We project 1Q:F26 revenue declined 6.5% year over year to $509.3 million and EPS (including stock compensation expense) declined 7.7% to $0.97.
The sale of the financing segment closed at the end of the first fiscal quarter so it will still be in 1Q:F26 reported numbers; excluding the financing segment we estimate 1Q:F26 revenue and EPS would be $498 million and $0.82.
We took the Financing segment out of all but our near term estimates when the deal was announced. With the sale closing at the end of 1Q:F26 we are now also adjusting our 2Q:F26 estimates for the sale.

10 Aug 2025
Project Revenue And EPS Declined In 1Q:F26; Expect Improving Hardware Sales, Services Growth Will Drive Full-Year Revenue And Profit Gains In PLUS' Tech Business; Maintain $92 Target

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Project Revenue And EPS Declined In 1Q:F26; Expect Improving Hardware Sales, Services Growth Will Drive Full-Year Revenue And Profit Gains In PLUS' Tech Business; Maintain $92 Target
We project 1Q:F26 revenue declined 6.5% year over year to $509.3 million and EPS (including stock compensation expense) declined 7.7% to $0.97.
The sale of the financing segment closed at the end of the first fiscal quarter so it will still be in 1Q:F26 reported numbers; excluding the financing segment we estimate 1Q:F26 revenue and EPS would be $498 million and $0.82.
We took the Financing segment out of all but our near term estimates when the deal was announced. With the sale closing at the end of 1Q:F26 we are now also adjusting our 2Q:F26 estimates for the sale.