ePlus Inc. Accelerates into 2026 with Bold Guidance and a Solid Dividend
ePlus Inc. (NASDAQ: PLUS) has just released its fiscal 2026 second‑quarter and first‑half financial results, and the numbers do more than meet expectations—they shatter them. The company reported double‑digit growth year‑over‑year in revenue, gross profit, net earnings, and earnings per share, and, in a move that signals confidence in the business, it raised its 2026 guidance across the board.
A Surge That Stays
The data show that ePlus’s core strengths—IT hardware, software, and services for data centers, cloud computing, security, and managed services—continue to drive momentum. The company’s revenue climbed by more than 10% in the second quarter alone, while gross profit margins expanded, underscoring efficient cost management in an industry where price pressure is fierce. Net earnings and EPS grew at comparable rates, indicating that the company is not just selling more; it is capturing higher value.
Guidance That Signals No Pause
In the face of a competitive landscape and evolving technology demands, ePlus’s decision to lift its 2026 guidance is a clear statement: the business model is resilient and poised for further expansion. By raising both revenue and earnings forecasts, ePlus is betting on continued demand for its integrated solutions—from proprietary software to lease financing—and on its ability to scale across the middle market, large enterprises, and public sector clients.
Dividend: A Reward for Investors
ePlus announced a quarterly dividend of $0.25 per share, a move that demonstrates fiscal solidity and a commitment to returning value to shareholders. With a market cap of $1.93 billion and a P/E ratio of 17.53, the dividend yield is modest, yet it provides a tangible payoff amid the company’s aggressive growth strategy.
Market Context
At the close of the previous trading day, ePlus’s share price stood at $74.07, comfortably above the 52‑week low of $53.83 and well below the 52‑week high of $100.89. This places the stock in a stable, ascending trajectory, giving investors confidence that the company can sustain its performance.
Bottom Line
ePlus Inc. has delivered a performance that reaffirms its position as a leading technology solutions provider. Double‑digit growth, upgraded guidance, and a newly declared dividend collectively paint a picture of a company that is not merely surviving— it is thriving. For investors seeking a blend of growth and modest income within the information technology sector, ePlus now offers a compelling proposition.
