Core Viewpoint - The Brink's Company has announced a new share repurchase program, reflecting confidence in its financial performance and future cash flow generation [2]. Group 1: Share Repurchase Program - The new share repurchase program is authorized for $750 million, representing more than 15% of the company's current market capitalization [2]. - This new authorization is in addition to a previous $500 million program that is set to expire on December 31, 2025 [2]. - The new program is expected to expire on December 31, 2027 [2]. Group 2: Financial Performance and Strategy - Brink's has a track record of consistent performance and anticipates an increase in free cash flow as it continues to execute its ATM managed services and digital retail solutions growth strategy [2]. - Since 2022, the company has retired over seven million shares and returned over $725 million in capital through dividends and share repurchases [2]. Group 3: Company Overview - The Brink's Company is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services, serving customers in over 100 countries [3]. - Its customer base includes financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations [3].

Core Insights - SouthernSun Asset Management's "SouthernSun Small Cap Strategy" reported a gross return of 11.73% for Q3 2025, underperforming the Russell 2000 Index and Russell 2000 Value Index which returned 12.39% and 12.60% respectively [1] - Over the trailing twelve months, the strategy returned -0.66% on a gross basis, significantly lagging behind the indexes which returned 10.76% and 7.88% [1] Company Highlights - The Brink's Company (NYSE:BCO) was identified as the top contributor in the SouthernSun Small Cap Strategy during Q3 2025, showcasing its strong performance in cash and valuables management, digital retail solutions, and ATM managed services [3] - The Brink's Company experienced a one-month return of -6.33% but gained 3.12% over the last 52 weeks, with a closing stock price of $105.88 and a market capitalization of $4.411 billion as of November 4, 2025 [2] - The company achieved 16% organic growth in ATM managed services and digital retail solutions in Q2 2025, with these higher-margin businesses now accounting for over 25% of total revenue [3] - Free cash flow improved significantly, generating over $100 million in the quarter, supported by EBITDA growth and strong working capital performance [3] - Management has been proactive in capital deployment, having repurchased $130 million in stock year to date, with $85 million of that occurring in Q2 [3] - The current stock price presents an opportunity for investors to achieve double-digit returns, backed by a strong balance sheet and effective capital allocation strategy [3]

Core Insights - The Brink's Company reported a total revenue growth of 6% for the third quarter of 2025, with a notable 19% organic growth in ATM Managed Services (AMS) and Digital Retail Solutions (DRS) [1][3][4] - AMS and DRS now account for 27% of the trailing twelve-month revenue, indicating a shift towards higher-margin subscription-based services [1][3] - The company achieved record operating profit and EBITDA margins in the third quarter, reflecting successful business transformation efforts [1][3] Financial Performance - Total revenue for Q3 2025 was $1,335 million, a 6% increase compared to Q3 2024 [4] - Operating profit reached $152 million, up 37% year-over-year, with an operating profit margin of 11.4%, an increase of 250 basis points [4] - Adjusted EBITDA was reported at $253 million, a 17% increase, with an adjusted EBITDA margin of 14.1%, reflecting a 210 basis point improvement [4] Cash Flow and Capital Allocation - Free cash flow increased by 30% year-over-year, driven by improved profitability and working capital metrics [3] - The company is focused on reducing leverage below three times and has reduced its outstanding share count by 5% year-to-date [3] - Brink's plans to continue investing in strategic acquisitions while adhering to its capital allocation framework [3] Future Outlook - The company anticipates mid-single digits organic revenue growth and mid-to-high teens growth in AMS/DRS for the full year 2025 [7] - Guidance for Q4 2025 includes expected revenue between $1,330 million and $1,380 million, with adjusted EBITDA projected between $267 million and $287 million [8] - The company aims to build on its momentum in higher-margin subscription-based revenue and improve cash conversion [3][6]

Core Viewpoint - The Brink's Company will host a conference call on August 6, 2025, to discuss its second-quarter financial results, which will be released earlier that morning [1]. Group 1: Conference Call Details - The conference call can be accessed by calling 888-349-0094 (U.S.) or 412-902-0124 (international) [2]. - Participants are encouraged to join at least five minutes prior to the start of the call and can pre-register for a direct dial-in number [2]. - A replay of the call will be available until August 13, 2025, with specific numbers provided for U.S. and international listeners [3]. Group 2: Company Overview - The Brink's Company is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services [4]. - The company serves a diverse customer base, including financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations [4]. - Brink's operates in 51 countries and serves customers in over 100 countries [4].

Core Insights - The Brink's Company is featured in CBS News' Economy 4.0 documentary series, highlighting its role as an innovative leader in cash and valuables management and digital retail solutions [1][2] - Brink's combines traditional cash handling with digital innovation, showcasing a 166-year legacy of trust and resilience in global commerce [2][3] - The company emphasizes the importance of secure transactions for both physical and digital currencies, reflecting its commitment to innovation in the evolving financial landscape [3][4] Company Overview - Founded in 1859, Brink's has continuously adapted to changes in the financial landscape, pioneering armored transport and innovating with smart safes and real-time cash visibility tools [3][5] - Brink's operates in over 100 countries, providing services to a diverse range of customers, including financial institutions, retailers, and government agencies [7] - The company offers Digital Retail Solutions (DRS) and ATM Managed Services (AMS) to enhance operational efficiency and security for businesses [4][8] Industry Context - The global commerce landscape is evolving rapidly, with digital payments on the rise while cash remains essential for billions of people [4][5] - Brink's aims to redefine secure commerce in the digital age by delivering intelligent and adaptable solutions that empower businesses and ensure seamless transactions [5]

Core Insights - The Brink's Company is featured in CBS News' Economy 4.0 documentary, highlighting its innovative approach in blending traditional cash handling with digital solutions [1][2][3] - Brink's has a 166-year legacy of trust and resilience, continuously adapting to the evolving financial landscape and redefining secure commerce [2][3][5] Company Overview - Brink's is a leading global provider of cash and valuables management, digital retail solutions (DRS), and ATM managed services (AMS), serving customers in over 100 countries [1][7] - The company has a history of innovation, from pioneering armored transport to developing smart safes and real-time cash visibility tools [3][5] Digital Solutions - Brink's Digital Retail Solutions (DRS) address critical challenges for retailers, including theft risk and cash visibility, by digitizing cash flow and enhancing operational efficiency [8] - The ATM Managed Services (AMS) provide comprehensive support for ATM operations, reducing downtime and operational costs for financial institutions [8] Leadership and Vision - The company's leadership emphasizes the importance of trust and security in commerce, ensuring reliable solutions for both cash and digital payments [4][5] - Brink's aims to redefine secure commerce in the digital age, delivering adaptable solutions that empower businesses and shape the future of transactions globally [5]

Group 1 - The Brink's Company declared a regular quarterly dividend of $0.255 per share, marking a 5% increase [1] - The dividend is scheduled to be paid on June 2, 2025, to shareholders of record on May 19, 2025 [1] Group 2 - The Brink's Company is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services [2] - The company's customer base includes financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations [2] - Brink's operates in 51 countries and serves customers in over 100 countries [2]