PBI
Pitney Bowes·NYSE
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PBI fundamentals
Pitney Bowes (PBI) released its earnings on Feb 17, 2026: revenue was 477.63M (YoY -7.44%), missed estimates; EPS was 0.45 (YoY +40.63%), beat estimates.
Revenue / YoY
477.63M
-7.44%
EPS / YoY
0.45
+40.63%
Report date
Feb 17, 2026
PBI Earnings Call Summary for Q4,2025
- Presort Recovery: Aggressive pricing and pipeline wins expected to drive gradual volume growth, targeting EBIT margins of 20-25%.
- SendTech Challenges: Sequential improvement in 2026, with IMI migration headwinds easing, and efforts to slow mailing meter decline.
- Capital Allocation: Opportunistic share buybacks with free cash flow, maintaining 3x net debt target.
- Strategic Hires: Talent acquisition signals long-term growth focus, regardless of strategic review outcome.
- Bank Expansion: New leadership aims to balance risk and growth in lending, with potential 2026 contributions.
EPS
Actual | 0.05 | 0.04 | 0.08 | 0.13 | 0.07 | 0.11 | 0.08 | 0.06 | 0.08 | 0.02 | 0 | 0.06 | -0.01 | -0.02 | 0 | 0.07 | -0.01 | 0.03 | 0.21 | 0.32 | 0.33 | 0.27 | 0.31 | 0.45 | ||||||||||||||||
Forecast | 0.076 | -0.014 | 0.05 | 0.096 | 0.044 | 0.05 | 0.07 | 0.108 | 0.03 | 0.04 | 0.0167 | 0.0767 | 0 | -0.01 | -0.02 | 0.02 | -0.045 | -0.07 | 0.14 | 0.145 | 0.27 | 0.275 | 0.315 | 0.3757 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -34.21% | +385.71% | +60.00% | +35.42% | +59.09% | +120.00% | +14.29% | -44.44% | +166.67% | -50.00% | -100.00% | -21.77% | 0.00% | -100.00% | +100.00% | +250.00% | +77.78% | +142.86% | +50.00% | +120.69% | +22.22% | -1.82% | -1.59% | +19.78% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 796.27M | 837.49M | 891.90M | 1.03B | 915.20M | 899.20M | 875.45M | 983.71M | 926.94M | 871.50M | 830.91M | 908.69M | 834.54M | 776.48M | 783.75M | 871.58M | 830.51M | 793.17M | 499.00M | 516.00M | 493.42M | 461.91M | 459.68M | 477.63M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 766.85M | 702.07M | 851.56M | 938.70M | 873.82M | 895.46M | 892.29M | 961.63M | 931.76M | 897.97M | 857.57M | 960.01M | 864.50M | 809.61M | 766.29M | 849.85M | 797.00M | 771.65M | 467.80M | 509.65M | 497.90M | 475.92M | 467.44M | 483.56M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.84% | +19.29% | +4.74% | +9.56% | +4.74% | +0.42% | -1.89% | +2.30% | -0.52% | -2.95% | -3.11% | -5.35% | -3.47% | -4.09% | +2.28% | +2.56% | +4.21% | +2.79% | +6.67% | +1.25% | -0.90% | -2.94% | -1.66% | -1.23% |
Earnings Call
You can ask Aime
What factors drove the changes in Pitney Bowes's revenue and profit?Did Pitney Bowes beat or miss consensus estimates last quarter?What were the key takeaways from Pitney Bowes’s earnings call?What does Pitney Bowes do and what are its main business segments?What is the revenue and EPS growth rate for Pitney Bowes year over year?What is the market's earnings forecast for Pitney Bowes next quarter?What is Pitney Bowes's gross profit margin?What guidance did Pitney Bowes's management provide for the next earnings period?
