BRINKS CO — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Brinks reported Q2 2026 revenues of $1.392B (+7% YoY, +4% organic), non-GAAP adjusted EBITDA of $257M (+11% YoY, 18.5% margin +70bps), and non-GAAP EPS of $2.13 (+18% YoY). AMS/DRS achieved 14% organic growth for the 14th consecutive quarter of mid-teens-or-better growth. The NCR Atleos acquisition ($200M run-rate synergies expected by year 3) accelerated toward Q1 2027 closure with regulatory clearances secured in U.S., Brazil, and India. Free cash flow TTM reached $468M (46% conversion). No material counterparty or dollar-specific changes announced; guidance reaffirmed for mid-single-digit organic revenue growth and 30–50bps EBITDA margin expansion in 2026.
Why this rating
Solid operational progress (double-digit AMS/DRS growth, margin expansion) and regulatory momentum on $200M-synergy deal advance strategy, material for $3.7B company. Execution risk remains on integration; near-term is moderate, not transformational.
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