BRINKS CO

Brink's announced a definitive agreement to acquire NCR Atleos Corporation for an estimated $4 billion, with the transaction anticipated to close in the first quarter of 2027. For the second quarter of 2026, the company reported a 7.1% increase in revenues to $1.39 billion and a slight increase in net income attributable to Brink's to $44.4 million. However, net cash provided by operating activities for the six months ended June 30, 2026, significantly decreased to $65.2 million from $143.8 million in the prior year.

The Brink's Company reported strong second-quarter 2026 results, with revenue growing 7% to $1.39 billion and non-GAAP EPS increasing 18% to $2.13. The company achieved significant Adjusted EBITDA growth of 11% to $257 million, driven by robust AMS/DRS organic growth of 14%. Additionally, Brink's announced an accelerated timeline for the NCR Atleos acquisition, now expected to close in early Q1 2027, following regulatory clearances in key jurisdictions. The company also provided positive guidance for Q3 2026.

Brinks Co. announced an anticipated change in the accounting treatment for its Malaysia business, moving from consolidation to another method. This change is expected to reduce reported revenue by approximately $100 million and Adjusted EBITDA by $10 million to $15 million over the next four quarters. However, the company does not expect this to impact its full-year 2026 organic revenue growth or Adjusted EBITDA margin expansion framework, indicating the underlying business performance remains consistent.

The Brink's Company announced it will host a conference call on Wednesday, August 5, 2026, at 9:00 a.m. EDT to discuss its second-quarter 2026 financial results. The results are scheduled to be released earlier that morning. The company provided details for accessing the live conference call and webcast, as well as information for a replay available until August 12, 2026.

The Brink's Company and NCR Atleos Corporation announced that their respective shareholders and stockholders overwhelmingly voted to approve Brink's acquisition of NCR Atleos. This approval marks a significant milestone towards completing the transaction, which aims to combine the companies' complementary offerings to provide broader solutions for financial institutions and retail customers. The transaction has also received clearance under the Hart-Scott-Rodino Antitrust Improvements Act and is anticipated to close by the end of the first quarter of 2027, subject to remaining regulatory approvals.

The Brink's Company and NCR Atleos Corporation are facing two lawsuits filed by NCR Atleos stockholders in New York Supreme Court, challenging their proposed merger. The complaints, filed on June 10 and June 11, 2026, allege negligent misrepresentation and concealment in the NCR Atleos Proxy Statement and seek to enjoin the Mergers. In response, Brink's and NCR Atleos are voluntarily supplementing their joint proxy statement/prospectus to address the disclosure claims, while denying all allegations and the legal necessity of such disclosures. The companies reiterate their boards' unanimous recommendation for the merger-related proposals, with special meetings still set for June 30, 2026.

The Brink's Company (BCO) has updated its investor presentation, reiterating previously disclosed guidance and providing details on its proposed acquisition of NCR Atleos, Inc. The presentation highlights strong Q1 2026 performance, with AMS/DRS revenue at $1.5B TTM and 18% organic growth. Adjusted EBITDA and Free Cash Flow also showed positive trends. The company confirmed the NCR Atleos acquisition remains on track for a Q1 2027 closing, with a focus on deleveraging and strategic capital allocation.

The Brink's Company announced a definitive agreement to acquire NCR Atleos for approximately $4 billion, a strategic move expected to close in Q1 2027, expanding its AMS and DRS offerings. For the first quarter of 2026, Brink's reported a 10.3% increase in revenues to $1,375.1 million, but net income attributable to Brink's decreased by 37.8% to $32.1 million, resulting in diluted EPS of $0.77.

The Brink's Company reported strong first-quarter 2026 results, with revenue increasing 10% to $1,375 million, driven by 4.5% organic growth and 15% organic growth in AMS/DRS. The company achieved EBITDA margin expansion and significant improvements in cash generation, with free cash flow up $66 million year-over-year. Additionally, Brink's provided Q2 2026 guidance and confirmed that the acquisition of NCR Atleos remains on track for completion by the end of the first quarter of 2027, with a dedicated integration team working towards $200 million in annual cost synergies.

The Brink's Company held its 2026 Annual Meeting of Shareholders, where five proposals were submitted for a vote. Shareholders approved the Amended and Restated 2024 Equity Incentive Plan, which adds 3,900,000 shares of common stock available for issuance. Additionally, nine directors were elected, an advisory resolution on executive compensation was approved, and KPMG LLP was ratified as the independent auditor. A shareholder proposal regarding employee retention rates was voted down.