Pitney Bowes, Inc. (PBI)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
QuarterlyIQ Insights · PBI
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On July 29, 2026, the Registrant issued a press release setting forth its financial results, including consolidated statements of income, supplemental information, and a reconciliation of reported results to adjusted results for the three and six months ended June 30, 2026 and 2025, and consolidated balance sheets at June 30, 2026 and December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and hereby incorporated by refer…
Director — La Vonda Williams: Ms. La Vonda Williams was appointed to the Board of Directors and named to multiple committees.
Entry into a Material Definitive Agreement. On June 23, 2026 (the “ Amendment Date ”), Pitney Bowes Inc. (the “ Company ”), and certain other subsidiaries of the Company, entered into an amendment (the “ Amendment ”) to its Credit Agreement, dated as of February 7, 2025 (as amended prior to the date hereof and as further amended by the Amendment, the “ Credit Agreement ”), among the Company, the Loan Parties party thereto, the Lenders and Issuing Banks party thereto and Bank of America, N.A.,…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT The information set forth in
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On May 18, 2026 (the “ Amendment Effective Date ”), Pitney Bowes Inc. (the “ Company ”), and certain other subsidiaries of the Company, entered into an amendment (the “ Amendment ”) to its Credit Agreement, dated as of February 7, 2025 (as amended prior to the date hereof and as further amended by the Amendment, the “ Credit Agreement ”), among the Company, the Loan Parties party thereto, the Lenders and Issuing Banks party thereto and Bank of Americ…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On May 5, 2026, the Registrant issued a press release setting forth its financial results, including consolidated statements of income, supplemental information, and a reconciliation of reported results to adjusted results for the three months ended March 31, 2026 and 2025, and consolidated balance sheets at March 31, 2026 and December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and hereby incorporated by reference. In…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On April 21, 2026, Pitney Bowes Inc. (the “ Company ”) issued a press release announcing certain preliminary, unaudited financial results for the first quarter of fiscal year 2026. A copy of the press release is furnished with this report as Exhibit 99.1 and incorporated by reference herein. The certain preliminary results included in Exhibit 99.1 are based upon estimated, preliminary unaudited financial results. The Company’s actual results may d…
CREATION OF DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT. The information set forth in
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT. On March 2, 2026, Pitney Bowes Inc. (the “ Company ”) completed an offering (the “ Offering ”) of $150,000,000 aggregate principal amount of its 7.250% Senior Notes due 2029 (the “ Additional Notes ”). The Additional Notes constitute a further issuance of, form a single series with, have identical terms to (other than the initial offering price, the issue date and the first interest payment date) the Company’s outstanding 7.250% Senior Notes due 202…
REGULATION FD DISCLOSURE. On February 25, 2026, Pitney Bowes Inc. (“Pitney Bowes” or, the “Company”) announced that it intends to offer, subject to market and other conditions, an additional $200,000,000 principal amount of its 7.250% Senior Notes due 2029 (the “Additional Notes”) in a private placement under the Securities Act of 1933, as amended (the “Securities Act”). The Additional Notes will constitute a further issuance of, form a single series with, and have identical terms to (other t…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On February 17, 2026, the Registrant issued a press release setting forth its financial results, including consolidated statements of income, supplemental information, and a reconciliation of reported results to adjusted results for the three and twelve months ended December 31, 2025 and 2024, and consolidated balance sheets at December 31, 2025 and 2024. A copy of the press release is attached hereto as Exhibit 99.1 and hereby incorporated by ref…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On October 29, 2025, the Registrant issued a press release setting forth its financial results, including consolidated statements of income, supplemental information, and a reconciliation of reported results to adjusted results for the three and nine months ended September 30, 2025 and 2024, and consolidated balance sheets at September 30, 2025 and December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and hereby incorpo…
Director — Milena Alberti-Perez: Ms. Alberti-Perez resigned from the Board of Directors with no successor named.
Executive Vice President — Shemin Nurmohamed: The filing details a negotiated separation agreement for a senior executive (EVP/President of a business unit), indicating an orderly exit rather than a sudden loss or routine election.
EVP & President, Sending Technology Solutions — Shemin Nurmohamed: The departure of the EVP and President of a business unit was accompanied by the immediate appointment of a named successor (Todd Everett), indicating an orderly succession rather than a sudden loss of leadership.
ENTRY INTO A MATERIAL DEFINITIVE AGREEGMENT On August 29, 2025 (the “Closing Date”), Pitney Bowes Inc., a Delaware corporation (the “Company”), and certain other subsidiaries of the Company entered into an amendment (the “Amendment”) to its Credit Agreement, dated as of February 7, 2025 (as amended by the Amendment, the “Credit Agreement”), among the Company, the other Loan Parties party thereto, the Lenders and Issuing Banks party thereto and Bank of America, N.A., as administrative agent (t…
Forward-Looking Statements This Current Report on Form 8-K contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including those relating to the Company’s future cash flows and capital allocation strategies. Forward-looking statements are subject to inherent risks and uncertainties, including those discussed throughout the “Risk Factors” section of the Company’s Annual Report on Form 10-K for the fi…
CFO — Robert Gold: The filing confirms the departure of the Chief Financial Officer, a senior executive role, which constitutes a significant loss of management talent.
The filing is an amendment to correct an exhibit attachment and does not disclose any actual change in management or directors.
CREATION OF DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT. The information set forth in
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT. On August 8, 2025, Pitney Bowes Inc. (the “ Company ”) completed its previously announced offering (the “ Offering ”) of $230.0 million aggregate principal amount of its 1.50% Convertible Senior Notes due 2030 (the “ Convertible Notes ”), including $30.0 million aggregate principal amount of Convertible Notes purchased pursuant to the exercise in full by the initial purchasers of the Convertible Notes (the “ Initial Purchasers ”) of the option (the…
UNREGISTERED SALES OF EQUITY SECURITIES. The information set forth in
Results of Operations and Financial Condition. On July 30, 2025, Pitney Bowes Inc. (the “Company”) issued a press release setting forth its financial results, including consolidated statements of income, supplemental information, and a reconciliation of reported results to adjusted results for the three months ended June 30, 2025 and 2024, and consolidated balance sheets at June 30, 2025 and December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and hereby incorpora…
CFO — Robert Gold: The CFO departed but was immediately succeeded by a named internal candidate (Paul Evans), indicating an orderly succession rather than a sudden loss of leadership.
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