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The Brink's Company
The Brink's Company (BCO) investor relations material
The Brink's Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Announced a $6.6 billion acquisition of NCR Atleos, combining two global financial technology infrastructure providers to enhance offerings for banking and retail customers.
Achieved strong organic revenue growth of 5% for the full year 2025, led by 19% growth in AMS/DRS solutions, with Q4 AMS/DRS organic growth accelerating to 22%.
Adjusted EBITDA margin expanded 40bps year-over-year to a record 18.6%, with adjusted EBITDA for 2025 reaching $977M.
Record 2025 cash generation: $640M cash from operations and $436M free cash flow, with free cash flow conversion at 45%.
The transaction is expected to close in Q1 2027, pending regulatory and shareholder approvals.
Financial highlights
Combined company projected to generate approximately $10 billion in revenue and $2 billion in adjusted EBITDA, with margins approaching 20%.
Full-year 2025 revenue increased 5% year-over-year to $5,261M; adjusted EBITDA up 7% to $977M; Q4 2025 revenue grew 9% to $1,379M.
Delivered $436 million in free cash flow in 2025; combined free cash flow expected to exceed $1 billion annually within a few years.
The deal is expected to be at least 35% accretive to EPS in year one.
Operating profit rose 13% for the year and 17% in Q4; EPS up 12% for the year and 20% in Q4.
Outlook and guidance
2026 non-GAAP framework targets mid-single digit organic revenue growth, AMS/DRS organic growth in the mid-to-high teens, 30–50bps adjusted EBITDA margin expansion, and 40–45% free cash flow conversion.
Q1 2026 guidance: revenue $1,335–$1,395M, adjusted EBITDA $220–$240M, EPS $1.50–$1.90.
Guidance for Q1 2026 and full year framework available on the investor website.
How will AMS/DRS sustain mid-teen growth?
What specific initiatives drive margin expansion?
When will transformation costs conclude?
Detail SG&A synergy capture plan
How will combined offerings instigate bank outsourcing?
Manage non-Atleos ATM customers post-merger?
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Next The Brink's Company earnings date
Q1 202611 May, 2026
The Brink's Company
Next The Brink's Company earnings date
Q1 202611 May, 2026
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Frequently asked questions
The Brink's Company provides secure transportation and cash management services. Its offerings include armored vehicle transport, ATM servicing, cash vault outsourcing, and international logistics for valuables. The company serves banks, retailers, and government agencies with solutions focused on security and efficiency. It is headquartered in Richmond, Virginia, and its shares are listed on the NYSE.
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