The Brink's Company

Informe acción NYSE:BCO

Capitalización de mercado: US$4.5b

Brink's Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Brink's ha aumentado sus beneficios a una tasa media anual de 14.5%, mientras que los beneficios de la industria de Commercial Services han experimentado un crecimiento de 9.7% anual. Los ingresos han ido creciendo a una tasa media de 5.9% al año. La rentabilidad financiera de Brink's es de 48.7%, y sus márgenes netos son de 3.4%.

Información clave

14.45%

Tasa de crecimiento de los beneficios

17.88%

Tasa de crecimiento del BPA

Crecimiento de la industria Commercial Services 8.53%
Tasa de crecimiento de los ingresos5.87%
Rentabilidad financiera48.72%
Margen neto3.35%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización del análisis Apr 27

BCO: NCR Atleos Deal Will Recast Cash And Digital Service Mix

Narrative Update on Brink's Analyst Price Target The analyst price target for Brink's has been raised to $145, with analysts pointing to strong Q4 revenue and EPS performance, 2026 guidance that is ahead of Street expectations, accelerating 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key drivers of the change. Analyst Commentary Recent research on Brink's focuses on the upgraded price targets, the planned NCR Atleos acquisition, and the pace of growth in Digital Retail Solutions and ATM Managed Services.
Actualización del análisis Apr 12

BCO: NCR Atleos Integration Will Reshape Cash And Digital Service Mix

Analysts have lifted their price target on Brink's to $145 from $129, pointing to strong Q4 revenue and EPS, faster 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key supports for the new valuation. Analyst Commentary Recent research highlights a mix of enthusiasm around Brink's expanded scope with NCR Atleos and some caution about execution and integration.
Seeking Alpha Apr 07

The Brink's Company: Potential To Be A High Earnings Compounder

Summary I reiterate my buy rating on The Brink’s Company, driven by accelerating recurring-revenue growth and a compelling valuation at 11x forward PE. AMS/DRS organic growth has reached 22%, now comprising 28% of revenue, with management guiding for a 30-32% mix and mid-to-high teens growth by 2026. The $6.6B NATL acquisition offers a second growth leg, broadening BCO’s service offering, targeting $200M in synergies, and is expected to be 35% EPS accretive post-close. Execution risk around NATL integration remains, but if successful, BCO could become a >20% earnings compounder with 55% upside even at current multiples. Read the full article on Seeking Alpha
Actualización del análisis Mar 29

BCO: NCR Atleos Acquisition Will Shape Future Cash And Digital Services

Analysts have lifted Brink's price target by $16 to $145, citing strong Q4 beats, faster growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which is expected to generate $200m in annual run-rate synergies within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets on Brink's and NCR Atleos as a sign that the planned US$6.6b acquisition is being factored positively into valuation, with expected US$200m in annual run rate synergies within three years seen as a key support for the combined earnings profile.
Actualización del análisis Mar 12

BCO: NCR Atleos Deal Will Shape Future Earnings Power

Analysts have lifted their price target on Brink's by $8 to $154, citing stronger-than-expected Q4 results, accelerating growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which has targeted run-rate synergies of $200m within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to stronger than expected Q4 revenue and EPS as support for higher valuation ranges, with one major bank lifting its target on Brink's to US$145.
Actualización del análisis Feb 26

BCO: Updated Fair Value Framework Will Shape Future Return Potential

Analysts raised their price target on Brink's by $12.50 to $146.00, citing updated fair value analysis and revised assumptions regarding discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the company’s outlook. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of US$146.00 as support for a stronger long term outlook, suggesting that prior assumptions may have been too conservative.
Actualización del análisis Feb 10

BCO: Share Repurchases And Execution On Earnings Power Will Shape Future Returns

Narrative Update on Brink's Analysts have lifted their price target on Brink's by $25, reflecting updated views on the company’s risk profile and earnings power. These updates are captured in modest tweaks to the discount rate, long-term growth, margin, and future P/E assumptions.
Artículo de análisis Feb 06

We Ran A Stock Scan For Earnings Growth And Brink's (NYSE:BCO) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización del análisis Jan 27

BCO: Share Buybacks And M&A Activity Will Support Future Cash Flows

Analysts have maintained their fair value estimate for Brink's at US$133.50, with only small tweaks to inputs like the discount rate and future P/E. This suggests their price target rests on broadly unchanged assumptions about growth and profitability.
Artículo de análisis Jan 13

Should You Investigate The Brink's Company (NYSE:BCO) At US$124?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it saw a double-digit share price...
Actualización del análisis Jan 12

BCO: Expanded Buybacks And M&A Review Will Support Future Cash Flows

Analysts have reiterated their fair value estimate for Brink's at $133.50, citing only very small tweaks to key inputs such as the discount rate and future P/E assumptions rather than any change in their core view of the company. What's in the News The Brink's Company announced a share repurchase program authorizing buybacks of up to US$750 million through December 31, 2027 (company announcement).
Artículo de análisis Jan 01

The Brink's Company (NYSE:BCO) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$218 based on 2 Stage Free Cash Flow to Equity Brink's is...
Actualización del análisis Dec 22

BCO: Expanded Buybacks Will Support Future Cash Flow Compounding

Analysts have modestly raised their price target on Brink's to reflect a slightly lower discount rate and stable long term growth and profitability assumptions, implying fair value of approximately 133.50 dollars per share, which is effectively unchanged from prior estimates. What's in the News The Brink's Company authorized a new share repurchase program of up to 750 million dollars, set to run through December 31, 2027 (company announcement).
Actualización del análisis Dec 08

BCO: Share Repurchases And Active Deal Pipeline Will Drive Future Upside

Analysts have modestly raised their price target on Brink's by refining the discount rate and forward valuation assumptions, while keeping fair value effectively unchanged at approximately $133.50 per share. What's in the News Completed a major share repurchase program, buying back a total of 3.83 million shares, or about 8.82% of outstanding shares, for $357.05 million since the November 2023 authorization (company filing).
Actualización del análisis Nov 24

BCO: Share Repurchases And Stable Margins Will Support Future Upside

Analysts have held Brink's fair value estimate steady at $133.50, citing stable expectations for revenue growth and profit margins. They have also made only modest adjustments to the discount rate and projected future price-to-earnings ratio.
Actualización del análisis Nov 07

BCO: Profit Margins Will Drive Share Upside Amid Updated Revenue Outlook

Analysts have raised their fair value estimate for Brink's from $128.50 to $133.50. This change reflects updated expectations for improved profitability along with modest adjustments in growth and risk projections.
Artículo de análisis Oct 23

The Return Trends At Brink's (NYSE:BCO) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Artículo de análisis Sep 25

A Look At The Fair Value Of The Brink's Company (NYSE:BCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brink's fair value estimate is US$134 Brink's' US$116 share...
Artículo de análisis Sep 01

The Brink's Company (NYSE:BCO) Stocks Shoot Up 32% But Its P/E Still Looks Reasonable

The The Brink's Company ( NYSE:BCO ) share price has done very well over the last month, posting an excellent gain of...
Artículo de análisis Jul 23

What Is The Brink's Company's (NYSE:BCO) Share Price Doing?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it saw a double-digit share price rise of...
Artículo de análisis Jun 19

The Brink's Company's (NYSE:BCO) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis May 02

It Looks Like Shareholders Would Probably Approve The Brink's Company's (NYSE:BCO) CEO Compensation Package

Key Insights Brink's will host its Annual General Meeting on 8th of May Total pay for CEO Mark Eubanks includes...
Artículo de análisis Apr 18

The Brink's Company (NYSE:BCO) Shares Could Be 32% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$66.21 based on 2 Stage Free Cash Flow to Equity Brink's is...
Seeking Alpha Mar 02

The Brink's Company: Path To High Single Digits Growth Remains Intact

Summary I maintain a buy rating for BCO, driven by robust growth in AMS and DRS segments and no structural growth impediments. 4Q24 results show strong organic revenue growth of 10.7% y/y, with AMS and DRS segments growing 23% y/y and contributing 24% of total revenue. AMS and DRS are key growth drivers, expected to maintain double-digit growth and drive EBITDA margin expansion, supported by FI cost-optimization trends. Read the full article on Seeking Alpha
Artículo de análisis Feb 20

Is The Brink's Company (NYSE:BCO) Potentially Undervalued?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Jan 12

Getting In Cheap On The Brink's Company (NYSE:BCO) Might Be Difficult

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Nov 15

The Brink's Company: Still Attractive, Even After The Easy Money Has Been Made

Summary The Brink's Company has had some mixed results but, on the whole, the company is doing just fine right now. It does have some growth aspects to it, plus shares are trading at really attractive levels on both an absolute basis and relative to similar firms. The reduction in guidance is disappointing to see, but this doesn't ruin the picture in my view, even though it makes the firm less appealing than it previously was. Read the full article on Seeking Alpha
Artículo de análisis Nov 14

Investors Can Find Comfort In Brink's' (NYSE:BCO) Earnings Quality

Shareholders appeared unconcerned with The Brink's Company's ( NYSE:BCO ) lackluster earnings report last week. Our...
Artículo de análisis Nov 09

The Brink's Company Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that The Brink's Company ( NYSE:BCO ) released its third-quarter result to the market...
Seeking Alpha Nov 08

The Brink's Company: Fundamental Growth Story Remains Intact

Summary Fundamentals remain solid with strong adoption of DRS and AMS, driving potential high single-digit growth and positive margin impact. 3Q24 reported revenue growth of 2.5% y/y, but 12.7% y/y on an organic constant currency basis, driven by price increases and stable volumes. Risks include FX headwinds, precious metal price volatility, and a step up in cashless transition. Read the full article on Seeking Alpha
Artículo de análisis Nov 01

Is Brink's (NYSE:BCO) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Oct 01

The Brink's Company's (NYSE:BCO) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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Nuevo análisis Aug 31

Tech-Enabled Solutions And Decisive Financial Management Ignite Long-Term Growth And Shareholder Value

Expansion of tech-enabled solutions like ATM Managed Services and Digital Retail Solutions drives strong demand, enhancing revenue diversification and profitability.
Artículo de análisis Aug 30

Is Now The Time To Put Brink's (NYSE:BCO) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Aug 20

The Brink's Company: Robust Performance Outlook Over The Medium Term

Summary I remain bullish due to Brink's larger scale advantage, robust performance, and favorable growth outlook. 2Q24 results show strong revenue growth, margin expansion, and market share gains, especially in DRS and AMS offerings. BCO's solid FCF profile should easily fund its capital return plans. Read the full article on Seeking Alpha
Artículo de análisis Jul 31

Is It Time To Consider Buying The Brink's Company (NYSE:BCO)?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it led the NYSE gainers with a...
Seeking Alpha Jul 10

The Brink's Company: Growth Is Expected To Remain Healthy For The Foreseeable Future

Summary I am giving a buy rating for The Brink's Company. BCO's leading position in cash and value management services provides a structural cost advantage against competitors. Recent financial performance continues to show positive growth momentum. Read the full article on Seeking Alpha
Artículo de análisis Jun 25

The Brink's Company's (NYSE:BCO) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 37.8x The Brink's Company ( NYSE:BCO ) may be sending very bearish signals...
Artículo de análisis May 25

Here's Why Brink's (NYSE:BCO) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis May 09

Brink's' (NYSE:BCO) Dividend Will Be Increased To $0.2425

The board of The Brink's Company ( NYSE:BCO ) has announced that the dividend on 3rd of June will be increased to...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Brink's. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:BCO Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 265,3901818480
31 Dec 255,2612007800
30 Sep 255,1461698080
30 Jun 255,0701628100
31 Mar 255,0231648200
31 Dec 245,0121628350
30 Sep 244,9931187660
30 Jun 244,9621357340
31 Mar 244,9251217090
31 Dec 234,875866890
30 Sep 234,8201406860
30 Jun 234,7291136980
31 Mar 234,6471166990
31 Dec 224,5361746980
30 Sep 224,4431736960
30 Jun 224,3821736850
31 Mar 224,2971626770
31 Dec 214,2001036620
30 Sep 214,124816570
30 Jun 214,019386370
31 Mar 213,796286130
31 Dec 203,691176030
30 Sep 203,605-126190
30 Jun 203,563186280
31 Mar 203,651166500
31 Dec 193,683286500
30 Sep 193,655676200
30 Jun 193,579795920
31 Mar 193,515-425590
31 Dec 183,489-335420
30 Sep 183,484-1205260
30 Jun 183,482-1185220
31 Mar 183,43845280
31 Dec 173,347175120
30 Sep 173,247834990
30 Jun 173,154884840
31 Mar 173,087744650
31 Dec 163,021364650
30 Sep 162,983194660
30 Jun 162,98624650
31 Mar 163,007-124700
31 Dec 153,061-94920
30 Sep 153,177-315020
30 Jun 153,290-105220

Ingresos de calidad: BCO tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (3.4%) de BCO son superiores a los del año pasado (3.3%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de BCO han crecido un 14.5% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de BCO en el último año (10.1%) está por debajo de su media de 5 años (14.5% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de BCO en el último año (10.1%) superó al de la industria Commercial Services 7.1%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (48.72%) de BCO es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 16:02
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The Brink's Company está cubierta por 10 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Samuel EnglandBerenberg
Keen Fai TongGoldman Sachs
Yvonne VaranoJefferies LLC