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What BRINKS promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

6 of 6 judged targets kept · 37 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA$245 million to $265 millionMar 2026Jun 2026:Adjusted EBITDA was up 11% to $257 million, with constant currency EBITDA growth rates more than double constant currency revenue growth rates.
Call transcript, Jun 2026 · no direct link
Achieved
Adjusted EBITDA$263 million to $283 millionJun 2026Jun 2026:Adjusted EBITDA is expected to be between $263 million and $283 million, reflecting margin expansion of approximately 60 basis points to 19.6% at the midpoint.
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 43 tracked commitments for BRINKS

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.