BCO · Brinks Co
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Brink's delivered strong Q2 2026 results with 14% AMS/DRS organic growth (14th consecutive quarter of mid-teens+) and record Q2 EBITDA margins of 18.5%, prompting raised full-year profit expectations. The NCR Atleos acquisition timeline accelerated to early Q1 2027, with regulatory clearances progressing across key jurisdictions.
- + AMS/DRS organic revenue grew 14%, marking the 14th consecutive quarter of mid-teens or better organic growth, more than doubling total revenue to over $1.5 billion.
- + Record Q2 EBITDA margin of 18.5%, up 70 bps year-over-year with expansion across all operating segments.
- + Full-year profit expectations raised as EBITDA came in above the midpoint of prior guidance.
- + Trailing 12-month free cash flow up $32 million to $468 million with 46% EBITDA conversion, above full-year framework.
- − FX benefit for full year 2026 narrowed to between 1.5% and 2.5%, less than prior quarter expectations.
- − Organic revenue growth in North America, Latin America, and Europe each decelerated to approximately 2% in the quarter.
- − Argentina austerity measures continue to depress consumption, creating a regional headwind.
- − NCR Atleos acquisition and transformation initiatives drove $75.3 million of expenses in H1 2026, materially impacting GAAP earnings.
- − Pending NCR Atleos acquisition will temporarily push net leverage above 3x at close, with current leverage at 2.7x.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Security & Protection Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BCO
this stock
Brinks Co
|
$4.48B | -8.3% | -5.7% | 25.2 | 11.7% |
|
ALLE
Allegion plc
|
$12.92B | -4.9% | +7.6% | 19.9 | 4.7% |
|
MSA
MSA Safety Inc
|
$6.93B | +10.7% | +3.7% | 22.4 | 2.1% |
|
ADT
ADT Inc.
|
$5.04B | -18.0% | +4.7% | — | 3.5% |
|
GEO
Geo Group Inc
|
$4.23B | +87.7% | +3.9% | 15.2 | 8.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BCO | -2.0% | -3.9% | +6.5% | -1.7% | -8.3% |
| SPY | +1.7% | +1.0% | +22.4% | +0.8% | +13.4% |
| vs SPY | -3.7% | -5.0% | -15.9% | -2.6% | -21.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.