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]

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 reported strong first-quarter results with revenue at the upper end of guidance, achieving a total growth of 1% and organic growth of 6% [1][2] - Significant organic growth was noted in ATM managed services (AMS) and digital retail solutions (DRS), exceeding 20% [1][2] - The company has repurchased over 1.3 million shares year-to-date, nearly three times the amount from the previous year [1][2] Financial Performance - First-quarter revenue reached $1,247 million, reflecting a 1% increase year-over-year, with a 6% increase in constant currency [3][14] - Operating profit was reported at $119 million, a decrease of 1% compared to the previous year, while adjusted EBITDA was $215 million, a slight decrease of 1% [3][14] - Earnings per share (EPS) increased by 9% to $1.19, while non-GAAP EPS decreased by 2% to $1.62 [3][14] Segment Performance - North America revenue increased by 3% to $418 million, while Latin America saw a decline of 8% to $308 million [14] - Europe reported a 3% increase in revenue to $299 million, and the Rest of World segment grew by 9% to $222 million [14] - Operating profit in North America increased by 10% to $53 million, while Latin America experienced a decline of 14% to $54 million [14] Guidance and Strategic Outlook - The company affirmed its 2025 framework and introduced second-quarter 2025 guidance, projecting revenue between $1,250 million and $1,300 million [4][5] - Management anticipates mid-single-digit organic revenue growth for 2025, with AMS and DRS expected to grow in the mid to high teens [5] - The adjusted EBITDA margin is expected to expand by 30-50 basis points, with free cash flow conversion projected at 40-45% [5] Shareholder Returns - The company has accelerated share repurchases, totaling over $110 million year-to-date, and plans to return over 50% of free cash flow to shareholders [2][5] - The focus remains on improving profitability through growth in AMS and DRS, streamlining operations, and adhering to capital allocation priorities [2][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]