Pitney Bowes (PBI) Q2 FY26 earnings call

Pitney Bowes delivered strong Q2 FY26 results, leading to raised full-year guidance for adjusted EBIT, EPS, and free cash flow, driven by operational efficiencies in SendTech and new business wins in Presort. The company is cautiously expanding its banking operations through pilot programs and has significantly reduced debt, while also initiating a strategic review for future direction. Despite headwinds from elevated transportation costs and planned revenue declines in certain segments, management emphasizes a long-term focus on profitable organic growth and strong execution.