Brink’s (NYSE:BCO) Announces Quarterly Earnings Results

Brink’s (NYSE:BCO) announced its quarterly earnings results on Wednesday. The business services provider reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.21 by $0.25, FiscalAI reports. The company had revenue of $1.37 billion during the quarter, compared to analysts’ expectations of $1.39 billion. Brink’s had a return on equity of 91.46% and a net margin of 2.88%. The business’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.08 earnings per share.

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

• Third-quarter results showed strong operating leverage: adjusted EBITDA rose 8% to $274 million, EPS increased 18% to $2.46, and adjusted EBITDA margin expanded 90 basis points to 19.9%. Trailing 12-month free cash flow was $413 million, and Brink’s maintained its full-year outlook.
• AMS/DRS organic growth accelerated to more than 16%, its 15th consecutive quarter of at least mid-teens growth, with broad-based gains and robust pipelines. Management cited an 80% year-over-year increase in North American DRS backlog and expects further AMS/DRS growth acceleration in Q4.
• Brink’s expects the NCR Atleos acquisition to close in early January 2027, with regulatory reviews progressing and clearances completed in two areas. The company reaffirmed its $200 million synergy target, expects to capture it sooner, and is assessing additional cost-saving opportunities.
• To address U.K. antitrust concerns, Brink’s agreed to divest NoteMachine and TestLink, businesses with about $120–$130 million in revenue and roughly $30 million in EBITDA; sale proceeds are not yet known. Management said the divestiture was contemplated in the deal’s returns and synergy plans.
• After the acquisition, Brink’s expects leverage to temporarily exceed 3x and plans to prioritize aggressive debt repayment in 2027, targeting leverage below 3x by year-end. Q4 revenue guidance also includes a foreign-exchange headwind, continued Malaysia deconsolidation effects, and slower global-services growth.

Brink’s Price Performance

BCO stock traded up $0.74 during trading on Friday, hitting $110.72. 157,155 shares of the stock traded hands, compared to its average volume of 468,456. Brink’s has a one year low of $91.05 and a one year high of $136.37. The stock has a market cap of $4.56 billion, a price-to-earnings ratio of 29.11 and a beta of 0.95. The company has a 50 day simple moving average of $106.32 and a 200 day simple moving average of $110.28. The company has a current ratio of 1.55, a quick ratio of 1.62 and a debt-to-equity ratio of 9.89.

Brink’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Monday, November 2nd will be issued a $0.2550 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $1.02 annualized dividend and a dividend yield of 0.9%. Brink’s’s dividend payout ratio is presently 26.77%.

Wall Street Analysts Forecast Growth

BCO has been the topic of several recent analyst reports. Weiss Ratings downgraded shares of Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Wall Street Zen upgraded shares of Brink’s from a “hold” rating to a “buy” rating in a report on Saturday, October 24th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Brink’s presently has an average rating of “Moderate Buy” and a consensus price target of $154.00.

About Brink’s

Brink’s Company (NYSE: BCO) is a global provider of security and logistics services. The company helps businesses, financial institutions, retailers, governments and other organizations protect, transport and manage cash, valuables and other high-value assets.

Its services include secure transportation, cash-in-transit operations, ATM replenishment and servicing, cash processing, vaulting, cash management and related payment services. Brink’s also provides international logistics for precious metals, jewelry, gemstones, artwork and other valuables through its Brink’s Global Services business.

Founded in 1859, Brink’s serves customers across North America, Latin America, Europe, the Middle East, Africa and the Asia-Pacific region through a worldwide network of employees, vehicles and facilities.