| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 1.3K | 2.6% | 6.1% |
| Total Income | 1.3K | 2.6% | 6.1% |
| Expenditure | 1.2K | 2.4% | 3.8% |
| PBT | 90.50 | 21.0% | 53.1% |
| Net Profit | 36.30 | 16.9% | 25.6% |
| OPM | 11.42% | 1.12pp | 2.55pp |
| NPM | 2.72% | 0.64pp | 0.42pp |
| EPS | 0.87 | 15.5% | 31.8% |
Brink's Delivers Strong Q3 2025 Results: Revenue Growth of 6%
04 May 2026 · 4 May, 7:58 am
Summary
The Brink’s Company announced strong third-quarter results with a 6% increase in total revenue. AMS and DRS growth accelerated to 19% due to customer conversions and new additions. Record third-quarter operating profit and EBITDA margins were achieved, driven by the Brink's Business System. Free cash flow saw a 30% year-over-year increase, and the company reduced its leverage below three times while reducing outstanding share count by 5%.
Key Highlights
- 1
The Brink’s Company reported a 6% increase in total revenue for the third quarter of 2025.
- 2
AMS/DRS organic growth reached 19% during the third quarter, contributing to overall revenue.
- 3
AMS/DRS accounted for 27% of the trailing-twelve-month revenue.
- 4
The company achieved record third-quarter operating profit margin and EBITDA margin.
- 5
Free cash flow increased by 30% year-over-year due to improved profitability and working capital metrics.
- 6
The company reduced its outstanding share count by 5% year-to-date.
Management Comments
Mark Eubanks
We delivered a strong third quarter, above the midpoint of our previous guidance range. In line with our expectations, AMS and DRS growth accelerated quarter-over-quarter to 19% on customer conversions and healthy new additions to our portfolio. Our efforts to transform the business with the Brink's Business System are driving margin expansion with record third-quarter operating profit and EBITDA margins. We continue to improve cash generation, delivering a 30% increase to free cash flow year-over-year driven by improved profitability, improved working capital metrics, and lowered capex intensity. We remain committed to our capital allocation framework, lowering our leverage below three times and reducing our outstanding share count by 5% year-to-date, while making key investments in strategic acquisitions. Looking to the balance of the year and beyond, we plan to build upon strong momentum growing higher-margin subscription-based AMS / DRS revenue, expanding profit margins, and improving our cash conversion. I am proud of the progress we have made and am confident we are well positioned for additional growth as we penetrate large and growing addressable markets.
Informational and educational content only. Not investment advice.