Brink's Q4 Earnings Beat, Raised Guidance Shift Investment Narrative

Brink's Company reported quarterly results exceeding earnings expectations and raised its guidance, driven by organic revenue growth, stronger profitability, and accelerating free cash flow. The company's shift toward higher-margin ATM Managed Services and Digital Retail Solutions segments has been a catalyst for growth, but the structural risk of a faster move to cashless payments could weigh on growth. Share repurchases and free cash flow have strengthened the company's investment narrative, with a fair value estimate of $133.50 per share.