Earnings summaries and quarterly performance for BRINKS.
Executive leadership at BRINKS.
Mark Eubanks
Detailed
President and Chief Executive Officer
CEO
EG
Elizabeth Galloway
Detailed
Executive Vice President and Chief Human Resources Officer
KM
Kurt McMaken
Detailed
Executive Vice President and Chief Financial Officer
MG
Michael Gabay
Detailed
Executive Vice President and President, Europe
NA
Nader Antar
Detailed
Executive Vice President and President, Brink’s Global Services
Board of directors at BRINKS.
Research analysts who have asked questions during BRINKS earnings calls.
George Tong
Goldman Sachs
5 questions for BCO
Also covers: ADT, BFAM, BV +25 more
TM
Timothy Mulrooney
William Blair & Company
5 questions for BCO
Also covers: ABM, APG, BBCP +13 more
Tobey Sommer
Truist Securities, Inc.
5 questions for BCO
Also covers: AMN, AMTM, ASGN +26 more
KF
Keen Fai Tong
Goldman Sachs Group Inc.
3 questions for BCO
Also covers: ADT, BFAM, BV +21 more
Sam Kusswurm
William Blair & Company
3 questions for BCO
Also covers: EME, ICFI, MEG
Tyler Barishaw
Truist Securities
2 questions for BCO
Also covers: CLH, EXPO, FCN +4 more
Jasper Bibb
Truist Securities
1 question for BCO
Also covers: ABM, AMN, APEI +15 more
Recent press releases and 8-K filings for BCO.
Brink's Company under investigation regarding NCR Atleos merger
BCO
M&A
Legal Proceedings
- Halper Sadeh LLC is investigating The Brink's Company (BCO) for potential violations of federal securities laws and/or breaches of fiduciary duties to shareholders related to its merger with NCR Atleos Corporation.
- Upon completion of the proposed transaction, Brink's shareholders are expected to own approximately 78% of the combined company.
- The law firm notes that insiders may receive substantial financial benefits not available to ordinary shareholders, and the proposed transaction terms could limit superior competing offers.
- Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief and benefits on behalf of shareholders.
5 days ago
Brink's Announces Acquisition of NCR Atleos
BCO
M&A
Earnings
New Projects/Investments
- Brink's announced the acquisition of NCR Atleos for an implied value of approximately $6.6 billion, comprising $30 per share in cash and 0.1574 shares of Brink's for each NCR Atleos common share.
- The combined company is projected to achieve approximately $10 billion in total revenue, $2 billion in adjusted EBITDA, and adjusted EBITDA margins approaching 20%.
- The acquisition is expected to generate $200 million in annual run rate synergies within three years and be at least 35% accretive to EPS in year 1.
- The combined entity anticipates generating over $1 billion in annual free cash flow within a couple of years and aims to return net debt leverage to 2-3 times adjusted EBITDA by the end of 2027. The transaction is expected to close in the first quarter of 2027, pending regulatory and shareholder approvals.
6 days ago
Brink's announces acquisition of NCR Atleos
BCO
M&A
New Projects/Investments
- Brink's has announced the acquisition of NCR Atleos for an implied value of approximately $6.6 billion. The consideration for each NCR Atleos common share includes $30 in cash and 0.1574 shares of Brink's.
- The transaction is expected to generate $200 million of annual run rate cost synergies within three years and be at least 35% accretive to EPS in year 1.
- The combined company is projected to achieve total revenue of approximately $10 billion, adjusted EBITDA of approximately $2 billion, and adjusted EBITDA margins approaching 20%.
- The acquisition is anticipated to close in the first quarter of 2027, pending customary closing conditions, including regulatory and shareholder approvals.
6 days ago
Brink's announces acquisition of NCR Atleos
BCO
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- The Brink's Company announced its agreement to acquire NCR Atleos for an implied value of approximately $6.6 billion, consisting of $30 per share in cash and 0.1574 shares of Brink's for each NCR Atleos common share.
- The acquisition is expected to be at least 35% accretive in year one EPS and generate $200 million of annual run rate cost synergies within three years.
- The combined business is projected to have total revenue of approximately $10 billion, adjusted EBITDA of approximately $2 billion, and adjusted EBITDA margins approaching 20%.
- Strategically, the combination brings together complementary financial technology infrastructure providers, enhancing scale, expanding recurring subscription-based revenue, and adding NCR Atleos' 600,000 ATMs to Brink's global service base.
- The transaction is anticipated to close in the first quarter of 2027, subject to regulatory and shareholder approvals.
6 days ago
Brink's Announces Combination with NCR Atleos
BCO
M&A
Guidance Update
New Projects/Investments
- Brink's and NCR Atleos are combining to create a leader in financial technology infrastructure, with the transaction expected to close in Q1 2027.
- The combined company is projected to achieve approximately $10 billion in Total Revenue, $2 billion in Adjusted EBITDA, and $1 billion in Free Cash Flow based on 2026/2027 consensus estimates.
- The transaction is valued at an implied $6.6 billion, offering NCR Atleos shareholders $30 per share in cash plus 0.1574 Brink's shares.
- The combination is expected to yield $200 million in annual run-rate cost synergies within three years and be at least 35% EPS accretive.
6 days ago
Brink's announces acquisition of NCR Atleos
BCO
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Brink's has agreed to acquire NCR Atleos, combining two complementary financial technology infrastructure providers to enhance scale and better serve banking and retail customers.
- The combined business is expected to have total revenue of approximately $10 billion, adjusted EBITDA of approximately $2 billion, and adjusted EBITDA margins approaching 20%.
- The acquisition is valued at approximately $6.6 billion, reflecting a 7x multiple on consensus estimates for NCR Atleos' 2026 adjusted EBITDA.
- The deal is expected to generate $200 million of annual run rate cost synergies within three years, reducing the multiple to below 6x. It is also projected to be at least 35% accretive in year 1 EPS and deliver approximately $1 billion of free cash flow annually.
- The transaction is expected to close in the first quarter of 2027, subject to customary approvals, with the combined company targeting net debt leverage of 2-3 times by the end of 2027.
6 days ago
Brink's Announces Acquisition of NCR Atleos and Q4 2025 Results
BCO
M&A
Earnings
New Projects/Investments
- Brink's announced the acquisition of NCR Atleos, projecting the combined company to achieve approximately $10 billion in total revenue and $2 billion in adjusted EBITDA.
- The deal is anticipated to be at least 35% accretive to year one EPS and generate $1 billion in free cash flow, with an implied purchase multiple of 7x NCR Atleos' 2026 adjusted EBITDA reducing to below 6x after realizing $200 million in annual run rate cost synergies.
- The transaction is expected to close in the first quarter of 2027, following Brink's strong Q4 and full year 2025 results, which included $436 million in free cash flow.
6 days ago
Brink's Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Guidance
BCO
Earnings
Guidance Update
Share Buyback
- Brink's reported strong Q4 2025 performance with 5% total organic growth and 22% AMS/DRS organic growth, alongside a 20.1% Adjusted EBITDA margin and $261 million in Free Cash Flow.
- For the full year 2025, the company achieved $5,261 million in Revenue, $977 million in Adjusted EBITDA, and $8.05 in EPS, marking the third consecutive year with at least $400 million in Free Cash Flow.
- Brink's repurchased $209 million in shares in 2025, reducing the share count by approximately 5%, and maintained a Net Debt Leverage of 2.7x at year-end 2025, within its target range.
- The company provided a Full Year 2026 framework expecting mid-single digit organic revenue growth, mid to high teens AMS/DRS organic revenue growth, and 30-50bps of Adjusted EBITDA margin expansion.
- Q1 2026 guidance includes Total Revenue between $1,335 million and $1,395 million, Adjusted EBITDA between $220 million and $240 million, and EPS between $1.50 and $1.60.
6 days ago
Brink's Announces Acquisition of NCR Atleos
BCO
M&A
Guidance Update
- Brink's announced an agreement to acquire NCR Atleos, bringing together two complementary financial technology infrastructure providers.
- The combined business is projected to achieve approximately $10 billion in total revenue, approximately $2 billion in adjusted EBITDA, and adjusted EBITDA margins approaching 20%.
- The acquisition is expected to generate $200 million in annual run rate cost synergies within three years and be at least 35% accretive to EPS in year one.
- Valued at approximately $6.6 billion, the deal involves $30 per share in cash and 0.1574 shares of Brink's for each NCR Atleos share, with a targeted closing in the first quarter of 2027.
6 days ago
Brink's to acquire NCR Atleos for $6.6 billion
BCO
M&A
Guidance Update
New Projects/Investments
- The Brink's Company announced it will acquire NCR Atleos Corporation in a $6.6 billion cash and stock transaction.
- The deal includes 13.3 million shares of Brink's common stock, $2.2 billion in cash, and the assumption of approximately $2.6 billion of NCR Atleos' indebtedness.
- The acquisition is expected to be at least 35% accretive to EPS and generate an estimated $200 million in annual run-rate cost synergies within three years of closing.
- The combined company is anticipated to achieve approximately $10 billion in total revenue and ~$2 billion in Adjusted EBITDA.
- The transaction, unanimously approved by both boards, is expected to close in the first quarter of 2027.
6 days ago
Quarterly earnings call transcripts for BRINKS.
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