Loading...
•
Jun 30, 2025
Brinks Q2 2025 Earnings Report
Brink's delivered strong second-quarter results, exceeding the top end of guidance for revenue, operating profit, and EBITDA.
Key Takeaways
The Brink's Company reported robust second-quarter performance, surpassing its guidance for revenue, EBITDA, and EPS. The company achieved mid-single digit organic revenue growth and mid-to-high teens organic growth in AMS/DRS, driven by strong productivity in North America and Europe and an increasing mix of higher-margin AMS/DRS revenue. Free cash flow improved significantly, and the company repurchased $85 million in common stock shares.
Achieved second-quarter revenue of $1,301 million, exceeding guidance.
Reported GAAP operating profit of $134 million, a 15% increase year-over-year.
Delivered GAAP EPS of $1.03 and Non-GAAP EPS of $1.79, with Non-GAAP EPS exceeding guidance.
Generated over $100 million in free cash flow during the quarter and repurchased $85 million of common stock shares.
Revenue by Geographic Location
Forward Guidance
The company is increasing its full-year 2025 revenue and EBITDA expectations, supported by strong operational momentum in the first half, good second-half visibility into accelerating AMS/DRS organic revenue growth, and favorable first-half currency trends. For Q3 2025, revenue is projected between $1,305 million and $1,355 million, Non-GAAP Adjusted EBITDA between $240 million and $260 million, and Non-GAAP EPS between $1.85 and $2.25.
Positive Outlook
- Increasing full-year 2025 revenue expectations.
- Increasing full-year 2025 EBITDA expectations.
- Strong operational momentum in the first half of the year.
- Good second-half visibility into accelerating AMS/DRS organic revenue growth.
- Favorable first-half currency trends supporting increased expectations.
Challenges Ahead
- Q3 2025 non-GAAP guidance cannot be reconciled to GAAP without unreasonable effort due to forecasting difficulties.
- Impact of highly inflationary accounting on Argentina operations is uncertain.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...