Every 8-K that Brinks Co (BCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BCO filings page.
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.
The Brink’s Company held a special shareholder meeting where investors approved the Brink’s Share Issuance Proposal tied to its planned acquisition of NCR Atleos Corporation. Shareholders owning 41,181,028 Brink’s common shares were eligible to vote as of the May 11, 2026 record date.
At the meeting, 37,690,024 votes were cast in favor of the share issuance, with very few votes against or abstaining, and 91.63% of eligible votes represented, establishing a strong quorum and clear support. Brink’s and NCR Atleos note the deal has received Hart-Scott-Rodino antitrust clearance and is expected to close by the end of the first quarter of 2027, subject to remaining regulatory approvals and customary conditions.
The Brink’s Company furnished updated investor slides and reiterated its 2026 outlook. The presentation highlights Q1 2026 trailing-twelve-month revenue of $5.4B, including $1.5B from higher-growth ATM Managed Services and Digital Retail Solutions, and $502M of free cash flow with 50% free cash flow conversion.
Management outlines a 2026 framework of mid-single-digit organic revenue growth, mid-to-high teens AMS/DRS organic growth, 30–50 bps adjusted EBITDA margin expansion, and 40–45% free cash flow conversion. Second-quarter 2026 guidance calls for $1,370–$1,430M of revenue, $245–$265M of adjusted EBITDA and EPS of $1.85–$2.25.
The slides also describe the proposed acquisition of NCR Atleos, targeting a combined company with about $10B of revenue, about $2B of adjusted EBITDA, roughly $1B of free cash flow and $200M in expected annual run-rate cost synergies within three years of closing, as well as combined net leverage under 3.0x by 2027.
The Brink’s Company reported strong first-quarter 2026 results with solid growth in key metrics. Revenue reached $1.38 billion, up 10% year over year, driven by 4.5% total organic growth and 15% organic growth in its higher-margin AMS/DRS businesses.
Non-GAAP operating profit rose 12% to $168 million and adjusted EBITDA increased 10% to $238 million, expanding the adjusted EBITDA margin to 17.3%. Non-GAAP EPS grew 11% to $1.80, while GAAP EPS declined to $0.77, reflecting acquisition, transformation and other non-core costs.
Cash generation improved meaningfully, with cash flows from operating activities up $89 million, free cash flow up $66 million year over year, and trailing-twelve-month free cash flow surpassing $500 million with 50% conversion. Management reaffirmed its 2026 framework of mid-single-digit organic revenue growth, mid-to-high-teens AMS/DRS organic growth, 30–50 basis points of adjusted EBITDA margin expansion and 40–45% free cash flow conversion, and guided Q2 2026 revenue to $1.37–$1.43 billion and non-GAAP EPS to $1.85–$2.25.
The company also highlighted progress on the planned acquisition of NCR Atleos, targeting $200 million in annual run-rate cost synergies within three years and a closing by the end of the first quarter of 2027.
The Brink’s Company reported results of its 2026 annual shareholder meeting. Shareholders elected nine directors to terms expiring in 2027, with each nominee receiving over 33.9 million votes in favor and substantial broker non-votes also recorded.
Shareholders approved an advisory resolution on named executive compensation and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. They also approved the Amended and Restated 2024 Equity Incentive Plan, which adds 3,900,000 shares of common stock available for issuance. A shareholder proposal requesting a report on employee retention rates by demographic categories was not approved.
The Brink’s Company appointed Adnane Louridi as Senior Vice President and Global Controller, and he will also serve as the company’s Principal Accounting Officer, effective April 6, 2026. This role oversees the company’s accounting function and related financial reporting responsibilities.
Louridi, age 42, brings recent experience as Vice President and Chief Financial Officer, Global Automotive at TE Connectivity from 2024 to 2026, and as Chief Financial Officer, HVAC at Johnson Controls from 2020 to 2024. Brink’s states there are no family relationships or related-party transactions involving Louridi that require disclosure.
The Brink’s Company entered into an amended and restated credit agreement that expands and extends its main lending facilities to support its pending acquisition of NCR Atleos Corporation.
The new structure includes a $1.225 billion senior secured term loan refinancing existing term debt, a $1.025 billion senior secured delayed draw term loan for the NCR Atleos deal, a refinanced $1.0 billion revolving credit facility, and up to $600 million of additional revolving commitments tied to the acquisition. These facilities mature on March 31, 2031 and bear interest at a base rate or Term SOFR plus an applicable margin. The agreement adds customary covenants and requires a maximum consolidated net secured leverage ratio of 3.50x (with a temporary step-up for certain acquisitions) and a minimum consolidated interest coverage ratio of 2.50x.
The Brink’s Company is acquiring NCR Atleos in a cash-and-stock deal valued at about $6.6 billion. Each NCR Atleos share will be converted into $30.00 in cash plus 0.1574 Brink’s shares, implying $50.40 per share and a roughly 24% premium to NCR Atleos’ prior close.
The combined business is positioned as a leading financial technology infrastructure company, with illustrative 2026 revenue of about $10 billion, adjusted EBITDA of about $2 billion and margins around 20%, plus an expected $200 million in annual run-rate cost synergies. Brink’s expects the transaction to be at least 35% accretive to EPS and to generate roughly $1 billion of free cash flow within a few years, while initially funding the deal with significant new bridge financing and targeting net leverage in the 2.0x–3.0x range by year-end 2027.
The Brink’s Company reported solid growth and record cash generation for 2025, led by its AMS and DRS services. Full-year revenue reached $5,261 million, up 5%, while adjusted EBITDA rose to $977 million with a margin of 18.6%, 40 basis points higher than 2024. GAAP EPS was $4.70 and non-GAAP EPS $8.05, both increasing double digits.
In the fourth quarter, revenue was $1,379 million, up 9%, with 5% organic growth. Adjusted EBITDA grew 10% to $277 million, lifting the margin to 20.1%. AMS/DRS revenue grew 22% organically in the quarter and contributed 29% of revenue.
Cash from operations reached a record $640 million in 2025 and free cash flow was $436 million, a 45% conversion of adjusted EBITDA. Brink’s returned over $250 million to shareholders via dividends and buybacks, repurchasing $209 million of stock and reducing share count by about 5%, while cutting net debt leverage to 2.7 times EBITDA. For 2026, management targets mid-single-digit organic revenue growth, mid- to high-teens AMS/DRS growth, 30–50 basis points of adjusted EBITDA margin expansion, and free cash flow conversion of 40–45%. The company also issued first-quarter 2026 guidance for revenue and adjusted EBITDA.
The Brink’s Company reported a leadership change in its finance organization. Effective January 7, 2026, Michael Sweeney ceased serving as Chief Accounting Officer and Controller. The company expressed appreciation for his service. To support continuity in its accounting and reporting functions, Chief Financial Officer Kurt McMaken will also serve as Acting Chief Accounting Officer during a transition period until a permanent successor is appointed.
The Brink’s Company announced that its Board of Directors approved a $750 million share repurchase program. The company may buy back common stock over time at management’s discretion, using an opportunistic approach or pre-arranged trading plans. Purchases can be made in the open market, through privately negotiated transactions, or by other methods permitted by law, and the program can be suspended or discontinued at any time.
The company disclosed the new authorization in connection with a press release dated December 11, 2025, which provides additional details on the program. A large repurchase authorization like this can reduce the number of shares in circulation if executed, which may increase earnings per share and signal confidence by the Board in the company’s long-term prospects.
The Brink’s Company (BCO) furnished its third‑quarter 2025 results materials. The company reported results for the quarter ended September 30, 2025 via a press release and provided an accompanying investor slide deck.
Both documents were furnished as exhibits—press release (Exhibit 99.1) and presentation slides (Exhibit 99.2)—and, in line with General Instruction B.2, are not deemed “filed” for purposes of Section 18 of the Exchange Act. The filing also includes the Cover Page Interactive Data File (Exhibit 104).
The Brink’s Company reported that Daniel J. Castillo, Executive Vice President and President, North America, has resigned from his position. He notified the company on August 8, 2025, and his resignation will be effective August 29, 2025, so the North American business will be transitioning to new leadership.
The company stated that Mr. Castillo is leaving to pursue another opportunity. No additional details about succession plans or operational changes were included in this disclosure.