The Brink's Co
BCO
ISIN null / Valor 1601168
The Brink's Co
UMushroom community rating:
About company
The Brink’s Company is a leading global security and protection firm that specializes in secure logistics, cash management, and payment solutions for businesses and financial institutions. Through its subsidiary, Brink’s Capital LLC, the company offers comprehensive cash management services that integrate advanced hardware, software, and support into scalable subscription-based solutions tailored to client needs. These services include secure transportation of valuables, ATM services, cash handling, and other financial operations designed to optimize efficiency and security for clients. Leveraging its extensive expertise and infrastructure, The Brink’s Company provides essential support to businesses seeking reliable and innovative cash management and security solutions.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (17.05.2026):
The Brink's Company (The Brink's Co) — fourth quarter 2025: Brink’s reported a strong finish to 2025 with fourth‑quarter revenue of $1.379 billion (up 9% vs. Q4 2024; organic +5%) and full‑year revenue of $5.261 billion (up 5%). The company delivered meaningful margin and cash improvement driven by faster growth in AMS/DRS, record cash generation, lower leverage and continued shareholder returns.
4Q 2025 — Top-line and profitability
Fourth‑quarter 2025 revenue $1.379B (+9% YoY); GAAP operating profit $180M (+72%) with GAAP operating margin 13.1% (up 480 bps); Adjusted EBITDA for the quarter $277M (+10%); GAAP net income $68M (+77%); GAAP EPS $1.62 and non‑GAAP EPS $2.54.
Full‑year 2025 — Annual results
Full‑year revenue $5.261B (+5%); adjusted EBITDA $977M (+7%) and adjusted EBITDA margin expanded 40 bps to ~18.6%; GAAP net income ~$200M (+23%); GAAP EPS $4.70 and non‑GAAP EPS $8.05.
Cash generation & leverage
Record 2025 cash from operations of $640M and free cash flow of ~$436M (free cash flow conversion ~45%, at the top end of guidance). Brink’s returned over $250M to shareholders (dividends + repurchases) and reduced net debt leverage to 2.7x adjusted EBITDA.
AMS / DRS momentum
Digital retail solutions (DRS) and ATM managed services (AMS) accelerated sharply — fourth‑quarter AMS/DRS organic revenue growth was 22% — driving mix shift, EBITDA margin expansion and higher recurring revenue contribution.
Segment performance
North America and Europe posted record margin performance as AMS/DRS penetration and productivity initiatives matured. 4Q segment revenues: North America $456M, Europe $377M, Latin America $336M, Rest of World $210M.
2026 outlook and Q1 guidance
2026 non‑GAAP framework: mid‑single‑digit organic revenue growth, AMS/DRS mid‑to‑high‑teens organic growth, adjusted EBITDA margin expansion of 30–50 bps and free cash flow conversion 40–45%. Q1 2026 non‑GAAP guidance: revenue $1,335–$1,395M; adjusted EBITDA $220–$240M; non‑GAAP EPS $1.50–$1.90.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
4017 M
Market cap (USD)
494,020
Daily traded volume (Shares)
92.55 / 90.81
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Ratings & reviews
Lucas Tripa
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