Revenue: As of FY2026 Q1, the actual value is USD 1.375 B, beating the estimate of USD 1.363 B.EPS: As of FY2026 Q1, the actual value is USD 0.77, missing the estimate of USD 1.68.EBIT: As of FY2026 Q1, the actual value is USD 169.3 M.<h4>Consolidated Operational Metrics (Three Months Ended March 31, 2026 vs. 2025)</h4><ul><li>Cost of Revenues: Increased by 9% to $1,019.4 million in 2026, up from $939.5 million in 2025.</li><li>Selling, General and Administrative Expenses: These expenses increased by 35% to $250.8 million in 2026, compared to $186.3 million in 2025.</li><li>Operating Profit: Decreased by 7% to $110.2 million in 2026, from $119.1 million in 2025. The operating profit margin decreased from 9.6% to 8.0%.</li><li>Net Income Attributable to Brink’s: Income from continuing operations attributable to The Brink’s Company shareholders decreased by $19.5 million to $32.1 million in 2026, from $51.6 million in 2025.</li><li>Adjusted EBITDA: Increased by 10% to $237.5 million in 2026, from $215.0 million in 2025.</li></ul><h4>Segment-Specific Performance (Three Months Ended March 31, 2026 vs. 2025)</h4>North America Operating Profit: Increased by 15% ($7.8 million) to $60.9 million in 2026, due to a 15% organic increase driven by higher revenue, revenue mix, and cost productivity. Capital Expenditures: Decreased to $8.7 million in 2026 from $24.0 million in 2025. Depreciation and Amortization: Increased to $23.1 million in 2026 from $19.4 million in 2025. Assets Held: $2,040.8 million as of March 31, 2026, compared to $2,166.7 million as of December 31, 2025.Latin America Operating Profit: Increased by 6% ($3.5 million) to $57.4 million in 2026, primarily due to favorable currency exchange rates ($2.8 million) and a 2% organic increase ($0.9 million) from higher revenue and cost productivity. Capital Expenditures: Increased to $6.4 million in 2026 from $6.0 million in 2025. Depreciation and Amortization: Increased to $14.7 million in 2026 from $12.7 million in 2025. Assets Held: $1,310.5 million as of March 31, 2026, compared to $1,211.6 million as of December 31, 2025.Europe Operating Profit: Increased by 42% ($11.8 million) to $39.9 million in 2026, driven by a 27% organic increase ($7.6 million) and favorable currency exchange rates ($3.7 million), with the organic increase attributed to the mix benefit of higher AMS and DRS revenue. Capital Expenditures: Decreased to $13.1 million in 2026 from $14.7 million in 2025. Depreciation and Amortization: Increased to $18.9 million in 2026 from $15.6 million in 2025. Assets Held: $2,413.7 million as of March 31, 2026, compared to $2,458.9 million as of December 31, 2025.Rest of World Operating Profit: Increased by 17% ($7.8 million) to $55.0 million in 2026, primarily due to a 13% organic increase ($6.0 million) and favorable currency exchange rates ($1.8 million), with the organic increase resulting from a favorable BGS mix and higher revenue. Capital Expenditures: Decreased to $10.9 million in 2026 from $13.8 million in 2025. Depreciation and Amortization: Increased to $6.5 million in 2026 from $5.8 million in 2025. Assets Held: $1,072.6 million as of March 31, 2026, compared to $1,070.9 million as of December 31, 2025.<h4>Cash Flow (Three Months Ended March 31, 2026 vs. 2025)</h4><ul><li>Net Cash Provided by (Used in) Operating Activities: Net cash provided by operating activities was $28.7 million in the first three months of 2026, compared to net cash used of - $60.2 million in the first three months of 2025, an increase of $88.9 million.</li><li>Free Cash Flow Before Dividends: Increased by $66.3 million, from - $102.3 million in the first three months of 2025 to - $36.0 million in the first three months of 2026.</li><li>Net Cash Used in Investing Activities: Decreased by $12.5 million, from - $48.7 million in 2025 to - $36.2 million in 2026.</li><li>Net Cash Used in Financing Activities: Increased by $27.7 million, from - $124.1 million in 2025 to - $151.8 million in 2026.</li></ul><h4>Other Key Metrics</h4><ul><li>Total Assets Held by Reportable Segment: Total assets for reportable segments were $6,837.6 million as of March 31, 2026, compared to $6,908.1 million as of December 31, 2025.</li><li>Total Debt: Total debt was $4,155.9 million as of March 31, 2026, compared to $4,214.3 million as of December 31, 2025.</li><li>Share Repurchase Program: The Brink’s Company repurchased 241,321 shares of common stock for $30.2 million in the first three months of 2026 under the 2025 Repurchase Program, with $720 million remaining available as of March 31, 2026.</li></ul><h4>Outlook and Strategy</h4>The Brink’s Company plans to acquire NCR Atleos, with the transaction expected to close in the first quarter of 2027, pending regulatory approval, to expand its scale and support growth in AMS and DRS offerings. Concurrently, the company is implementing a multi-year program, initiated in 2023, to accelerate growth and enhance margin expansion through business model transformation, focusing on standardizing commercial, operational, and back-office functions.

Brinks Company THE | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 1.375 B