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Inferra AI / Company / PBI

Pitney Bowes Inc /De

PBI · Information Technology

Last earnings Oct 28, 2026

Key results

Revenuequarter

6.2%

Revenue declined at a 6.2% year-over-year rate, a slight improvement from declines of 8.1% and 9.0% in the previous two quarters.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Presort revenuequarter

10.5%

Presort Update: Presort revenue declined 10.5% on a year-over-year basis, while Adjusted EBIT margins declined by 590 basis points.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

EPSquarter

8%

Revenue was $460 million, down 8% year over year GAAP EPS was $0.30, an improvement of $1.06 year over year Adjusted EPS was $0.31, an improvement of $0.10 year over year

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

GAAP net incomequarter

$52 million

GAAP net income of $52 million, an improvement of $190 million year over year Adjusted EBIT was $107 million, an improvement of $5 million year over year GAAP cash from operating activities was $67 million, an improvement of $1 million year over year

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free cash flowquarter

$60 million

Free Cash Flow was $60 million, and excluded $9 million of restructuring payments Earnings per share results are summarized in the table below:

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Change Reported revenuequarter

2024 %

Third Quarter ($ millions) 2025 2024 % Change Reported Revenue $311 $331 (6%) Adj.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

SendTech revenuequarter

$101

Segment EBIT $101 $102 (1%) SendTech revenue declined due to the impact of prior year product migration and a decrease in the mailing install base.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Third Quarter ($ millions) 2025 2024 % Change Reported Revenue $149 $166 (11%) Adj.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Free cash flow · Q3 2025
$60M
EX-99 · Oct 29, 2025
GAAP net income · Q3 2025
$52M
EX-99 · Oct 29, 2025
SendTech revenue · Q3 2025
$101
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue6.2%——
Presort revenue10.5%——
EPS8%——
GAAP net income$52 million——
Free cash flow$60 million——
Change Reported revenue2024 %——
SendTech revenue$101——

EX-99 · Oct 29, 2025

Guidance · company-stated

Direction: Initiated

Company outlook — Raised

“We have begun seeing less pricing pressure as well as increasing signs of financial distress from competitors, giving us optimism about the outlook for pricing.”

Company outlook — Initiated

“As we construct our 2026 guidance and prepare for analysts to initiate new coverage on Pitney Bowes in the near term, we are committed to taking the necessary actions to support the issuance of more accurate, reliable guidance.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$60M

Capital allocation

Dividend$0.08

Sustaining Meaningful Buybacks We continued to aggressively buy back our stock during the quarter.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Pitney Bowes Inc /De Q3 2025 — Revenue declined at a 6.2% year-over-year rate, a slight improvement from declines of 8.1% and 9.0% in the previous two quarters.

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Initiated

Company outlook — Raised (“increasing”)
“We have begun seeing less pricing pressure as well as increasing signs of financial distress from competitors, giving us optimism about the outlook for pricing.”

Company outlook — Initiated (“initiate”)
“As we construct our 2026 guidance and prepare for analysts to initiate new coverage on Pitney Bowes in the near term, we are committed to taking the necessary actions to support the issuance of more accurate, reliable guidance.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Sustaining Meaningful Buybacks We continued to aggressively buy back our stock during the quarter.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Through last Friday, we repurchased 25.9 million shares at a total cost of $281.2 million since starting the program earlier this year.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Capital Allocation Update: In addition to increasing our share repurchase authorization to $500 million, we have increased our quarterly dividend from $0.08 to $0.09 per share.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Given our strong current liquidity and cash flow outlook, we expect to be able to continue our buyback program and be in a position to retire our 2027 Notes in full when they become callable at par in March 2026 without needing to issue additional debt.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Adjusted EBIT, Adjusted EBITDA and Adjusted EPS exclude the impact of restructuring charges, foreign currency gains and losses on intercompany loans, certain costs associated with the Ecommerce Restructuring, gains and losses on debt redemptions and other unusual items that we believe are not indicative to our core business operations.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free cash flow adjusts cash flow from operations calculated in accordance with GAAP for capital expenditures, restructuring payments and other special items.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

htm EX-99.2 q32025earningsceoletter Fellow Shareholders, During the third quarter of 2025, leadership devoted significant time to accelerating the first phase of our strategic review.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We will provide updates in future quarters as his strategy takes shape.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Under my leadership, we continue to move toward a leaner, more disciplined company that is focused on profitable growth.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Forward-Looking Statements This document contains forward-looking statements about the Company s expected or potential future business and financial performance, including, but not limited to, statements about future revenue and profitability, earnings guidance, future events or conditions, capital allocation strategy, expected cost savings and efficiency improvements, and strategic initiatives and priorities.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

government shutdown, to the Company and our clients; changes in foreign currency exchange rates; changes in labor and transportation availability and costs; inability to successfully execute on our strategic initiatives; and other factors as more fully outlined in the Company's Annual Report on Form 10-K for the year ended December 31, 2024 and other reports filed with the Securities and Exchange Commission during 2025.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

Although these changes create short-term financial headwinds, they are part of positioning the company for long-term value creation.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Additional one-time events over the past quarter, such as the government shutdown and executive severance costs, have also created what we deem one-time headwinds.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

By making difficult choices and facing challenges head-on today, we are laying the groundwork for profitable growth and sustained cash generation for the long term.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that could cause actual results to differ materially from those projected.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

or other major markets or changes to the broader postal or shipping markets; declines in physical mail volumes or shipping volumes; the loss of customers, including some of our larger clients; changes in trade policies, tariffs and regulations; global supply chain issues adversely impacting our third party suppliers ability to provide us products and services; periods of difficult economic conditions, the impacts of inflation and rising prices, higher interest rates and a slow-down in economic activity, including a global recession, or a prolonged U.

SEC original ↗Pitney Bowes Inc /De — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

33 documents

Earnings releases

48 documents

Presentations

0 documents

No presentations for Pitney Bowes Inc /De are held in this edition of the library.

Transcripts

0 documents

No transcripts for Pitney Bowes Inc /De are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Pitney Bowes Inc /De by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.