Jun 2026 (Q2 FY26) — Aug 5, 2026
The Brink's Company Q2 FY26 — Strong Organic Growth and Record Margins
Read the full callBRINKS (BCO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
BRINKS earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,392 | +7.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.6 | −0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 44.4 | +1.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
6 of 6 judged targets kept · 37 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $245 million to $265 million | Mar 2026 | Adjusted EBITDA was up 11% to $257 million, with constant currency EBITDA growth rates more than double constant currency revenue growth rates. | Achieved |
| Adjusted EBITDA | $263 million to $283 million | Jun 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. | New |
37 of BRINKS CO's 43 targets are still open. See which are on track and which have gone quiet. The 2 above are the free sample; 41 more targets are in the full ledger.
Claimed
- Achieved 4% organic revenue growth in Q2 FY26, driven by strong performance in strategic areas.
- AMS/DRS organic growth was 14%, marking the 14th consecutive quarter of mid-teens or better growth, with total revenue exceeding $1.5 billion.
- Delivered record second quarter operating and EBITDA margins, with EBITDA margins at 18.5%, up 70 basis points year-over-year.
- Generated $468 million in trailing 12-month free cash flow, with a conversion rate of 46% from EBITDA.
- The estimated closing timeline for the NCR Atleos acquisition has moved forward to early Q1, with over 99% shareholder support and significant regulatory clearances.
Qualified
- Foreign currency is expected to provide a lower benefit for the full year, now projected between 1.5% and 2.5%, less than prior expectations.
- Some large AMS/DRS installations and customer wins experienced timing shifts, moving from Q2 into the second half of the year.
- Depressed consumption in Argentina due to austerity measures created a headwind for Latin America's performance.
Price
$104.75 +0.32% · +$0.33
Performance −6.6% 1Y
1Y: $112.13 on 15 Oct 2025 → $104.75. High $135.58 (26 Feb 2026), low $92.16 (29 Jun 2026).
- Previous close
- $104.42
- 52-week range
- $92.16 – $135.58
- One year
- −5.50%
Overview
- Symbol
- BCO
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
6 of 6 judged targets kept · 37 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $245 million to $265 million | Mar 2026 | Adjusted EBITDA was up 11% to $257 million, with constant currency EBITDA growth rates more than double constant currency revenue growth rates. | Achieved |
| Adjusted EBITDA | $263 million to $283 million | Jun 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. | New |
Claimed
- Achieved 4% organic revenue growth in Q2 FY26, driven by strong performance in strategic areas.
- AMS/DRS organic growth was 14%, marking the 14th consecutive quarter of mid-teens or better growth, with total revenue exceeding $1.5 billion.
- Delivered record second quarter operating and EBITDA margins, with EBITDA margins at 18.5%, up 70 basis points year-over-year.
- Generated $468 million in trailing 12-month free cash flow, with a conversion rate of 46% from EBITDA.
- The estimated closing timeline for the NCR Atleos acquisition has moved forward to early Q1, with over 99% shareholder support and significant regulatory clearances.
Qualified
- Foreign currency is expected to provide a lower benefit for the full year, now projected between 1.5% and 2.5%, less than prior expectations.
- Some large AMS/DRS installations and customer wins experienced timing shifts, moving from Q2 into the second half of the year.
- Depressed consumption in Argentina due to austerity measures created a headwind for Latin America's performance.
The full ledger
Open BRINKS CO’s full ledger
A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
BRINKS earnings calls (BCO)
Financials
What the filings say
Net profit, year on year: +2% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,259 | 1,264 | 1,247 | 1,301 | 1,335 | 1,379 | 1,375 | 1,392 |
| Expenses | 1,146 | 1,172 | 1,126 | 1,161 | 1,189 | 1,205 | 1,270 | 1,259 |
| Operating profit | 112 | 105 | 119 | 134 | 152 | 180 | 110 | 133 |
| Operating margin | 8.9% | 8.3% | 9.6% | 10.3% | 11.4% | 13.1% | 8.0% | 9.6% |
| Other income | 11 | 12 | 8 | 2 | 2 | 3 | -1 | -2 |
| Interest | 63 | 60 | 58 | 61 | 63 | 64 | 64 | 63 |
| Profit before tax | 59 | 57 | 70 | 75 | 91 | 119 | 46 | 68 |
| Tax rate | 46.0% | 30.3% | 22.4% | 36.4% | 58.6% | 39.9% | 24.0% | 30.2% |
| Net profit | 29 | 39 | 52 | 44 | 36 | 68 | 32 | 44 |
| EPS ($ per share) | 0.66 | — | 1.20 | 1.03 | 0.87 | — | 0.78 | 1.07 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 50 | 50 | 50 | 47 | 46 | 45 | 43 | 41 |
| Reserves | 429 | 457 | 408 | 313 | 417 | 333 | 285 | 270 |
| Total liabilities | 3,069 | 3,556 | 4,933 | 5,314 | 5,796 | 6,082 | 6,311 | 6,932 |
| Fixed assets | 699 | 763 | 838 | 866 | 935 | 1,013 | 983 | 1,131 |
| Total assets | 3,236 | 3,764 | 5,136 | 5,567 | 6,366 | 6,602 | 6,623 | 7,339 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 364 | 369 | 318 | 478 | 480 | 702 | 426 | 640 |
| Cash from investing | -673 | -333 | -565 | -455 | -331 | -180 | -216 | -202 |
| Cash from financing | 93 | -38 | 684 | 171 | 245 | -207 | 42 | -114 |
| Net cash flow | -247 | -10 | 474 | 144 | 324 | 273 | 157 | 427 |
| Capital expenditure | -155 | -165 | -118 | -168 | -183 | -203 | -222 | -203 |
| Free cash flow | 209 | 204 | 199 | 310 | 297 | 500 | 204 | 436 |
BCO revenue by segment
Europe grew from 25% to 27% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| North America | 33% | 33% | 34% | 33% | 33% | 33% | 32% | 32% | +2.3% |
| Europe | 25% | 25% | 24% | 26% | 26% | 32% | 27% | 27% | +11.6% |
| Latin America | 26% | 26% | 25% | 25% | 24% | 24% | 25% | 25% | +10.1% |
| Restof World | 17% | 17% | 18% | 16% | 17% | 11% | 16% | 16% | +4.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
46 filings between Dec 2, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$169.4K
1 sale by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 22
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 14
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sweeney Michael E | — | $169.4K | Dec 15, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Clough Ian D Director | Award | 157 | $0 |
| Oct 1, 2026 | Herling Michael J Director | Award | 160 | $0 |
| Sep 2, 2026 | Cook Kristen Williams EVP & CLO | Tax withheld | 729 | $78.3K |
| Jul 1, 2026 | Herling Michael J Director | Award | 171 | $0 |
| Jul 1, 2026 | Clough Ian D Director | Award | 167 | $0 |
| Jun 30, 2026 | Galloway Elizabeth A EVP and CHRO | Tax withheld | 3,240 | $306.1K |
| May 1, 2026 | Louridi Adnane Chief Accounting Officer | Award | 1,420 | $0 |
| May 1, 2026 | Louridi Adnane Chief Accounting Officer | Award | 5,186 | $0 |
| Apr 28, 2026 | Wyche Keith R Director | Option exercise | 1,844 | $0 |
| Apr 28, 2026 | Clough Ian D Director | Option exercise | 1,844 | $0 |
| Apr 28, 2026 | Docherty Susan E Director | Option exercise | 1,844 | $0 |
| Apr 28, 2026 | Herling Michael J Director | Option exercise | 1,844 | $0 |
| Apr 28, 2026 | Parker Arthelbert Louis Director | Option exercise | 1,844 | $0 |
| Apr 1, 2026 | Clough Ian D Director | Award | 153 | $0 |
| Apr 1, 2026 | Herling Michael J Director | Award | 156 | $0 |
| Mar 3, 2026 | Eubanks Richard M. President and CEO | Tax withheld | 1,836 | $231.0K |
| Mar 3, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Tax withheld | 742 | $93.4K |
| Mar 3, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Tax withheld | 699 | $88.0K |
| Mar 3, 2026 | Galloway Elizabeth A EVP and CHRO | Tax withheld | 341 | $42.9K |
| Mar 3, 2026 | Eubanks Richard M. President and CEO | Tax withheld | 2,300 | $289.4K |
| Mar 3, 2026 | Eubanks Richard M. President and CEO | Disposition to issuer | 618 | — |
| Mar 3, 2026 | Eubanks Richard M. President and CEO | Disposition to issuer | 1,449 | — |
| Mar 2, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Award | 4,035 | $0 |
| Mar 2, 2026 | Peschard Mijares Guillermo Eduardo EVP | Award | 1,412 | $0 |
| Mar 2, 2026 | Cook Kristen Williams EVP & CLO | Award | 1,715 | $0 |
| Mar 2, 2026 | Antar Nader Rida EVP | Award | 1,614 | $0 |
| Mar 2, 2026 | Gabay Michael Nissim EVP | Award | 1,008 | $0 |
| Mar 2, 2026 | Galloway Elizabeth A EVP and CHRO | Award | 1,816 | $0 |
| Mar 2, 2026 | Button Adrian EVP | Award | 4,943 | $0 |
| Mar 2, 2026 | Eubanks Richard M. President and CEO | Award | 19,169 | $0 |
| Mar 1, 2026 | Galloway Elizabeth A EVP and CHRO | Tax withheld | 325 | $38.0K |
| Mar 1, 2026 | Eubanks Richard M. President and CEO | Disposition to issuer | 566 | — |
| Mar 1, 2026 | Eubanks Richard M. President and CEO | Tax withheld | 2,105 | $245.8K |
| Mar 1, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Tax withheld | 774 | $90.4K |
| Feb 18, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Tax withheld | 13,028 | $1.69M |
| Feb 18, 2026 | McMaken Kurt B EVP, Chief Financial Officer | Award | 30,308 | $3.93M |
| Feb 18, 2026 | Gabay Michael Nissim EVP | Award | 3,426 | $444.8K |
| Feb 18, 2026 | Galloway Elizabeth A EVP and CHRO | Tax withheld | 6,626 | $860.2K |
| Feb 18, 2026 | Galloway Elizabeth A EVP and CHRO | Award | 16,712 | $2.17M |
| Feb 18, 2026 | Eubanks Richard M. President and CEO | Disposition to issuer | 26,932 | — |
| Feb 18, 2026 | Eubanks Richard M. President and CEO | Tax withheld | 34,094 | $4.43M |
| Feb 18, 2026 | Eubanks Richard M. President and CEO | Award | 111,910 | $14.53M |
| Jan 1, 2026 | Herling Michael J Director | Award | 139 | $0 |
| Jan 1, 2026 | Clough Ian D Director | Award | 136 | $0 |
| Dec 15, 2025 | Sweeney Michael E Controller | Sale 10b5-1 plan | 1,418 | $169.4K |
| Dec 2, 2025 | Peschard Mijares Guillermo Eduardo EVP | Tax withheld | 326 | $36.9K |
| Oct 1, 2025 | Herling Michael J Director | Award | 139 | $0 |
| Oct 1, 2025 | Clough Ian D Director | Award | 136 | $0 |
| Sep 30, 2025 | McMaken Kurt B EVP, Chief Financial Officer | Tax withheld | 651 | $76.1K |
| Sep 30, 2025 | Sweeney Michael E Controller | Tax withheld | 612 | $71.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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