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ePlus: The Growth Machine Keeps Running, But The Cash Keeps Waiting

ePlus: The Growth Machine Keeps Running, But The Cash Keeps Waiting

ePlus inc. posted strong Q3 FY26 results last month, with 24.6% YoY sales growth and accelerating operating leverage driven by robust AI-related demand. PLUS raised FY26 guidance again, now projecting 20–22% net sales growth and adjusted EBITDA up 41–43%, signaling sustained business momentum. Despite strong earnings, inventory doubled to $241M and operating cash flow remained negative, highlighting persistent working capital concerns.

Mar 10, 2026 08:08 AM seekingalpha.com
ePlus Q3 Earnings Call Highlights

ePlus Q3 Earnings Call Highlights

ePlus (NASDAQ: PLUS) executives highlighted accelerating demand tied to AI-driven infrastructure modernization and improved operating leverage as the company reported fiscal third-quarter 2026 results and raised full-year guidance. Management pointed to strength across AI, cloud, networking, and security, and said its ability to deliver "integrated solutions" across these areas is resonating with customers and contributing to

Feb 05, 2026 11:26 PM defenseworld.net
ePlus Reports Third Quarter and First Nine Months Financial Results of Fiscal Year 2026

ePlus Reports Third Quarter and First Nine Months Financial Results of Fiscal Year 2026

Double Digit Growth Year Over Year Across Key Metrics Including Net Sales, Gross Profit and Earnings Per Share ~ Raises Fiscal 2026 Guidance and Announces Common Stock Quarterly Dividend of $0.25 Per Share ~ Third Quarter of Fiscal Year 2026 Consolidated net sales increased 24.6% to $614.8 million; services revenues decreased 0.7% to $112.8 million. Gross billings increased 15.6% to $982.1 million.

Feb 04, 2026 11:10 AM prnewswire.com

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