NCR Atleos

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $1.10B slightly missed the $1.13B expectation, while GAAP EPS of $0.86 fell short of the $0.89 consensus. Despite top-line pressure from hardware declines, gross margin significantly outperformed at 28.0% vs. 25.7% expected, driven by tariff refunds and productivity gains. The company announced an accelerated timeline for its merger with The Brink’s Company, now expected to close in Q1 FY27, which remains the primary catalyst for the stock.