The Brink's Company

NYSE:BCO Aktierapport

Börsvärde: US$4.5b

Brink's Förvaltning

Förvaltning kriterier kontrolleras 2/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Mark Eubanks

Verkställande direktör

US$9.9m

Total ersättning

VD-lön i procent10.47%
Anställning som VD4yrs
Ägande av VD0.3%
Ledningens genomsnittliga anställningstid1.8yrs
Styrelsens genomsnittliga mandatperiod6.8yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering 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.
Analysuppdatering 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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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).
Analysartikel 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...
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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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Ny analys 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.
Analysartikel 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
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Mark Eubanks:s ersättning förändrats jämfört med Brink's:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$181m

Dec 31 2025US$10mUS$1m

US$200m

Sep 30 2025n/an/a

US$169m

Jun 30 2025n/an/a

US$162m

Mar 31 2025n/an/a

US$164m

Dec 31 2024US$8mUS$992k

US$162m

Sep 30 2024n/an/a

US$118m

Jun 30 2024n/an/a

US$135m

Mar 31 2024n/an/a

US$121m

Dec 31 2023US$7mUS$942k

US$86m

Sep 30 2023n/an/a

US$140m

Jun 30 2023n/an/a

US$113m

Mar 31 2023n/an/a

US$116m

Dec 31 2022US$6mUS$830k

US$174m

Sep 30 2022n/an/a

US$173m

Jun 30 2022n/an/a

US$173m

Mar 31 2022n/an/a

US$162m

Dec 31 2021US$3mUS$223k

US$103m

Ersättning vs marknad: Mark s total kompensation ($USD 9.94M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 7.13M ).

Ersättning vs inkomst: Ersättningen från Mark har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Mark Eubanks (53 yo)

4yrs
Anställning
US$9,944,765
Kompensation

Mr. Richard Mark Eubanks, Jr., also known as Mark, has been the Chief Executive Officer, President and Director of The Brink's Company from May 6, 2022 and served as its Executive Vice President and Chief...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Richard Eubanks
CEO, President & Director4yrsUS$9.94m0.35%
$ 15.7m
Kurt McMaken
Executive VP & CFO3.8yrsUS$3.39m0.19%
$ 8.3m
Elizabeth Galloway
Executive VP & Chief Human Resources Officer3yrsUS$1.98m0.059%
$ 2.7m
Nader Antar
Executive VP and President of Rest of World & Global Services1.6yrsUS$2.11minga uppgifter
Guillermo Mijares
Executive VP & President of Brink's Latin America (LATAM)1.4yrsUS$1.40minga uppgifter
Adnane Louridi
Senior VPless than a yearinga uppgifteringa uppgifter
Neelu Sethi
Global Chief Information Officerno datainga uppgifteringa uppgifter
Jesse Jenkins
Head & Vice President of Investor Relations3.5yrsinga uppgifteringa uppgifter
Kristen Cook
EVP, Chief Legal Officer & Corporate Secretaryless than a yearinga uppgifteringa uppgifter
Laurent Borne
Executive VP & Chief Experience Officer3yrsinga uppgifteringa uppgifter
Joshua Teteak
Executive Vice President of Business System1.8yrsinga uppgifteringa uppgifter
Rob Pepper
Chief Transformation Officer1.3yrsinga uppgifteringa uppgifter
1.8yrs
Genomsnittlig anställningstid
49.5yo
Genomsnittlig ålder

Erfaren ledning: BCO s ledningsgrupp anses inte vara erfaren ( 1.8 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Richard Eubanks
CEO, President & Director4yrsUS$9.94m0.35%
$ 15.7m
Michael Herling
Independent Chairman of the Board17.3yrsUS$419.05k0.047%
$ 2.1m
Paul Boynton
Independent Director16.3yrsUS$285.12k0.053%
$ 2.4m
Susan Docherty
Independent Director12yrsUS$300.07k0.050%
$ 2.2m
Keith Wyche
Independent Director3.4yrsUS$277.75k0.013%
$ 602.4k
Arthelbert Parker
Independent Director5.2yrsUS$294.89k0.021%
$ 921.2k
Kathie Andrade
Independent Director6.8yrsUS$288.39k0.031%
$ 1.4m
Ian Clough
Independent Director10.3yrsUS$293.33k0.075%
$ 3.4m
Timothy Tynan
Independent Director4.7yrsUS$276.50k0.019%
$ 859.2k
6.8yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder

Erfaren styrelse: BCO s styrelse anses vara erfaren ( 6.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 20:06
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

The Brink's Company bevakas av 10 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Samuel EnglandBerenberg
Keen Fai TongGoldman Sachs
Yvonne VaranoJefferies LLC