Company Analysis

Pitney Bowes Inc. (PBI)

NYSE: PBI · Office Machines, NEC · Shelton, CT · filing with the SEC since 1994
Grade3.6
◀ Past 4.0● Present 3.5▶ Future 3.6

The grade of Pitney Bowes Inc.

Nine metrics read from its own filings, by tense
Headline grade
3.6/10
◀ Past4.030% of the headline
● Present3.540% of the headline
▶ Future3.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.0/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 72nd percentile among 68 sector filers · read for itself

From the record

Pitney Bowes Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
1.1/10

What has it actually done, year after year?

-4.9% a year over 10 filed years; profitable in 6 of 10.

weight 45% of this tense · 11th percentile among 64 sector filers · read for its customers

From the record

Pitney Bowes Inc.'s 10 filed years say what it did: revenue went from $3.0 billion in fiscal 2016 to $1.9 billion in fiscal 2025, down 4.9% a year; it rose in 3 of 9 years; the deepest fall was 48% from fiscal 2021 to fiscal 2025; net income was positive in 6 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-4.9%bottom 9% of its family
  • the share of years revenue rosebottom 3% of its family
  • the share of filed years with a profitbottom 25% of its family
  • the deepest fall from a revenue peak48.5%bottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.9/10

How has it treated the people who own it?

Share count shrank 0.8% a year. 18% of cash flow returned. Insiders: 69 sales, 4 purchases.

weight 22% of this tense · 49th percentile among 57 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Pitney Bowes Inc.'s diluted share count shrank about 0.8% a year, and dividends and buybacks returned about 18% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 69 sales (68 under scheduled 10b5-1 plans) and 4 purchases of their own stock on the open market in the year to 2026-11-02, buying about $104 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 32% of its family
  • cash returned against operating cash flowbottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.5/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.0/10

Is it financially healthy right now?

Leverage 125%: owes 125¢ per asset dollar.

weight 45% of this tense · 50th percentile among 65 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Pitney Bowes Inc.'s shareholders' equity was below zero, so the profit on it is not read. Leverage: it owed about 125 cents per dollar of assets, and net share issuance: its share count shrank 5.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 4% of its family
  • the share count against the year beforetop 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.3/10

How strong is its position in its industry?

bottom 33% of 63 in its family; net margin 7.6%.

weight 33% of this tense · 33rd percentile among 63 sector filers · read for its customers

From the record

Pitney Bowes Inc.'s standing among 63 graded names in its industry family: revenue of $1.9 billion in fiscal 2025 ranks in the bottom 41% by size; a net margin of 7.6% ranks in the top 47%; revenue growth of -8.6% a year over the last 3 filed years ranks in the bottom 4% (its annual reports).

What it rests on

  • revenue against the family$1.89Bbottom 41% of its family
  • net margin7.6%top 47% of its family
  • three-year revenue growth-8.6%bottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
0.7/10

What are the people in charge doing?

bottom 7% of 55 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 7th percentile among 55 sector filers · read for its shareholders

From the record

Pitney Bowes Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Wolf, Kurt James (President & CEO, as filed), filing under that title since 2025-05-27, 1.5 years (bottom 14% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 2 years (bottom 6%); 24 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 1%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge24 in three years among 11 peoplebottom 1% of its family
  • the median years the people in charge have filed2.0 yearsbottom 6% of its family
  • the chief executive's years on the record1.5 yearsbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

3.6/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
2.9/10

How much room does it have to grow?

bottom 29% of 63 in its family for room to expand.

weight 45% of this tense · 29th percentile among 63 sector filers · read for itself

From the record

Pitney Bowes Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $285 million against debt of $2.0 billion leaves -53.4% of its assets as net cash, bottom 1% of its family; cash from operations less capital spending is 16.7% of revenue (top 20%); research spending of 0.8% of revenue (bottom 6%) (its annual report).

What it rests on

  • cash less debt against assets-53.4%bottom 1% of its family
  • cash from operations less capital spending against revenue16.7%top 20% of its family
  • research spending against revenue0.8%bottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
1.8/10

What could actually drive growth from here?

bottom 18% of 64 in its family for growth drivers.

weight 33% of this tense · 18th percentile among 64 sector filers · read for its customers

From the record

Pitney Bowes Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -8.6% a year over the last three filed years against -4.9% over all 10, slowing (bottom 31% of its family); the newest year grew -6.6% (bottom 9%); research spending grew -24.5% a year (bottom 4%); capital spending grew -7.1% a year (bottom 28%) (its annual reports). Pitney Bowes Inc. reported 3 product lines in fiscal 2025: Service at $1.2 billion (64%), Product at $365 million (19%), Financing and Other at $322 million (17%); 0 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.7 points a yearbottom 31% of its family
  • the newest year's revenue growth-6.6%bottom 9% of its family
  • three-year growth of research spending-24.5%bottom 4% of its family
  • three-year growth of capital spending-7.1%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.5/10

Did its newest year beat what its own record pointed to?

top 25% of 62 in its family for expectations against reality.

weight 22% of this tense · 75th percentile among 62 sector filers · read for its shareholders

From the record

Pitney Bowes Inc.'s newest year against its own record: revenue of $1.9 billion in fiscal 2025 came in 3.4% above the $1.8 billion its prior three years' pace pointed to (bottom 44% of its family); net income of $145 million against a prior three-year average of $184 million (top 13%); a net margin of 7.6% against -9% before (top 6%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace3.4%bottom 44% of its family
  • net income against the prior three years' average+179%top 13% of its family
  • net margin against its prior average+16.7 pointstop 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton PBI · research, not advice