Equity Profile
Pre-Earnings Brief
Pitney Bowes Inc (PBI) operates in the industrials sector, focusing on office services and supplies. The company provides solutions for shipping, mailing, and e-commerce, which are critical as businesses adapt to changing consumer behaviors and increasing online transactions.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue reflects the company's ability to grow its business and capture market share, especially in the competitive office services sector.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+52.46%
Avg Stock Reaction
+2.36%
In Q4 2025, Pitney Bowes reported an EPS of $0.45, exceeding expectations by 18.42%. However, the stock saw a slight decline of 0.10% the following day, indicating mixed market reactions.
Management Promises & Guidance
Analysts expect Pitney Bowes to report solid earnings this quarter, with a consensus EPS of $0.47 and revenue of $477M. The market is watching closely for any signs of growth in their e-commerce and shipping segments.
Bull Case
If Pitney Bowes beats EPS expectations and shows strong revenue growth, it could indicate a successful adaptation to market trends, leading to increased investor confidence.
Bear Case
Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its competitive position and ability to grow in a challenging market.
EPS
$0.47Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$477MTotal revenue reflects the company's ability to grow its business and capture market share, especially in the competitive office services sector.
Expectations
The print will turn on these two things.
Q1
Will the company report an EPS above $0.47?
A beat on EPS would reinforce the company's ability to manage costs effectively and could boost investor confidence.
Q2
What are the revenue growth figures for the e-commerce segment?
Growth in this area is crucial as it reflects the company's adaptation to market trends and consumer preferences.
Edge
Why consensus could be wrong
The consensus may be underestimating the potential for revenue growth in the e-commerce segment, which could significantly outperform expectations based on recent trends.
Supporting Evidence
The company's recent investments in technology could lead to improved operational efficiency and customer acquisition.
Options pricing suggests a larger move than historical averages, indicating that traders are anticipating a significant event.
The strong EPS surprise history suggests that the company has a track record of exceeding expectations.
Key Risk
If e-commerce revenue growth exceeds 10%, it could challenge the current market outlook and lead to a reassessment of the company's growth potential.
Edge
Pre-commit to what would confirm each case.
The market is debating whether Pitney Bowes can sustain its growth trajectory in a competitive landscape, particularly in e-commerce.
Bull Confirmed If
An EPS of $0.50 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.45 would raise concerns about profitability and competitive positioning.
Pre-Earnings Positioning
Implied Move
±8.68%
Historical Avg
±4.5%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±8.3% while PBI has averaged ±4.5% over the last 8 prints — setup is pricing rich.
30d HV
41.5%
Edge
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Industrials
n=30Fade rate: 2 of 4 (50%)
This setup has occurred 30 times across Industrials in the last 2 years. 2 of 4 faded and 2 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.9%, with a raw directional average of -0.0% (roughly flat historical bias).
Edge
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$35,563.50
2,900 sh
1 insider
Net
$35,563.50
Net selling
Most Active Insiders· 6 open-market trades
$35,563.50
Net selling
Recent Transactions
Apr 10, 2026 · @ $11.50
693 sh
$7,969.50
Apr 16, 2026 · @ $12.00
651 sh
$7,812.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Preparation
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Pitney Bowes beats expectations, history suggests the stock could rise by about 3.4%, confirming positive momentum.
In-Line / Cautious
If results are in line but management provides cautious commentary, the stock may experience muted movement as investors reassess future growth.
Miss
A miss on earnings could lead to a decline of around 4.9%, reflecting investor disappointment and concerns about the company's outlook.
Preparation
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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LOEWS CORP
Apr 17, 2026 · @ $12.50
575 sh
$7,187.50
Apr 17, 2026 · @ $12.46
575 sh
$7,164.50
Apr 17, 2026 · @ $12.75
237 sh
$3,021.75