Pitney Bowes Inc. ( PBI ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Alex Brown Kurt Wolf - CEO & Director Paul Evans - Executive VP, CFO & Treasurer Conference Call Participants Kartik Mehta - Northcoast Research Partners, LLC Matthew Swope - Robert W. Baird & Co. Incorporated, Research Division Anthony Lebiedzinski - Sidoti & Company, LLC Justin Dopierala - Domo Capital Management, Llc Presentation Operator ” Alex Brown " Kurt Wolf CEO & Director " Paul Evans Executive VP, CFO & Treasurer " Kartik Mehta Northcoast Research Partners, LLC " Northcoast Research Partners, LLC Matthew Swope Robert W.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Pitney Bowes (PBI) have what it takes?
Pitney Bowes (PBI) is rated a buy, with a $31 price target, reflecting a bullish outlook driven by its digital transformation and cost efficiencies. PBI's pivot to high-margin SaaS shipping solutions, aggressive cost cuts, and exit from unprofitable segments have improved profitability and operational efficiency. Despite a 6% YoY revenue drop in Q2 2025, adjusted EPS surged 145% and EBIT rose 37%, validating the company's transition to a tech-driven model.
| Air Freight & Logistics Industry | Industrials Sector | Kurt Wolf CEO | XSTU Exchange | US7244791007 ISIN |
| US Country | 7,200 Employees | 10 Nov 2025 Last Dividend | 20 Jan 1998 Last Split | 1 Jun 1972 IPO Date |
Pitney Bowes Inc., established in 1920 and originally known as Pitney Bowes Postage Meter Company, stands as a pivotal entity in the domain of shipping and mailing. With its headquarters in Stamford, Connecticut, the company has extended its reach to serve not only small and medium-sized businesses but also large enterprises, retailers, and government clients across the United States and internationally. Pitney Bowes Inc. distinguishes itself through its provision of comprehensive technology, logistics, and financial services, operating across three main segments: Global Ecommerce, Presort Services, and SendTech Solutions. These segments underscore the company's commitment to innovation and customer-centric solutions in the shipping and mailing industry.
The Global Ecommerce segment of Pitney Bowes Inc. is tailored to meet the expansive needs of the digital marketplace. It offers domestic parcel services, cross-border solutions, and digital delivery services, facilitating seamless global transactions for retailers and businesses aiming at an international clientele. Through this segment, Pitney Bowes leverages its technological capabilities to enhance shipping efficiency and connectivity across borders.
This segment provides critical mail sortation services, enabling clients to achieve significant postal work sharing discounts. The services include sorting of first-class mail, marketing mail, marketing mail flats, and bound printed matter. By optimizing mail processing, Pitney Bowes assists its clients in capitalizing on cost savings while maintaining compliance with postal requirements. This offering particularly benefits organizations with substantial mailing needs, ensuring their mailings are sorted efficiently and cost-effectively.
Under the SendTech Solutions banner, Pitney Bowes offers an array of physical and digital mailing and shipping technology solutions. This includes advanced systems for sending, tracking, and receiving letters, parcels, and flats. Additionally, the company provides financing alternatives to accommodate equipment and product purchases, enabling businesses of all sizes to access the tools they need for efficient mail and parcel management. This segment underscores Pitney Bowes' role in integrating technological innovation into the traditional mailing and shipping processes, thus facilitating a more streamlined and effective operational workflow for its clients.