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PBI

Pitney Bowes Q1 2026 – Revenue Decline Narrows, EBIT and EPS Up

Pitney Bowes said first-quarter 2026 revenue was about $477 million, down from $493 million a year earlier, but the decline narrowed to 3% from a 5% drop in the first quarter of 2025 and a 7% decline in the prior quarter.

Adjusted EBIT rose to about $130 million from $120 million in the year-ago period, while adjusted EPS increased to approximately $0.47 from $0.33.

Free cash flow improved sharply to about $44 million from a $20 million cash outflow in the first quarter of 2025.

Based on the stronger start to the year, the company lifted its full-year 2026 guidance. Revenue guidance moved to $1.80 billion to $1.86 billion from a prior range of $1.76 billion to $1.86 billion. Adjusted EBIT guidance increased to $425 million to $465 million from $410 million to $460 million. Adjusted EPS guidance rose to $1.50 to $1.65 from $1.40 to $1.60. Free cash flow guidance was raised to $345 million to $380 million from $340 million to $370 million.

Pitney Bowes also said the updated outlook reflects a change in how it treats pension-related costs in guidance. The company said the revised figures now include about $15.4 million in pension-related costs in adjusted EBIT and $0.08 in post-tax pension-related costs in adjusted EPS. As a result of these announcements, the company's shares have moved 0.37% on the market, and are now trading at a price of $10.95. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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