Brinks Q3 profit beats estimates on strong AMS, digital solutions growth

By Reuters News


Overview

  • U.S. cash management firm's Q3 revenue grew 3%, a slight miss versus analyst expectations

  • Adjusted EPS for Q3 beat analyst expectations

  • Company saw margin expansion and strong AMS/DRS organic growth


Outlook

  • Brinks expects 2026 organic revenue growth in the mid-single digits

  • Company forecasts 2026 AMS/DRS organic revenue growth in the mid-to-high teens

  • Company sees Q4 2026 revenue between $1.37 bln and $1.42 bln


Result Drivers

  • AMS/DRS GROWTH - Co said organic growth in ATM managed services and digital retail solutions accelerated sequentially despite economic challenges

  • MARGIN EXPANSION - Co attributed margin gains to favorable revenue mix and strong pricing dynamics

  • ORGANIC GROWTH - Co reported 4% organic revenue growth, with over 16% organic growth in AMS/DRS


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Slight Miss*

$1.38 bln

$1.39 bln (4 Analysts)

Q3 Adjusted EPS

Beat

$2.46

$2.41 (3 Analysts)

Q3 EPS

$0.35

Q3 Adjusted Operating Income

$208 mln

Q3 Adjusted Operating Margin

15.10%

*Applies to a deviation of less than 1%; not applicable for per-share numbers.


Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the business support services peer group is "buy."

  • Wall Street's median 12-month price target for The Brink's Company is $141.19, about 30.7% above its November 3 closing price of $108.00

  • The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago


Reuters Recommended Reads

  • Nov 3 - Fiserv Q3 adjusted EPS beats, revenue slightly tops estimates

  • Nov 3 - Key Tronic preliminary Q1 net loss widens on supply chain constraints, operating inefficiencies

  • Nov 2 - Paymentus Q3 revenue beats on higher billers and transaction volumes


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Capital.com is an execution-only brokerage platform and the content provided on the Capital.com website is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided.

The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance.

To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk.

Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication.