Education
About Us
Working with TipRanks
Follow Us
Pitney Bowes (PBI)
NYSE:PBI
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.37Last Year’s EPS
0.33Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear progress on strategic initiatives (leadership hires, Presort stabilization, free cash flow beat, cost actions and an upcoming external review) against persistent operational and macro challenges (SendTech revenue weakness, prior Presort customer losses, restructuring charges, and near-term timing/comps risk). Management expressed confidence in a multi-quarter recovery driven by aggressive Presort pricing, a fuller pipeline, easing IMI migration headwinds and opportunistic capital allocation, but acknowledged continued volatility and short-term risks.Company Guidance
Executive Hires Strengthen Leadership
Announced several senior executive additions (including Steve Fischer to lead Pitney Bowes Bank), described as high-caliber hires expected to unlock growth opportunities in the bank and improve overall leadership capability.
Presort Stabilization and New Wins
Management reported Presort has stopped its decline since mid-2025, with no churn since June 2025 and notable new customer wins (including the State of Pennsylvania in Q4). The pipeline has filled and recent win levels in Q4 were met again halfway into Q1, indicating accelerating new-business flow-through over the coming quarters.
Targeted EBIT Margin Range for Presort
Company indicated Presort can sustain targeted EBIT margins in the low- to mid-20% range, and that being a low-cost provider allows more aggressive pricing to win share while maintaining profitability.
Free Cash Flow Outperformance and Drivers
Q4 free cash flow guidance came in above Street expectations. Management cited Presort prepayments as a significant component of free cash flow and noted they add back restructuring payments to their free cash flow metric.
Disciplined, Opportunistic Capital Allocation
Company executed an opportunistic program of share and debt buybacks in Q4 and intends to continue opportunistic buybacks going forward while targeting a net debt / adjusted EBITDA around ~3x as a long-run target. Dividend decisions remain quarter-by-quarter.
Progress on Transformation and Strategic Review
Management emphasized meaningful 2025 actions: leadership upgrades, structural simplification, cost elimination and process streamlining. An external strategic review with qualified advisers is scheduled to begin in Q2 2026.
SendTech Product Positioning and Bank Opportunity
Management believes SendTech has strong products and expects the IMI migration headwinds to ease through 2026. The bank is positioned for growth under new leadership, representing an identified growth opportunity.
PBI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PBI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $10.15 | $11.03 | +8.59% |
Oct 29, 2025 | $11.01 | $9.85 | -10.53% |
Jul 30, 2025 | $11.10 | $11.08 | -0.17% |
May 07, 2025 | $8.66 | $9.11 | +5.14% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Pitney Bowes (PBI) report earnings?
Pitney Bowes (PBI) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Pitney Bowes (PBI) earnings time?
Pitney Bowes (PBI) earnings time is at Apr 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PBI EPS forecast?
PBI EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.
