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Jun 30, 2024

NCR Q2 2024 Earnings Report

NCR Atleos reported strong second quarter financial results that were at or above the high-end of guidance ranges.

Key Takeaways

NCR Atleos Corporation reported a 4% year-over-year increase in revenue, reaching $1.08 billion, with recurring revenue growing by 9% to $793 million. The company's GAAP net income was $29 million, and Adjusted EBITDA was $193 million.

Second quarter financial results were at or above the high-end of guidance ranges.

Revenue grew 4% year-over-year to $1.08 billion; Recurring revenue grew 9% to $793 million.

GAAP net income of $29 million; Adjusted EBITDA of $193 million.

GAAP fully diluted income per share of $0.39; Non-GAAP fully diluted earnings per share of $0.81.

Total Revenue
$1.08B
Previous year: $1.04B
+3.9%
EPS
$0.81
Previous year: $0.751
+7.9%
Adjusted EBITDA
$193M
Previous year: $198M
-2.5%
Gross Margin
23.4%
Previous year: 23.8%
-1.7%
Gross Profit
$253M
Previous year: $216M
+17.1%
Cash and Equivalents
$623M
Previous year: $563M
+10.7%
Free Cash Flow
-$14M
Previous year: $73M
-119.2%
Total Assets
$5.77B
Previous year: $5.74B
+0.5%

NCR

NCR

NCR Revenue by Segment

Forward Guidance

The company reaffirms and narrows ranges for full year 2024 targets and issues third quarter guidance.

Positive Outlook

  • Revenue Q3 2024 Targets: $1.045 - $1.075 billion
  • Revenue FY 2024 Targets: $4.260 - $4.340 billion
  • Adjusted EBITDA Q3 2024 Targets: $195 - $205 million
  • Adjusted EBITDA FY 2024 Targets: $770 - $800 million
  • Adjusted free cash flow-unrestricted FY 2024 Targets: $190 - $220 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income