The Brink's Company

NYSE:BCO Rapport sur les actions

Capitalisation boursière : US$4.5b

Brink's Résultats passés

Passé contrôle des critères 4/6

Brink's a connu une croissance annuelle moyenne de ses bénéfices de 14.5%, tandis que le secteur Commercial Services a vu ses bénéfices augmenter de en hausse à 9.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 5.9% par an. Le rendement des capitaux propres de Brink's est 48.7% et ses marges nettes sont de 3.4%.

Informations clés

14.45%

Taux de croissance des bénéfices

17.88%

Taux de croissance du BPA

Commercial Services Croissance de l'industrie8.53%
Taux de croissance des recettes5.87%
Rendement des fonds propres48.72%
Marge nette3.35%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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).
Article d'analyse 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...
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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
Article d'analyse 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...
Article d'analyse 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
Article d'analyse 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...
Article d'analyse 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
Article d'analyse 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...
Article d'analyse 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...
User avatar
Nouvelle analyse 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.
Article d'analyse 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
Article d'analyse 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
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...

Ventilation des recettes et des dépenses

Comment Brink's gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:BCO Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&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

Des revenus de qualité: BCO a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de BCO sont plus élevées que l'année dernière BCO. (3.4%) sont plus élevées que l'année dernière (3.3%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de BCO ont augmenté de 14.5% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de BCO au cours de l'année écoulée ( 10.1% ) est inférieure à sa moyenne sur 5 ans ( 14.5% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices BCO au cours de l'année écoulée ( 10.1% ) a dépassé celle du secteur Commercial Services 7.1%.


Rendement des fonds propres

ROE élevé: Bien que le retour sur capitaux propres ( 48.72% ) de BCO soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 16:50
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The Brink's Company est couverte par 10 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Samuel EnglandBerenberg
Keen Fai TongGoldman Sachs
Yvonne VaranoJefferies LLC