How often does Pitney Bowes move more than the options market prices?

1 of the last 8 reports moved at least as far as the implied move.

PBINYSEOffice Machines, NEC

Pitney Bowes Inc (PBI) earnings date, market-implied expected move, and options open interest by expiry

16.36

+0.85 · +5.48%

post 16.01 −2.14%

Closed15:59 ET

Open16.04Volume1.7MMkt cap$2.1BP/E12.04EPS1.33Div yield2.45%

Day15.97 – 16.1128%52-wk8.77 – 18.9671%

PBI

Pitney Bowes Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 16

after close · in 103 days

est.Q4 FY26

Calendar

Next report

Last report

−5.62%

vs ±10.2% implied · ×0.55

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

−9.87%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

349 managers

Top fund weight

0.05%

PBI weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Pitney Bowes (PBI) is expected to report on Feb 16 after close (estimated date).

Implied vs realized

8 reports

1 of 8≥ implied

avg implied: ±10.2%
avg realized: ±6.0%

Feb 11 '25Feb 11 '25confirmed±11.4%▲+11.67%×1.03

May 7 '25May 7 '25confirmed±10.4%▲+5.14%×0.49

Jul 30 '25Jul 30 '25confirmed±11.3%▼−0.18%×0.02

Oct 29 '25Oct 29 '25confirmed±11.2%▼−10.53%×0.94

Feb 17 '26Feb 17 '26confirmed±8.7%▲+8.59%×0.99

Q1 FY26May 5 '26confirmed±8.4%▼−3.28%×0.39

Q2 FY26Jul 29 '26confirmed±9.7%▲+2.72%×0.28

Q3 FY26Oct 28 '26confirmed±10.2%▼−5.62%×0.55

quarterimplied−15%0+15%realized×

Q3 FY26±10.2%▼−5.62%×0.55

Q2 FY26±9.7%▲+2.72%×0.28

Q1 FY26±8.4%▼−3.28%×0.39

Feb '26±8.7%▲+8.59%×0.99

Oct '25±11.2%▼−10.53%×0.94

Jul '25±11.3%▼−0.18%×0.02

2 older reports

May '25±10.4%▲+5.14%×0.49

Feb '25±11.4%▲+11.67%×1.03

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 3 close

0.24OI · 4 expiries · Nov 3 closeP/C open interest · Apr 16 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

380+1%Nov 2015d0.084,761+25%0.08

189+36%Dec 1843d0.34551−1%0.34

10,8620%Jan 1571d0.3729,0230%0.37

report · Feb 16 · after close · est.

29+4%Apr 16162d120+18%

ExpiryPutsCallsP/C

Nov 2015d380+1%4,761+25%0.08

Dec 1843d189+36%551−1%0.34

Jan 1571d10,8620%29,0230%0.37

report · Feb 16 · after close · est.

Apr 16162d29+4%120+18%0.24

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

11.54%as filednet margin · revenue +1.04% QoQ · −0.76% YoY

Revenue

$456M+1.04% QoQ

Gross profit

$259M+1.71% QoQ

56.79% margin

Operating income

$108M+14.62% QoQ

23.64% margin

Pre-tax income

$70M+7.03% QoQ

Net income

$53M+5.53% QoQ

11.54% margin

Cost of revenue

$197M+0.17% QoQ

Operating expenses

$151M−5.85% QoQ

SG&A $139M

Other operating $10M

R&D $3M

Other expense

$38M

Tax

$17M+11.83% QoQ

Revenue$456M+1.04%

Gross profit

$259M+1.71%

56.79% margin

Operating income

$108M+14.62%

23.64% margin

Pre-tax income

$70M+7.03%

Net income

$53M+5.53%

11.54% margin

Cost of revenue

$197M+0.17%

Operating expenses

$151M−5.85%

SG&A $139M

Other operating $10M

R&D $3M

Other expense

$38M

Tax$17M+11.83%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

NFP ×1.05· ±2.0% vs ±1.9% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±2.0%5 of 10×1.05

FOMCrate decision±2.0%9 of 24×1.01

PPIproducer prices±1.6%7 of 10×0.80

CPROFcorporate profits±1.5%7 of 12×0.78

GDPgross domestic product±1.3%8 of 19×0.67

CPIconsumer prices±1.1%4 of 10×0.56

PCEpersonal income & outlays±1.0%10 of 19×0.52

Bar = avg |move| to ±3% · tick = ±1.9% avg day · ×base = |move| ÷ ±1.9% · min 6 releases

Earnings history

EPS 0.37 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 28 '26 · confirmed	0.37	—
Q2 FY26	Jul 29 '26 · confirmed	0.36	—
Q1 FY26	May 5 '26 · confirmed	0.39	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod