AI Earnings Predictions for Brinks Company (The) (BCO)

EX-99.1

2 ex991q32026.htm

EX-99.1

Document

Exhibit 99.1

P R E S S R E L E A S E

Contact:

Investor Relations

804.289.9709

BRINK’S CORPORATE

The Brink’s Company

1801 Bayberry Court Richmond, VA 23226-8100 USA

Brink's Delivers Strong Third-Quarter Results

Revenue growth of 3% with organic growth of 4% and over 16% AMS/DRS organic growth

NCR Atleos acquisition now expected to close in early January 2027

RICHMOND, Va., November 4, 2026 – The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions ("DRS"), and ATM managed services ("AMS"), today announced third-quarter results.

Mark Eubanks, President and CEO, said: “We delivered a strong third quarter and continued to build real momentum in our strategic focus areas of AMS and DRS. Growth in these lines of business accelerated sequentially, even against a challenging economic backdrop in many of our larger markets. Adjusted EBITDA grew 8%, and margins expanded by 90 basis points year-over-year, powered by favorable revenue mix and strong pricing dynamics. Heading into the fourth quarter, customer demand for our solutions remains healthy, and we remain firmly committed to our full-year framework.”

"We are making strong progress toward closing our acquisition of NCR Atleos. With increasing clarity and momentum on the regulatory front, including the recent developments with the CMA in the United Kingdom, we now expect to close the acquisition in early January 2027. Early customer reaction has been positive, and we are energized by the interest from financial institutions and retailers across multiple geographies. Our joint integration planning teams are accelerating day one readiness and continue to identify additional cost synergy opportunities. We now expect to realize synergies sooner than originally planned and have identified additional opportunities that increase confidence in our original $200 million target. We will continue our planning efforts between now and closing to validate these opportunities and develop detailed post-closing implementation plans. I am more excited than ever about our potential to deliver compelling solutions to our customers and accelerate long-term value creation for our shareholders.”

Third-quarter results are summarized in the following table:

(In millions, except for per share amounts) Third-Quarter 2026 (vs. 2025)

GAAPChangeNon-GAAPChange

Constant Currency Change(b)

Revenue$1,375 3%$1,375 3%2%

Operating Profit$131 (14%)$208 11%11%

Operating Profit Margin9.5 %(190 bps)15.1 %100 bps130 bps

Net Income / Adjusted EBITDA(a) $15 (60%)$274 8%8%

EPS$0.35 (59%)$2.46 18%19%

(a)The non-GAAP financial metric, adjusted EBITDA, is presented with its corresponding GAAP metric, net income attributable to Brink's.

(b)Constant currency represents 2026 Non-GAAP results at 2025 exchange rates.

2026 Non-GAAP Framework and Q4 2026 Non-GAAP Guidance (Unaudited)

(In millions, except for percentages and per share amounts)

In 2026, management has included additional guidance to better help investors understand currency impacts on our results. Management believes organic revenue growth, adjusted EBITDA margin expansion and free cash flow conversion performance, provided in our 2026 framework, gives investors better visibility into the performance of our business. In addition to our full-year 2026 framework, we have added quarterly guidance for revenue, adjusted EBITDA and non-GAAP EPS in 2026 to clarify the expected impact of near-term currency trends and volatile economic conditions on our results. When, and if, currency volatility lessens, management may return to the previous annual guidance methodology. Revenue guidance is presented in accordance with GAAP.

2026 Non-GAAP Framework

Organic Revenue Growth Mid-Single Digits

AMS/DRS Organic Revenue GrowthMid-to-High Teens

Adjusted EBITDA Margin Expansion30-50bps

Free Cash Flow Conversion40-45%

Q4 2026

Guidance

Revenue$1,365 - $1,415

Non-GAAP Adjusted EBITDA $275 - $295

Non-GAAP EPS $2.45 - $2.80

The Q4 2026 non-GAAP guidance cannot be reconciled to GAAP without unreasonable effort, as we are unable to accurately forecast certain amounts that are necessary for reconciliation, including the impact of highly inflationary accounting on our Argentina operations, expenses relating to M&A transactions that may or may not occur in the quarter, and other potential non-GAAP adjusting items for which the timing and amounts are uncertain. The Q4 2026 non-GAAP guidance assumes the continuation of current economic trends and reflects management's current assumptions regarding variables that are difficult to accurately forecast, including those discussed in the Risk Factors set forth in the Company's filings with the United States Securities and Exchange Commission.

Conference Call

Brink’s will host a conference call on Wednesday, November 4, 2026, at 9:00 a.m. (EST) to review third-quarter financia

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bco-20260226BRINKS CO0000078890false00000788902026-02-262026-02-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): February 26, 2026

THE BRINK’S COMPANY

(Exact name of registrant as specified in its charter)

Virginia001-0914854-1317776 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

1801 Bayberry Court P. O. Box 18100 Richmond, VA 23226-8100 (Address and zip code of principal executive offices)

Registrant’s telephone number, including area code: (804) 289-9600

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $1.00 per shareBCONew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02Results of Operations and Financial Condition.

On February 26, 2026, The Brink's Company (the "Company") issued a press release reporting its results for the fourth quarter and full year ended December 31, 2025. A copy of the release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

In accordance with General Instruction B.2 of Form 8-K, the information in this Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the "Securities Act") or the Exchange Act, except as shall be expressly set forth by specific references in such a filing.

Item 7.01Regulation FD Disclosure.

On February 26, 2026, the Company provided slides to accompany its earnings presentation. A copy of the slides is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

In accordance with General Instruction B.2 of Form 8-K, the information in this Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.2, shall not be deemed “filed” for the purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, except as shall be expressly set forth by specific references in such a filing.

Item 9.01Financial Statements and Exhibits.

(d)Exhibits

99.1Press Release, dated February 26, 2026, issued by The Brink's Company

99.2Slide presentation of The Brink's Company

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THE BRINK’S COMPANY

(Registrant)

Date: February 26, 2026By:/s/ Kurt B. McMaken Kurt B. McMaken Executive Vice President and Chief Financial Officer