Matt Swope's questions to PITNEY BOWES INC /DE/ (PBI) leadership • Q2 2025
Question
Matt Swope of Robert W. Baird & Co. questioned the rationale behind recent management changes, the expected tenure of the new CEO and CFO, whether the CEO was selling personal shares into the buyback, and the strategy for refinancing debt and future leverage levels.
Answer
CEO Kurt Wolf and CFO Paul Evans addressed the questions, stating the CFO change was an opportunity to bring in exceptional talent with a strong working history. Both executives affirmed their long-term commitment to their roles. Wolf confirmed no recent personal share sales had been filed. Regarding capital structure, Evans noted they are evaluating all options for refinancing the 2027 notes, while Wolf added they would be comfortable with leverage above 3.0x in the future, but only after gaining the market's confidence.