Pitney Bowes Inc.

Report azionario NYSE:PBI

Capitalizzazione di mercato: US$2.2b

Pitney Bowes Performance degli utili passati

Criteri Il passato verificati 4/6

Pitney Bowes ha registrato una crescita degli utili a un tasso medio annuo di 40%, mentre il settore Commercial Services ha registrato utili in crescita a un tasso medio annuo di 7.9%. I ricavi sono stati in diminuzione a un tasso medio annuo di 17.6%.

Informazioni chiave

39.99%

Tasso di crescita degli utili

41.62%

Tasso di crescita dell'EPS

Commercial Services Crescita del settore8.53%
Tasso di crescita dei ricavi-17.58%
Rendimento del capitale proprion/a
Margine netto10.04%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa Aug 07

PBI: Postal Pricing And Review Outcomes Will Shape Balanced Future Returns

The updated analyst price target for Pitney Bowes rises from $15.00 to $17.30 as analysts factor in stronger recent earnings trends, slightly steadier revenue expectations, firmer profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Pitney Bowes shows a mix of optimism around earnings trends and guidance alongside several areas where analysts remain cautious.
Seeking Alpha Jul 30

Pitney Bowes Strategic Review Adds Optionality

Summary 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. Valuation remains attractive at 5.6x forward cash flow and 7.8x EV/EBITDA, with further upside possible from strategic review outcomes or sustained operational execution. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 24

PBI: Reliance On Postal Pricing Upside Will Likely Pressure Future Returns

Analysts have raised their Pitney Bowes fair value estimate from $11.00 to $15.00. They point to a lower assumed discount rate, a slightly less severe revenue decline outlook, and Street research highlighting improved credit terms and supportive postal pricing changes as key reasons for the shift.
Aggiornamento narrativa Jul 10

PBI: Lower Funding Costs Will Support Future Upside Potential

Pitney Bowes' analyst fair value estimate has been raised from $17.00 to $20.00 as analysts cite a lower assessed cost of capital, updated views on long term revenue and margin profiles, and a somewhat higher assumed future P/E multiple following recent research and credit developments. Analyst Commentary Recent research on Pitney Bowes points to a more constructive tone, with several bullish analysts adjusting fair value and price targets higher and highlighting company specific catalysts tied to capital structure, pricing changes in mail services, and early signs of operational progress.
Aggiornamento narrativa Jun 26

PBI: Credit Upgrade And Postal Pricing Changes Will Shape Fairly Valued Shares

Analysts have lifted the implied fair value estimate for Pitney Bowes from $15.05 to $17.14, reflecting higher Street price targets and commentary that points to a lower cost of capital alongside modestly improved revenue and margin assumptions. Analyst Commentary Recent research on Pitney Bowes points to a mix of optimism and caution as analysts reassess the company’s risk profile, funding costs, and exposure to postal pricing changes.
Articolo di analisi Jun 16

Pitney Bowes (PBI) Stock Could Be 64% Below Fair Value After Fresh Analyst Attention

Why recent analyst attention is putting Pitney Bowes stock on more radar screens Recent analyst coverage citing strong buy ratings, higher dividend yield, and growth efforts in shipping software has pushed Pitney Bowes (PBI) into sharper focus for income oriented and value focused investors. See our latest analysis for Pitney Bowes. The recent analyst enthusiasm comes after a strong run in Pitney Bowes' share price, with a 90 day share price return of 66.25% and a 1 year total shareholder...
Aggiornamento narrativa May 02

PBI: Buybacks And Operating Progress Will Shape Fairly Valued Shares

Analysts have lifted the Pitney Bowes fair value estimate from $12.70 to $15.05, citing updated assumptions around the discount rate, profit margin and future P/E, along with recent Street price target increases from firms that reference buyback-driven earnings support and the need for clearer operating improvement. Analyst Commentary Recent Street research around Pitney Bowes focuses on how much support buybacks can provide to earnings, how realistic current margin and P/E assumptions look, and what kind of operating progress is needed to justify higher fair value estimates.
Aggiornamento narrativa Apr 25

Pitney Bowes Inc. Q3 Reports - Improved Profitability Amid Revenue Headwinds and Strategic Reset

Analyst: Qudus Adebara Executive Summary Pitney Bowes Inc. (“PBI”) delivered a notable earnings turnaround in the third quarter ended September 30, 2025, posting net income of $52.0 million compared to a net loss of $138.5 million in Q3 2024.
Aggiornamento narrativa Apr 17

PBI: Buybacks And 2026 Outlook Will Shape Fairly Valued Shares

Analysts have nudged the Pitney Bowes fair value estimate slightly higher to $12.70 from $12.50, citing updated assumptions around discount rates, profit margins, and a higher future P/E multiple. This comes alongside recent Street price target increases to $9.50 that continue to lean on buybacks while flagging the need for clearer operating improvement.
Aggiornamento narrativa Apr 03

PBI: Buybacks And 2026 Earnings Guidance Will Support Future Upside Potential

Analysts have raised their price target on Pitney Bowes by $0.50 to $9.50, citing share buybacks as a key earnings driver and indicating that any additional upside will likely depend on clearer evidence of improving operating results. Analyst Commentary Recent research points to a mixed setup for Pitney Bowes, with the new US$9.50 price target sitting close to prior estimates and the stock still carrying an Underperform rating.
Aggiornamento narrativa Mar 19

PBI: Buybacks And 2026 Guidance Will Drive Upside Potential

Narrative Update on Pitney Bowes Analysts have raised their price target for Pitney Bowes by $0.50 to $9.50, citing buybacks as a key earnings driver while noting that further upside may depend on clearer signs of improvement in operating results. Analyst Commentary Recent Street commentary around Pitney Bowes centers on how much of the equity story is driven by capital returns versus underlying business execution, and what that means for the current valuation.
Aggiornamento narrativa Mar 05

PBI: Buybacks And 2026 Guidance May Support Future Upside

Narrative Update on Pitney Bowes The analyst price target for Pitney Bowes has moved modestly higher to $9.50 from $9.00. Analysts point to updated assumptions around profit margins, P/E expectations, and the ongoing but potentially moderating role of buybacks in supporting earnings.
Aggiornamento narrativa Feb 19

PBI: Sector Tailwinds And 2026 Revenue Guidance May Support Future Upside

Analysts have trimmed their Pitney Bowes price target from $13 to $12.40, citing updated assumptions around profit margins, a slightly different discount rate and a revised future P/E that keep them cautious, even though broader sector expectations call for revenue, EPS and free cash flow growth into 2026. Analyst Commentary Bullish Takeaways Bullish analysts point to the broader group view, where average revenue, EPS and free cash flow are expected to grow into 2026, as a sign that Pitney Bowes could benefit if it can keep pace with peers on execution.
Aggiornamento narrativa Feb 04

PBI: Share Repurchases And Dividend Will Support Future Upside Potential

Analysts have modestly revised their price target for Pitney Bowes to US$13.00, reflecting updated assumptions for the discount rate, long term revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: The model fair value estimate is maintained at US$13.00 per share.
Aggiornamento narrativa Jan 21

PBI: Share Repurchases And Dividend Will Support Future Upside Potential

Analysts have kept their fair value estimate for Pitney Bowes steady at US$13.00, with only slight tweaks to the discount rate, long term revenue and margin assumptions, and future P/E. This suggests their overall price target framework is broadly unchanged despite refreshed model inputs.
Aggiornamento narrativa Jan 05

PBI: Share Repurchases And Dividend Will Support Future Share Price Repricing

Analysts have adjusted their price target on Pitney Bowes slightly, with modest changes to assumptions around discount rate, revenue growth, profit margin, and future P/E. This has led to a small revision in the estimated fair value per share, which is now framed at about $13.00.
Aggiornamento narrativa Dec 16

PBI: Expanded Buybacks And Dividend Will Support Stronger Future Share Repricing

Analysts have trimmed their price target on Pitney Bowes by approximately $1.00 to about $13.00 per share, reflecting expectations for slightly weaker top line growth, partially offset by improved profit margins and a lower anticipated future earnings multiple. What's in the News Pitney Bowes expanded its share repurchase authorization by an additional $100 million in October 2025, bringing the total program size to $500 million (Key Developments).
Aggiornamento narrativa Dec 02

PBI: Share Buyback and Dividend Move Will Drive Positive Repricing

Analysts have updated the price target for Pitney Bowes to $14.00, reaffirming their outlook. Modest changes in financial assumptions have left the company’s valuation expectations largely unchanged.
Aggiornamento narrativa Nov 18

PBI: Share Buyback Expansion And Dividend Will Support Bullish Outlook

Narrative Update: Analyst Price Target Change for Pitney Bowes Analysts have maintained their price target for Pitney Bowes at $14.00, citing minimal changes in key financial projections and an unchanged assessment of fair value. What's in the News The company completed the repurchase of 25,744,283 shares, amounting to 14.48% of its common stock for $279.77 million under its current buyback program.
Aggiornamento narrativa Nov 03

PBI: Share Buyback Program Will Drive Future Shareholder Returns

Analysts have lowered their fair value estimate for Pitney Bowes from $17.00 to $14.00. They cite modestly improved revenue growth, but note headwinds from reduced profit margin expectations and a higher required rate of return.
Articolo di analisi Jul 02

Pitney Bowes Inc.'s (NYSE:PBI) Shareholders Might Be Looking For Exit

There wouldn't be many who think Pitney Bowes Inc.'s ( NYSE:PBI ) price-to-sales (or "P/S") ratio of 1x is worth a...
Articolo di analisi Jun 11

At US$10.49, Is It Time To Put Pitney Bowes Inc. (NYSE:PBI) On Your Watch List?

Pitney Bowes Inc. ( NYSE:PBI ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Articolo di analisi May 16

Shareholders Will Be Pleased With The Quality of Pitney Bowes' (NYSE:PBI) Earnings

Pitney Bowes Inc. ( NYSE:PBI ) recently posted some strong earnings, and the market responded positively. Our analysis...
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Nuova narrativa May 01

Simplified Model Will Unlock $170M Savings In Shipping Technology

Strategic exits and focus on high-margin opportunities are expected to enhance profitability by simplifying the business model and boosting net margins.
Articolo di analisi Apr 16

Pitney Bowes (NYSE:PBI) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Seeking Alpha Feb 20

Pitney Bowes: Defying The Bears, Embracing The Way Of The Wolf, And Reshaping Its Future

Summary Pitney Bowes exceeded 2024 EBIT and EPS estimates, announced a $150M share repurchase plan, and increased the dividend rate by 20%. The company achieved significant debt reduction and refinancing, saving over $45M annually in interest and improving financial flexibility. Pitney Bowes' cost-cutting measures have consistently surpassed expectations, with projected cuts now between $170M and $190M, potentially exceeding $200M. Focus on core business units and cost efficiency, rather than acquisitions, is driving growth, with SendTech SaaS revenue up 33% YOY in Q4. Partial USPS privatization by Elon Musk and Donald Trump could result in billions of additional revenue for Pitney Bowes. Read the full article on Seeking Alpha
Articolo di analisi Feb 13

Optimistic Investors Push Pitney Bowes Inc. (NYSE:PBI) Shares Up 39% But Growth Is Lacking

Pitney Bowes Inc. ( NYSE:PBI ) shareholders have had their patience rewarded with a 39% share price jump in the last...
Seeking Alpha Jan 21

Pitney Bowes: With Cost Savings Materializing, Shares Look Dirt Cheap Now

Summary Pitney Bowes is undergoing a significant turnaround with $150-170 million in cost savings projected for 2024, making the stock a strong buy. The sale of the loss-making Global Ecommerce segment will eliminate $136 million in annualized losses, streamlining operations and boosting profitability. Despite high debt levels, PBI's strategic deleveraging efforts and cost-saving measures are expected to unlock capital for debt repayment and shareholder-friendly programs. PBI is undervalued with a forward P/E of 6.4 for 2025, compared to the industrial sector's average of 20.64, suggesting substantial upside potential. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Pitney Bowes guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:PBI Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 261,86618757414
31 Mar 261,87716760614
31 Dec 251,89314562915
30 Sep 251,9317572521
30 Jun 251,97114676825
31 Mar 251,99910678829
31 Dec 242,02710380732
30 Sep 242,0378376431
30 Jun 242,040-2275531
31 Mar 241,766-2171927
31 Dec 232,079-6177329
30 Sep 232,461780533
30 Jun 232,789-683635
31 Mar 233,446890743
31 Dec 222,48314679035
30 Sep 223,6133290746
30 Jun 223,6583592147
31 Mar 223,6855293047
31 Dec 213,674492547
30 Sep 213,7181994143
30 Jun 213,7352295441
31 Mar 213,673095238
31 Dec 203,554-19096238
30 Sep 203,357-20096742
30 Jun 203,255-20598145
31 Mar 203,206-17698751
31 Dec 193,205401,00051
30 Sep 193,231811,02652
30 Jun 193,2011241,01256
31 Mar 193,11012898547
31 Dec 183,2121821,02559
30 Sep 183,2712101,06075
30 Jun 183,2442071,11088
31 Mar 183,2772151,181114
31 Dec 172,7841801,03561
30 Sep 173,094611,149120
30 Jun 173,200811,161120
31 Mar 173,305951,170124
31 Dec 162,981761,145107
30 Sep 163,4562591,258116
30 Jun 163,4872831,256117
31 Mar 163,5323801,277111
31 Dec 153,5784031,270110
30 Sep 153,6253811,276113

Guadagni di qualità: PBI ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di PBI (10%) PBI sono più alti rispetto allo scorso anno (7.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di PBI sono cresciuti in modo significativo del 40% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di PBI nell'ultimo anno ( 28.4% ) è inferiore alla media quinquennale ( 40% all'anno).

Guadagni vs Settore: La crescita degli utili PBI nell'ultimo anno ( 28.4% ) ha superato la percentuale del settore Commercial Services 12.7%.


Rendimento del capitale proprio

ROE elevato: Le passività di PBI superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/21 08:44
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Pitney Bowes Inc. è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Curtis NagleBofA Global Research
null nullCitizens JMP Securities, LLC