Brink’s (NYSE:BCO) Releases Quarterly Earnings Results, Beats Estimates By $0.09 EPS

by · The Cerbat Gem

Brink’s (NYSE:BCO – Get Free Report) posted its earnings results on Wednesday. The business services provider reported $2.13 EPS for the quarter, topping the consensus estimate of $2.04 by $0.09, FiscalAI reports. Brink’s had a net margin of 3.35% and a return on equity of 87.38%. The firm had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter in the prior year, the firm earned $1.79 EPS. Brink’s’s quarterly revenue was up 7.0% on a year-over-year basis. Brink’s updated its Q3 2026 guidance to 2.230-2.630 EPS.

Here are the key takeaways from Brink’s’ conference call:

  • Second-quarter results exceeded expectations, with revenue up 7% (4% constant currency), adjusted EBITDA up 11% to $257 million, EBITDA margin expanding 70 basis points to a record 18.5%, and EPS increasing 18% to $2.13.
  • AMS/DRS organic revenue grew 14% for the 14th consecutive quarter, supported by major wins including a 5,000-location U.S. retail agreement, Mandiri Bank in Indonesia, and a European bank consortium; management expects second-half growth toward the high end of its mid-to-high-teens framework.
  • Brink’s raised its full-year profit expectations while maintaining its mid-single-digit organic growth and 30–50 basis-point margin expansion framework. Third-quarter guidance calls for $263 million–$283 million of adjusted EBITDA and approximately 60 basis points of margin expansion at the midpoint.
  • The NCR Atleos acquisition is progressing, with more than 99% shareholder approval, U.S. antitrust clearance, and most required money-transmitter and foreign-investment approvals; closing is now expected in early first quarter 2027, with potential long-term routing, density, cost, and service synergies.
  • The acquisition is expected to temporarily push leverage above three times net debt to adjusted EBITDA, making debt reduction the primary use of capital during 2026 and delaying the return of at least 50% of free cash flow to shareholders until leverage returns to the targeted range.

Brink’s Stock Down 2.9%

NYSE:BCO traded down $3.31 during trading hours on Thursday, reaching $112.48. The company’s stock had a trading volume of 300,616 shares, compared to its average volume of 472,544. Brink’s has a one year low of $91.05 and a one year high of $136.37. The business’s 50-day moving average is $106.61 and its 200-day moving average is $111.60. The company has a debt-to-equity ratio of 9.75, a current ratio of 1.53 and a quick ratio of 1.53. The company has a market cap of $4.63 billion, a price-to-earnings ratio of 26.31 and a beta of 1.04.

Brink’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, July 27th will be paid a $0.255 dividend. This represents a $1.02 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, July 27th. Brink’s’s payout ratio is presently 23.83%.

Wall Street Analysts Forecast Growth

BCO has been the subject of several recent analyst reports. Wall Street Zen cut shares of Brink’s from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Weiss Ratings downgraded Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 8th. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Brink’s has an average rating of “Moderate Buy” and a consensus target price of $154.00.

Check Out Our Latest Research Report on Brink’s

Institutional Investors Weigh In On Brink’s

Large investors have recently added to or reduced their stakes in the stock. Simcoe Capital Management LLC acquired a new position in shares of Brink’s during the second quarter valued at about $43,465,000. Nuveen LLC grew its position in Brink’s by 229.7% during the fourth quarter. Nuveen LLC now owns 420,297 shares of the business services provider’s stock worth $49,061,000 after buying an additional 292,829 shares in the last quarter. First Trust Advisors LP increased its stake in Brink’s by 36.4% during the fourth quarter. First Trust Advisors LP now owns 819,381 shares of the business services provider’s stock valued at $95,646,000 after acquiring an additional 218,716 shares during the period. UBS Group AG increased its stake in Brink’s by 78.9% during the third quarter. UBS Group AG now owns 215,865 shares of the business services provider’s stock valued at $25,226,000 after acquiring an additional 95,219 shares during the period. Finally, Man Group plc raised its holdings in Brink’s by 77.7% in the 4th quarter. Man Group plc now owns 166,229 shares of the business services provider’s stock valued at $19,404,000 after acquiring an additional 72,701 shares in the last quarter. Institutional investors own 94.96% of the company’s stock.

Key Brink’s News

Here are the key news stories impacting Brink’s this week:

  • Positive Sentiment: Non-GAAP EPS was $2.13, above analyst expectations of roughly $2.04–$2.05 and up 18% from $1.79 a year earlier. Revenue rose 7% year over year to $1.39 billion, while adjusted EBITDA increased 11%. Brink’s Q2 Earnings and Revenues Surpass Estimates
  • Positive Sentiment: Management said the quarter marked the 14th consecutive period of mid-teens-or-better organic growth in its Automated Money and Digital Retail Solutions businesses, supporting the company’s growth strategy. Brink’s Delivers Strong Second-Quarter Results
  • Positive Sentiment: The timeline for Brink’s planned NCR Atleos acquisition is accelerating amid regulatory progress, potentially adding scale and expanding its ATM managed-services platform. The Brink’s Company 2026 Q2 Results Presentation
  • Neutral Sentiment: Third-quarter EPS guidance of $2.23–$2.63 brackets the $2.42 consensus estimate, while revenue guidance of about $1.4 billion is in line with expectations. The midpoint therefore offers limited upside relative to current forecasts. Brink’s Reports Q2 Results

Brink’s Company Profile

(Get Free Report)

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.

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