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年第一季度業績會議的摘要：
Financial Performance:
金融業績：
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年第一季度淨銷售額爲54450萬美元，較去年同期的57420萬美元下降。
2025年第一季度毛利潤爲13450萬美元，毛利率爲24.7%。
金融業務板塊經調整的稅息折舊攤銷前利潤（Adjusted EBITDA）增長了24.3%。
營業利潤和營業利潤率分別增長了20%以上和130個點子。
2025年第一季度每股收益（EPS）爲1.02美元，同比下降了1.27美元。
在股票回購計劃下，本季度回購了162,319股。
Business Progress:
業務進展：
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.
持續投資於人工智能、雲安全和託管服務等增長領域，反映出這些板塊的銷售增長。
推出新的存儲即服務和Azure恢復程序，以滿足不斷變化的客戶需求。
託管服務取得了顯著增長，預訂同比增長約70%。
Opportunities:
機會：
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.
託管服務和人工智能解決方案的強勁增長和興趣，加上託管服務預訂的70%增長和新服務的推出，爲未來穩定的營業收入流提供了重要機會。
AI和存儲服務的最新增強版是爲了滿足正羽科技客戶不斷變化的需求，使公司能夠充分利用這些高需求領域。
Risks:
風險：
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.
營業收入受供應鏈緩解突然放寬的影響，影響了產品銷售和客戶訂單，出現了營收阻力和營收確認時差。
上升的SGA費用和爲新解決方案領域培育增長而增加的人員數導致營收生成滯後。
More details: ePlus IR
更多詳情：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。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
