EPlus Inc. (PLUS) Q2 2025 Earnings Call Transcript Summary
EPlus Inc. (PLUS) Q2 2025 Earnings Call Transcript Summary
Net earnings were reported at $31.3 million, a decrease of 4.1% YoY, with non-GAAP diluted earnings per share decreasing by 2.9% to $1.36.The following is a summary of the EPlus Inc. (PLUS) Q2 2025 Earnings Call Transcript:
以下是正羽科技（PLUS）2025年第二季度业绩会讲话摘要：
Financial Performance:
财务表现：
ePlus Inc. reported a decrease in Q2 2025 consolidated net sales to $515.2 million from $587.6 million in Q2 2024.
Gross profit, however, grew 2.5% YoY to $148 million, with gross margins specifically increasing by 410 basis points, buoyed predominantly by the strong performance in the higher-margin services sector.
Net earnings were reported at $31.3 million, a decrease of 4.1% YoY, with non-GAAP diluted earnings per share decreasing by 2.9% to $1.36.
正羽科技报告称，2025年第二季度综合净销售额下降至51520万美元，而2024年第二季度为58760万美元。
然而，毛利润同比增长2.5%，达到14800万美元，毛利率具体增长410个基点，主要受高毛利润服务板块表现强劲的提振。
净利润报告为3130万美元，同比下降4.1%，调整后的摊薄每股收益下降2.9%，达到1.36美元。
Business Progress:
业务进展：
ePlus enhanced its services portfolio through acquisitions, notably Bailiwick, expanding capabilities in AI, digital signage, and IT integration services.
Growth in the services sector was particularly strong, with managed services revenue up 28% YoY; the newly established AI experience center with Digital Realty aims to boost customer engagement in AI technologies.
正羽科技通过收购不断增强其服务组合，特别是Bailiwick，扩展了在人工智能、数字标牌和IT集成服务方面的能力。
服务板块增长特别强劲，托管服务营收同比增长28%；与Digital Realty合作成立的人工智能体验中心旨在提升客户在人工智能技术中的参与。
Opportunities:
机会：
The focus on expanding service offerings and the setup of an AI experience center aligns with current technology trends, providing significant growth potential in AI, security, and related software services.
专注于扩大服务产品的重点和设立人工智能体验中心与当前科技趋势一致，在人工智能、安防-半导体和相关软件服务方面提供了巨大的增长潜力。
Risks:
风险：
The ongoing industry shift towards ratable revenue models and netted down revenues combined with economic uncertainty, such as inflation and potential policy changes post-election, pose challenges to traditional hardware sales and overall financial stability.
行业持续向可评估收入模式和按净额抵消营业收入趋势变化，结合通货膨胀和选举后潜在政策变化等经济不确定性，给传统硬件销售和整体财务稳定性带来挑战。
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：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
