This is a routine investor presentation with no new material information — guidance was reiterated, not revised. Monitor the June 30 shareholder vote on the NCR Atleos acquisition and the Q2 2026 earnings release for execution against the mid-single-digit organic growth and margin expansion targets.
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Executive Summary
Brinks furnished an updated investor slide deck at the Baird Global Consumer, Technology & Services Conference, reiterating its previously disclosed full-year 2026 guidance framework and Q2 2026 guidance. The presentation highlights continued strong AMS/DRS organic growth (mid-to-high teens), mid-single-digit total organic revenue growth, and the NCR Atleos acquisition remaining on track to close by end of Q1 2027. No new material financial information was disclosed beyond prior guidance.
Key Facts
- Reiterated full-year 2026 framework: mid-single-digit organic revenue growth, mid-to-high teens AMS/DRS organic revenue growth, +30-50bps adjusted EBITDA margin expansion, 40-45% free cash flow conversion.
- Q2 2026 guidance: total revenue $1.37B-$1.43B, organic growth 3%-6%, adjusted EBITDA $245M-$265M (~18.2% margin), EPS $1.85-$2.25.
- NCR Atleos acquisition expected to close by end of Q1 2027; registration statement declared effective May 27, shareholder meetings June 30, U.S. HSR clearance received.
- Q1 2026 TTM free cash flow of $502M with 50% FCF conversion; net leverage at 2.7x in Q1 2026, targeting ~2.3x by year-end 2026.
- Share repurchase program paused to focus on net debt reduction ahead of NCR Atleos acquisition.
- Q1 2026 non-GAAP operating profit of $168.4M vs $150.6M in Q1 2025; adjusted EBITDA of $237.5M vs $215.0M in Q1 2025.
Financial Impact
No new financial data beyond previously disclosed guidance; Q2 2026 revenue guided to $1.37B-$1.43B and adjusted EBITDA to $245M-$265M.
Risk Factors
- NCR Atleos acquisition may not close on expected timeline or at all due to regulatory or shareholder approval risks.
- Integration of NCR Atleos could result in higher-than-expected costs or lower-than-expected synergies.
- Foreign currency headwinds (2-4% tailwind guided) and macroeconomic conditions (tariffs, inflation) could impact results.
- DOJ/FinCEN investigations and Chile antitrust matter remain outstanding legal exposures.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000078890-26-000045 |
| Document: bco-20260602.htm | 0000078890-26-000045 |
| Document: 0000078890-26-000045-index-headers.html | 0000078890-26-000045 |
| Document: 0000078890-26-000045-index.html | 0000078890-26-000045 |
| Document: 0000078890-26-000045.txt | 0000078890-26-000045 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | Institutional Cluster | $115.79 $107.47 | ▲ +7.19% | ▲ +6.58% | $101.80 (+12.08%) |
Aug 5, 2026 8w ago | 8-K | $115.79 $107.47 | ▼ −7.19% | ▼ −6.58% | $101.80 (−12.08%) |
Jul 15, 2026 11w ago | Press Release | $111.88 $113.96 | ▲ +1.86% | ▼ −0.48% | $101.80 (−9.01%) |
Jul 10, 2026 12w ago | Press Release | $104.24 $112.19 | ▲ +7.63% | ▲ +5.20% | $101.80 (−2.34%) |
Jun 30, 2026 13w ago | 8-K | $99.00 $121.71 | ▲ +22.94% | ▲ +25.13% | $101.80 (+2.83%) |
Jun 18, 2026 15w ago | 8-K | $97.55 $120.12 | ▲ +23.14% | ▲ +23.28% | $101.80 (+4.36%) |
Jun 2, 2026 17w ago | 8-K | $102.97 $99.00 | ▼ −3.86% | ▼ −2.29% | $101.80 (−1.14%) |
May 28, 2026 18w ago | EFFECT | $107.08 $94.09 | ▼ −12.13% | ▼ −8.99% | $101.80 (−4.93%) |
May 4, 2026 21w ago | 8-K | $104.30 $102.97 | ▼ −1.28% | ▼ −6.23% | $101.80 (−2.40%) |
Apr 15, 2026 24w ago | Press Release | $111.67 $104.58 | ▼ −6.35% | ▼ −12.16% | $101.80 (−8.84%) |
US Market Status
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