PLUS EPLUS INC

FY2025 10-K
Filed: May 22, 2025
Consumer Discretionary
Wholesale-Computers & Peripheral Equipment & SoftwareSEC EDGAR

EPLUS INC (PLUS) filed its fiscal year 2025 10-K annual report with the SEC on May 22, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business model: IT solutions provider specializing in third-party software sales and related services with revenue recognition at point of software delivery
  • New acquisition of Bailiwick Services, LLC in August 2024 adding approx. 8% of total assets and 4% of revenues to consolidated figures
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Management Discussion & Analysis

  • Revenue $2.07B, down 7.0% YoY ($156.5M decrease), driven by product segment decline offset by professional and managed services growth and financing segment revenue increase
  • Gross margin 27.5% vs 24.8% YoY (+270 bps); operating margin 6.8% vs 7.1% YoY (-30 bps); operating income down $16.8M; net earnings $108.0M vs $115.8M
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Risk Factors

  • Accounts receivable concentration risk: 17% of trade invoices due from Verizon Communications as of March 31, 2025
  • Supply chain dependence on Cisco Systems: 32% of technology segment net sales from Cisco products in fiscal 2025
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Financial Summary
XBRL

Revenue

$2.1B

Net Income

$108M

Gross Margin

27.5%

Operating Margin

6.8%

Net Margin

5.2%

ROE

11.0%

Total Assets

$1.9B

EPS (Diluted)

$4.05

Operating Cash Flow

$302M

Source: XBRL data from EPLUS INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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