PBI PITNEY BOWES INC /DE/companySEC Filings & Insider Trading Activity 2026
Latest PITNEY BOWES INC /DE/ (PBI) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 19, 2026, a 10-Q quarterly report filed on October 30, 2025, an 8-K current report filed on April 21, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for PITNEY BOWES INC /DE/ (PBI) (SEC CIK 78814), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Digital and physical shipping, mailing technology solutions, and related financing services for global clients including 90% of Fortune 500
- • Strategic shift: Exited Global Ecommerce segment via orderly wind-down in August 2024, focusing on SendTech and Presort Services
Risk Factors
- • Regulatory risk: Potential non-compliance with New Credit Agreement covenants requiring leverage and interest coverage ratios by 2026 affecting debt maturity terms
- • Macroeconomic threat: 7% decline in mail volume in 2025 impacting Presort Services revenue by $26 million amid secular mailing industry decline
Management Discussion & Analysis
- • Revenue $1.4B, down 3% YoY reflecting lower mail-related volumes
- • Operating margin 14.5% vs 15.2% in prior year due to higher costs
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-09-30)
Risk Factors
- • Newly added conditional conversion risk if Convertible Notes triggered, requiring cash settlement, impacting liquidity and net working capital
- • Updated debt feature risk from Indenture provisions possibly hindering beneficial takeovers, increasing acquisition costs and discouraging third-party bids
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 1.01: Entry into a Material Definitive Agreement
- • $150M add-on offering of existing 7.250% Senior Notes due 2029, priced at a discount; total series now $476M outstanding
- • Net proceeds ~$146.9M after discounts/fees; earmarked for debt repayment, repurchase, or refinancing — signals active liability management
Item 2.03: Creation of a Direct Financial Obligation
- • Item 2.03 covers material financial obligations (debt, guarantees, off-balance sheet arrangements) — substantive terms not disclosed in the provided text
- • Pitney Bowes referenced an off-balance sheet arrangement, suggesting a guarantee, contingent liability, or structured financing vehicle outside the consolidated balance sheet
Item 7.01: Regulation FD Disclosure
- • Pitney Bowes offering $200M additional 7.250% Senior Notes due March 2029, tapping existing series originally issued March 2021
- • Notes are senior unsecured, guaranteed by all wholly owned U.S. subsidiaries guaranteeing existing credit/debt facilities
Annual Reports Archive10-K
AI-powered analysis of PITNEY BOWES INC /DE/ (PBI) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of PITNEY BOWES INC /DE/ (PBI) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of PITNEY BOWES INC /DE/ (PBI) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Profitability | |||||
| Revenue | $3.7B | $3.5B | $3.3B | $2.0B | $1.9B |
| Net Income | -$1.4M | $36.9M | -$385.6M | -$203.6M | $144.7M |
| Net Margin | -0.0% | 1.0% | -11.8% | -10.0% | 7.6% |
| Balance Sheet | |||||
| Total Assets | $5.0B | $4.7B | $4.3B | $3.4B | $3.2B |
| Equity | $112.6M | $60.7M | -$368.6M | -$578.4M | -$802.4M |
| ROE | -1.2% | 60.9% | 104.6% | 35.2% | -18.0% |
Source: XBRL financial data from PITNEY BOWES INC /DE/ (PBI) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 21, 2026 | — | — | — |
8-K | Mar 2, 2026 | — | Analysis | — |
8-K | Feb 25, 2026 | — | Analysis | — |
10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 17, 2026 | — | — | |
8-K | Dec 22, 2025 | — | — | |
10-Q | Oct 30, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Jul 31, 2025 | Jun 30, 2025 | — | |
10-Q | May 8, 2025 | Mar 31, 2025 | — | |
10-K | Feb 21, 2025 | Dec 31, 2024 | — | |
10-Q | Nov 8, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 9, 2024 | Jun 30, 2024 | — | |
10-Q | May 2, 2024 | Mar 31, 2024 | — | |
10-K | Feb 20, 2024 | Dec 31, 2023 | — | |
10-Q | Nov 2, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 3, 2023 | Jun 30, 2023 | — | |
10-Q | May 5, 2023 | Mar 31, 2023 | — | |
10-K | Feb 17, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 4, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 2, 2022 | Jun 30, 2022 | — | |
10-Q | May 5, 2022 | Mar 31, 2022 | — | |
10-K | Feb 22, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 5, 2021 | Sep 30, 2021 | — | |
10-Q | Aug 3, 2021 | Jun 30, 2021 | — | |
10-Q | May 6, 2021 | Mar 31, 2021 | — |
Frequently Asked Questions
What are the latest PBI SEC filings in 2026?
PITNEY BOWES INC /DE/ (PBI) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on October 30, 2025, an 8-K current report on April 21, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did PBI file its most recent 10-K annual report?
PITNEY BOWES INC /DE/ (PBI) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view PBI 10-Q quarterly reports?
PITNEY BOWES INC /DE/ (PBI)'s most recent 10-Q quarterly report was filed on October 30, 2025. SignalX displays every PBI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has PBI filed recently?
PITNEY BOWES INC /DE/ (PBI)'s most recent 8-K was filed on April 21, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find PBI insider trading activity (Form 4)?
SignalX aggregates every PBI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does PBI file with the SEC?
PITNEY BOWES INC /DE/ (PBI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new PBI filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for PITNEY BOWES INC /DE/ (PBI).
What is PBI's SEC CIK number?
PITNEY BOWES INC /DE/ (PBI)'s SEC CIK (Central Index Key) number is 78814. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 78814 to look up all PBI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find PBI return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from PITNEY BOWES INC /DE/ (PBI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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