Eplus Inc is a US-listed company in the technology distributors industry. Its financial year ends in March.
Loading chart…
Third-party market data · may be delayed
Under review: data-quality checks not passed.
Under review: data-quality checks not passed. We'll show the comparison once resolved.
Eplus Inc valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $2.45bn, up 16.5% on a year earlier, slower than the 22.4% growth a quarter earlier. Free-cash-flow margin fell to 1.4% from 3.7% a year earlier. It passes 2 of our 2 financial-health checks.
Our model value for Eplus is under review, so past values are not shown until it is resolved.
Source: 10-Q filed August 4, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Eplus Inc's trailing-twelve-month revenue grew 16.5% year on year, with a free-cash-flow margin of 1.4%.
Our discounted-cash-flow model values the business at ~$170 per share in the base case (~$130–$220 across growth scenarios) — model values under stated assumptions, not a price target.
Current signal Free cash flow diverging from earnings: TTM free cash flow fell 56.9% while net income grew 4.5%: a 61pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Loading chart…
Third-party market data · may be delayed
Company announcements, filed results and changes that matter to shareholders.
Our value per share comes from a discounted-cash-flow model of Eplus Inc's free cash flow after stock-based pay ( $156M, FY2027 Q1 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
We value Eplus Inc as an operating company, with every model that fits that kind of business. Cost of equity 9.5%: the 10-year Treasury yield (4.9%) plus a beta of 1.02 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. | ~$170 ~$130–$220 | Primary model, counts double |
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Eplus Inc with Technology Distributors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
| At fiscal year end | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Share price | $19.81 | $33.23 | $38.24 | $43.58 | $30.82 | $49.04 | $55.18 | $48.27 | $77.31 | $60.07 | $74.77 | $89.22 |
| Market value | $582m | $932m | $1.1bn | $1.2bn | $827m | $1.3bn | $1.5bn | $1.3bn | $2.1bn | $1.6bn | $2.0bn | $2.3bn |
| + Net debt (− = net cash) | −$95m | −$110m | −$118m | −$80m | −$86m | −$117m | −$150m | −$94m | −$217m | −$323m | −$411m | −$449m |
| Enterprise value | $487m | $823m | $950m | $1.1bn | $741m | $1.2bn | $1.3bn | $1.2bn | $1.8bn | $1.3bn | $1.6bn | $1.9bn |
| Multiples | ||||||||||||
| Price / sales | 0.5x | 0.7x | 0.8x | 0.9x | 0.5x | 0.8x | 0.8x | 0.6x | 0.9x | 0.8x | 0.8x | 1.0x |
| Price / earnings | 13.0x | 18.4x | 19.4x | 18.7x | 12.0x | 17.7x | 14.0x | 10.8x | 17.5x | 15.3x | 14.9x | 18.7x |
| Price / free cash flow | — | — | — | — | — | — | — | — | 8.6x | 5.4x | — | — |
| EV / EBITDA | 5.3x | 8.4x | 9.5x | 11.2x | 6.5x | 9.5x | 7.8x | 6.5x | 11.8x | 10.1x | 8.1x | 9.7x |
Moderate moat
How hard Eplus's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.
Cash operating profit has been a median 9.0% of total assets over 7 years.
Gross margin has been a median 24.8%, moving by 1.1 percentage points (standard deviation) across 10 years.
Operating margin has been a median 6.3%; its worst year was 5.3%.
Free cash flow was positive in 8 of 10 years, at a median 1.8% of revenue.
The diluted share count fell 2.9% over five years; stock-based pay has been a median 0.5% of revenue.
AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (57 before it).
Next results: November 5, 2026, after the close. Analysts expect revenue of $636m and EPS of $1.47 (range $1.46 to $1.48) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $5.47 | +2% | $2.6bn | +5% |
| Next | $5.96 | +9% | $2.7bn | +5% |
Next year's EPS estimate has moved +2.6% in 90 days, across 2 analysts.
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $1.15 | $1.28 | +11.8% |
| Mar 2026 | $0.98 | $1.00 | +2.0% |
| Dec 2025 | $1.01 | $1.45 | +43.6% |
| Sept 2025 | $0.94 | $1.53 | +61.9% |
Adjusted EPS as companies report it, against the average analyst estimate.
Our cash-flow model grows Eplus Inc's revenue by +7.6% next year and +9.2% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+5.5%, weight 56%) and the company's own record (+10.2%, weight 44%) . How the weights are set.
Last 12 months +23.5%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $2.1bn | $2.5bn | +16.5% |
| Net margin | 5.7% | 5.1% | −10.3% |
| P/E multiple | 16.0x | 18.7x | +16.9% |
| Share count | 27m | 26m | +1.0% |
Biggest factor: p/e multiple.
Last 3 years +39.4%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $2.2bn | $2.5bn | +12.4% |
| Net margin | 6.0% | 5.1% | −14.9% |
| P/E multiple | 13.0x | 18.7x | +43.8% |
| Share count | 27m | 26m | +1.3% |
Biggest factor: p/e multiple.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| PLUS | +23% | −18% | +80% | −8% | +19% | +3% |
| Industry peers (median) | +40% | −8% | +29% | +5% | −17% | +49% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| PLUS | 58% | 58% | 67% | 33% | 58% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| PLUS | −23% | −32% | −27% | −28% | −33% | −17% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 3, 2015: 57% from August 7, 2018 to March 18, 2020. Getting back needed a 130% gain, reached on March 9, 2021, 356 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 4, 2026 | +1.0% | +1.6% | −5.2% | −6.5% |
| May 28, 2026 | −8.0% | +0.8% | −9.3% | −9.5% |
| February 4, 2026 | −0.4% | −1.7% | −1.3% | −8.0% |
| November 6, 2025 | +14.6% | −1.0% | +22.2% | +20.9% |
| August 7, 2025 | +8.9% | +0.7% | +15.8% | +12.6% |
| May 22, 2025 | +2.4% | −0.6% | +9.1% | +13.3% |
| February 5, 2025 | −12.4% | +0.8% | −14.7% | −18.2% |
| November 12, 2024 | −17.9% | −0.3% | −18.3% | −19.5% |
| August 6, 2024 | +6.9% | +0.2% | +13.1% | +13.0% |
| May 22, 2024 | −0.4% | −1.0% | −7.0% | −7.5% |
| February 12, 2024 | −2.0% | −1.4% | +4.2% | +9.3% |
| November 9, 2023 | +2.2% | +0.8% | +4.3% | +20.1% |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY24 Q2 | $2.3B |
| FY24 Q3 | $2.2B |
| FY24 Q4 | $2.2B |
| FY25 Q1 | $2.1B |
| FY25 Q2 | $2B |
| FY25 Q3 | $2B |
| FY25 Q4 | $2B |
| FY26 Q1 | $2.1B |
| FY26 Q2 | $2.2B |
| FY26 Q3 | $2.3B |
| FY26 Q4 | $2.4B |
| FY27 Q1 | $2.5B |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY24 Q2 | 20.0% |
| FY24 Q3 | 6.7% |
| FY24 Q4 | 5.3% |
| FY25 Q1 | -2.0% |
| FY25 Q2 | -10.2% |
| FY25 Q3 | -6.2% |
| FY25 Q4 | -8.2% |
| FY26 Q1 | -1.5% |
| FY26 Q2 | 8.7% |
| FY26 Q3 | 15.5% |
| FY26 Q4 | 22.4% |
| FY27 Q1 | 16.5% |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY24 Q2 | 7.9% |
| FY24 Q3 | 7.9% |
| FY24 Q4 | 6.1% |
| FY25 Q1 | 5.6% |
| FY25 Q2 | 4.9% |
| FY25 Q3 | 3.9% |
| FY25 Q4 | 5.0% |
| FY26 Q1 | 5.3% |
| FY26 Q2 | 6.0% |
| FY26 Q3 | 6.8% |
| FY26 Q4 | 7.1% |
| FY27 Q1 | 6.9% |
Source: SEC EDGAR filings. Retrieved October 26, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY24 Q2 | 4.1% |
| FY24 Q3 | 11.7% |
| FY24 Q4 | 10.5% |
| FY25 Q1 | 16.2% |
| FY25 Q2 | 14.4% |
| FY25 Q3 | 11.1% |
| FY25 Q4 | 13.8% |
| FY26 Q1 | 3.7% |
| FY26 Q2 | 2.8% |
| FY26 Q3 | -3.8% |
| FY26 Q4 | -5.9% |
| FY27 Q1 | 1.4% |
Each dollar Eplus took in during FY2026, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.
| Revenue | $2.4B | |
|---|---|---|
| Other income | $15.8M | 0.6% of revenue |
| Cost of revenue | $1.8B | 74.8% of revenue |
| Gross profit | $616M | 25.2% of revenue |
| Selling, general and admin | $423M | 17.3% of revenue |
| Other operating costs | $26.5M | 1.1% of revenue |
| Operating income | $166M | 6.8% of revenue |
| Income tax | $49.3M | 2.0% of revenue |
| Net income | $133M | 5.4% of revenue |
| Fiscal year | 2010 Mar 2010 | 2011 Mar 2011 | 2012 Mar 2012 | 2013 Mar 2013 | 2014 Mar 2014 | 2015 Mar 2015 | 2016 Mar 2016 | 2017 Mar 2017 | 2018 Mar 2018 | 2019 Mar 2019 | 2020 Mar 2020 | 2021 Mar 2021 | 2022 Mar 2022 | 2023 Mar 2023 | 2024 Mar 2024 | 2025 Mar 2025 | 2026 Mar 2026 | LTM Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | ||||||||||||||||||
| Revenue | 551 | 719 | 826 | 983 | 1,058 | 1,143 | 1,204 | 1,332 | 1,419 | 1,373 | 1,588 | 1,568 | 1,821 | 2,068 | 2,178 | 2,000 | 2,443 | 2,454 |
| Gross profit | 140 | 167 | 180 | 205 | 217 | 245 | 262 | 300 | 323 | 330 | 391 | 394 | 461 | 518 | 512 | 512 | 616 | 619 |
| EBITDA | — | — | — | 71 | 75 | 86 | 92 | 97 | 100 | 98 | 114 | 126 | 172 | 185 | 156 | 127 | 194 | 195 |
| Operating income | — | — | — | 59 | 60 | 71 | 76 | 86 | 84 | 80 | 95 | 106 | 147 | 166 | 134 | 100 | 166 | 169 |
| Net income | 13 | 24 | 23 | 35 | 35 | 46 | 45 | 51 | 55 | 63 | 69 | 74 | 106 | 119 | 118 | 105 | 133 | 125 |
| Diluted EPS | $0.38 | $0.69 | $0.70 | $1.08 | $1.09 | $1.55 | $1.52 | $1.80 | $1.98 | $2.33 | $2.57 | $2.77 | $3.93 | $4.48 | $4.41 | $3.93 | $5.03 | $4.76 |
| Growth (year on year) | ||||||||||||||||||
| Revenue | — | +30.5% | +14.9% | +19.1% | +7.6% | +8.1% | +5.3% | +10.6% | +6.5% | −3.3% | +15.7% | −1.3% | +16.1% | +13.5% | +5.3% | −8.2% | +22.1% | +16.5% |
| EBITDA | — | — | — | — | +5.6% | +15.3% | +6.3% | +6.2% | +2.7% | −1.9% | +16.6% | +10.4% | +35.9% | +7.7% | −15.4% | −18.8% | +52.7% | +39.2% |
| Operating income | — | — | — | — | +2.3% | +17.7% | +7.1% | +13.2% | −1.7% | −5.6% | +19.8% | +11.6% | +38.5% | +12.8% | −19.5% | −25.5% | +66.7% | +51.8% |
| Net income | — | +86.2% | −1.5% | +49.1% | +1.3% | +30.0% | −2.4% | +13.0% | +9.0% | +14.6% | +9.3% | +7.7% | +41.9% | +13.0% | −1.2% | −11.4% | +26.8% | +4.5% |
| Diluted EPS | — | +85.3% | +0.4% | +54.8% | +1.2% | +41.9% | −1.6% | +18.0% | +9.7% | +17.7% | +10.5% | +7.8% | +41.9% | +14.0% | −1.6% | −10.9% | +28.0% | +5.6% |
| Margins | ||||||||||||||||||
| Gross margin | 25.4% | 23.2% | 21.8% | 20.8% | 20.5% | 21.4% | 21.8% | 22.5% | 22.8% | 24.1% | 24.6% | 25.1% | 25.3% | 25.0% | 23.5% | 25.6% | 25.2% | 25.2% |
| EBITDA margin | — | — | — | 7.2% | 7.1% | 7.5% | 7.6% | 7.3% | 7.1% | 7.2% | 7.2% | 8.1% | 9.4% | 8.9% | 7.2% | 6.3% | 7.9% | 7.9% |
| Operating margin | — | — | — | 6.0% | 5.7% | 6.2% | 6.3% | 6.4% | 5.9% | 5.8% | 6.0% | 6.8% | 8.1% | 8.0% | 6.1% | 5.0% | 6.8% | 6.9% |
| Net margin | 2.3% | 3.3% | 2.8% | 3.5% | 3.3% | 4.0% | 3.7% | 3.8% | 3.9% | 4.6% | 4.3% | 4.7% | 5.8% | 5.8% | 5.4% | 5.2% | 5.4% | 5.1% |
| Free-cash-flow margin | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.1% | 14.8% | −4.9% | — |
| Cash flow | ||||||||||||||||||
| Cash from operations | −37 | −9 | −22 | 41 | −8 | 14 | 14 | 33 | 83 | 39 | −74 | 130 | −21 | −15 | 248 | 302 | −116 | 59 |
| Capital spending | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8 | 5 | 4 | — |
| Free cash flow | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 241 | 297 | −121 | — |
| Stock-based pay | 0 | 1 | 2 | 3 | 4 | 5 | 6 | 6 | 6 | 7 | 8 | 7 | 7 | 8 | 9 | 11 | 12 | 12 |
| Free cash flow after stock pay | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 231 | 286 | −133 | — |
| Balance sheet | ||||||||||||||||||
| Cash | 85 | 76 | 34 | 53 | 80 | 76 | 95 | 110 | 118 | 80 | 86 | 130 | 155 | 103 | 253 | 389 | 411 | 449 |
| Total debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13 | 6 | 10 | 36 | 66 | — | 0 |
| Net debt (negative = net cash) | −85 | −76 | −34 | −53 | −80 | −76 | −95 | −110 | −118 | −80 | −86 | −117 | −150 | −94 | −217 | −323 | −411 | −449 |
| Diluted shares | 34m | 33m | 32m | 32m | 32m | 30m | 29m | 28m | 28m | 27m | 27m | 27m | 27m | 27m | 27m | 27m | 26m | 26m |
| Returned to shareholders | ||||||||||||||||||
| Dividends | — | 0 | 0 | 20 | 0 | 0 | 0 | 0 | 0 | — | — | — | — | — | 0 | 0 | 20 | 27 |
| Buybacks | 6 | 3 | 19 | 2 | 13 | 38 | 11 | 30 | 35 | 19 | 14 | 7 | 14 | 7 | 10 | 47 | 31 | 53 |
| Total returned | 6 | 3 | 19 | 22 | 13 | 38 | 11 | 30 | 35 | 19 | 14 | 7 | 14 | 7 | 10 | 47 | 50 | 80 |
| Quarter | 2025 Q2 Sept 2024 | 2025 Q3 Dec 2024 | 2025 Q4 Mar 2025 | 2026 Q1 Jun 2025 | 2026 Q2 Sept 2025 | 2026 Q3 Dec 2025 | 2026 Q4 Mar 2026 | 2027 Q1 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 493 | 493 | 478 | 643 | 609 | 615 | 582 | 649 |
| Gross profit | 127 | 125 | 133 | 154 | 162 | 159 | 147 | 151 |
| EBITDA | 33 | 24 | 33 | 50 | 56 | 50 | 44 | 45 |
| Operating income | 27 | 16 | 25 | 43 | 49 | 43 | 38 | 39 |
| Net income | 31 | 24 | 22 | 43 | 35 | 35 | 25 | 30 |
| Diluted EPS | $1.17 | $0.91 | $0.83 | $1.61 | $1.32 | $1.33 | $0.95 | $1.16 |
| Growth (year on year) | ||||||||
| Revenue | −16.0% | −3.1% | −5.8% | +20.0% | +23.4% | +24.6% | +21.7% | +1.0% |
| EBITDA | −35.1% | −44.4% | — | +37.3% | +69.9% | +106.9% | +35.2% | −10.6% |
| Operating income | −39.8% | −56.7% | — | +36.5% | +80.9% | +163.9% | +52.0% | −9.6% |
| Net income | −4.1% | −11.5% | −9.9% | +55.8% | +11.3% | +45.2% | +14.9% | −28.9% |
| Diluted EPS | −4.1% | −10.8% | −6.7% | +57.8% | +12.8% | +46.2% | +14.5% | −28.0% |
| Margins | ||||||||
| Gross margin | 25.8% | 25.4% | 27.8% | 23.9% | 26.6% | 25.8% | 25.3% | 23.3% |
| EBITDA margin | 6.6% | 4.9% | 6.8% | 7.8% | 9.1% | 8.1% | 7.6% | 6.9% |
| Operating margin | 5.5% | 3.3% | 5.2% | 6.7% | 8.0% | 7.1% | 6.5% | 6.0% |
| Net margin | 6.3% | 4.9% | 4.6% | 6.6% | 5.7% | 5.7% | 4.3% | 4.7% |
| Free-cash-flow margin | — | — | 33.3% | −15.5% | — | — | 17.8% | 11.7% |
| Cash flow | ||||||||
| Cash from operations | −22 | 66 | 161 | −99 | −35 | −87 | 105 | 76 |
| Capital spending | — | — | 2 | 1 | — | — | 1 | 1 |
| Free cash flow | — | — | 159 | −100 | — | — | 104 | 76 |
| Stock-based pay | 3 | 3 | 2 | 3 | 3 | 3 | 2 | 3 |
| Free cash flow after stock pay | — | — | 157 | −102 | — | — | 102 | 73 |
| Last 12 months unless stated | PLUS | CNXN | SCSC | CLMB | NSIT | CDW | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $2.5bn | $3.2bn | $3.2bn | $771m | $8.6bn | $23.5bn | $3.2bn |
| Revenue growth, last 12 months | 16.5% | 9.5% | 6.1% | 24.2% | 2.7% | 7.4% | 14.8% |
| Revenue growth, 3-year average | 4.0% | 3.0% | −5.2% | 32.1% | −4.0% | 1.6% | 1.5% |
| Revenue growth, latest quarter | 1.0% | 23.3% | 17.3% | 36.5% | 14.7% | 10.0% | 20.8% |
| Gross margin | 25.2% | 18.6% | 13.6% | 15.5% | 22.1% | 21.4% | 13.6% |
| Operating margin | 6.9% | 4.1% | 3.1% | 4.0% | 4.6% | 7.1% | 3.4% |
| Operating margin, 3-year average | 5.9% | 3.7% | 2.9% | 4.9% | 4.4% | 7.6% | 3.2% |
| Net margin | 5.1% | 3.3% | 2.4% | 3.1% | 2.5% | 4.6% | 2.4% |
| Cash from operations / revenue | 2.4% | −0.4% | 3.8% | 4.2% | 4.9% | 4.2% | 2.4% |
| Free-cash-flow margin | 1.4% | −0.7% | 3.5% | 3.1% | 4.6% | 3.7% | 1.4% |
| Free-cash-flow margin, 3-year average | 7.1% | 2.3% | 6.0% | 4.5% | 4.8% | 5.1% | 2.7% |
| Stock pay / revenue | 0.5% | 0.3% | 0.4% | 0.7% | 0.4% | 0.4% | 0.4% |
| Change in share count | −1.0% | −2.3% | −9.0% | 1.3% | −13.2% | −2.9% | −1.7% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Financing Reporting Unit | $2.4B | 100.0% | ▲ 22.1% |
| Product Reporting Unit (part of Financing Reporting Unit) | $2B | 81.0% | ▲ 23.8% |
| Professional Services Reporting Unit (part of Financing Reporting Unit) | $273M | 11.2% | ▲ 19.4% |
| Managed Services Reporting Unit (part of Financing Reporting Unit) | $189M | 7.8% | ▲ 10.6% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Technology Reporting Unit | $2.4B | 100.0% | ▲ 22.1% |
| Products (part of Technology Reporting Unit) | $2B | 81.1% | ▲ 23.7% |
| Services (part of Technology Reporting Unit) | $463M | 19.0% | ▲ 15.6% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $2.3B | 96.2% | ▲ 22.7% |
| Outside the US | $92.7M | 3.8% | ▲ 8.6% |
From Eplus Inc's 10-K filed May 28, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $338M | 4.1M | 16.1% | ▲ 1.4% |
| River Road Asset Management, LLC | $132M | 1.6M | 6.3% | ▼ 2.6% |
| Dimensional Fund Advisors LP | $114M | 1.4M | 5.4% | ▲ 4.4% |
| Vanguard Capital Management LLC | $96.6M | 1.2M | 4.6% | ▼ 0.5% |
| Vanguard Portfolio Management LLC | $95.1M | 1.1M | 4.5% | ▲ 3.9% |
| State Street Corp | $88.8M | 1.1M | 4.2% | ▲ 5.2% |
| First Trust Advisors LP | $76.6M | 920K | 3.7% | ▲ 58.9% |
| Altravue Capital, LLC | $75.8M | 911K | 3.6% | ▼ 1.7% |
| FMR LLC | $65.9M | 791K | 3.1% | ▲ 3.4% |
| American Century Companies Inc | $63.1M | 758K | 3.0% | ▼ 22.3% |
| Geode Capital Management, LLC | $60.7M | 730K | 2.9% | ▲ 5.5% |
| Morgan Stanley | $54.9M | 660K | 2.6% | ▼ 8.6% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Eplus Inc's complete shareholder register. Values are as reported by the filers .
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Marion Elaine D CHIEF FINANCIAL OFFICER | October 13, 2026 | Sell pre-set plan | 345 | $97.39 | $33,599 |
| Marion Elaine D CHIEF FINANCIAL OFFICER | October 13, 2026 | Sell pre-set plan | 2,377 | $96.72 | $229,896 |
| Marion Elaine D CHIEF FINANCIAL OFFICER | October 13, 2026 | Sell pre-set plan | 2,120 | $95.73 | $202,945 |
| Marion Elaine D CHIEF FINANCIAL OFFICER | October 12, 2026 | Sell pre-set plan | 158 | $95.04 | $15,016 |
| Raiguel Darren S CHIEF OPERATING OFFICER | October 1, 2026 | Sell pre-set plan | 6 | $93.01 | $558 |
| Raiguel Darren S CHIEF OPERATING OFFICER | September 22, 2026 | Sell pre-set plan | 1 | $93.44 | $93 |
| Raiguel Darren S CHIEF OPERATING OFFICER | September 16, 2026 | Sell pre-set plan | 7 | $94.06 | $658 |
| Raiguel Darren S CHIEF OPERATING OFFICER | September 16, 2026 | Sell pre-set plan | 132 | $93.34 | $12,321 |
| Raiguel Darren S CHIEF OPERATING OFFICER | September 15, 2026 | Sell pre-set plan | 470 | $93.11 | $43,762 |
| Raiguel Darren S CHIEF OPERATING OFFICER | September 14, 2026 | Sell pre-set plan | 384 | $93.18 | $35,781 |
| Callies John E Director | August 14, 2026 | Sell | 1 | $88.85 | $89 |
| Callies John E Director | August 14, 2026 | Sell | 499 | $88.08 | $43,952 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
New research on the companies we cover arrives in the weekly email. Free, one email a week.
