Brink's Company (BCO)
NYSE:BCO
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.05Last Year’s EPS
1.79Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple clear operational and financial achievements: double-digit revenue growth, record trailing EBITDA, strong AMS/DRS momentum, improved cash generation and conversion, meaningful commercial wins, and a strategic acquisition with sizable synergy potential. Challenges and risks were acknowledged — modest CVM growth due to conversions, volatility in precious metals, ongoing regulatory and integration risks related to the Atleos acquisition, higher interest expense, and slower AMS adoption in North American banks. Overall, the positives (sustained high-growth, margin expansion, record cash generation, and clear strategic rationale for Atleos) materially outweigh the manageable near-term risks.Company Guidance
Top-Line Growth
Total revenue increased ~10% year-over-year in Q1 2026. Management reported ~4.5% organic growth (CEO) while the CFO cited ~5% constant-currency growth with a favorable FX tailwind (~6% reported in the quarter).
Strong AMS/DRS Momentum
ATM Managed Services and Digital Retail Solutions (AMS/DRS) grew ~15% organically in Q1, contributing roughly $50 million of organic revenue in the quarter and representing more than 85% of total organic growth. This was the 13th consecutive quarter of at least 15% organic growth in AMS/DRS.
Record Trailing EBITDA and Margin Expansion
Q1 adjusted EBITDA was $238 million (up ~10% YoY) with a reported margin of 17.3%. Trailing 12-month EBITDA reached $1.0 billion for the first time, a >$200 million increase since the end of 2022. Segment margin expansions included North America and Rest of World each improving by over 100 basis points and Europe expanding ~240 basis points.
Improved Cash Generation and Conversion
Trailing 12-month free cash flow exceeded $502 million (conversion of EBITDA ~50%), historical free cash flow per share exceeded $12, and first-quarter free cash flow improved by $66 million year-over-year. Management highlighted improved DSO and DPO metrics driving cash generation.
Capital Allocation and Shareholder Returns
Executed ~$30 million of share repurchases in the quarter (reducing outstanding shares by ~5% pre-Atleos announcement). Capital framework emphasizes deleveraging (Q1 net leverage 2.7x) with a target of ~2.3x stand-alone by year-end 2026.
Strategic Acquisition and Synergy Potential
Progress on the transformational acquisition of NCR Atleos: secured bridge refinancing, registration statement filed, regulatory filings progressing, and closing expected by end of Q1 2027. Management expects ~$200 million of cost synergies and combined free cash flow of ~$1 billion, plus ability to absorb NCR Atleos’ $1.6 billion bank debt at >1 percentage point better rate.
Operational Wins and Commercial Momentum
Notable commercial wins and rollouts: onboarding of Pandora (DRS), Paradies rollout across ~700 airport stores, and large AMS win in Indonesia (~5,000 ATMs). Management expects AMS/DRS to approach ~1/3 of total company revenue by year-end.
Outlook and Guidance
Full-year framework maintained: mid-single-digit total organic growth, mid- to high-teens organic growth for AMS/DRS, FX tailwind ~2–3% for the year, EBITDA margin expansion of 30–50 basis points, and EBITDA-to-FCF conversion target 40–45%. Q2 revenue guided to $1.37–1.43 billion; adjusted EBITDA $245–265 million; EPS $1.85–2.25.
BCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $104.30 | $109.01 | +4.52% |
Feb 26, 2026 | $135.58 | $116.77 | -13.87% |
Nov 05, 2025 | $105.67 | $113.63 | +7.54% |
Aug 06, 2025 | $88.28 | $99.59 | +12.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brink's Company (BCO) report earnings?
Brink's Company (BCO) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Brink's Company (BCO) earnings time?
Brink's Company (BCO) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BCO EPS forecast?
BCO EPS forecast for the fiscal quarter 2026 (Q2) is 2.05.