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Pitney Bowes
Pitney Bowes (PBI) investor relations material
Pitney Bowes Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Strengthened business foundation in 2025 through leadership upgrades, structural simplification, and process streamlining, positioning for profitable growth and an external review in Q2 2026.
Achieved strong earnings and cash flow in 2025, driven by disciplined cost management and operational improvements.
Welcomed new executive hires, including a seasoned bank leader, to maximize value in the banking segment.
Fourth quarter revenue was $478 million, down 7% year-over-year, with GAAP net income of $27 million, a $65 million improvement year-over-year.
Released 2026 full-year guidance and outlined strategic priorities in a CEO letter.
Financial highlights
Free cash flow guidance exceeded expectations, with strong Q4 presort prepayments contributing significantly.
Q4 2025 revenue was $478M, down 7% year-over-year; full-year 2025 revenue was $1,893M, down 7%.
Q4 adjusted EBIT was $132M (+15%); full-year adjusted EBIT was $461M (+20%).
Q4 free cash flow was $212M (+50%); full-year free cash flow was $358M (+24%).
Gross margin for Q4 2025 was 57.2%, up from 56.7% in Q4 2024; full-year gross margin was 56.6%, up from 55.6%.
Outlook and guidance
2026 revenue guidance: $1,760M–$1,860M.
Adjusted EBIT guidance for 2026 is $410M–$460M; adjusted EPS: $1.40–$1.60; free cash flow: $340M–$370M.
Wider guidance range reflects market uncertainty, potential government shutdowns, and economic direction.
Expecting a top-line decline in SendTech for 2026, with stronger performance anticipated in the second half.
Presort business expected to see easier year-over-year comparisons and potential return to positive growth in the second half of 2026.
SendTech shipping revenue growth strategy
Future debt reduction targets?
Pension de-risking impact on future cash flow?
Impact of aggressive Presort pricing strategy
Pitney Bowes Bank growth strategy
Update on Q2 external strategic review
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Next Pitney Bowes earnings date
Q1 20266 May, 2026
Pitney Bowes
Next Pitney Bowes earnings date
Q1 20266 May, 2026
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Frequently asked questions
Pitney Bowes Inc provides technology solutions for commerce, including mailing and shipping, logistics, and financial services. Its offerings help businesses manage postage, e-commerce fulfillment, and cross-border transactions. The company is headquartered in Stamford, Connecticut, and its shares are listed on the NYSE.
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