Brink’s (NYSE:BCO) Issues Earnings Results, Beats Estimates By $0.21 EPS

Brink’s (NYSE:BCO) announced its quarterly earnings data on Wednesday. The business services provider reported $1.80 EPS for the quarter, topping analysts’ consensus estimates of $1.59 by $0.21, FiscalAI reports. Brink’s had a return on equity of 87.38% and a net margin of 3.35%.The firm had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.36 billion. During the same quarter last year, the business posted $1.62 earnings per share. The firm’s revenue was up 10.3% compared to the same quarter last year. Brink’s updated its Q2 2026 guidance to 1.850-2.250 EPS.

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

• Q1 revenue rose ~10% (4.5% organic) and adjusted EBITDA was $238 million; trailing?12?month EBITDA reached $1 billion for the first time and TTM free cash flow exceeded $502 million with ~50% conversion.
• AMS and DRS momentum remained strong with ~15% organic growth (the 13th consecutive quarter ?15%), marquee wins like Pandora and Paradies, and management expects these services to approach a third of company revenue by year?end.
• Brink’s is advancing the NCR Atleos acquisition (registration filed) and completed secured refinancing that lowers Atleos’ debt cost by >100 basis points; management expects ~$200M of cost synergies and a combined $1 billion of free cash flow.
• The transaction is still subject to regulatory and shareholder approvals and would temporarily increase leverage (management estimates ~3.4x pro?forma if closed in Q1 2027), posing near?term balance?sheet and execution risks.
• 2026 framework was reiterated — mid?single?digit organic growth, 30–50 bps EBITDA margin expansion, a ~2–3% FX tailwind, and Q2 guidance of EBITDA $245–265M and EPS $1.85–2.25.

Brink’s Trading Down 1.2%

NYSE:BCO traded down $1.35 on Thursday, reaching $107.66. The company’s stock had a trading volume of 857,849 shares, compared to its average volume of 411,302. Brink’s has a 12-month low of $80.10 and a 12-month high of $136.37. The company has a quick ratio of 1.51, a current ratio of 1.53 and a debt-to-equity ratio of 9.75. The firm has a market cap of $4.43 billion, a price-to-earnings ratio of 25.15 and a beta of 1.08. The stock has a 50 day moving average price of $109.21 and a 200 day moving average price of $115.89.

Brink’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Monday, May 18th will be given a $0.255 dividend. The ex-dividend date is Monday, May 18th. This represents a $1.02 dividend on an annualized basis and a yield of 0.9%. Brink’s’s payout ratio is currently 21.75%.

Institutional Investors Weigh In On Brink’s

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Gotham Asset Management LLC purchased a new stake in Brink’s in the fourth quarter valued at $738,000. Mariner LLC raised its holdings in shares of Brink’s by 12.1% in the 4th quarter. Mariner LLC now owns 5,974 shares of the business services provider’s stock valued at $697,000 after buying an additional 643 shares during the period. Haven Private LLC raised its holdings in shares of Brink’s by 13.4% in the 4th quarter. Haven Private LLC now owns 5,273 shares of the business services provider’s stock valued at $616,000 after buying an additional 625 shares during the period. Camelot Portfolios LLC raised its holdings in shares of Brink’s by 3.2% in the 3rd quarter. Camelot Portfolios LLC now owns 4,480 shares of the business services provider’s stock valued at $523,000 after buying an additional 138 shares during the period. Finally, First Citizens Bank & Trust Co. purchased a new stake in shares of Brink’s in the 4th quarter valued at $480,000. Hedge funds and other institutional investors own 94.96% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BCO. The Goldman Sachs Group lifted their price objective on Brink’s from $129.00 to $145.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Wall Street Zen upgraded Brink’s from a “buy” rating to a “strong-buy” rating in a research report on Sunday, March 15th. Finally, Truist Financial lifted their price objective on Brink’s from $138.00 to $163.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Three research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $154.00.

Key Headlines Impacting Brink’s

Here are the key news stories impacting Brink’s this week:

• Positive Sentiment: Q1 results beat expectations — EPS of $1.80 and revenue of $1.38B topped estimates, with revenue up ~10% year-over-year and organic growth led by AMS/DRS. Strong top?line execution supports the company’s growth thesis. Brink’s Delivers Strong First-Quarter Results
• Positive Sentiment: Cash generation improved materially — operating cash flow rose ~$89M and free cash flow increased ~$66M, which strengthens the balance-sheet flexibility to fund acquisitions or buybacks. Q1 Results & Cash Flow
• Neutral Sentiment: NCR Atleos acquisition remains on track to close by end of Q1 FY2027 — strategically aligns with AMS/DRS expansion but is a future catalyst that hasn’t yet added reported contribution. Acquisition Update
• Negative Sentiment: Q2 guidance was updated to an EPS range of $1.85–$2.25, which sits below consensus (~$2.01 midpoint) — the conservative guidance likely prompted profit?taking despite the beat. Q1 Earnings Transcript & Guidance
• Negative Sentiment: Shareholders approved an expanded equity incentive plan, a move investors sometimes view as potential dilution or management compensation that can pressure near?term per?share metrics. Equity Incentive Plan Approval

About Brink’s

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.