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Pitney Bowes
(NYSE:PBI)
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Rating:60Neutral
Price Target:
$19.00
▲(6.26% Upside)
Action:Reiterated
Date:07/31/26
Overall score reflects a balance of improved profitability/cash generation and constructive trend signals, against high financial risk from negative equity and elevated leverage plus persistent top-line contraction. Raised guidance and recent debt/maturity improvements support the outlook, but cost headwinds and structural revenue pressures keep the score in the middle range.
Positive Factors
Free Cash Flow Generation
Sustained, high cash conversion provides durable capacity to pay down debt, fund operations and invest in growth initiatives without relying on equity markets. Strong FCF supports strategic flexibility and deleveraging over the next several quarters, even if revenue recovery is gradual.
Negative Factors
Negative Equity & High Leverage
Negative equity and elevated debt materially weaken financial flexibility and magnify downside risk in earnings stress. Leverage constrains capital allocation, increases refinancing sensitivity despite recent improvements, and may limit M&A or investment options over the 2–6 month horizon.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow Generation
Sustained, high cash conversion provides durable capacity to pay down debt, fund operations and invest in growth initiatives without relying on equity markets. Strong FCF supports strategic flexibility and deleveraging over the next several quarters, even if revenue recovery is gradual.
Read all positive factors
Pitney Bowes Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue by region (for example U.S., EMEA, APAC), revealing where Pitney Bowes earns most of its sales and where growth or exposure to local economic cycles and currency moves matter. A concentrated footprint increases sensitivity to domestic postage/shipping trends, while stronger international growth can signal e‑commerce expansion and diversification.
Breaks down revenue by region (for example U.S., EMEA, APAC), revealing where Pitney Bowes earns most of its sales and where growth or exposure to local economic cycles and currency moves matter. A concentrated footprint increases sensitivity to domestic postage/shipping trends, while stronger international growth can signal e‑commerce expansion and diversification.
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The Fly
The FlyPitney Bowes (PBI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.40B
Dividend Yield2.05%
Average Volume (3M)2.49M
Price to Earnings (P/E)14.4
Beta (1Y)1.29
Revenue Growth-5.31%
EPS Growth115.80%
CountryUS
Employees6,600
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)1.22
Shares Outstanding137,090,210
10 Day Avg. Volume1,443,869
30 Day Avg. Volume2,491,489
Financial Highlights & Ratios
PEG Ratio-0.07
Price to Book (P/B)-2.28
Price to Sales (P/S)0.97
P/FCF Ratio6.10
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$18.43Price Target Upside3.05% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)1.67
Revenue Forecast (FY)$1.85B
Pitney Bowes Business Overview & Revenue Model
Company Description
Pitney Bowes Inc. (PBI) operates as a prominent global provider of shipping and mailing services. The company delivers a comprehensive array of technology, logistics, and financial solutions to a varied client base, including small and medium-size...
How the Company Makes Money
Pitney Bowes makes money primarily by selling technology and services that help businesses ship parcels and process mail.
Key revenue streams include:
- Shipping technology and services: Revenue from shipping-related software and platforms (inclu...
Pitney Bowes Earnings Call Summary
Earnings Call Date:Jul 29, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Neutral
The call balanced meaningful operational and financial progress (debt reduction, raised guidance, SendTech margin recovery, Presort sales momentum, and bank pilots) against persistent and material near-term headwinds (elevated transportation/fuel costs, CDL driver shortages, SendTech revenue pressure from noncore customer exits, and a deliberate bank shrink reducing near-term revenue). Management expressed cautious, long-term-focused optimism and demonstrated execution, but several structural and macro pressures temper near-term outlook.Positive Updates
Raised Financial Guidance
Management raised adjusted EBIT, adjusted EPS and adjusted free cash flow guidance for FY2026, citing continued execution and momentum from Q1 into Q2.
Negative Updates
Presort Profitability Impacted by Transportation Costs
Higher transportation and fuel costs materially impacted Presort profitability in Q2; management disclosed an approximate $6 million Q2 impact from elevated fuel costs and expects elevated transportation costs to persist into the second half.
Read all updates
Q2-2026 Updates
Positive
Negative
Raised Financial Guidance
Management raised adjusted EBIT, adjusted EPS and adjusted free cash flow guidance for FY2026, citing continued execution and momentum from Q1 into Q2.
Read all positive updates
Company Guidance
Management said it has raised its adjusted EBIT, adjusted EPS and adjusted free cash flow guidance off stronger-than-expected Q2 execution (no dollar amounts were provided), even while absorbing a roughly $6 million Q2 fuel/transportation headwind and expecting elevated fuel costs into H2; the company highlighted more than $200 million of debt reduction over the past four months (approximately $55 million year‑to‑date) and pushed its nearest maturity to March 2029, noted Presort is targeting positive volume growth in Q3 with a robust pipeline and mail‑exchange advantages, called SendTech long‑run margins “mid‑30s” with bookings up year‑over‑year, and said Pitney Bowes Bank is now originating loans through three pilot programs as it cautiously reshapes the balance sheet (possible bank carve‑out next year).Pitney Bowes Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
22
Negative
Cash Flow
66
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.87B | 1.89B | 2.03B | 2.08B | 3.54B | 3.67B |
| Gross Profit | 1.01B | 1.02B | 1.06B | 1.03B | 1.08B | 1.12B |
| EBITDA | 463.13M | 405.56M | 182.38M | 177.28M | 294.23M | 251.96M |
| Net Income | 187.35M | 144.70M | 10.24M | -385.63M | 36.94M | 3.51M |
Balance Sheet | ||||||
| Total Assets | 3.02B | 3.17B | 3.40B | 4.27B | 4.74B | 4.96B |
| Cash, Cash Equivalents and Short-Term Investments | 278.75M | 297.12M | 486.10M | 622.22M | 681.15M | 746.92M |
| Total Debt | 2.16B | 2.22B | 2.05B | 2.30B | 2.52B | 2.56B |
| Total Liabilities | 3.88B | 3.97B | 3.98B | 4.64B | 4.68B | 4.85B |
| Stockholders Equity | -863.28M | -802.36M | -578.43M | -368.58M | 60.65M | 112.63M |
Cash Flow | ||||||
| Free Cash Flow | 421.45M | 299.71M | 156.77M | -23.41M | 51.14M | 117.47M |
| Operating Cash Flow | 491.82M | 365.99M | 229.17M | 79.47M | 175.98M | 301.51M |
| Investing Cash Flow | -77.71M | -125.10M | -49.06M | -122.83M | -24.27M | -155.25M |
| Financing Cash Flow | -430.58M | -428.09M | -305.45M | -31.27M | -198.08M | -330.37M |
Pitney Bowes Technical Analysis
Neutral
17.88
Price Trends
17.52
Negative
15.44
Positive
12.80
Positive
Market Momentum
0.12
Positive
45.27
Neutral
48.25
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PBI, the sentiment is Neutral. The current price of 17.88 is below the 20-day moving average (MA) of 18.06, above the 50-day MA of 17.52, and above the 200-day MA of 12.80, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 45.27 is Neutral, neither overbought nor oversold. The STOCH value of 48.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PBI.
Pitney Bowes Risk Analysis
Pitney Bowes disclosed 26 risk factors in its most recent earnings report. Pitney Bowes reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Pitney Bowes Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $21.96B | 27.04 | 40.68% | 0.90% | 1.13% | 2.62% | |
72 Outperform | $25.52B | 38.60 | 18.75% | 0.62% | 5.28% | 28.24% | |
69 Neutral | $72.73B | 16.74 | 15.11% | 1.50% | 7.73% | 10.07% | |
68 Neutral | $88.59B | 19.34 | 29.07% | 5.71% | -0.19% | -19.99% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | $5.93B | 45.28 | 15.87% | 1.80% | 4.10% | -19.02% | |
60 Neutral | $2.40B | 14.37 | -23.27% | 2.01% | -5.31% | 115.80% |
* Industrials Sector Average
PBI
Pitney Bowes
17.42
6.58
60.66%
EXPD
Expeditors International
178.71
62.95
54.38%
FDX
FedEx
318.57
141.16
79.57%
JBHT
JB Hunt
268.52
131.86
96.49%
LSTR
Landstar System
182.99
59.54
48.23%
UPS
United Parcel
104.50
23.74
29.40%
Pitney Bowes Corporate Events
Business Operations and StrategyExecutive/Board Changes
Pitney Bowes Strengthens Board with Strategic New Director
Positive
Jul 27, 2026
Pitney Bowes Inc. is a technology-driven provider of digital shipping solutions, mailing innovation and financial services to clients worldwide, including more than 90 percent of the Fortune 500. The company serves small businesses, large enterpri...
Business Operations and StrategyPrivate Placements and Financing
Pitney Bowes Upsizes Term Loan and Redeems Notes
Positive
Jun 25, 2026
On June 23, 2026, Pitney Bowes amended its credit agreement to add $150 million of incremental Term Loan A borrowings, bringing total tranche A term loans to $302 million. The upsized facility, which closed without changes to pricing or its May 18...
Business Operations and StrategyPrivate Placements and Financing
Pitney Bowes Extends Credit Facilities, Tightens Covenants
Positive
May 19, 2026
On May 18, 2026, Pitney Bowes amended its credit agreement, extending the maturities of its $450 million revolving credit facility and $152 million Term Loan A by five years to May 2031, while keeping total borrowings unchanged. The revised pact t...
Executive/Board ChangesShareholder Meetings
Pitney Bowes Shareholders Back Board, Audit and Pay
Positive
May 15, 2026
Pitney Bowes stockholders held their annual meeting on May 12, 2026, where they elected directors Peter Brimm, Catherine Levene, Brent Rosenthal, Wayne Walker, and Kurt Wolf to one-year terms ending at the 2027 annual meeting. Shareholders also ra...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.