NYSE$PBI

Pitney Bowes Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Pitney Bowes' third quarter results reflected sustained strength in core businesses, with revenue down slightly but adjusted EPS and EBIT showing improvement due to cost efficiency and strategic initiatives.

Pitney Bowes reported a slight decrease in revenue but an increase in adjusted EPS and EBIT for Q3 2024. The company is progressing with its strategic initiatives, including exiting the Global Ecommerce business, cost rationalization, cash optimization, and balance sheet deleveraging. They are also updating full-year guidance to reflect continued strong business performance and accelerated execution of cost initiatives.

  • Revenue was $499 million, a 1% decrease year-over-year.
  • GAAP EPS was a loss of $0.75, including a loss of $1.42 per share from discontinued operations.
  • Adjusted EPS was $0.21, an improvement of $0.05 over the prior year.
  • Free Cash Flow was $75 million, an improvement of $19 million year-over-year.

Headline financials

Total Revenue

$499M

Previous: $784M-36.3%
EPS

-$0.75

Previous: -$0.07-955.0%
Adj Segment EBIT SendTech

$102M

No prior period
Adj Segment EBIT Presort

$46.2M

No prior period
Capital Expenditures

-$50.2M

Previous: -$77.6M+35.3%
Free Cash Flow

-$189M

Previous: -$90.1M-109.4%
Net Income

-$138M

Previous: -$12.5M-1006.1%
Operating Income

$123M

Previous: $459M-73.1%
Gross Profit

$499M

Previous: $784M-36.3%
Cash & Equivalents

$562M

Previous: $558M+0.7%
Total Assets

$3.65B

Previous: $4.42B-17.5%
R&D Expense

$7.58M

Previous: $10.4M-26.8%
Stock-Based Comp

$3.75M

Previous: $1.21M+211.3%

Revenue & EPS history

Pitney Bowes · Revenue · Quarterly

$499M

Q3 2024-36.3%vs Q3 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 now expects full-year revenue to decline at a low-single-digit rate and is raising its full-year Adjusted EBIT guidance to $355 to $360 million.

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 Q3 2024

Historical avgQ3 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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