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Pitney Bowes Inc. (PBI) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Pitney Bowes reported Q4 2025 earnings with adjusted EPS of $0.45, beating estimates by $0.06, while revenue fell 7.46% year-over-year to $477.63 million, missing expectations by $5.93 million. CEO Kurt Wolf and CFO Paul Evans led the February 18, 2026, earnings call, highlighting financial challenges amid declining revenue but emphasizing cost controls and adjusted profitability metrics. The company warned of forward-looking risks, citing market uncertainties and operational hurdles that could impact future performance, as detailed in SEC filings. Non-GAAP measures like adjusted EBITDA and free cash flow were emphasized, with reconciliations provided in the press release to align with GAAP standards. Analysts from Goldman Sachs, BofA, and other firms participated, probing strategies for revenue stabilization and margin improvement during the call.
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Pitney Bowes Inc. (PBI) Q4 2025 Earnings Call Transcript

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SA Transcripts158.47K FollowersFollow5ShareSaveCommentsQ4: 2026-02-17 Earnings SummaryPlay CallPlay CallSlidesPREPS of $0.45 beats by $0.06 | Revenue of $477.63M (-7.46% Y/Y) misses by $5.93M Pitney Bowes Inc. (PBI) Q4 2025 Earnings Call February 18, 2026 8:00 AM EST Company Participants Alex BrownKurt Wolf - CEO & DirectorPaul Evans - Executive VP, CFO & Treasurer Conference Call Participants Aaron Kimson - Citizens JMP Securities, LLC, Research DivisionAnthony Lebiedzinski - Sidoti & Company, LLCKeen Fai Tong - Goldman Sachs Group, Inc., Research DivisionJasper Bibb - Truist Securities, Inc., Research DivisionCurtis Nagle - BofA Securities, Research DivisionDillon BandiJustin Dopierala - Domo Capital Management, Llc Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Fourth Quarter 2025 Pitney Bowes Earnings Conference Call. Joining us today are Chief Executive Officer, Kurt Wolf; Chief Financial Officer, Paul Evans; and Director, Investor Relations, Alex Brown. [Operator Instructions] Please be advised that today's conference is being recorded. It is my pleasure to turn the call over to Alex Brown, Director, Investor Relations. Please go ahead.

Alex Brown Good morning, and thank you for joining us. Included in today's presentation are forward-looking statements about our future business and financial performance. Forward-looking statements involve risks and uncertainties that could cause actual results to be materially different from our projections. More information about these items can be found in our earnings press release, our Form 10-K and other reports filed with the SEC that are located on our website at www.pb.com and by clicking on Investor Relations. Please keep in mind that we do not undertake any obligation to update forward-looking statements as a result of any new information or developments. Also included in today's presentation are non-GAAP measures. Specifically, EBIT, EBITDA, EPS and free cash flow are all on an adjusted basis. You can find a reconciliation for these items to the appropriate GAAP measure in the tables attached to our press release. We have also provided a slide presentation and a spreadsheet with

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Source: Seeking Alpha