The company operates through SendTech Solutions and Presort Services segments, providing physical and digital shipping and mailing technology solutions, tracking and receiving applications, supplies, and maintenance services alongside financing alternatives. Pitney Bowes is pursuing margin expansion, cutting leverage, and securing shareholder returns through cost cutting and restructuring, demonstrating resilience despite mail market declines.
Cyborg Score Rationale
Adjusted EPS grew 64% to $1.35 in 2025 with 2026 guidance of $1.40-$1.60, supported by cost discipline and capital allocation. However, total revenue declined 7% full-year 2025 with SendTech falling 6-7% and Presort dropping 11%, indicating ongoing top-line headwinds.
Top Insights
Repurchased ~20% of shares outstanding in 2025 for $127M in Q4, expanded buyback authorization by $250M, and approved quarterly $0.09 dividend.
SendTech revenue declined but delivered higher adjusted EBIT through cost savings, while Presort revenue and profitability fell on lower volumes.
CEO acknowledged 2025 missteps in pricing aggressiveness and software underperformance, with stabilization of client losses and improved forecast processes.
Company entered buy-in contracts covering approximately $875 million of pension obligations to de-risk balance sheet.
Named Competitors
Logistics and Freight Solutions — Integrated freight and logistics services
Logistics and Freight Solutions — Integrated freight and logistics services
Digital Shipping Platforms — Cloud-based shipping and logistics software
Presort and Mail Services — Direct postal service and workshare partner
Recent Developments
(February 2026) Reported Q4 2025 earnings of $0.45 EPS, beating consensus of $0.38 by $0.07.
(February 2026) Set FY 2026 guidance at $1.40-$1.60 EPS and $1.8-$1.9B revenue.
(February 2026) Appointed accomplished shipping and technology leader Todd Everett as President of Sending Technology Solutions.
(Q4 2025) Entered buy-in contracts with insurance carriers to transfer risk associated with ~$875 million of pension benefit obligations.
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