Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
ePlus
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Herndon, Virginia, USA
Website
Employees
2,100 (2026, approximate)
Founded
1990
Listing
PLUS · NASDAQ
Market Cap
$2.33B
Revenue (TTM)
$2.44B
Price
USD89.1 (-1.44%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
ePlus is an engineering-centric IT solutions provider helping enterprises acquire, finance, and manage IT infrastructure spanning data center, networking, security, cloud, and collaboration, with additional professional and managed services. Fiscal 2026 revenue rose 22.1% to $2.443 billion with net income of $132.6 million and diluted EPS up 64.2% to $4.71, driven by demand from telecom/media, financial services, healthcare, and large-enterprise customers. In June 2025 ePlus divested its domestic financing business to focus purely on technology solutions and services, following its 2024 acquisition of Bailiwick to scale professional services.
Strategic Connections
Competition / Other
- SoftwareONE: ePlus competes with SoftwareONE and other IT solutions and technology procurement providers.
- Cloud Computing & Data Centers: ePlus provides IT solutions and technology procurement services within the broader cloud computing and enterprise technology industry.
Strategic Risks
- Lower-margin hardware resale and procurement business exposes revenue to enterprise IT capital spending cycles
Future Outlook
- Continued growth in managed services and cloud procurement expected to improve overall margin mix
Sources
- AOL / Q4 2026 earnings transcript (May 2026) — ePlus full-year net sales up 22.1% to $2.4B for fiscal 2026
- PitchGrade (Feb 2026) — ePlus business model and competitive analysis
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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