Brinks Q3 profit beats estimates on strong AMS, digital solutions growth
BCO•Brinks reported Q3 adjusted EPS of $2.46, beating the $2.41 consensus, while revenue of $1.38 billion slightly missed estimates. The company expects mid-single-digit organic revenue growth in 2026 and mid-to-high-teens growth in AMS/DRS.
1. Quarterly results
Brinks reported Q3 revenue of $1.38 billion, compared with analyst expectations of $1.39 billion. Adjusted EPS was $2.46, above the $2.41 consensus, while adjusted operating income was $208 million and adjusted operating margin was 15.10%.
2. Growth and outlook
Organic revenue grew 4%, including more than 16% growth in ATM managed services and digital retail solutions (AMS/DRS). The company said AMS/DRS organic growth accelerated sequentially despite economic challenges, and attributed margin gains to favorable revenue mix and strong pricing. For 2026, Brinks expects mid-single-digit organic revenue growth and mid-to-high-teens AMS/DRS organic growth; it sees Q4 2026 revenue of $1.37 billion to $1.42 billion.
