The Brinks 2025 Q3 Earnings Strong Performance with 6.1% Revenue Growth and 17.9% Net Income Surge

The Brink's (BCO) delivered robust third-quarter 2025 results, . , reflecting investor optimism. Management raised full-year guidance, citing momentum in high-margin AMS/DRS growth and margin expansion.

Revenue

, . , forming the core of the business, . This segment mix shift underscores the company’s strategic pivot toward subscription-based services, which now account for 28% of total revenue.

Earnings/Net Income

, . , . The EPS growth of 31.8% and net income increase of 17.9% reflect strong profitability and operational efficiency.

Post-Earnings Price Action Review

The stock price of The Brink’s surged 8.21% during the latest trading day, reflecting strong market reaction to the earnings report. Over the past week, shares edged up 0.97%, . The positive intraday jump suggests investor confidence in the company’s operational momentum and margin expansion prospects, despite short-term volatility.

CEO Commentary

CEO emphasized the company’s strategic shift toward high-margin AMS/DRS services, which now represent 28% of total revenue. He highlighted “record Q3 EBITDA and operating profit margins” driven by productivity gains and pricing discipline. Eubanks expressed optimism about expanding margins further through operational efficiency and leveraging the “Brink’s Business System.” He also noted progress in capital efficiency, including reduced vehicle counts and improved cash conversion, while reaffirming commitment to shareholder returns via share repurchases and debt reduction.

Guidance

For Q4 2025, , with organic growth in the mid-single digits and AMS/DRS growth at the high end of its framework. , . For the full year, the company maintains mid-single-digit organic growth expectations, supported by mid-to-high teens growth in AMS/DRS. , .

Additional News

, . The company also highlighted strategic acquisitions to expand its AMS/DRS footprint, . Additionally, CEO Eubanks reiterated a long-term goal of achieving 20% EBITDA margins in North America through operational discipline and technology-driven efficiencies.