PITNEY BOWES INC /DE/ (PBI) Form 8-K — Oct 28, 2026
Pitney Bowes reported Q3 2026 revenue of $456 million (down 1% YoY) but strong profit growth, with adjusted EPS of $0.42, up 35% from $0.31 a year ago, and adjusted free cash flow of $147 million, up 144%. The company raised the low end of full-year revenue guidance to $1,830-$1,860 million and lifted adjusted free cash flow guidance to $380-$420 million, citing new client wins from a major mail sortation competitor's exit (30+ new clients, ~2 billion pieces of annual volume).
Key figures
- Eps
- 0.37
- Revenue
- 456182000
- Guidance
- FY2026 updated: Revenue $1,830-$1,860M (raised low end), Adjusted EBIT $450-$470M (narrowed), Adjusted EPS $1.58-$1.67 (narrowed), Adjusted Free Cash Flow $380-$420M (raised)
- Net Income
- 52666000
- Total Assets
- 2992280000
- Cash Position
- 268514000
- Adj eps q3
- 0.42
- Adj fcf q3 musd
- 147
- Buyback q3 musd
- 17
- Adj ebit q3 musd
- 114
- Adj eps q3 prior
- 0.31
- Avg buyback price
- 16.84
- New presort clients
- 30+
- Debt reduced q3 musd
- 148
- Presort revenue musd
- 151
- Adj fcf q3 prior musd
- 60
- Cash from ops q3 musd
- 151
- Debt reduced ytd musd
- 108
- Sendtech revenue musd
- 305
- Shares bought q3 millions
- 1
- Term loan b repriced musd
- 585
- Quarterly dividend per share
- 0.1
- Presort volume billion pieces
- 3.4
- Shares repurchased ytd millions
- 18.4
- Estimated new annual volume pieces
- 2 billion
AI analysis
Red flags6 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.