Brink's 過去の業績
過去 基準チェック /46
Brink'sは、平均年間14.5%の収益成長を遂げていますが、 Commercial Services業界の収益は、年間 成長しています。収益は、平均年間9.7% 5.9%収益成長率で 成長しています。 Brink'sの自己資本利益率は48.7%であり、純利益率は3.4%です。
主要情報
14.45%
収益成長率
17.88%
EPS成長率
| Commercial Services 業界の成長 | 8.53% |
| 収益成長率 | 5.87% |
| 株主資本利益率 | 48.72% |
| ネット・マージン | 3.35% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...収支内訳
収支内訳
Brink's の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 5,390 | 181 | 848 | 0 |
| 31 Dec 25 | 5,261 | 200 | 780 | 0 |
| 30 Sep 25 | 5,146 | 169 | 808 | 0 |
| 30 Jun 25 | 5,070 | 162 | 810 | 0 |
| 31 Mar 25 | 5,023 | 164 | 820 | 0 |
| 31 Dec 24 | 5,012 | 162 | 835 | 0 |
| 30 Sep 24 | 4,993 | 118 | 766 | 0 |
| 30 Jun 24 | 4,962 | 135 | 734 | 0 |
| 31 Mar 24 | 4,925 | 121 | 709 | 0 |
| 31 Dec 23 | 4,875 | 86 | 689 | 0 |
| 30 Sep 23 | 4,820 | 140 | 686 | 0 |
| 30 Jun 23 | 4,729 | 113 | 698 | 0 |
| 31 Mar 23 | 4,647 | 116 | 699 | 0 |
| 31 Dec 22 | 4,536 | 174 | 698 | 0 |
| 30 Sep 22 | 4,443 | 173 | 696 | 0 |
| 30 Jun 22 | 4,382 | 173 | 685 | 0 |
| 31 Mar 22 | 4,297 | 162 | 677 | 0 |
| 31 Dec 21 | 4,200 | 103 | 662 | 0 |
| 30 Sep 21 | 4,124 | 81 | 657 | 0 |
| 30 Jun 21 | 4,019 | 38 | 637 | 0 |
| 31 Mar 21 | 3,796 | 28 | 613 | 0 |
| 31 Dec 20 | 3,691 | 17 | 603 | 0 |
| 30 Sep 20 | 3,605 | -12 | 619 | 0 |
| 30 Jun 20 | 3,563 | 18 | 628 | 0 |
| 31 Mar 20 | 3,651 | 16 | 650 | 0 |
| 31 Dec 19 | 3,683 | 28 | 650 | 0 |
| 30 Sep 19 | 3,655 | 67 | 620 | 0 |
| 30 Jun 19 | 3,579 | 79 | 592 | 0 |
| 31 Mar 19 | 3,515 | -42 | 559 | 0 |
| 31 Dec 18 | 3,489 | -33 | 542 | 0 |
| 30 Sep 18 | 3,484 | -120 | 526 | 0 |
| 30 Jun 18 | 3,482 | -118 | 522 | 0 |
| 31 Mar 18 | 3,438 | 4 | 528 | 0 |
| 31 Dec 17 | 3,347 | 17 | 512 | 0 |
| 30 Sep 17 | 3,247 | 83 | 499 | 0 |
| 30 Jun 17 | 3,154 | 88 | 484 | 0 |
| 31 Mar 17 | 3,087 | 74 | 465 | 0 |
| 31 Dec 16 | 3,021 | 36 | 465 | 0 |
| 30 Sep 16 | 2,983 | 19 | 466 | 0 |
| 30 Jun 16 | 2,986 | 2 | 465 | 0 |
| 31 Mar 16 | 3,007 | -12 | 470 | 0 |
| 31 Dec 15 | 3,061 | -9 | 492 | 0 |
| 30 Sep 15 | 3,177 | -31 | 502 | 0 |
| 30 Jun 15 | 3,290 | -10 | 522 | 0 |
質の高い収益: BCOは 高品質の収益 を持っています。
利益率の向上: BCOの現在の純利益率 (3.4%)は、昨年(3.3%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BCOの収益は過去 5 年間で年間14.5%増加しました。
成長の加速: BCOの過去 1 年間の収益成長率 ( 10.1% ) は、5 年間の平均 ( 年間14.5%を下回っています。
収益対業界: BCOの過去 1 年間の収益成長率 ( 10.1% ) はCommercial Services業界7.1%を上回りました。
株主資本利益率
高いROE: BCOの 自己資本利益率 ( 48.72% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 20:15 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Brink's Company 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Samuel England | Berenberg |
| Keen Fai Tong | Goldman Sachs |
| Yvonne Varano | Jefferies LLC |