EarningsQ2 2026 Earnings Report
DE:PBW Q2 2026 EPS Results
Actual EPS€0.38
Consensus EPS€0.30
Beat/MissBeat by +€0.08
One Year Ago EPS€0.24
DE:PBW Q2 2026 Revenue Results
Actual Revenue€401.00M
Expected Revenue€403.17M
Beat/MissMissed by -€2.17M
YoY Revenue Growth-2.25%
Earnings Announcement Details
QuarterQ2 2026
Date07/29/2026
TimeAfter Close
Conference CallWednesday, July 29, 2026
DE:PBW Upcoming Earnings
Pitney Bowes's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:PBW Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced meaningful operational and financial progress (debt reduction, raised guidance, SendTech margin recovery, Presort sales momentum, and bank pilots) against persistent and material near-term headwinds (elevated transportation/fuel costs, CDL driver shortages, SendTech revenue pressure from noncore customer exits, and a deliberate bank shrink reducing near-term revenue). Management expressed cautious, long-term-focused optimism and demonstrated execution, but several structural and macro pressures temper near-term outlook.Company Guidance
Raised Financial Guidance
Management raised adjusted EBIT, adjusted EPS and adjusted free cash flow guidance for FY2026, citing continued execution and momentum from Q1 into Q2.
Significant Debt Reduction and Improved Liquidity
Reduced total debt by more than $200 million over the past four months, pushed nearest maturity out to March 2029, and noted roughly $55 million of debt reduction year-to-date, creating capacity to allocate capital opportunistically.
SendTech Margin Improvement
Operational improvements and a prior-year tariff refund materially boosted SendTech margins; management expects long-run margins in the 'mid-30s' percent range and reported year-over-year margin expansion despite increased investment in growth.
Presort Sales Momentum and Share Gains
Presort continues to win new business with a robust sales pipeline; revenue growth turned positive in June and the company is targeting positive volume growth in Q3, with management citing market share gains from recent wins.
Pitney Bowes Bank Progress and Pilots
Pitney Bowes Bank built infrastructure to support future growth and began originating loans via three pilot programs (asset-based lending to Presort customers; credit for shipping software customers; short-term credit in logistics/3PL relationships), positioning new revenue streams.
Bookings and Product Momentum
SendTech bookings are up year-over-year and smaller product initiatives (e.g., Mailstream on Demand) are growing, indicating early traction in targeted growth areas.
Strong Customer Experience and Employee Base
Company highlighted an NPS above 90 and over 6,000 employees driving execution—cited as contributors to recent operational improvements and sales execution gains.
Share Price Appreciation and Insider Confidence
Management noted that the stock moved from about $3 to above $18 since an investor took a position, and the CEO indicated significant personal ownership (tens of millions of dollars) and participation in recent share distributions, signaling insider conviction.
DE:PBW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed