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Edge31 Oct 2025
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Pitney Bowes (PBI) investor relations material
Pitney Bowes Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue was $460 million, down 8% year-over-year, with GAAP net income of $52 million, a $190 million improvement year-over-year, and GAAP EPS of $0.30, up $1.06 from last year; adjusted EPS was $0.31, up $0.10 year-over-year.
Profitability improved in Q3, but full-year results are expected at the low end of guidance for revenue, EBIT, and free cash flow due to persistent forecasting issues, not operational performance.
The company completed the wind-down of its Global Ecommerce segment, resulting in discontinued operations and a more focused business structure.
Strategic review is progressing, with optimism for future growth, a focus on profitable opportunities, and $50–$60 million in additional cost savings identified.
Leadership changes and organizational restructuring have been implemented to drive accountability, efficiency, and cost savings.
Financial highlights
Adjusted EBIT for Q3 was $107 million, up $5 million year-over-year; adjusted EBITDA was $135 million.
Free cash flow was $60 million, excluding $9 million in restructuring payments; guidance maintained to coalesce around $330 million for the year.
Share repurchases totaled $161 million during the quarter, with over $280 million year-to-date; authorization increased to $500 million.
Working capital was a significant use of cash in 2025, totaling $205 million year-to-date, expected to partially reverse in Q4.
Gross margin remained flat at 55.6% year-over-year; SG&A as a percentage of revenue decreased to 31.1% from 33.7% year-over-year.
Outlook and guidance
Full-year 2025 revenue, adjusted EBIT, and free cash flow are expected near the low end of prior guidance; adjusted EPS expected near the midpoint.
Previous guidance ranges: revenue $1,900–$1,950 million, adjusted EBIT $450–$465 million, adjusted EPS $1.20–$1.40, free cash flow $330–$370 million.
Cost savings of $50–$60 million identified, to be realized by the end of 2026, with most benefits by end of 2025.
Free cash flow for 2026 is anticipated to improve over 2025, driven by cost reductions and normalization of working capital.
SendTech Solutions expected to see lower revenue due to declining meter populations and a shift toward lease extensions, which should stabilize cash flows.
Strategic review cost savings details?
Presort Services client loss mitigation plan?
Capital allocation strategy given revenue decline?
Detail forecasting process improvements
Presort: strategy to regain volume and market share?
GFS restructuring: expected sales process benefits?
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Next Pitney Bowes earnings date
Q4 20252 Feb, 2026
Next Pitney Bowes earnings date
Q4 20252 Feb, 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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