NCR Atleos reports Q4 adjusted EPS $1.49, consensus $1.36

Reports Q4 revenue $1.15B, consensus $1.15B. Tim Oliver, Atleos’ Chief Executive Officer, said, “2025 was a successful and transformational year for Atleos. We extended our leading global serviced ATM estate, improved our already industry-leading service levels, accelerated our service-led growth initiatives and completed our separation from our legacy company. Total ATM hardware revenue growth of 14% strengthened our leading installed base and will drive multi-year recurring revenue from attached services and subscription software. Our ATM as a Service business closed the year with annualized recurring revenue of $288 million and achieved record quarterly bookings in Q4. Our network business returned to growth in Q4 as surcharge-free, deposit, and ReadyCode growth more than offset lower surcharge transactions and reduced prepaid payroll card activity due to changing U.S. immigration policy.”