Brink's adjusts Malaysia accounting, trims $100M revenue

The Brink’s Company plans an accounting change for its Malaysia business that will result in the operation no longer being consolidated in its financial statements.

Rhea-AI Filing Summary

The Brink’s Company plans an accounting change for its Malaysia business that will result in the operation no longer being consolidated in its financial statements. After this change, the company expects to account for its Malaysia investment using a method other than consolidation.

Management currently expects this change to reduce reported revenue by approximately $100 million over the next four quarters and to reduce Adjusted EBITDA by approximately $10 million to $15 million over the same period. The company states that this change is not expected to affect its full-year 2026 organic revenue growth and Adjusted EBITDA margin expansion framework.

The estimates are preliminary and may change as the quarterly financial close and review procedures are completed and the final accounting treatment under U.S. GAAP is determined. Adjusted EBITDA is identified as a non-GAAP financial measure, and the company explains it cannot provide a quantitative reconciliation to the most directly comparable GAAP measure without unreasonable effort.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Revenue impact: $100 million Adjusted EBITDA impact: $10 million to $15 million Outlook year: 2026

3 metrics

Revenue impact $100 million Expected reduction in reported revenue over the next four quarters from Malaysia accounting change

Adjusted EBITDA impact $10 million to $15 million Expected reduction in Adjusted EBITDA over the next four quarters from Malaysia accounting change

Outlook year 2026 Company does not expect impact on full-year 2026 organic revenue growth and Adjusted EBITDA margin framework

Key Terms

Adjusted EBITDA, non-GAAP financial measure, organic revenue growth, consolidated basis, +1 more

5 terms

Adjusted EBITDA financial

"The Company currently expects this change to reduce reported revenue... and Adjusted EBITDA..."

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

non-GAAP financial measure financial

"Adjusted EBITDA is a non-GAAP financial measure."

A non-GAAP financial measure is a way companies present their financial results that excludes certain expenses or income to show how they believe their core business is performing. It matters because it can give a clearer picture of how the company is really doing, but it can also be used to make results look better than they actually are.

organic revenue growth financial

"impact on its full-year 2026 organic revenue growth and Adjusted EBITDA margin expansion framework."

Organic revenue growth is the increase in a company's sales that comes from its existing products and services, without including any gains from acquisitions or selling off parts of the business. It reflects the company’s ability to attract more customers or encourage existing customers to buy more over time. For investors, it indicates the company's underlying strength and efficiency in expanding its core operations.

consolidated basis financial

"the Malaysia Business’s results would therefore no longer be reflected on a consolidated basis"

forward-looking statements regulatory

"contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What accounting change is The Brink’s Company (BCO) making for its Malaysia business?

The Brink’s Company plans to stop consolidating its Malaysia business in its financial statements and expects to account for the investment using a method other than consolidation, reflecting a change in the company’s involvement in that operation.

How will the Malaysia accounting change affect BCO’s reported revenue?

The company expects the new accounting treatment to reduce reported revenue by approximately $100 million over the next four quarters. This reflects a reporting impact from deconsolidation of the Malaysia business rather than a stated change in underlying operating activity.

What is the expected impact on BCO’s Adjusted EBITDA from the Malaysia change?

The Brink’s Company estimates the change will reduce Adjusted EBITDA by about $10 million to $15 million over the next four quarters. Adjusted EBITDA is a non-GAAP financial measure and the company has not yet provided a GAAP reconciliation.

Does the Malaysia accounting change alter BCO’s 2026 organic growth outlook?

The company states it does not expect the change to affect its full-year 2026 organic revenue growth and Adjusted EBITDA margin expansion framework, indicating that its previously described strategic and financial targets for 2026 remain in place despite the reporting shift.

Why can’t BCO reconcile the Adjusted EBITDA impact to GAAP for this change?

The company says it cannot provide a quantitative reconciliation of the anticipated Adjusted EBITDA impact to GAAP without unreasonable effort because it has not completed its financial close and review procedures, and some reconciliation items depend on future events that cannot yet be estimated.

What risks could cause BCO’s Malaysia accounting impact to differ from expectations?

The estimates may change based on the timing and occurrence of events driving the accounting change, the final U.S. GAAP determination, completion of financial close procedures, and the broader risks described in Brink’s most recent Annual Report on Form 10-K and subsequent SEC filings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Understanding 8-K Material Events →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 07/24/2026 - 05:13 PM Accepted by SEC EDGAR 07/24/2026 - 05:13 PM Learn about SEC filing dates

BRINKS CO0000078890false00000788902026-07-242026-07-24

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): July 24, 2026

THE BRINK’S COMPANY

(Exact name of registrant as specified in its charter)

Virginia			001-09148			54-1317776
(State or other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

1801 Bayberry Court

P. O. Box 18100

Richmond, VA 23226-8100
(Address and zip code of

principal executive offices)

Registrant’s telephone number, including area code: (804) 289-9600

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

    ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

    ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

    ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

    ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, par value $1.00 per share			BCO			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule

405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

The Brink's Company (the “Company”) anticipates a change in the accounting treatment with respect to its Malaysia business (the “Malaysia Business”). Following a change in the Company's involvement in the Malaysia Business, the Company expects to account for its investment under a method other than consolidation, and the Malaysia Business’s results would therefore no longer be reflected on a consolidated basis in the Company's financial statements.

The Company currently expects this change to reduce reported revenue by approximately $100 million and Adjusted EBITDA by approximately $10 million to $15 million, in each case, over the next four quarters. The Company does not expect this change will have an impact on its full-year 2026 organic revenue growth and Adjusted EBITDA margin expansion framework.

These expectations are preliminary, reflect the Company’s management’s current estimates, and are subject to change as the Company completes its financial close and review procedures for the quarter. Adjusted EBITDA is a non-GAAP financial measure. The Company is unable to provide a quantitative reconciliation of the anticipated Adjusted EBITDA impact to the most directly comparable GAAP measure without unreasonable effort because the Company has not yet completed its financial close and review procedures for the quarter, and certain items necessary to complete the reconciliation depend on the outcome of that process and on future events that cannot be reasonably estimated at this time.

Cautionary Note Regarding Forward Looking Statements

This Current Report on Form 8-K contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the anticipated change in accounting treatment for the Company's Malaysia Business and the estimated annualized impact of that change on the Company's revenue, Adjusted EBITDA, organic revenue growth, and acquisition/disposition reporting. These statements are based on preliminary estimates and the Company’s management’s current expectations and are not a guarantee of final results. Actual results may differ materially due to factors including the timing and occurrence of events giving rise to the change in accounting treatment, the final determination of accounting treatment under U.S. GAAP, the completion of the Company’s financial close and review procedures, and the risks described in the Company's most recent Annual Report on Form 10-K and subsequent filings with the Securities and Exchange Commission. The Company undertakes no obligation to update any forward-looking statement, except as required by law.

Item 9.01						Financial Statements and Exhibits.
(d)			Exhibits
			104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			THE BRINK’S COMPANY (Registrant)
Date: July 24, 2026			By:			/s/ Kurt B. McMaken
						Kurt B. McMaken
						Executive Vice President and Chief Financial Officer

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.7 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 22.3 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.7 KB