Every material Form 8-K Brink's has filed with the SEC since November 06, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Brink's reported third-quarter 2026 revenue of $1.375 billion, up 3%, and non-GAAP adjusted EBITDA of $274 million, up 8%. GAAP net income fell 60% to $15 million and GAAP EPS fell 59% to $0.35, while non-GAAP EPS rose 18% to $2.46. The company also said the NCR Atleos acquisition is now expected to close in early January 2027 and gave Q4 2026 guidance.
Q3 2026 revenue was $1,375 million, up 3% (4% organic); GAAP operating profit fell 14% to $131 million.
Q4 2026 guidance: revenue $1,365 million to $1,415 million, adjusted EBITDA $275 million to $295 million, non-GAAP EPS $2.45 to $2.80.
NCR Atleos acquisition now expected to close in early January 2027; management says synergy opportunities support its original $200 million target.
Brink's reported second-quarter 2026 revenue of $1.39 billion, up 7% from a year earlier, with GAAP net income of $44 million (up 2%) and GAAP EPS of $1.07 (up 4%). Non-GAAP EPS rose 18% to $2.13, and the company set Q3 2026 non-GAAP guidance and said the NCR Atleos acquisition is now expected to close in early Q1 2027, subject to closing conditions.
Q2 2026 revenue was $1,392 million, up 7% (4% in constant currency); GAAP operating profit was $133 million, flat year over year.
Adjusted EBITDA was $257 million, up 11%; non-GAAP EPS was $2.13, up 18%.
Q3 2026 guidance: revenue $1,365 million to $1,415 million, adjusted EBITDA $263 million to $283 million, non-GAAP EPS $2.23 to $2.63.
NCR Atleos closing is now estimated for early Q1 2027, with approximately $200 million in run-rate synergies targeted.
At its April 28, 2026 annual meeting, Brink's shareholders approved an amended and restated 2024 Equity Incentive Plan that adds 3,900,000 shares of common stock for issuance under the plan. Shareholders also elected nine directors, approved an advisory pay vote and ratified KPMG LLP as auditor, and rejected a shareholder proposal on employee retention rates by demographic category.
Amended plan adds 3,900,000 shares of common stock; approved at the April 28, 2026 annual meeting
Nine nominees elected to terms expiring in 2027
Advisory vote on named executive compensation approved: 35,902,479 for, 419,407 against
Shareholder proposal on employee retention rates defeated: 2,619,075 for, 33,439,945 against
Brink's Company said Adnane Louridi was named Senior Vice President and Global Controller effective April 6, 2026, and will serve as the company's principal accounting officer. He previously was Vice President and Chief Financial Officer, Global Automotive at TE Connectivity and Chief Financial Officer, HVAC at Johnson Controls. The filing describes a routine officer appointment with no disclosed compensation figures.
Adnane Louridi, age 42, named Senior Vice President and Global Controller on April 6, 2026
Louridi will also serve as the company's principal accounting officer
Previously Vice President and CFO, Global Automotive at TE Connectivity (2024 to 2026) and CFO, HVAC at Johnson Controls (2020 to 2024)
Compensation set by the Compensation and Human Capital Committee; no specific pay amounts disclosed
Brink's entered an Amended and Restated Credit Agreement on March 31, 2026, with Bank of America as administrative agent, increasing its credit facility from $2.225 billion to $3.85 billion. The company says the proceeds are intended in part to fund cash consideration for its pending acquisition of NCR Atleos, which remains subject to regulatory and shareholder approvals. For shareholders, the filing adds debt capacity tied to that deal, with covenants that limit additional borrowing and dividends.
Total facility increased from $2.225 billion to $3.85 billion, per the April 6, 2026 press release.
Includes a $1.025 billion delayed draw term loan and a $600 million upsize revolving commitment, both for the NCR Atleos acquisition.
Maturity is March 31, 2031; pricing is expected to stay at Term SOFR plus 150 basis points through closing, subject to net leverage.
Financial covenants require a Consolidated Net Secured Leverage Ratio of no more than 3.50 to 1.00 and an Interest Coverage Ratio of at least 2.50 to 1.00.
Brink's agreed to acquire NCR Atleos in a transaction valued at approximately $6.6 billion, combining cash, Brink's stock and assumed debt. The deal requires approval from shareholders of both companies and customary regulatory clearances, and is expected to close in the first quarter of 2027, so shareholders face a large acquisition with significant new debt and dilution.
Each NCR Atleos share would receive $30.00 in cash and 0.1574 Brink's shares, an implied $50.40 per share based on Brink's February 25, 2026 closing price of $129.58.
Deal value is approximately $6.6 billion, including 13.3 million Brink's shares, $2.2 billion in cash and assumption of about $2.6 billion of NCR Atleos debt.
Post-closing, Brink's shareholders would own about 78% and NCR Atleos shareholders about 22% of Brink's common stock.
Brink's has obtained $4.5 billion in committed bridge financing from Morgan Stanley Senior Funding; closing is expected in the first quarter of 2027.
Brink's reported fourth-quarter 2025 revenue of $1,379 million, up 9% (5% organic), and GAAP earnings per share of $1.62, up 93%. For full-year 2025, revenue reached $5,261 million (up 5%) and GAAP EPS was $4.70 (up 30%), and the company gave first-quarter 2026 non-GAAP guidance and a 2026 framework.
Q4 2025 operating profit was $180 million on a GAAP basis, up 72%, and non-GAAP EPS was $2.54, up 20%.
Full-year 2025 adjusted EBITDA was $977 million, up 7%, with operating cash flow of $640 million and free cash flow of $436 million.
Q1 2026 non-GAAP guidance calls for revenue of $1,335 million to $1,395 million, adjusted EBITDA of $220 million to $240 million, and EPS of $1.50 to $1.90.
Net debt leverage fell to 2.7 times adjusted EBITDA, and the company returned over $250 million to shareholders through dividends and share repurchases.
Brink's disclosed that Michael Sweeney stopped serving as Chief Accounting Officer and Controller effective January 7, 2026. Chief Financial Officer Kurt McMaken will serve as Acting Chief Accounting Officer until a permanent successor is appointed, and the filing does not name one.
Michael Sweeney ceased as Chief Accounting Officer and Controller effective January 7, 2026
Kurt McMaken, the CFO, is Acting Chief Accounting Officer during the transition
No permanent successor was named in the filing; the company says transitional measures support continuity in accounting and reporting
Brink's reported third-quarter 2025 revenue of $1.335 billion, up 6% from a year earlier, with GAAP operating profit of $152 million, up 37%. The company said results were above the midpoint of its previous guidance range and issued fourth-quarter 2025 guidance for revenue, adjusted EBITDA and non-GAAP EPS.
Q3 2025 GAAP revenue $1.335 billion, up 6%; GAAP operating profit $152 million, up 37%
Q3 2025 GAAP EPS $0.86, up 32%; non-GAAP EPS $2.08, up 28%
Q4 2025 guidance: revenue $1.330 billion to $1.380 billion; non-GAAP adjusted EBITDA $267 million to $287 million; non-GAAP EPS $2.28 to $2.68
Free cash flow up 30% year over year for the first nine months, per CEO Mark Eubanks
Brink's said Executive Vice President and President, North America Daniel J. Castillo resigned, effective August 29, 2025, to pursue another opportunity. The filing does not name a successor or describe any financial impact, so the change's effect on shareholders is not stated.
Daniel J. Castillo, EVP and President, North America, notified the company of his resignation on August 8, 2025.
Resignation takes effect August 29, 2025.
He is leaving to pursue another opportunity; no successor is named in the filing.
Brink's reported second-quarter 2025 revenue of $1,301 million, up 4% from a year earlier, and GAAP operating profit of $134 million, up 15%. GAAP net income fell 5% to $44 million, and GAAP EPS was $1.03, flat year over year. The company said it is increasing its full-year 2025 revenue and EBITDA expectations, and it issued Q3 2025 guidance.
Q2 2025 revenue $1,301 million, up 4% (5% in constant currency); GAAP operating profit $134 million, up 15%
GAAP net income $44 million, down 5%; GAAP EPS $1.03, flat; non-GAAP EPS $1.79
Q3 2025 guidance: revenue $1,305 million to $1,355 million; adjusted EBITDA $240 million to $260 million; non-GAAP EPS $1.85 to $2.25
Company repurchased $85 million of common stock in the quarter and generated over $100 million of free cash flow
Brink's approved higher severance and equity vesting protections for CEO Mark Eubanks, following a competitive market review and a board focus on retention and succession planning. The changes increase potential payouts and vesting periods if he is terminated, which could affect the company's costs in those situations.
On July 16, 2025, the Compensation and Human Capital Committee approved amendments to the Severance Pay Plan, raising the CEO's cash severance from 1.5 to 2.0 times annual salary and target annual incentive.
Under the amended Change in Control Plan, the CEO's cash severance rises from 2.0 to 3.0 times salary and three-year average actual bonus, and COBRA benefits extend from 18 to 24 months.
On July 17, 2025, Eubanks signed a letter agreement that fully vests certain Company Match Units if he is involuntarily terminated without Cause before September 7, 2026.
Brink's reported first-quarter 2025 revenue of $1,247 million, up 1% on a GAAP basis and 6% on a constant-currency basis. Non-GAAP adjusted EBITDA was $215 million, down 1%, and non-GAAP EPS was $1.62, down 2%, though the company said both exceeded the top end of its guidance range. The company affirmed its 2025 framework and introduced second-quarter 2025 guidance, and has repurchased over 1.3 million shares year to date.
Q1 2025 GAAP revenue $1,247 million, up 1%; GAAP operating profit $119 million, down 1%
Non-GAAP adjusted EBITDA $215 million, down 1%; GAAP EPS $1.19, up 9%; non-GAAP EPS $1.62, down 2%
Q2 2025 guidance: revenue $1,250 million to $1,300 million, adjusted EBITDA $205 million to $225 million, non-GAAP EPS $1.25 to $1.65
Share repurchases exceeded $110 million year to date through the first quarter
Brink's executive James K. Parks, Executive Vice President and President of Europe, Middle East, Africa and Asia, plans to retire on May 1, 2025. The company said Michael Gabay will become Executive Vice President and President, Europe, and Nader Antar will add the Rest of World segment to his duties as President, Brink's Global Services.
James K. Parks notified the company on March 31, 2025 that he plans to retire on May 1, 2025.
Michael Gabay, currently President of Brink's France, will become Executive Vice President and President, Europe.
Nader Antar, Executive Vice President and President, Brink's Global Services, will expand his responsibilities to include the Rest of World segment.
Brink's reported fourth-quarter and full-year 2024 results, with full-year revenue up 3% to $5.0 billion and fourth-quarter revenue up 1% to $1.26 billion. Fourth-quarter non-GAAP EPS fell 23% to $2.12, and a $38 million charge tied to the DOJ and FinCEN resolutions reduced fourth-quarter EPS by $0.86 on a GAAP basis. The company also gave first-quarter 2025 guidance for revenue, adjusted EBITDA and EPS.
Full-year 2024 revenue was $5,012 million, up 3% on a GAAP basis; full-year GAAP EPS was $3.61 and non-GAAP EPS was $7.17, down 2%.
Fourth-quarter 2024 non-GAAP operating profit fell 6% and non-GAAP EPS fell 23% to $2.12; GAAP EPS was $0.84.
Charges for the DOJ and FinCEN resolutions totaled $45.7 million for 2024, including $38 million in the fourth quarter.
Q1 2025 guidance: revenue $1,200 million to $1,250 million, non-GAAP adjusted EBITDA $190 million to $210 million, non-GAAP EPS $1.10 to $1.40.
Brink's reported third-quarter 2024 revenue of $1,259 million, up 3% on a GAAP basis, while GAAP operating profit fell 19% to $112 million and GAAP EPS fell 33% to $0.65. The company updated its full-year 2024 outlook, citing currency and market headwinds in global services, and said organic growth in ATM managed services and digital retail solutions is now expected to exceed 20%.
Q3 2024 revenue $1,259 million, up 3% GAAP; operating profit $112 million, down 19%
Q3 GAAP EPS $0.65, down 33%; non-GAAP EPS $1.51, down 27%
Security losses rose $10 million year over year, mainly from one large loss event; company does not expect this to affect the full-year outlook
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