RICHMOND, Va., Dec. 11, 2025 (GLOBE NEWSWIRE) -- The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions “DRS”, and ATM managed services “AMS”, today announced the authorization of a new share repurchase program. Mark Eubanks, Brink’s President and CEO said: “Supported by our track-record of consistent performance and our expectations for the coming years, our board has authorized a new share repurchase program representing more than 15% of our cu ...

Core Insights - Ariel Investments reported a strong performance for its "Ariel Small Cap Value Fund" in Q3 2025, with a gross return of +12.80% and a net return of +12.65%, outperforming both the Russell 2000 Value Index and the Russell 2000 Index [1] - The macroeconomic environment was supportive, despite concerns regarding tariffs, inflation, and labor market softness [1] Company Highlights - The Brink's Company (NYSE:BCO) demonstrated significant growth, surpassing quarterly earnings expectations and raising guidance, with a one-month return of -0.02% and a 52-week gain of 16.12% [2][3] - Financial highlights for The Brink's Company included broad-based organic revenue growth, stronger-than-anticipated profitability, and accelerating free cash flow generation [3] - The company's segments, particularly ATM Managed Services and Digital Retail Solutions, showed notable expansion, with management expecting sustained momentum through 2026 [3] - Strategic investments in technology and ongoing share repurchases reflect The Brink's Company's commitment to long-term growth and capital discipline [3] Market Position - The Brink's Company was held by 32 hedge fund portfolios at the end of Q3 2025, indicating stable interest among institutional investors [4] - Despite its potential, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk compared to The Brink's Company [4]

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Core Insights - Brink's international operations are crucial for understanding its financial resilience and growth potential, especially given its extensive global presence [1][2][3] Revenue Performance - The total revenue for Brink's in the recent quarter reached $1.34 billion, reflecting a 6.1% increase from the same quarter last year [4] - Europe contributed 26.5% of total revenue, amounting to $353.1 million, surpassing analyst expectations by +4.56% [5] - Latin America accounted for 24.5% of total revenue, generating $326.8 million, slightly below the consensus estimate by -0.12% [6] - The Rest of World segment contributed 16.5% of total revenue, totaling $220.3 million, which was a -1.67% surprise compared to expectations [7] Future Projections - Analysts project Brink's total revenue to reach $1.35 billion in the current fiscal quarter, indicating a 6.9% increase year-over-year [8] - For the entire year, total revenue is forecasted at $5.23 billion, representing a 4.4% improvement from the previous year, with regional contributions expected from Europe (25.6%), Latin America (24.7%), and Rest of World (16.7%) [9] Market Dynamics - Brink's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends for accurate future projections [10] - The company's stock has seen a decline of 0.2% over the past month, contrasting with a 1.5% increase in the S&P 500 [13]

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Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] - Subscribers have access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]

Financial Data and Key Metrics Changes - Brink's reported Q3 2025 revenue of over $1.3 billion, a 6% increase, with 5% organic growth and a 1% foreign currency tailwind [18] - Adjusted EBITDA rose 17% to $253 million, with operating profit up 24% [18] - EBITDA margins reached a record 19%, up 180 basis points year-over-year, driven by productivity and AMS/DRS revenue mix [4][18] - Free cash flow for Q3 was $175 million, a year-over-year increase of 30%, with year-to-date free cash flow up 78% [5][18] Business Line Data and Key Metrics Changes - AMS/DRS accounted for 28% of total revenue in Q3, with organic growth accelerating from 16% in Q2 to 19% in Q3 [4][10] - CVM organic growth remained consistent, driven by pricing discipline and conversion to AMS/DRS, contributing 2-3 points of growth in CVM [11][31] - The revenue mix is shifting towards higher-margin AMS/DRS, with expectations for this segment to reach 27-28% of total revenue by year-end [10] Market Data and Key Metrics Changes - The company is experiencing healthy organic growth across all regions, with particular strength in North America and Latin America [30][60] - The penetration rate for ATM outsourcing remains low, indicating significant growth opportunities in both existing and new markets [13][30] Company Strategy and Development Direction - Brink's is focused on delivering organic growth primarily from higher-margin subscription-based services of AMS and DRS, with a value creation strategy in place [7][8] - The company is making structural changes to improve profitability and cash generation, including reducing capital intensity and enhancing operational efficiency [8][22] - The management is confident in the long-term growth potential of AMS/DRS, with a target of achieving at least 20% EBITDA margin in North America over the midterm [16][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategy and execution, highlighting strong pipelines and growth in AMS/DRS [16][60] - The outlook for the fourth quarter includes expected revenue of $1.355 billion, reflecting mid-single-digit organic growth [24] - Management noted that bank consolidation could present opportunities for AMS solutions, enhancing cost synergies for consolidating banks [68][70] Other Important Information - The company has repurchased approximately 1.7 million shares year-to-date at an average price of just over $89 per share, with plans to return at least 50% of free cash flow to shareholders [8][23] - The net debt to EBITDA leverage ratio was reduced to 2.9x, within the targeted range of 2x-3x [9][22] Q&A Session Summary Question: Increased full-year growth outlook for AMS/DRS - Management noted good visibility into Q4 and the first half of next year, with strong growth in both AMS and DRS across all regions [27][30] Question: Trends in CVM business - Management indicated that the conversion to AMS/DRS accounted for some organic headwind in CVM growth, with Global Services performing in line with expectations [31] Question: Internal strategies for AMS/DRS growth - Management discussed changes in incentive compensation plans to focus on AMS/DRS growth and the evolution of sales channels to include partnerships [41][44] Question: North America margins and long-term potential - Management highlighted that margin improvements are driven by AMS/DRS mix, disciplined pricing, and operational execution, with incremental margins expected to be 20%-30% [45][50] Question: Midterm goals for free cash conversion - Management expressed confidence in maintaining a conversion target of 40%-45%, driven by the favorable DSO profile of AMS/DRS and improved collections [54][57] Question: Impact of bank consolidation - Management believes bank consolidation could create opportunities for AMS solutions, providing unique offerings and cost synergies for consolidating banks [68][70]

Financial Data and Key Metrics Changes - Brink's reported Q3 2025 revenue of over $1.3 billion, an increase of 6% year-over-year, with 5% organic growth and a 1% positive impact from foreign currency [18] - Adjusted EBITDA rose 17% to $253 million, with operating profit up 24% [18] - EBITDA margins reached a record 19%, up 180 basis points from the previous year, driven by strong productivity and a favorable revenue mix [4][18] - Free cash flow for Q3 was $175 million, a year-over-year increase of 30%, with year-to-date free cash flow up 78% [5][18] Business Line Data and Key Metrics Changes - The ATM Managed Services and Digital Retail Solutions (AMS DRS) segment experienced a significant acceleration in organic growth from 16% in Q2 to 19% in Q3, now accounting for 28% of total revenue [4][11] - The Cash and Valuables Management (CVM) business showed flat organic growth, impacted by the conversion of existing customers to AMS DRS, which accounted for a 2-3 point headwind [29][11] Market Data and Key Metrics Changes - The company is expanding its AMS footprint, now present in 51 countries, with significant growth opportunities in underpenetrated markets like Latin America [12][14] - The penetration rate for ATM outsourcing remains low, indicating a potential for market expansion by two to three times as more financial institutions adopt this model [14] Company Strategy and Development Direction - Brink's is focused on delivering organic growth primarily from higher-margin subscription-based services, with a target of 27-28% of total revenue from AMS DRS by year-end [10][8] - The company is making structural changes to improve profitability and operational efficiency, aiming for at least 20% EBITDA margin in North America over the midterm [16][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of AMS DRS, citing a healthy pipeline and strong customer conversions [26][28] - The company anticipates continued organic growth in the mid-single digits, supported by AMS DRS growth in the high teens [24][58] Other Important Information - The company has allocated $154 million year-to-date for share repurchases, with plans to return at least 50% of total free cash flow to shareholders [8][22] - The net debt to EBITDA leverage ratio was reduced to 2.9 times, within the targeted range [9][22] Q&A Session Summary Question: Can you elaborate on the client traction you're seeing in both AMS and DRS? - Management noted good visibility into Q4 and the first half of next year, with strong growth in both AMS and DRS across all regions [26][27] Question: Can you talk about trends in the CVM business and factors affecting growth? - The conversion to AMS DRS accounted for a headwind in CVM growth, while Global Services performed in line with expectations [29][30] Question: What internal strategies are driving growth in AMS DRS? - The company has expanded its incentive compensation plans to align more employees with AMS DRS growth, and is evolving to work with channel partners [39][42] Question: How should investors think about North America margin potential? - Management indicated that incremental margins could be in the range of 20-30%, with no artificial ceiling on growth potential [47][48] Question: What are the midterm goals for free cash conversion from EBITDA? - The company aims for a conversion rate of 40-45%, supported by improvements in DSO and capital efficiency [51][54] Question: How does bank consolidation impact the business? - Management views bank consolidation as an opportunity for AMS solutions, providing unique offerings and cost synergies for consolidators [63][66]

Financial Data and Key Metrics Changes - Brink's reported Q3 2025 revenue of over $1.3 billion, a 6% increase, with 5% organic growth and a 1% foreign currency tailwind [18] - Adjusted EBITDA rose 17% to $253 million, with operating profit up 24% [18] - EBITDA margins reached a record 19%, up 180 basis points year-over-year, driven by strong productivity and a favorable revenue mix [5][18] Business Line Data and Key Metrics Changes - The ATM Managed Services and Digital Retail Solutions (AMS DRS) segment saw organic growth accelerate from 16% in Q2 to 19% in Q3, now accounting for 28% of total revenue [5][11] - Cash and Valuables Management (CVM) organic growth remained consistent, but was impacted by the conversion of existing customers to AMS DRS, accounting for a 2-3 percentage point headwind [10][31] Market Data and Key Metrics Changes - The company is experiencing healthy organic growth across all geographic segments, with notable performance in North America and Latin America [11][29] - The penetration rate for ATM outsourcing remains low, indicating significant growth opportunities in both existing and new markets [13] Company Strategy and Development Direction - Brink's is focused on delivering organic growth primarily from higher-margin subscription-based services, with a strategic shift towards AMS DRS [7][10] - The company aims to maximize shareholder value through disciplined capital allocation, including share repurchase programs [8][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of AMS DRS, citing a healthy pipeline and strong customer conversions [27][28] - The company anticipates continued margin improvement and cash generation, with a commitment to return at least 50% of free cash flow to shareholders [9][25] Other Important Information - Free cash flow for Q3 was $175 million, a year-over-year increase of 30%, with a trailing 12-month conversion rate of 50% of adjusted EBITDA [6][18] - The net debt to EBITDA leverage ratio was reduced to 2.9 times, within the targeted range [9][22] Q&A Session Summary Question: Can you elaborate on the client traction you're seeing in both AMS and DRS? - Management noted good visibility into Q4 and the first half of next year, with strong growth in both AMS and DRS, particularly in North America and Latin America [27][28] Question: What trends are seen in the CVM business? - The CVM business experienced flat organic growth, primarily due to customer conversions to AMS DRS, which accounted for a headwind [31] Question: What internal strategies are driving growth in AMS DRS? - The company has expanded its incentive compensation plans to align more employees with AMS DRS growth, and is also exploring partnerships with channel partners to enhance sales [36][41] Question: How should investors think about North America margin potential? - Management indicated that North America margins have improved significantly, driven by a better AMS DRS mix, disciplined pricing, and operational execution, with expectations for continued margin expansion [42][46] Question: What are the midterm goals for free cash conversion from EBITDA? - The company aims for a conversion rate of 40-45%, supported by improvements in DSO and capital efficiency [49][51] Question: How does bank consolidation impact the business? - Management views bank consolidation as an opportunity for AMS solutions, providing potential cost synergies for consolidating banks [60][62]