K and services revenue up 33% in a $500B global IT market, with strong AI and security demand, signal growth potential; tariff impact, ~1%, is minimal due to U.S.-focused operations.

*Max Position* – Allocate 2-3% in a diversified portfolio.

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*Full Details:* [ePlus Investor Relations](https://www.eplus.com/investors)

*Disclaimer:* This video includes segments from the earnings call by ePlus Inc., used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by ePlus is implied. All rights to the original content remain with the company. For the official call, visit [https://www.eplus.com/investors](https://www.eplus.com/investors). For inquiries or requests for removal, please contact us at [email protected].