Every material Form 8-K Pitney Bowes filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Pitney Bowes reported third-quarter 2026 revenue of $456 million, down 1% from $460 million a year earlier, while adjusted EPS rose 35% to $0.42 and GAAP diluted EPS rose 23% to $0.37. The company raised the low end of its full-year revenue guidance and its adjusted free cash flow range, and narrowed its adjusted EBIT and adjusted EPS ranges while keeping their midpoints.
Q3 2026 revenue $456 million vs. $460 million in Q3 2025; GAAP diluted EPS $0.37 vs. $0.30; adjusted EPS $0.42 vs. $0.31
2026 revenue guidance low end raised to $1.83 billion from $1.80 billion; high end unchanged at $1.86 billion
2026 adjusted free cash flow guidance raised to $380 million to $420 million from $360 million to $410 million
Debt reduced by $148 million in the quarter; quarterly dividend of $0.10 per share payable December 8, 2026
Pitney Bowes and its subsidiaries amended their credit agreement on September 29, 2026, reducing the interest rate margin on $585.5 million of tranche B term loans by 75 basis points. The company expects the change to cut annual interest expense by about $4 million, and the March 2032 maturity and other terms are unchanged.
Tranche B term loans outstanding of $585.5 million; margin cut from 375 to 300 basis points over Term SOFR, or 3.00%, and 2.00% for Base Rate loans
Company expects annual interest expense to fall by about $4 million based on the current principal balance
Maturity date (March 2032) and other loan terms unchanged, per the press release
S&P Global Ratings upgraded the issuer credit rating to 'BB-' from 'B+'
Pitney Bowes reported second-quarter 2026 revenue of $451 million, down 2% from $462 million a year earlier, while GAAP diluted EPS rose to $0.36 from $0.17 and adjusted EPS rose to $0.43 from $0.27. The company raised its 2026 guidance for Adjusted EBIT, Adjusted EPS and Adjusted Free Cash Flow and reaffirmed its revenue guidance, and its Board formed a Strategic Review Committee to explore options including a sale of the company.
Q2 2026 revenue was $451 million, down from $462 million; GAAP net income was $50 million versus $30 million
2026 Adjusted EBIT guidance raised to $445 million-$475 million from $425 million-$465 million; Adjusted EPS guidance raised to $1.55-$1.70 from $1.50-$1.65
Presort Services revenue fell 5% and Adjusted Segment EBIT fell 44%; SendTech Solutions Adjusted Segment EBIT rose 21%
Board approved a $0.10 quarterly dividend payable September 8, 2026; the company reduced debt by $201 million since the end of Q1 2026
Pitney Bowes appointed La Vonda Williams, former CFO of Onegevity Health, to its Board of Directors effective July 21, 2026. She joins the Audit, Governance and Strategic Review Committees, and the filing describes the Strategic Review Committee as formed in connection with the company's previously announced strategic review process.
Appointed to the Board on July 21, 2026, with a $200,000 annual cash retainer plus committee fees under the standard non-management director arrangements
Committee roles: Audit Committee and Governance Committee (additional $20,000 and $12,000 annual cash retainers), and Strategic Review Committee (extra equity grant of $278,000, prorated to $225,446)
Also receives an annual equity grant of $100,000, prorated to $81,095 for her mid-year start, that vests one year later
Filing states no arrangements or understandings tied to her appointment and no related-party transactions under Item 404(a)
Pitney Bowes redeemed all $347 million of its 6.875% Senior Notes due March 2027 on June 24, 2026, using proceeds from an additional $150 million of Term Loan A borrowings. The company says this removes its nearest-term debt maturity, with its next scheduled maturity now in March 2029. The filing does not report financial results or guidance changes.
Redeemed all $347 million of 6.875% Senior Notes due March 2027 on June 24, 2026
Term Loan A upsized by $150 million to $302 million total outstanding, under an amendment dated June 23, 2026
Term Loan A maturity remains May 18, 2031, with no other changes to existing terms or pricing, per the company
Bank of America, N.A. is administrative agent; the company says the upsizing involves new lenders
Pitney Bowes amended its Credit Agreement on May 18, 2026, extending the maturity of its revolving credit facility and term loan A by five years and changing other covenants and terms. The company said total loans outstanding were unchanged, and the filing sets tighter leverage limits that step down over time, so the change matters for shareholders mainly as a refinancing and a set of new covenant requirements.
Maturity of the $450 million revolving credit facility and $152 million term loan A extended to May 2031
Total loans outstanding under the Credit Agreement unchanged as of the amendment date
Total net leverage limit steps down from 4.75 to 1.00 in 2026 to 4.00 to 1.00 from March 31, 2029; interest coverage minimum 2.00 to 1.00
Fitch initiated coverage with a BB- Long-Term Issuer Default Rating and Stable Outlook
Pitney Bowes reported first-quarter 2026 revenue of $477 million, down 3% from $493 million a year earlier, while GAAP diluted EPS rose to $0.39 from $0.19 and adjusted EPS rose 42% to $0.47. The company reaffirmed the full-year 2026 guidance it raised in April and increased its quarterly dividend to $0.10 per share from $0.09, so shareholders see lower sales alongside higher reported and adjusted profit.
Revenue was $477 million versus $493 million, down 3%; SendTech revenue fell 1% to $314 million and Presort revenue fell 8% to $163 million.
GAAP diluted EPS was $0.39 versus $0.19; adjusted EPS was $0.47 versus $0.33.
2026 guidance was reaffirmed: revenue of $1.8 billion to $1.86 billion and adjusted EPS of $1.50 to $1.65.
The quarterly dividend rises to $0.10 per share, payable June 5, 2026, to holders of record as of May 18, 2026; the company repurchased 17.2 million shares for $186 million year-to-date through May 1, 2026.
Pitney Bowes released preliminary, unaudited first-quarter 2026 results and raised its full-year 2026 guidance for revenue, Adjusted EBIT, Adjusted EPS and free cash flow. Q1 revenue of about $477 million was down 3% from Q1 2025, while Adjusted EBIT, Adjusted EPS and free cash flow all improved from a year earlier. The figures are preliminary and may change before the Form 10-Q, with complete Q1 results due May 5, 2026.
Preliminary Q1 2026 revenue of about $477 million, vs. $493 million in Q1 2025; the 3% decline compares with a 5% decline in Q1 2025 and 7% in the prior quarter
Adjusted EBIT of about $130 million vs. $120 million; Adjusted EPS of about $0.47 vs. $0.33; free cash flow of about $44 million vs. a $20 million use in Q1 2025
Updated Adjusted EBIT and Adjusted EPS guidance now include about $15.4 million and $0.08 of pension costs previously excluded; full Q1 results are due May 5, 2026, with a call on May 6 at 8:00 a.m. ET
Pitney Bowes completed a $150 million add-on offering of 7.250% senior notes due 2029 on March 2, 2026, bringing total notes outstanding to $476 million. The company reported net proceeds of about $146.9 million and plans to use them for general corporate purposes, including repaying, repurchasing or refinancing other debt.
Additional notes: $150 million principal, 7.250% interest, maturing March 15, 2029, issued under a private Rule 144A placement
Net proceeds of approximately $146.9 million after initial purchasers' discounts and estimated expenses
Total notes outstanding after the offering: $476 million; first interest payment March 15, 2026
Pitney Bowes reported fourth-quarter 2025 revenue of $478 million, down 7% from $516 million a year earlier, while adjusted EPS rose 40% to $0.45 and GAAP EPS swung to $0.17 from a loss of $0.21. The company also issued 2026 guidance with revenue of $1,760 million to $1,860 million, below 2025 revenue of $1,893 million, and adjusted EPS of $1.40 to $1.60.
Q4 2025 revenue was $478 million versus $516 million in Q4 2024, a decline of 7%; full-year revenue was $1,893 million versus $2,027 million.
Q4 2025 GAAP EPS was $0.17 versus a loss of $0.21; adjusted EPS was $0.45 versus $0.32. Full-year 2025 GAAP EPS was $0.84 and adjusted EPS was $1.35.
2026 guidance: revenue $1,760 million to $1,860 million, adjusted EBIT $410 million to $460 million, adjusted EPS $1.40 to $1.60, and free cash flow $340 million to $370 million.
In Q4 2025 the company repurchased 12.6 million shares for $127 million, and reduced principal debt by $114 million.
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