Greystone Capital Q2 2026 Letter To Clients
Pitney Bowes (PBI) is a top five position, viewed as a mispriced, durable niche industrial with significant upside and ongoing strategic review. I prioritize neglected, fundamentally strong businesses over popular, high-multiple AI trades, focusing on unit economics and management alignment for long-term outperformance. PBI's turnaround under new management, aggressive buybacks, and potential asset monetization support a valuation well above current prices, with a 15% free cash flow yield.
Pitney Bowes Q2 Earnings Call Highlights
Pitney Bowes NYSE: PBI said its second-quarter performance extended momentum from the first quarter, prompting the company to raise its full-year adjusted EBIT, adjusted earnings per share and adjusted free-cash-flow guidance.
Is Pitney Bowes (PBI) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PBI Q2 Earnings Call Highlights Debt Reduction Focus
Pitney Bowes raised 2026 guidance as debt reduction, execution improvements and targeted growth initiatives strengthened its outlook.
Pitney Bowes Q2 Earnings Beat Estimates, Revenues Decline Y/Y
PBI beat Q2 earnings estimates as lower costs and stronger SendTech profits offset revenue declines and persistent Presort weakness.
Pitney Bowes Strategic Review Adds Optionality
Pitney Bowes maintains a Buy rating, driven by robust free cash flow, disciplined cost controls, and increased capital returns to shareholders. PBI's Q2 2026 adjusted free cash flow rose 39% to $148 million, with EBIT up 13%, primarily from expense reductions rather than revenue growth. Management raised 2026 guidance for adjusted free cash flow ($360–$410M), EBIT ($445–$475M), and EPS ($1.55–$1.70), while deleveraging and boosting dividends and buybacks.
Pitney Bowes Inc. (PBI) Q2 2026 Earnings Call Transcript
Pitney Bowes Inc. (PBI) Q2 2026 Earnings Call Transcript
Pitney Bowes (PBI) Surpasses Q2 Earnings and Revenue Estimates
Pitney Bowes (PBI) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.27 per share a year ago.
Pitney Bowes to Report Q2 Earnings: What's in Store for the Stock?
PBI gears up to report Q2 2026 earnings on July 29, with SendTech momentum, Presort strength and cost discipline in focus.
Pitney Bowes (PBI) Reports Next Week: Wall Street Expects Earnings Growth
Pitney Bowes (PBI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Pitney Bowes (PBI) is a Top Dividend Stock Right Now: Should You Buy?
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?
This is Why Pitney Bowes (PBI) is a Great Dividend Stock
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?
