Brink’s Company reported fourth‑quarter 2025 revenue of $1.38 billion, a 9% year‑over‑year increase, and earnings per share of $2.54, beating consensus estimates of $2.47. Net income for the quarter was $68.1 million. Adjusted EBITDA rose to $277 million, giving the company a 20.1% margin, up from 18.6% in the same quarter a year earlier.
The high‑margin ATM Managed Services (AMS) and Digital Retail Solutions (DRS) segment grew 22% organically and now represents 28% of total revenue. Cash‑management services (CVM) grew only 1% in the quarter, underscoring the strategic shift toward subscription‑based technology services. Margin expansion in North America was 320 basis points, and the AMS/DRS mix in Europe reached 42%.
Comparing to prior periods, Q3 2025 revenue was $1.34 billion and EPS $2.08, while Q4 2024 revenue was $1.26 billion and EPS $2.12. The current quarter’s performance therefore reflects a clear acceleration in both top‑line and earnings momentum.
Mark Eubanks, president and CEO, said, “Supported by a strong fourth quarter, Brink’s took another significant step forward in our strategic execution in 2025. We continue to methodically transform Brink’s into a faster growing, more profitable and higher cash flow generating business supported by growth in our recurring AMS / DRS customer offerings.” He added, “Looking towards 2026, our strategy and value creation framework remain consistent. We have considerable top‑line momentum in AMS and DRS supported by robust and growing customer pipelines. Our teams remain focused on growth and profitability initiatives that will continue to expand profit margins and increase free cash flow as we drive waste out of our operations through the Brink’s Business System. We remain well positioned to continue our progress delivering value to our shareholders.” From the earnings call transcript, Eubanks noted, “We delivered another year of meaningful strategic progress with strong organic growth from ATM Managed Services and Digital Retail Solutions while expanding our adjusted EBITDA margins by 40 basis points, and importantly, delivering $436 million of free cash flow.”
Management guided for 2026 revenue growth of 5–6% year‑over‑year and an EBITDA margin of 18–20%, consistent with a mid‑single‑digit organic revenue growth outlook and a 30–50 basis‑point margin expansion. The guidance signals confidence in sustaining the transformation momentum while acknowledging currency fluctuations and competitive pressures as potential headwinds.
Market reaction was modest; the stock gained 0.33% in aftermarket trading. Analysts highlighted the EPS beat of $0.07 and the margin expansion as key drivers of the positive response. The announcement of the $6.6 billion acquisition of NCR Atleos also dominated investor focus, underscoring the strategic scale‑up of Brink’s technology‑service portfolio.
The company’s free cash flow of $436 million and net income of $68.1 million reinforce the financial strength of the transformation, providing resources for debt reduction and shareholder returns.
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