Brink’s (NYSE:BCO – Get Free Report) released its earnings results on Wednesday. The business services provider reported $2.13 earnings per share for the quarter, topping analysts’ consensus estimates of $2.04 by $0.09, FiscalAI reports. Brink’s had a return on equity of 87.18% and a net margin of 3.30%.The firm had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the prior year, the firm posted $1.79 earnings per share. The firm’s revenue for the quarter was up 7.0% compared to the same quarter last year. 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 0.7%
Shares of NYSE BCO traded down $0.78 during trading hours on Friday, hitting $112.08. The stock had a trading volume of 97,186 shares, compared to its average volume of 472,429. The firm’s 50-day moving average price is $106.72 and its two-hundred day moving average price is $111.51. Brink’s has a 52 week low of $91.05 and a 52 week high of $136.37. The company has a market capitalization of $4.62 billion, a P/E ratio of 25.91 and a beta of 1.04. The company has a debt-to-equity ratio of 8.80, a quick ratio of 1.53 and a current ratio of 1.62.
Brink’s Announces Dividend
Institutional Investors Weigh In On Brink’s
A number of large investors have recently added to or reduced their stakes in the stock. Simcoe Capital Management LLC acquired a new position in Brink’s during the 2nd quarter valued at $43,465,000. Nuveen LLC grew its position in Brink’s by 229.7% in the 4th quarter. Nuveen LLC now owns 420,297 shares of the business services provider’s stock worth $49,061,000 after purchasing an additional 292,829 shares during the last quarter. First Trust Advisors LP grew its position in Brink’s by 36.4% in the 4th quarter. First Trust Advisors LP now owns 819,381 shares of the business services provider’s stock worth $95,646,000 after purchasing an additional 218,716 shares during the last quarter. UBS Group AG increased its holdings in shares of Brink’s by 78.9% during the 3rd quarter. UBS Group AG now owns 215,865 shares of the business services provider’s stock worth $25,226,000 after purchasing an additional 95,219 shares during the period. Finally, Man Group plc increased its holdings in shares of Brink’s by 77.7% during the 4th quarter. Man Group plc now owns 166,229 shares of the business services provider’s stock worth $19,404,000 after purchasing an additional 72,701 shares during the period. Institutional investors own 94.96% of the company’s stock.
Wall Street Analysts Forecast Growth
BCO has been the topic of several recent research reports. Wall Street Zen cut shares of Brink’s from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Weiss Ratings cut Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 8th. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Brink’s currently has an average rating of “Moderate Buy” and a consensus target price of $154.00.
Get Our Latest Stock Analysis on Brink’s
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.
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