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年第二季度業績會講話摘要：
Financial Performance:
財務表現：
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.
正羽科技報告稱，2025年第二季度綜合淨銷售額下降至51520萬美元，而2024年第二季度爲58760萬美元。
然而，毛利潤同比增長2.5%，達到14800萬美元，毛利率具體增長410個點子，主要受高毛利潤服務板塊表現強勁的提振。
淨利潤報告爲3130萬美元，同比下降4.1%，調整後的攤薄每股收益下降2.9%，達到1.36美元。
Business Progress:
業務進展：
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.
正羽科技通過收購不斷增強其服務組合，特別是Bailiwick，擴展了在人工智能、數字標牌和IT集成服務方面的能力。
服務板塊增長特別強勁，託管服務營收同比增長28%；與Digital Realty合作成立的人工智能體驗中心旨在提升客戶在人工智能技術中的參與。
Opportunities:
機會：
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.
專注於擴大服務產品的重點和設立人工智能體驗中心與當前科技趨勢一致，在人工智能、安防-半導體和相關軟件服務方面提供了巨大的增長潛力。
Risks:
風險：
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.
行業持續向可評估收入模式和按淨額抵消營業收入趨勢變化，結合通貨膨脹和選舉後潛在政策變化等經濟不確定性，給傳統硬件銷售和整體財務穩定性帶來挑戰。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
