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NCR Atleos, LLC (NATL)
:NATL
US Market
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NCR Atleos, LLC (NATL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.36
Last Year’s EPS
1.11
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlights significant achievements in financial performance, segment growth, and strategic initiatives, despite facing challenges such as tariffs and a decline in prepaid payroll card transactions.
Company Guidance
During the NCR Atleos Q3 2025 earnings call, guidance emphasized maintaining consistent financial performance and capital allocation to ensure growth. The company has achieved a targeted leverage level of 3x and aims to reduce it to about 2.8x by year-end. Although share repurchases were restricted in Q3, they plan to commence in the upcoming trading window. Atleos reported a 6% core top-line growth, driven by a 24% increase in hardware revenue and a 37% growth in ATM-as-a-Service. Profitability was at the high end of expectations, with EBITDA margins expanding by 40 basis points to 19.5%. The self-service banking segment saw an 11% revenue increase, with significant profit growth and margins up 220 basis points. The company anticipates substantial free cash flow conversion improvement in 2026, approaching 35% of adjusted EBITDA. For the network segment, revenue was down 1% due to lower payroll card transactions, but the overall rolling 12-month ARPU increased slightly. Atleos reaffirmed its 2025 guidance, expecting free cash flow conversion to exceed 30% and adjusted EBITDA to hit the lower end of the guided range.
Separation from Legacy NCR Completed
Successfully bifurcated or duplicated 140 years of IT systems and hardware, separated hundreds of global locations, established dozens of new legal entities, and migrated over 700 critical customer connections.
Solid Financial Performance
Achieved 6% core top line growth, 7% increase in EBITDA, and 22% earnings per share growth in Q3 2025.
Self-Service Banking Segment Success
Revenue grew 11% year-over-year, with 25% growth in hardware deliveries and 5% growth in services and software.
ATM-as-a-Service Growth
37% growth year-over-year with $195 million in total contract value bookings, and ARR expected to exceed $300 million by year-end.
Network Segment Expansion
Machine count grew to approximately 81,000 units, with a 2% year-over-year increase in ARPU.

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

NATL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
1.36 / -
1.11
Nov 05, 2025
2025 (Q3)
1.05 / 1.09
0.8922.47% (+0.20)
Aug 06, 2025
2025 (Q2)
0.84 / 0.93
0.8114.81% (+0.12)
May 07, 2025
2025 (Q1)
0.56 / 0.64
0.4156.10% (+0.23)
Mar 03, 2025
2024 (Q4)
1.02 / 1.11
0.6960.87% (+0.42)
Nov 12, 2024
2024 (Q3)
0.79 / 0.89
-0.82208.54% (+1.71)
Aug 13, 2024
2024 (Q2)
0.74 / 0.81
0.7517.86% (+0.06)
May 13, 2024
2024 (Q1)
0.37 / 0.41
0.51-19.61% (-0.10)
Feb 14, 2024
2023 (Q4)
- / 0.69
0.099596.97% (+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
Nov 05, 2025
$37.82$34.99-7.48%
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%
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 Feb 18, 2026, After Close (Confirmed).
    What is NCR Atleos, LLC (NATL) earnings time?
    NCR Atleos, LLC (NATL) earnings time is at Feb 18, 2026, 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 (Q4) is 1.36.
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