| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 87 | 13.9x | 17.8x | Top tier | |
Growth | 27 | -5.3% | 7.1% | Bottom tier | |
Quality | 94 | 25.8% | 4.5% | Top tier | |
Safety | 44 | 4.1x | 2.6x | Around median | |
Capital Return | 53 | 1.98% | 2.12% | Around median | |
Momentum | 95 | 48.8% | 2.9% | Top tier | |
Sentiment | 24 | 4 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Pitney Bowes operates through an interconnected ecosystem that includes Presort for sorting and transporting mail through a national network, SendTech for sending solutions, shipping software, and the Mailstream on Demand product, along with Pitney Bowes Bank. Presort benefits from transporting mail between its facilities to qualify for the five-digit presort discount and pass it on to customers, while SendTech generates revenue from mailing and shipping solutions, and the bank uses existing relationships to test asset-backed lending and financing for shipping software customers and logistics service chains.
In Q2 fiscal 2026, revenue was $451.5 million, net income was $49.9 million, and earnings per share were $0.36, compared with revenue of $477.4 million, net income of $58.1 million, and earnings per share of $0.39 in Q1 fiscal 2026. Fiscal 2025 recorded revenue of $1.9 billion, net income of $144.7 million, and earnings per share of $0.84, while the latest twelve-month figures in 2026 were revenue of $1.9 billion, net income of $187.3 million, and earnings per share of approximately $1.35.
The performance mix in Q2 fiscal 2026 varied across segments: Presort continued to win new business, and its revenue growth turned positive in June 2026, but higher transportation costs pressured its profitability by approximately $6 million. At SendTech, operational improvements expanded margins despite increased operating spending on growth, with a temporary benefit from a customs duty refund; management believes the segment's long-term margin is in the mid-30% range. Meanwhile, Pitney Bowes Bank began originating loans through three pilot programs while continuing to reduce its balance sheet and exit low-value assets.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $17.65 within a narrow range of $17.30 to $18.00, accompanied by a neutral consensus rather than a buy consensus. The average is below the 52-week range high of $19.07 and above its low of $8.95, while the range's breadth reflects a strong revaluation associated with improved earnings and debt reduction, offset by the continued contraction in mail, Presort cost pressures, and the expectation of no SendTech growth in the second half of fiscal 2026. The data does not provide a published earnings multiple that can be used to confirm whether the valuation is low or high relative to earnings.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Pitney Bowes recorded revenue of $451.5 million and net income of $49.9 million in Q2 fiscal 2026. Earnings per share were $0.36, compared with revenue of $477.4 million, net income of $58.1 million, and earnings per share of $0.39 in Q1 fiscal 2026. Presort continued to win new business, while SendTech improved its margins despite increased operating spending directed toward growth. Following these results, management raised its guidance for adjusted EBIT, adjusted earnings per share, and adjusted free cash flow on July 30, 2026.
Management said on July 30, 2026, that SendTech continues to lose postage meters and that non-core contracts inherited from the GEC business will roll off and materially affect revenue. The reduction of Pitney Bowes Bank's balance sheet and the exit from low-value assets also place additional pressure on revenue. The shipping software business was near breakeven or slightly above it, but it is not yet sufficient to offset these factors. Management therefore does not expect growth in SendTech's core business during the second half of fiscal 2026 and believes improvement may become a 2027 or later story.
Presort revenue growth turned positive in June 2026, and the company is targeting positive volume growth during Q3 fiscal 2026. Management said the segment is winning customers and gaining share within a slowly declining industry, benefiting from a national network, a low-cost structure, and net promoter scores above 90. In contrast, higher fuel costs reduced Q2 fiscal 2026 profitability by approximately $6 million, with additional pressure from a shortage of CDL drivers. The company expects the reflection of USPS compensation for transportation costs to be delayed until July 2027, most likely.
As of July 30, 2026, the bank was testing three programs: asset-backed lending for selected large Presort customers, credit for shipping software customers, and short-term financing for third-party logistics companies and merchants. In the logistics program, data about inventory located inside third-party facilities could help identify the assets supporting the loans. Management believes offering credit could give the shipping software business a competitive advantage, particularly when the postal service does not offer similar credit terms. However, it expects the bank to continue shrinking and emphasizes that the programs are experimental and that it does not expect all of them to succeed.
The company said on the July 30, 2026 call that it had reduced debt by more than $200 million during the four months preceding the call. The reduction since the beginning of fiscal 2026 was approximately $55 million, and the nearest debt maturity was extended to March 2029. Management believes these steps restored the company's ability to allocate capital opportunistically. This coincided with an increase in adjusted free cash flow guidance following the Q2 fiscal 2026 results.
Net insider transactions during the three months ended August 28, 2026, were negative $42.4 million, with 25 sales and no purchases recorded. This is a weak signal on its own because insider sales may be prearranged, and the data provides no details proving the motivation for each transaction. Kurt Wolf said on July 30, 2026, that Hestia's sales and distributions reflected his agreement with the fund's partners and did not reflect his personal view of Pitney Bowes. He added that he personally received more than one million shares from Hestia's distribution of 1.5 million shares and that his individual exposure to the company was increasing.
