{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-030547","form_type":"8-K","ticker":"PBI","cik":"0000078814","company_name":"PITNEY BOWES INC /DE/","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.726171+00:00","generated_at":"2026-05-14T23:39:17.780127+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Pitney Bowes Q1 adj. EPS $0.47 (+42%), revenue $477M (-3%), dividend raised to $0.10, FY guidance reaffirmed","bullets":["GAAP EPS $0.39 vs $0.19 YoY; Adj. EPS $0.47 vs $0.33; Revenue $477M vs $493M (-3%).","SendTech Adj. EBIT +17% to $114M on cost cuts; Presort Adj. EBIT -28% to $39M on volume decline.","Year-to-date repurchased 17.2M shares for $186M; dividend increased to $0.10/share from $0.09 (payable June 5).","FY 2026 guidance reaffirmed: revenue $1,800-$1,860M, Adj. EPS $1.50-$1.65, FCF $345-$380M.","CEO letter: Presort volume expected positive by early Q3; strategic review Phase 2 external portion to start by end of Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-030547","json":"https://secwatch.observer/filing/0001628280-26-030547.json","markdown":"https://secwatch.observer/filing/0001628280-26-030547.md","text":"https://secwatch.observer/filing/0001628280-26-030547.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/78814/000162828026030547/0001628280-26-030547-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/78814/000162828026030547/pbi-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:39:17.780127+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1ec8fce2108b285cf8f19ea556c1e905e0182642","claim":"PITNEY BOWES INC /DE/ reported three months ended March 31, 2026 results: revenue $477, net income $58, EPS $0.39. Guidance reaffirmed.","evidence_excerpt":"Financial Highlights: The following table summarizes the Company’s financial highlights for the first quarter 2026: First Quarter ($ millions, except EPS) 2026 2025 $ Change % Change Revenue $477 $493 ($16) (3%) GAAP EPS $0.39 $0.19 $0.20 >100% Adj. EPS1 $0.47 $0.33 $0.14 42% GAAP Net Income $58 $35 $23 64% Adj. EBIT1 $130 $120 $11 9% Cash from Operations $44 ($17) $61 >100% Free Cash Flow1 $44 ($20) $64 >100%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/78814/000162828026030547/0001628280-26-030547-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2026"},{"label":"Revenue","value":"$477"},{"label":"Net income","value":"$58"},{"label":"EPS","value":"$0.39"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}