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Mar 31, 2025
Brinks Q1 2025 Earnings Report
Reported first-quarter 2025 results with revenue at the upper end of guidance and strong organic growth.
Key Takeaways
Brink's delivered strong performance in the first quarter of 2025 with EBITDA and EPS exceeding the top end of guidance. The company saw 6% organic revenue growth, driven by over 20% growth in ATM managed services and digital retail solutions. Operating profit margin improved by 40 basis points.
Revenue reached $1,247 million, a 1% total growth and 6% organic growth compared to the prior year.
Operating profit was $119 million, a 1% decrease compared to the prior year, but non-GAAP operating profit increased by 4%.
GAAP EPS was $1.19, a 9% increase, while non-GAAP EPS was $1.62, a 2% decrease.
The company repurchased over 1.3 million shares year-to-date and affirmed its 2025 framework and introduced second-quarter 2025 guidance.
Revenue by Geographic Location
Forward Guidance
Brink's affirmed its full-year 2025 framework and provided guidance for the second quarter of 2025.
Positive Outlook
- Affirming full-year 2025 organic revenue growth guidance in the mid-single digits.
- Anticipating mid to high teens organic revenue growth in AMS/DRS for the full year.
- Forecasting adjusted EBITDA margin expansion of 30-50 basis points for the full year.
- Expecting free cash flow conversion of 40-45% for the full year.
- Planning to return over 50% of free cash flow to shareholders in 2025.
Challenges Ahead
- Second-quarter 2025 revenue guidance range of $1,250 million to $1,300 million.
- Second-quarter 2025 non-GAAP adjusted EBITDA guidance range of $205 million to $225 million.
- Second-quarter 2025 non-GAAP EPS guidance range of $1.25 to $1.65.
- Guidance assumes continuation of current economic trends which are uncertain.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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