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Sep 30, 2025
Brinks Q3 2025 Earnings Report
Brink's reported strong third-quarter performance with record operating and EBITDA margins, driven by AMS and DRS growth.
Key Takeaways
Brink's Company delivered solid Q3 2025 results, with $1.335 billion in revenue and continued profitability momentum. AMS/DRS organic revenue grew by 19%, contributing to record third-quarter operating and EBITDA margins.
Revenue reached $1.335 billion, up 6% from the prior year quarter.
GAAP EPS was $0.86; Non-GAAP EPS came in at $2.08.
Adjusted EBITDA hit $253.3 million, setting a quarterly record.
AMS/DRS organic revenue surged 19%, now 27% of trailing-twelve-month revenue.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Brink’s expects strong Q4 2025 performance, continuing growth in high-margin AMS/DRS business, margin expansion, and solid cash conversion.
Positive Outlook
- Q4 revenue expected between $1.33B and $1.38B
- Non-GAAP EPS forecasted between $2.28 and $2.68
- Adjusted EBITDA projected between $267M and $287M
- Free cash flow conversion targeted at 40–45%
- AMS/DRS growth expected to remain in mid-to-high teens
Challenges Ahead
- Currency volatility remains a headwind, especially in Argentina
- Uncertain M&A expenses may impact results
- Inflationary accounting continues to affect Argentina segment
- Global macroeconomic uncertainty adds risk
- Some cost pressures remain from compliance and transformation initiatives
Historical Earnings Impact
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Avg. Return Before/After Earnings
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