Q4 2025 Brinks Co Earnings Call Transcript

Feb 26, 2026 / 09:30 PM GMT

Release Date Price: €109

Transcript 10-K8-K

Key Points

Positve

The Brink's Co (BCO) reported strong 4th quarter and full year 2025 results, meeting or exceeding the midpoint of their guidance on all metrics.
The acquisition of NCR Alios is expected to create a combined company with approximately $10 billion in revenue and $2 billion in adjusted EBITDA, enhancing scale and capabilities.
The transaction is projected to be at least 35% accretive to EPS in the first year and deliver approximately $1 billion of free cash flow, providing significant capital flexibility.
The acquisition is expected to generate $200 million in annual run-rate cost synergies within three years, reducing the purchase price multiple to below six times.
The combined company will benefit from expanded recurring subscription-based revenue and a resilient mid-single-digit organic revenue growth outlook.

Negative

The transaction is subject to customary closing conditions, including regulatory and shareholder approvals, which could delay or prevent completion.
The integration of NCR Alios presents potential risks of distraction for The Brink's Co (BCO) teams, which could impact ongoing business operations.
There is uncertainty regarding the realization of revenue synergies, as these are not included in the financial projections and depend on market conditions.
The acquisition requires significant capital allocation towards debt reduction, potentially limiting other investment opportunities in the short term.
The combined company faces challenges in maintaining high growth rates in its AMS and DRS businesses as the scale of operations increases.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BCO.N - Brinks Co
Q4 2025 Brinks Co Earnings Call
Feb 26, 2026 / 09:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and welcome to the Brink's acquisition of NCR Alios. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press 1 on your telephone keypad. To withdraw your question, please press 2.

Please note this event is being recorded. This call and the Q&A session that follows the call will contain forward-looking statements. Actual results could differ materially from projected or estimated results.

In particular, forward-lookinging financial information for the combined company is inherently uncertain due to a number of factors outside of

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.