BCO
The Brink's Company119.63
-0.01-0.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.98BP/E (TTM)
30.36Basic EPS (TTM)
3.94Dividend Yield
0.01%Recent Filings
8-K
8-K
North America president resigns
The Brink's Company announced the resignation of Daniel J. Castillo, its Executive Vice President and President of North America, effective August 29, 2025, as he pursues another opportunity. This leadership shift comes without disclosed details on a successor or interim plans. The departure highlights potential continuity risks in the company's key regional operations.
10-Q
Q2 FY2025 results
Brink's revenues climbed 4% year-over-year to $1,300.5M in Q2 FY2025 ended June 30, 2025, with organic growth of 5% driven by inflation-based pricing and gains in digital retail solutions and ATM managed services across North America, Europe, and Rest of World, though Latin America dipped 4% on currency headwinds from the Mexican peso and Argentine peso. Operating profit rose 15% to $133.9M, lifting the margin to 10.3% from 9.3%, fueled by productivity gains and a $13.6M depreciation adjustment in Argentina; diluted EPS from continuing operations held steady at $1.03. Cash and equivalents stood at $1,376.8M, with free cash flow before dividends at $(0.4)M after $110.7M in capex, while total debt reached $4,123.1M including $627.3M on the revolver (with $373M available) maturing 2027 at SOFR plus 1.50%. Share repurchases totaled $130.0M, leaving $166M authorized. Yet currency volatility in emerging markets lingers as a key risk.
8-K
Brink's Q2 beats guidance
The Brink's Company reported Q2 2025 revenue of $1,301 million, up 4% overall and 5% organically, with AMS/DRS surging 16% organically, while hitting record operating profit margins of 12.6%. Strong productivity in North America and Europe drove adjusted EBITDA to $232 million, up 3%, and free cash flow topped $100 million. AMS/DRS expands the addressable market 2-3x. Full-year organic growth stays mid-single digits; Q3 revenue eyes $1,305-$1,355 million. Currency volatility persists.
8-K
Brink's enhances CEO retention
The Brink's Company locked in CEO Mark Eubanks with a July 17, 2025, letter agreement accelerating vesting of equity awards and Company Match Units upon involuntary termination before September 7, 2026, while extending protections for future awards post-May 1, 2028. The board also boosted the Severance Plan to 2.0 times salary and target incentive for the CEO, up from 1.5, and hiked the Change in Control Plan to 3.0 times salary and three-year average bonus, from 2.0. Retention trumps risk here. These tweaks signal board confidence in steady leadership amid competitive talent pressures.
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