The Brink's Company operates as a global leader in secure logistics, cash management, and comprehensive security services, with operations spanning North America, ...
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Est. EPS $2.43 · Revenue $1.39B · 2 analysts
Est. EPS $2.83 · Revenue $1.43B · 2 analysts
Est. EPS $9.20 · Revenue $5.58B · 1 analysts
Est. EPS $2.09 · Revenue $1.42B · 1 analysts
$1.02 per share
$1.02 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.3B | +5.0% | +1.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $199.7M | +22.6% | +38.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +25.8% | +2.0% | +1.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.2% | +23.8% | +27.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.8% | +16.8% | +36.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $436.4M | +114.4% | +114.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.3% | +104.3% | +114.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1774.2% | -22.9% | -19.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.51x | -0.4% | +5.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $7.3B | +10.8% | +0.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.70 vs 7.96 | -40.9% | 1.07 vs 2.04 | -47.5% |
| Revenue Surprise | $5.3B vs $5.2B | +0.5% | $1.4B vs $1.4B | +0.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Cook Kristen Williams | officer: EVP & CLO | Common Stock | D | 729 | $107.47 |
| Sep 1, 2026 | Button Adrian | officer: EVP | Program Units | A | 0 | — |
| Sep 1, 2026 | Galloway Elizabeth A | officer: EVP and CHRO | Program Units | A | 7 | — |
| Sep 1, 2026 | Herling Michael J | director | DSAP Units | A | 14 | — |
| Sep 1, 2026 | BOYNTON PAUL G | director | Plan Units | A | 73 | — |
Operator: Good day, and welcome to the Brink's Company Second Quarter 2026 Conference Call. [Operator Instructions] Please note this event is being recorded. This call and the Q&A session will contain forward-looking statements. Actual results could differ materially from projected or estimated results. Information regarding factors that could cause such differences are available in today's press release and presentation and in the company's SEC filings. The information presented and discussed on this call is representative of today only. Brink's assumes no obligation to update any forward-looking statements. The call is copyrighted and may not be used without written permission from Brink's. I will now turn it over to your host, Jesse Jenkins, Senior Vice President of Financial Planning and Analysis. Mr. Jenkins, you may begin. Jesse Jenkins: Thanks, and good morning. Joining me are CEO, Mark Eubanks; and CFO, Kurt McMacken. Today, Brink's reported second quarter results on a GAAP, non-GAAP and constant currency basis. Most of our commentary today will be focused on our non-GAAP results. These non-GAAP financial measures are intended to provide investors with a supplemental comparison of our operating results and trends for the periods presented. We believe these measures allow investors to better compare performance over time and to evaluate our performance using the same metrics as management. Reconciliations of non-GAAP results to their most comparable GAAP results are provided in SEC filings, which can be found on our website. We will also have commentary on the status of our pending acquisition of NCR Atleos. As a reminder, this transaction remains subject to the completion of customary closing conditions and additional regulatory approvals. Other details, including risk factors related to the transaction can be found in the pertinent SEC filings. I will now turn the call over to Brink's CEO, Mark Eubanks. Richard Eubanks: Thanks, Jesse. Good morning, everyone. Starting on Slide 3. We delivered a strong second quarter with organic growth of 4% and ATM Managed Services and Digital Retail Solutions or AMS/DRS, growing 14%. This marks the 14th consecutive quarter of mid-teens or better organic revenue growth in AMS/DRS, more than doubling in total revenue over the same period of time to over $1.5 billion. We continue to focus our strategic efforts on growing these valuable lines of business and have good line of sight into continued growth in the second half, supported by some recent customer wins, which I'll talk about later. Cash and Viables Management, or CVM, performance was highlighted by continued strong growth in our Global Services business as we drive incremental revenue in the volatile precious metals markets. Supported by favorable revenue mix and widespread productivity initiatives, we delivered record second quarter operating and EBITDA margins. EBITDA margins were 18.5% in the quarter, up 70 basis points year-over-year with …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Richard Mark Eubanks Jr. | Chief Executive Officer, President & Director | USD 3,264,843 | Male | 1972 | Active |
Kurt McMaken | Executive Vice President & Chief Financial Officer | USD 1,586,594 | Male | 1970 | Active |
Nader Antar | Executive VP and President of Rest of World & Global Services | USD 1,410,234 | Male | 1976 | Active |
Elizabeth A. Galloway | Executive Vice President & Chief Human Resources Officer | USD 1,076,540 | Female | 1978 | Active |
Guillermo Peschard Mijares | Executive VP & President of Brink's Latin America (LATAM) | USD 931,917 | Male | 1973 | Active |
Laurent Borne | Executive Vice President & Chief Experience Officer | — | Male | 1975 | Active |
Adnane Louridi | Senior VP, Chief Accounting Officer, Principal Accounting Officer & Global Controller | — | Male | 1984 | Active |
Kristen Williams Cook | EVP, Chief Legal Officer & Corporate Secretary | — | Female | 1981 | Active |
Neelu Sethi | Global Chief Information Officer | — | Female | — | Active |
Jesse Jenkins | Head & Vice President of Investor Relations | — | Male | — | Active |
Arrowstreet Capital Limited Partnership purchased a new position in shares of Brink's Company (The) (NYSE: BCO) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 13,905 shares of the business services provider's stock, valued at approximately $1,441,000. A number of other institutional
Brink's NYSE: BCO reported second-quarter results marked by 4% organic revenue growth, a 14% increase in ATM Managed Services and Digital Retail Solutions revenue, and record second-quarter operating and EBITDA margins, while raising its full-year profit expectations.
The Brink's Company (BCO) Q2 2026 Earnings Call Transcript
Brink's (BCO) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $2.05 per share. This compares to earnings of $1.79 per share a year ago.
Revenue growth of 7% reflects the 14th consecutive quarter of mid-teens or greater AMS/DRS organic growth Net Income increased 2% with Adjusted EBITDA up 11% GAAP EPS of $1.07 increased 4% with non-GAAP EPS of $2.13 up 18% NCR Atleos acquisition timeline accelerating behind regulatory momentum RICHMOND, Va., Aug. 05, 2026 (GLOBE NEWSWIRE) -- The Brink's Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions ("DRS"), and ATM managed services ("AMS"), today announced second-quarter results.
