The earnings call presented a mix of positive developments such as aggressive share repurchases, improved leverage, and strong growth in the shipping software segment. However, these were countered by reduced revenue guidance and management changes. The sentiment is balanced with both strong highlights and notable lowlights.

Company Guidance -

Q3 2025

During the Q2 2025 Pitney Bowes earnings call, CEO Kurt Wolf provided updates on their financial guidance. The company reduced its revenue guidance by $50 million, citing previous management's decision to forgo price concessions for at-risk Presort customers as a primary factor. Despite this reduction, they tightened their EBIT margin range by lowering the high end, reiterated their free cash flow guidance, and increased their EPS range by $0.10. The increased EPS is attributed largely to ongoing share repurchases. The loss of Presort customers has impacted the EBIT guidance, although this was partially offset by improved execution across the organization. Wolf expressed frustration over these unforced errors, noting corrective measures have been taken, and emphasized the company's confidence in its ability to drive growth and shareholder value.

Strong Share Repurchase Strategy

Pitney Bowes nearly exhausted its $150 million share repurchase authorization and increased it to $400 million, indicating a strong commitment to returning capital to shareholders.

Improved Leverage Ratio

The company's adjusted leverage ratio fell below 3.0x, providing increased financial flexibility and access to restricted payments.

Positive Outlook for Shipping Software Segment

The SaaS business within the shipping segment grew 17% year-over-year, showcasing strong expansion prospects.

Increased EPS Guidance

Despite reducing revenue guidance, Pitney Bowes increased its EPS range by $0.10, largely due to share repurchases.

Pitney Bowes (PBI) Earnings, Revenues Date & History

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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	$11.38	$11.36	-0.18%
May 07, 2025	$8.88	$9.34	+5.18%
Feb 11, 2025	$8.63	$9.63	+11.59%
Nov 07, 2024	$7.89	$7.43	-5.83%

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.