The earnings call reflects a positive outlook for NCR Atleos, with strong growth in hardware and ATM-as-a-Service revenue, successful operational efficiencies, and strategic initiatives like share repurchases. However, challenges in the Network segment and increased tariff costs present moderate concerns.

Company Guidance -

Q3 2025

During the NCR Atleos Q2 2025 earnings call, the company provided guidance indicating confidence in meeting their full-year 2025 targets, supported by solid first-half results and a strong hardware order book. The company reported a 4% year-over-year core revenue growth to $1.1 billion, with Self-Service Banking revenue increasing by 9% and Network segment revenues declining slightly by 2%. The EBITDA margin expanded by 40 basis points to nearly 19%, with Self-Service Banking leading profitability growth. The ATM-as-a-Service business had a 32% revenue increase, driven by a 25% rise in unique customers and high ARPU regions, with a 105% rise in backlog year-over-year. The company expects mid-single-digit revenue growth in Q3, maintaining full-year guidance with adjusted EPS projected between $0.95 and $1.10. They also announced a $200 million share repurchase program, targeting a net leverage ratio below 3x by the third quarter.

Strong Hardware Revenue Growth

Hardware revenue grew by 18% year-over-year, with Self-Service Banking (SSB) hardware deliveries increasing by 21%, driven by high demand for upgraded recycler products.

ATM-as-a-Service Expansion

ATM-as-a-Service revenue grew by 32% year-over-year, with backlog up 105% year-over-year, indicating strong future growth potential.

Share Repurchase Program

Board authorized a $200 million share repurchase program, representing approximately 10% of the current market capitalization.

Self-Service Banking Segment Success

Self-Service Banking segment revenue grew 9% year-over-year, reaching a new quarterly high of $733 million, with EBITDA margin expanding by 240 basis points.

Operational Efficiency and Productivity Gains

Productivity initiatives contributed to improved margins, with a focus on service optimization and AI-driven dispatch models.

Net Leverage Reduction

Net leverage reduced from 3.7x at the time of the split to approximately 3.1x, with expectations to drop below 3x in the third quarter.

NCR Atleos, LLC (NATL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NATL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	1.05 / -	0.89	―	―	―
Aug 06, 2025	2025 (Q2)	0.84 / 0.93	0.81	14.81% (+0.12)
May 07, 2025	2025 (Q1)	0.56 / 0.64	0.41	56.10% (+0.23)
Mar 03, 2025	2024 (Q4)	1.02 / 1.11	0.69	60.87% (+0.42)	―
Nov 12, 2024	2024 (Q3)	0.79 / 0.89	-0.82	208.54% (+1.71)	―
Aug 13, 2024	2024 (Q2)	0.74 / 0.81	0.751	7.86% (+0.06)	―
May 13, 2024	2024 (Q1)	0.37 / 0.41	0.51	-19.61% (-0.10)	―
Feb 14, 2024	2023 (Q4)	- / 0.69	0.099	596.97% (+0.59)	―
Nov 14, 2023	2023 (Q3)	- / -0.82	0.906	-190.51% (-1.73)	―	―

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

NATL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$32.50	$37.38	+15.02%
May 07, 2025	$29.44	$27.53	-6.49%
Mar 03, 2025	$26.69	$25.69	-3.75%
Nov 12, 2024	$29.04	$30.42	+4.75%

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 NCR Atleos, LLC (NATL) report earnings?

NCR Atleos, LLC (NATL) is schdueled to report earning on Nov 18, 2025, After Close (Confirmed).

What is NCR Atleos, LLC (NATL) earnings time?

NCR Atleos, LLC (NATL) earnings time is at Nov 18, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NATL EPS forecast?

NATL EPS forecast for the fiscal quarter 2025 (Q3) is 1.05.

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