Diebold Nixdorf (DBD) Reports 2025 Adjusted EPS Doubling to $5.59 and 12% Q4 Revenue Growth

Core Insights - Diebold Nixdorf Inc. reported a doubling of its 2025 adjusted EPS to $5.59 and a 12% year-over-year revenue growth in Q4 to $1.1 billion, driven by a 17% increase in order entries in the banking and retail sectors [1][4] Financial Performance - Q4 revenue increased by 12% year-over-year to $1.1 billion, supported by a 17% surge in order entries [1] - Operating expenses rose by 3.7% due to labor costs and investments in service infrastructure, but management expects margin expansion starting in Q2 2026 [2] Strategic Focus - The company is focusing on modular retail solutions and ATM recycling technology, resulting in significant market gains, including nine new major retail logos in the US grocery and pharmacy sectors [1] - The rollout of new field service software is largely complete, positioning the company for future margin improvements [2] Market Position and Outlook - Diebold Nixdorf enters 2026 with a solid $730 million product backlog and anticipates revenue growth to be weighted toward the second half of the year [3] - The banking segment remains strong with robust demand for branch automation in North America and a recovery expected in Latin America [2] Capital Allocation - The company is disciplined in its capital allocation, prioritizing shareholder returns through buybacks while considering tuck-in acquisitions to enhance service capabilities and global presence [3]