ePlus (PLUS) Q1 FY27 earnings call

ePlus delivered a solid first quarter for fiscal 2027, navigating a tough prior-year comparison with strong bookings and open orders, particularly in AI-linked infrastructure. The company is actively investing in AI capabilities, expanding its geographic footprint, and growing its recurring revenue base through managed services. Despite some project delays impacting professional services and a slight margin contraction, ePlus maintains its full-year guidance, confident in its strategic execution and capital allocation flexibility.