The Brink's Company is a global leader in secure logistics, digital retail solutions, and ATM services, with a market cap of $4B and operations in over 100 countries. BCO has shown a 225% total return over the past decade, aligning with a 12.6% CAGR, comparable to the broad market. Gross profit margin has expanded from 20.2% in 2015 to over 25% last year, despite a slight Covid-related dip in 2020, indicating strong financial health.
I maintain a buy rating on The Brink's Co. (BCO) due to strong growth outlook, driven by AMS and DRS segments, and solid 1Q25 results. BCO reported 5.6% organic revenue growth in 1Q25, with broad-based regional momentum and improved margins, reinforcing my positive outlook. AMS and DRS segments showed >20% organic growth, now accounting for 25% of revenue, with significant potential for further expansion and high incremental margins.
The Brink's Company, Inc. (NYSE:BCO ) Q1 2025 Earnings Conference Call May 12, 2025 4:30 PM ET Company Participants Jesse Jenkins - Head & VP, IR Richard Eubanks - CEO, President & Director Kurt McMaken - EVP & CFO Conference Call Participants George Tong - Goldman Sachs Timothy Mulrooney - William Blair Tyler Barishaw - Truist Operator Good afternoon, and welcome to the Brink's First Quarter 2025 Earnings Presentation. [Operator Instructions] Please note, this event is being recorded.
Brink's (BCO) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.52 per share a year ago.
Examine the evolution of Brink's' (BCO) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
The Brink's Company (NYSE:BCO ) Q4 2024 Earnings Conference Call February 26, 2025 9:00 AM ET Company Participants Jesse Jenkins – Vice President-Investor Relations Mark Eubanks – Chief Executive Officer Kurt McMaken – Chief Financial Officer Conference Call Participants George Tong – Goldman Sachs Sam Kusswurm – William Blair Tyler Barishaw – Truist Operator Good day, and welcome to the Brink's Fourth Quarter and Full Year 2024 Earnings Presentation. All participants will be in a listen-only mode.
Although the revenue and EPS for Brink's (BCO) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Brink's (BCO) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.79 per share. This compares to earnings of $2.76 per share a year ago.
Get a deeper insight into the potential performance of Brink's (BCO) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
The Brink's Company said Thursday (Feb. 6) that its subsidiary, Brink's Global Services USA (BGS USA), reached agreement with two U.S. agencies to resolve investigations related to cross-border currency shipments and compliance with federal money-transmitting laws.
The Brink's Company has had some mixed results but, on the whole, the company is doing just fine right now. It does have some growth aspects to it, plus shares are trading at really attractive levels on both an absolute basis and relative to similar firms. The reduction in guidance is disappointing to see, but this doesn't ruin the picture in my view, even though it makes the firm less appealing than it previously was.
Examine Brink's' (BCO) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.