NYSE$PBI

Pitney Bowes Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Pitney Bowes Reported Q2 2024 Financial Results, Including a 2% Revenue Increase and Progress on Strategic Initiatives

Pitney Bowes announced its Q2 2024 financial results, reporting a 2% year-over-year revenue increase to $793 million. The company's adjusted EPS was $0.03, a $0.05 improvement over the prior year, and it reduced its net loss from $142 million to $25 million. The company has exited the Global Ecommerce segment and is focusing on cost rationalization and cash optimization.

  • Revenue increased by 2% year-over-year to $793 million.
  • GAAP EPS was a loss of $0.14, which included restructuring charges of $0.14.
  • Adjusted EPS improved by $0.05 year-over-year to $0.03.
  • The company exited the Global Ecommerce segment to maximize value.

Headline financials

Total Revenue

$793M

Previous: $776M+2.1%
EPS

-$0.14

Previous: -$0.02-600.0%
Adj Segment EBIT SendTech

$96M

No prior period
Adj Segment EBIT Presort

$27M

No prior period
Adjusted EBIT

$74.7M

No prior period
Capital Expenditures

-$41.1M

Previous: -$54.6M+24.8%
Free Cash Flow

-$66M

Previous: -$196M+66.4%
Net Income

-$24.9M

Previous: -$142M+82.4%
Operating Income

$478M

Previous: $470M+1.7%
Gross Profit

$793M

Previous: $776M+2.1%
Cash & Equivalents

$590M

Previous: $542M+8.9%
Total Assets

$4.08B

Previous: $4.42B-7.8%
R&D Expense

$9.11M

No prior period
Stock-Based Comp

$4.18M

Previous: $2.83M+47.6%

Revenue & EPS history

Pitney Bowes · Revenue · Quarterly

$793M

Q2 2024+2.1%vs Q2 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

Pitney Bowes updated its full-year 2024 guidance to reflect the exit of GEC, incremental cost saving initiatives and strong first-half performance. The company expects full-year revenue growth to range from flat to a low-single-digit decline and full-year EBIT of $340 million to $355 million.

Tailwinds

  • The company expects full-year revenue growth to range from flat to a low-single-digit decline.
  • The Company also expects full-year EBIT of $340 million to $355 million.
  • The company has identified and implemented approximately $70 million in annualized cost reductions since late May.
  • The company has repatriated $100 million of international cash and freed up approximately $40 million of cash from Pitney Bowes Bank year-to-date.
  • The Company now estimates it will be able to reduce go-forward cash needs by $240 million.

Headwinds

  • The GEC segment had been struggling to achieve profitability over the past several years in the face of macroeconomic and industry headwinds.
  • Pitney Bowes anticipates that it will incur one-time costs not to exceed approximately $150 million related to GEC exit.
  • Revenue decline in SendTech Solutions was driven by near-term headwinds related to the Company’s product lifecycle.
  • Volumes declined 2% year-over-year in Presort Services.
  • Prolonged industry headwinds resulted in lower revenue per piece and a decline in domestic parcel gross profit in Global Ecommerce.

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 2024

Historical avgQ2 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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