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Jun 30
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.
Brinks
Brinks
Brinks Revenue by Geographic Location
Revenue by Geographic Location
North America Revenue
CapyFin.comLatin America Revenue
CapyFin.comEurope Revenue
CapyFin.comRest of World Revenue
CapyFin.com 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.
- Expenses relating to M&A transactions may or may not occur, making forecasting difficult.
- Other potential non-GAAP adjusting items have uncertain timing and amounts.
- Assumes continuation of current economic trends and reflects management's current assumptions regarding difficult-to-forecast variables.