Equity Profile
Pre-Earnings Brief
Pitney Bowes Inc (PBI) operates in the industrial sector, focusing on office services and supplies. The company is known for its shipping and mailing solutions, which are crucial for businesses managing logistics and customer communications.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Revenue figures will provide insight into the company's sales performance and overall business health.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+52.46%
Avg Stock Reaction
+2.36%
In Q4 2025, Pitney Bowes reported an EPS of $0.45, beating estimates by 18.42%. However, the stock saw a slight decline the following day, indicating mixed market reactions.
Management Promises & Guidance
Analysts expect Pitney Bowes to report steady earnings this quarter, with a consensus EPS of $0.47 and revenue of $477 million. The market is closely watching for any signs of growth in their core business.
Bull Case
If the company can exceed expectations, particularly in revenue growth, it may signal a strong recovery and increased demand for its services.
Bear Case
Conversely, if the company fails to meet earnings expectations or shows signs of declining demand, it could lead to a negative market reaction.
EPS
$0.47Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$477MRevenue figures will provide insight into the company's sales performance and overall business health.
Expectations
The print will turn on these two things.
Q1
Will Pitney Bowes achieve revenue growth that meets or exceeds the $477 million consensus?
Revenue growth is critical for demonstrating the company's ability to attract and retain customers, especially in a competitive market.
Q2
How will management address the recent fluctuations in EPS performance?
Understanding management's perspective on earnings volatility will be key to assessing future performance and investor confidence.
Edge
Why consensus could be wrong
The consensus may underestimate the potential for revenue growth driven by new product offerings and improved customer engagement strategies.
Supporting Evidence
The company's recent investments in technology could lead to better operational efficiency.
Options pricing suggests a larger move than historical averages, indicating heightened investor sentiment.
The high EPS beat rate of 88% over the last eight quarters suggests a pattern of positive surprises.
Key Risk
If the revenue growth significantly outpaces expectations, it could shift the market's perception of Pitney Bowes' growth trajectory.
Edge
Pre-commit to what would confirm each case.
The market is debating whether Pitney Bowes can maintain its earnings momentum amidst changing market conditions.
Bull Confirmed If
Achieving an EPS of $0.50 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.45 would raise concerns about the company's ability to sustain profitability.
Pre-Earnings Positioning
Implied Move
±8.27%
Historical Avg
±4.5%
The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.
Options are pricing ±8.3% while PBI has averaged ±4.5% over the last 8 prints — setup is pricing rich.
30d HV
41.5%
Edge
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$35,563.50
2,900 sh
1 insider
Net
$35,563.50
Net selling
Most Active Insiders· 6 open-market trades
$35,563.50
Net selling
Recent Transactions
Apr 10, 2026 · @ $11.50
693 sh
$7,969.50
Apr 16, 2026 · @ $12.00
651 sh
$7,812.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Preparation
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Pitney Bowes beats expectations, history suggests the stock could rise by around 3.4%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.
Miss
A miss on earnings could lead to a decline of about 4.9%, reflecting investor disappointment and concerns about future growth.
Preparation
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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LOEWS CORP
Apr 17, 2026 · @ $12.50
575 sh
$7,187.50
Apr 17, 2026 · @ $12.46
575 sh
$7,164.50
Apr 17, 2026 · @ $12.75
237 sh
$3,021.75