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Jun 30, 2025
NCR Q2 2025 Earnings Report
NCR Atleos Corporation reported its second quarter 2025 financial results, meeting or exceeding guidance for profit and earnings, driven by growth in ATM outsourcing services and strong hardware demand.
Key Takeaways
NCR Atleos delivered a strong second quarter in 2025, with revenue of $1.10 billion and GAAP net income of $45 million. The company's GAAP diluted EPS grew 46% year-over-year to $0.60, and non-GAAP diluted EPS increased 9% to $0.93. Recurring revenue streams accounted for 70% of total revenue, highlighting the success of its services-led strategy. The company also announced a $200 million share repurchase authorization and reaffirmed its full-year 2025 guidance.
Revenue reached $1.10 billion, with 70% derived from recurring revenue streams.
GAAP diluted earnings per share increased by 46% year-over-year to $0.60, while non-GAAP diluted earnings per share grew 9% to $0.93.
Adjusted EBITDA rose 4% year-over-year to $205 million, with an expanded margin of 18.6%.
The Board of Directors authorized a new $200 million share repurchase program, signaling confidence in future cash flow generation.
Revenue by Segment
Forward Guidance
NCR Atleos reaffirmed its full-year 2025 guidance, expecting continued growth in core revenue, total revenue, Adjusted EBITDA, and Non-GAAP Diluted EPS, along with strong adjusted free cash flow.
Positive Outlook
- Core Revenue (excludes Voyix) expected to grow 3% to 6% constant currency.
- Total Revenue expected to grow 1% to 3% constant currency.
- Total Adjusted EBITDA expected to grow 7% to 10% constant currency.
- Non-GAAP Diluted EPS expected to grow 21% to 27%.
- Adjusted free cash flow-unrestricted projected to be between $260 million and $300 million.
Challenges Ahead
- Estimated negative foreign exchange impact of -2% on Core Revenue.
- Estimated negative foreign exchange impact of -2% on Total Revenue.
- Assumes Voyix-related revenue will be down approximately $100 million.
- Estimated negative foreign exchange impact of -1% on Total Adjusted EBITDA.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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