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

Brink’s (NYSE:BCO) posted its quarterly earnings data on Wednesday. The business services provider reported $2.13 earnings per share 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’s quarterly revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.79 earnings per share. 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 1.9%

NYSE:BCO traded down $2.25 on Wednesday, hitting $115.73. 404,770 shares of the company’s stock were exchanged, compared to its average volume of 470,663. The firm has a 50-day moving average price of $106.42 and a 200-day moving average price of $111.66. Brink’s has a 52 week low of $91.05 and a 52 week high of $136.37. 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 $4.77 billion, a P/E ratio of 26.71 and a beta of 1.04.

Brink’s Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have weighed in on BCO shares. Weiss Ratings cut Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 8th. Wall Street Zen lowered shares of Brink’s from a “strong-buy” rating to a “buy” rating in a report on Saturday. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $154.00.

Institutional Trading of Brink’s

A number of hedge funds and other institutional investors have recently modified their holdings of BCO. Royal Bank of Canada boosted its position in Brink’s by 10.9% during the first quarter. Royal Bank of Canada now owns 54,678 shares of the business services provider’s stock valued at $4,711,000 after purchasing an additional 5,359 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Brink’s by 3.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,098 shares of the business services provider’s stock valued at $2,249,000 after purchasing an additional 852 shares in the last quarter. United Services Automobile Association acquired a new position in shares of Brink’s during the 1st quarter worth approximately $257,000. Quantbot Technologies LP acquired a new position in shares of Brink’s during the 2nd quarter worth approximately $178,000. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of Brink’s by 322.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 15,953 shares of the business services provider’s stock worth $1,424,000 after purchasing an additional 12,177 shares in the last quarter. Institutional investors and hedge funds own 94.96% of the company’s stock.

Key Stories Impacting Brink’s

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

• Positive Sentiment: Brink’s reported second-quarter adjusted EPS of $2.13, exceeding analysts’ estimates of approximately $2.04-$2.05 and rising from $1.79 a year earlier. Revenue increased 7% year over year, while adjusted EBITDA grew 11%. Brink’s Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: The company said organic growth in its ATM Managed Services and Digital Retail Solutions businesses remained in the mid-teens or higher for the 14th consecutive quarter, supporting confidence in its growth strategy. Brink’s Delivers Strong Second-Quarter Results
• Positive Sentiment: Brink’s said the timeline for its acquisition of NCR Atleos is accelerating because of regulatory progress. Completion of the deal could expand the company’s ATM services platform, although regulatory and execution risks remain. Brink’s Delivers Strong Second-Quarter Results
• Neutral Sentiment: Third-quarter revenue guidance of roughly $1.4 billion is consistent with consensus expectations, suggesting continued business stability but limited near-term upside from sales guidance.
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.23-$2.63 brackets the $2.42 analyst consensus, with the midpoint slightly below expectations. That cautious outlook likely contributed to the stock’s decline despite the second-quarter beat.

About Brink’s

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.