Every 10-Q that Pitney Bowes (PBI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow PBI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PBI filings page.
Pitney Bowes Inc. reported Q2 2026 revenue of $451.5 million, down 2% from $461.9 million, while net income increased to $49.9 million from $30.0 million and diluted EPS to $0.36 from $0.17. For the first half, revenue was $928.9 million, down 3%, and net income rose to $108.0 million from $65.4 million.
SendTech Solutions revenue declined 1% year over year in Q2 to $308.9 million, but adjusted segment EBIT grew 21% to $122.7 million, helped by lower SG&A, favorable product mix and a $5 million tariff refund. Presort Services revenue fell 5% to $142.6 million and adjusted EBIT declined 44% to $20.0 million as mail volumes softened and transportation and fuel costs increased.
Cash and cash equivalents were $266.8 million at June 30, 2026, with net cash from operating activities of $197.1 million in the first half. Total debt had a carrying value of $2.03 billion against a stockholders’ deficit of $863.3 million. The company refinanced 2027 notes, extended a term loan and expanded its secured revolving credit facility to $450 million, with $330 million of capacity available at quarter-end, and remained in compliance with financial covenants. Management continues to expect a low- to mid-single-digit revenue decline for 2026 and Adjusted EBIT ranging from a low-single-digit decline to low-single-digit growth, citing secular mail declines, transportation cost volatility and cost-reduction actions.
Pitney Bowes Inc. reported first‑quarter 2026 revenue of $477.4 million, down 3% from $493.4 million a year earlier, but sharply higher profitability. Net income rose to $58.1 million from $35.4 million, with diluted EPS increasing to $0.39 from $0.19.
SendTech Solutions revenue was roughly flat while Presort Services revenue fell 8% as mail volumes declined, pressuring that segment’s margins. Companywide adjusted segment EBIT edged up to $152.7 million. Operating cash flow improved to $44.2 million from a use of cash, helped by working capital. Total debt reached $2.14 billion, including an additional $150 million of 7.25% notes due 2029 and $346.7 million of notes due March 2027 now classified as current, alongside active share repurchases of about $135.6 million in the quarter.
Pitney Bowes Inc. reported Q3 2025 results with total revenue of $459.7 million, down from $499.5 million a year ago. The company posted income from continuing operations of $52.0 million and diluted EPS of $0.30, compared with a diluted loss per share of $0.75 a year ago that included sizable discontinued operations losses.
Services revenue was $289.5 million and Products revenue was $89.7 million, while Financing and other contributed $80.5 million. SendTech Solutions generated $310.8 million of revenue and adjusted segment EBIT of $101.1 million, essentially flat year over year. Presort Services delivered $148.9 million of revenue with adjusted segment EBIT of $32.6 million, down from $46.2 million.
Operating costs eased: SG&A fell to $144.2 million from $190.0 million, and restructuring charges dropped to $1.8 million from $30.7 million. Cash and cash equivalents were $321.0 million at quarter end. For the nine months, net cash from operating activities was $161.6 million. As of October 20, 2025, shares outstanding were 160,918,164.
Pitney Bowes (PBI) Q2-25 10-Q highlights
Total revenue fell 5.7% YoY to $461.9 m as lower Products (-16%) and Financing (-4%) outweighed a 2% gain in Presort Services. Despite the top-line contraction, cost controls and lower interest expense drove a sharp earnings swing: income from continuing operations reached $30.0 m vs. a $10.1 m loss in Q2-24, equal to diluted EPS of $0.17 (vs. -$0.06). Six-month EPS rose to $0.36.
Margins/segment mix
- Company gross margin expanded ~260 bp to 49.6% on service and financing cost reductions.
- Adjusted segment EBIT up 11% to $137.2 m; SendTech EBIT +5% to $101.3 m; Presort EBIT +33% to $35.9 m.
- Restructuring charges fell to $13.8 m from $30.4 m.
Cash & balance sheet
- Operating cash flow YTD improved to $94.7 m (vs. $78.9 m).
- Cash fell to $285 m from $470 m at 12/24, mainly from $90 m share repurchases, $24 m debt-refinancing costs and $23.6 m dividends.
- Long-term debt edged higher to $1.88 bn; net debt increased given lower cash.
- Stockholders’ deficit narrowed to $-537 m (vs. -$578 m) on FX gains and OCI improvements.
Strategic & accounting items
- Global Ecommerce wind-down completed; no discontinued-ops loss in 2025 (Q2-24 loss $14.7 m).
- $4 m revenue overstatement corrected in Q1-25; deemed immaterial.
Outlook signals: Future performance obligations in SendTech total $676 m, suggesting multi-year service visibility, but revenue pressure in Products remains a headwind. Upcoming FASB expense-disaggregation rules (effective 2026) will expand disclosures but no impact forecast.