| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 79 | 25.8x | 17.8x | Top tier | |
Growth | 48 | 8.1% | 7.1% | Around median | |
Quality | 81 | 9.2% | 4.5% | Top tier | |
Safety | 40 | 3.3x | 2.6x | Around median | |
Capital Return | 37 | 0.91% | 2.12% | Bottom tier | |
Momentum | 38 | 0.9% | 2.9% | Bottom tier | |
Sentiment | 50 | 2 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The Brink's Company provides cash and valuables management services through its Cash and Valuables Management business, alongside ATM Managed Services and Digital Retail Solutions AMS/DRS. Its ongoing business model transformation relies on increasing recurring revenue from outsourcing and managed-service contracts for banks and retailers, connecting physical payments with digital solutions, and improving service network density and routing; meanwhile, the Global Services business benefits from transaction volumes in volatile precious metals markets.
In fiscal Q2 2026, Brink's reported revenue of $1.4 billion, gross profit of $366.1 million, net income of $44.4 million, and earnings per share of $1.07, according to EDGAR data. Gross margin was approximately 26.2%, compared with approximately 25.4% in fiscal Q1 2026, when the company generated revenue of $1.4 billion, gross profit of $355.7 million, and net income of $32.1 million.
Adjusted metrics in fiscal Q2 2026 showed revenue growth of 7%, comprising 4% constant-currency growth and a 3% positive currency impact, while adjusted earnings before interest, taxes, depreciation, and amortization rose 11% to $257 million and the margin reached a second-quarter record of 18.5%. Most of the $54 million organic increase came from AMS/DRS, which grew organically by 14% and added $50 million, while the Cash and Valuables Management business delivered modest organic growth due to Global Services and disciplined pricing, partially offset by customer conversions to AMS/DRS.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $163 and identical high and low targets of $163. This target is approximately 19.5% above the 52-week range high of $136.37, but the absence of dispersion among the targets makes the valuation anchor dependent on a uniform estimate, while the available data do not provide a published earnings multiple for comparison.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
The most prominent operating driver is AMS/DRS, which grew organically by 14% in fiscal Q2 2026 and added $50 million in organic revenue. This marked the fourteenth consecutive quarter in which the business achieved mid-teens or better organic growth, and its revenue exceeded $1.5 billion after more than doubling during the period. New contracts support the continuation of this trajectory, including a DRS solution for more than 5,000 U.S. locations and the Bank Mandiri contract in Indonesia.
The company reported revenue of $1.4 billion, gross profit of $366.1 million, and net income of $44.4 million, according to EDGAR. Earnings per share under those statements were $1.07, and the calculated gross margin reached approximately 26.2%. On the adjusted basis discussed by management on August 5, 2026, earnings before interest, taxes, depreciation, and amortization were $257 million, with a margin of 18.5% and earnings per share of $2.13.
Brink's believes that combining its network with NCR Atleos's Allpoint network could increase route density, improve service levels, and reduce ATM servicing costs. The transaction received support from more than 99% of votes cast by shareholders of both companies and obtained antitrust approvals in the United States, Brazil, India, Turkey, and Colombia. As of August 5, 2026, the company had completed more than 80% of the necessary money transmitter licenses, but it was still awaiting other approvals before the targeted closing in early fiscal Q1 2027.
For fiscal Q3 2026, the company expects revenue of between $1.365 billion and $1.415 billion, with a slight organic acceleration from the previous quarter. Guidance for adjusted earnings before interest, taxes, depreciation, and amortization ranges from $263 million to $283 million, equivalent to a margin of approximately 19.6% at the midpoint, while adjusted earnings per share are expected to range from $2.23 to $2.63. For fiscal 2026, Brink's maintained its organic revenue growth forecast at a mid-single-digit rate and raised its organic earnings outlook, while targeting margin expansion of between 30 and 50 basis points.
The primary financial risk is the expected increase in leverage to more than three times net debt to adjusted earnings before interest, taxes, depreciation, and amortization upon closing the NCR Atleos transaction, compared with 2.7 times at the end of fiscal Q2 2026. The transaction also still requires remaining regulatory approvals, while the acceleration of AMS/DRS growth in the second half depends on completing installations, some of which shifted from the second quarter due to customer decisions. In addition, organic growth slowed to approximately 2% in North America, Latin America, and Europe, and the company reduced its estimate of the currency benefit for fiscal 2026 to a range of between 1.5% and 2.5%.
Free cash flow for the four quarters ended fiscal Q2 2026 was approximately $468 million, representing a conversion rate of 46% from earnings before interest, taxes, depreciation, and amortization. The company is targeting a conversion rate of between 40% and 45% for fiscal 2026, supported by the shift toward less capital-intensive AMS/DRS offerings and improved working capital. Brink's plans to reduce its standalone leverage to approximately 2.3 times before the transaction and then lower net leverage to below 3 times by the end of fiscal 2027.
