NYSE$PBI

Pitney Bowes Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Pitney Bowes reported mixed results for Q1 2024. Revenue remained relatively flat, but adjusted EBIT increased significantly. Net loss improved compared to the previous year, and the company is maintaining its full-year guidance.

Pitney Bowes announced its Q1 2024 financial results, reporting flat revenue of $831 million compared to the prior year. The company experienced a net loss of $3 million, an improvement of $5 million year-over-year. Adjusted EBIT increased by $23 million to $56 million. The company is maintaining its full-year 2024 guidance, expecting revenue growth to range from flat to a low-single digit decline and EBIT margins to remain relatively flat year-over-year.

  • Revenue was $831 million, flat compared to the prior year.
  • Net loss improved by $5 million year-over-year, despite higher interest and tax expense.
  • Adjusted EBIT increased by $23 million, up 71 percent over the prior year.
  • Free cash flow was a use of $17 million, an improvement of $43 million year-over-year.

Headline financials

Total Revenue

$831M

Previous: $835M-0.5%
EPS

-$0.02

Previous: -$0.01-100.0%
Adj Segment EBIT SendTech

$93.7M

No prior period
Adj Segment EBIT Presort

$40.3M

No prior period
Adjusted EBIT

$93.3M

No prior period
Capital Expenditures

-$20M

Previous: -$28.7M+30.4%
Free Cash Flow

-$22.8M

Previous: -$36.4M+37.3%
Net Income

-$2.89M

Previous: -$7.74M+62.7%
Operating Income

$586M

Previous: $565M+3.8%
Gross Profit

$830M

Previous: $834M-0.5%
Cash & Equivalents

$516M

Previous: $512M+0.8%
Total Assets

$4.1B

Previous: $4.53B-9.4%
R&D Expense

$9.48M

No prior period
Stock-Based Comp

$2.39M

Previous: $3.25M-26.3%

Revenue & EPS history

Pitney Bowes · Revenue · Quarterly

$831M

Q1 2024-0.5%vs Q1 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Pitney Bowes · $471M total across 2 segments · Q3 2023

  • SendTech Solutions
    $318M-4.1%
  • Presort Services
    $152M+5.3%

Forward guidance

The company is maintaining its guidance and expects revenue growth to range from flat to a low-single digit decline and EBIT margins to remain relatively flat on a year-over-year basis. They anticipate similar levels of capital expenditures in 2024 as in 2023 and expect interest expense and taxes to increase over prior year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.4%

Avg return

30 days after

53%

38 / 72 earnings

Positive

+29.7%

Q3 2023

Best reaction

-30.8%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.6%+1.8%+12.1%
Q4 2025+8.5%+1.4%-0.5%
Q3 2025-10.6%-14.5%-12.0%
Q1 2025+5.1%+6.8%+17.7%
Q4 2024+11.7%+21.2%+7.8%
Q3 2024-3.7%-2.7%-0.6%
Q2 2024+11.3%+28.0%+14.0%
Q1 2024+25.2%+24.2%+28.7%
Q4 2023-1.2%-4.4%+1.5%
Q3 2023+29.7%+23.0%+35.6%
Q2 2023-9.2%-8.9%-13.4%
Q1 2023-8.5%-3.4%+6.1%
Q4 2022+2.8%+7.2%+5.3%
Q3 2022-1.6%+0.0%+23.2%
Q2 2022-21.0%-20.5%-26.3%
Q1 2022+22.3%+17.4%+8.1%
Q4 2021-20.0%-22.4%-19.0%
Q3 2021+2.2%+7.3%-7.7%
Q2 2021-5.7%+0.5%-6.5%
Q1 2021-15.2%-15.7%-4.1%
Q4 2020-19.2%-13.6%-22.2%
Q3 2020-30.8%-28.1%-19.2%
Q2 2020+13.2%+63.4%+98.0%
Q1 2020-27.9%-26.2%-24.1%
Q4 2019+5.7%+2.8%-18.1%
Q3 2019+3.4%+3.2%-1.6%
Q2 2019+12.4%+7.9%+11.8%
Q1 2019-25.6%-18.7%-48.7%
Q4 2018+1.2%+2.1%-2.4%
Q3 2018+22.2%+22.1%+27.5%
Q2 2018-5.8%-7.2%-16.8%
Q1 2018-14.8%-12.2%-10.1%
Q4 2017+8.4%+0.2%+1.6%
Q3 2017-18.6%-20.1%-25.2%
Q2 2017-15.8%-18.4%-18.4%
Q1 2017+15.4%+15.4%+14.5%
Q4 2016-18.7%-17.3%-14.8%
Q3 2016-18.3%-20.2%-18.6%
Q2 2016-5.6%-2.3%-0.7%
Q1 2016-10.7%
Q4 2015-11.9%
Q3 2015-2.1%
Q2 2015+0.7%
Q1 2015+1.2%
Q4 2014-4.0%
Q3 2014-1.5%
Q2 2014+2.7%
Q1 2014+5.9%
Q4 2013+15.9%
Q3 2013+8.3%
Q2 2013+12.2%
Q1 2013-11.9%
Q4 2012+15.4%
Q3 2012-11.4%
Q2 2012+4.6%
Q1 2012-6.3%
Q4 2011+1.2%
Q3 2011+2.5%
Q2 2011-6.1%
Q1 2011+0.4%
Q4 2010-0.6%
Q3 2010+2.2%
Q2 2010-1.4%
Q1 2009-4.1%
Q1 2010-4.1%
Q4 2009+1.1%
Q3 2009+0.4%
Q3 2008+0.4%
Q2 2008+3.8%
Q4 2007+3.8%
Q4 2008+3.8%
Q2 2009+3.8%

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