While the earnings call highlighted strong earnings and cash flow growth, aggressive share repurchases, and a positive outlook for the SaaS business, these positives were countered by a reduction in revenue guidance, significant customer losses in the Presort business, and unexpected management changes. The call reflects a balanced view with both positive achievements and notable challenges.

Company Guidance

During the Q2 2025 Pitney Bowes Earnings Conference Call, CEO Kurt Wolf provided guidance updates, including a reduction in revenue guidance by $50 million, driven by previous management's decisions on customer concessions in the Presort business. Despite this, the company tightened its EBIT margin range and increased its EPS guidance by $0.10, supported by significant share repurchases. The company nearly exhausted its $150 million share repurchase authorization, leading to an increase in authorization to $400 million. Additionally, Pitney Bowes maintained its free cash flow guidance, with strong liquidity and an adjusted leverage ratio below 3x, allowing for aggressive share repurchases. The strategic review's first phase has identified numerous opportunities for value creation, with further discussions anticipated in 2026.

Significant Earnings and Cash Flow Growth

Continued significant earnings and cash flow growth on a year-over-year basis, with a focus on efficiency and return of capital to shareholders.

Aggressive Share Repurchase Program

Almost exhausted $150 million share repurchase authorization, increased dividend for the third quarter in a row, and expanded share repurchase authorization to $400 million.

New CFO Appointment

Paul Evans appointed as CFO, bringing prior experience as a public company CEO and CFO, and having a strong working relationship with CEO Kurt Wolf.

Positive Outlook for SaaS Business

The SaaS part of the SendTech business grew 17% year-over-year for the quarter, showing strong performance.

Pitney Bowes (PBI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PBI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.32 / -	0.21	―	―	―
Jul 30, 2025	2025 (Q2)	0.28 / 0.27	0.03	800.00% (+0.24)
May 07, 2025	2025 (Q1)	0.27 / 0.33	-0.01	3400.00% (+0.34)
Feb 11, 2025	2024 (Q4)	0.14 / 0.32	0.07	357.14% (+0.25)
Nov 07, 2024	2024 (Q3)	0.14 / 0.21	0	―
Aug 08, 2024	2024 (Q2)	-0.07 / 0.03	-0.02	250.00% (+0.05)
May 02, 2024	2024 (Q1)	-0.04 / -0.01	-0.01	0.00% (0.00)
Feb 01, 2024	2023 (Q4)	0.02 / 0.07	0.06	16.67% (+0.01)
Nov 02, 2023	2023 (Q3)	-0.02 / 0.00	0	―
Aug 03, 2023	2023 (Q2)	-0.01 / -0.02	0.02	-200.00% (-0.04)

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
Jul 30, 2025	$11.30	$11.28	-0.18%
May 07, 2025	$8.82	$9.27	+5.10%
Feb 11, 2025	$8.56	$9.56	+11.68%
Nov 07, 2024	$7.83	$7.38	-5.75%

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.