NYSE$PBI

Pitney Bowes Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Pitney Bowes' financial results were below expectations due to macroeconomic headwinds in Global Ecommerce, but were enhanced by domestic parcel network service improvements and Presort and SendTech revenue growth.

Pitney Bowes reported a 3% decrease in revenue to $871 million, with GAAP EPS and Adjusted EPS at $0.02. The company faced macroeconomic headwinds in Global Ecommerce, but saw domestic parcel revenue growth and Presort revenue increase by 3%. Proceeds from the sale of Borderfree enhanced financial flexibility.

  • Revenue decreased by 3% to $871 million, or 2% on a constant currency basis.
  • GAAP EPS and Adjusted EPS were $0.02, down from $0.11 in the second quarter of 2021.
  • Global Ecommerce experienced domestic parcel revenue growth of 6%.
  • Presort revenue grew 3% year-over-year.

Headline financials

Total Revenue

$871M

Previous: $899M-3.1%
EPS (adj)

$0.02

Previous: $0.11-81.8%
Capital Expenditures

-$64.2M

Previous: -$83.7M+23.3%
Free Cash Flow

-$59.8M

Previous: -$63.8M+6.3%
Net Income

$4.34M

Previous: $19.9M-78.2%
Operating Income

$608M

Previous: $590M+3.0%
Gross Profit

$871M

Previous: $899M-3.1%
Cash & Equivalents

$571M

Previous: $799M-28.6%
Total Assets

$4.68B

Previous: $5.01B-6.7%
Stock-Based Comp

$5.37M

Previous: $7.06M-23.9%

Revenue & EPS history

Pitney Bowes · Revenue · Quarterly

$871M

Q2 2022-3.1%vs Q2 2021
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Pitney Bowes · $478M total across 2 segments · Q2 2022

  • SendTech Solutions
    $339M-2.1%
  • Presort Services
    $139M+3.2%

Forward guidance

Based on uncertain macroeconomic conditions, first half results, and the sale of Borderfree, the Company expects full year revenue (constant currency) to range from a low-single digit percentage decline to a low single digit percentage increase. The Company also expects full year EBIT to range from a high-single digit percentage decline to a mid-single digit percentage increase. In addition, the Company expects to generate solid free cash flow for full year 2022 though at a lower level than 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 Q2 2022

Historical avgQ2 2022

-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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