The earnings call reflected a mix of positive strategic actions, such as share repurchases and cost reductions, against the backdrop of significant challenges in forecasting and revenue declines in the Presort segment. While there is optimism about future growth and stability, immediate financial results have been impacted by these challenges.
Company Guidance
During the Third Quarter 2025 earnings call, Pitney Bowes provided guidance indicating that they expect their full-year financial results to be at the lower end of their projected range for revenue, EBIT, and free cash flow, primarily due to historical forecasting issues rather than operational performance. The company is working to improve its forecasting process and is making significant progress in strategic reviews aimed at enhancing talent, structure, and processes to support future growth. Notably, Pitney Bowes spent an additional $161 million on share repurchases during the quarter, reflecting confidence in long-term growth opportunities. Despite challenges, the company remains optimistic about its future, emphasizing ongoing efforts to address past mistakes and strengthen its position. Key metrics discussed included EBIT, EBITDA, EPS, and free cash flow, all on an adjusted basis, with a focus on improving profitability and forecasting accuracy.
Share Repurchase Program
Pitney Bowes spent an additional $161 million on share repurchases during the quarter, demonstrating confidence in the company's future.
Cost Reduction Initiative
The company announced $50 million to $60 million in cost cuts, which are expected to be fully realized by the end of 2026.
Presort Business Volume Recovery
Pitney Bowes has not lost a single Presort customer since June and is optimistic about increasing volumes next year.
SendTech Revenue Improvement
Revenue declines in the SendTech segment are decelerating, and the impact of the IMI migration is largely behind the company.
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
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
Oct 29, 2025
$11.21
$10.03
-10.53%
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%
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 Feb 03, 2026, Before Open (Confirmed).
What is Pitney Bowes (PBI) earnings time?
Pitney Bowes (PBI) earnings time is at Feb 03, 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.