Earnings Call Summary | EPlus(PLUS.US) Q1 2025 Earnings Conference
Earnings Call Summary | EPlus(PLUS.US) Q1 2025 Earnings Conference
Adjusted The following is a summary of the EPlus Inc. (PLUS) Q1 2025 Earnings Call Transcript:
以下是正羽科技（PLUS）2025年第一季度业绩会议的摘要：
Financial Performance:
金融业绩：
Q1 2025 net sales were $544.5 million, a decrease from $574.2 million in the previous year's first quarter.
Gross profit for Q1 2025 was $134.5 million with a gross margin of 24.7%.
Adjusted EBITDA increased by 24.3% in the Finance segment.
Operating income and operating margin increased by more than 20% and 130 basis points, respectively.
Earnings per share (EPS) for Q1 2025 were $1.02, down from $1.27 year-over-year.
Repurchased 162,319 shares during the quarter under the share repurchase program.
2025年第一季度净销售额为54450万美元，较去年同期的57420万美元下降。
2025年第一季度毛利润为13450万美元，毛利率为24.7%。
金融业务板块经调整的税息折旧摊销前利润（Adjusted EBITDA）增长了24.3%。
营业利润和营业利润率分别增长了20%以上和130个基点。
2025年第一季度每股收益（EPS）为1.02美元，同比下降了1.27美元。
在股票回购计划下，本季度回购了162,319股。
Business Progress:
业务进展：
Continued investment in growth areas such as AI, cloud security, and managed services, reflecting increased sales in these segments.
Launched new storage as a service and Azure recovery program to meet evolving customer needs.
Experienced significant growth in managed services, with bookings up approximately 70% year-over-year.
持续投资于人工智能、云安全和托管服务等增长领域，反映出这些板块的销售增长。
推出新的存储即服务和Azure恢复程序，以满足不断变化的客户需求。
托管服务取得了显著增长，预订同比增长约70%。
Opportunities:
机会：
The strong growth and interest in managed services and AI solutions, alongside 70% growth in managed services bookings and the recent introduction of new services, present significant opportunities for consistent future revenue streams.
Recent enhancements in AI and storage services are designed to meet the rapidly evolving needs of ePlus's customers, positioning the company to capitalize on these high-demand areas.
托管服务和人工智能解决方案的强劲增长和兴趣，加上托管服务预订的70%增长和新服务的推出，为未来稳定的营业收入流提供了重要机会。
AI和存储服务的最新增强版是为了满足正羽科技客户不断变化的需求，使公司能够充分利用这些高需求领域。
Risks:
风险：
Revenue headwinds and timing differences in revenue recognition due to the abrupt easing of supply chain constraints, affecting both product sales and customer orders.
A lag in revenue generation relative to rising SG&A expenses due to increased headcount aimed at fostering growth in new solution areas.
营业收入受供应链缓解突然放宽的影响，影响了产品销售和客户订单，出现了营收阻力和营收确认时差。
上升的SGA费用和为新解决方案领域培育增长而增加的人员数导致营收生成滞后。
More details: ePlus IR
更多详情：正羽科技IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。
