Every 8-K that NCR Atleos Corporation (NATL) 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 NATL 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 NATL filings page.
NCR Atleos Corporation reported solid second quarter 2026 results. Total revenue was $1.10 billion, flat year-over-year, with 70% from recurring streams. Gross margin expanded to 28.0% from 22.9%, and adjusted gross margin rose to 30.2%. Q2 net income attributable to Atleos increased 67% to $65 million, or $0.86 diluted EPS, while adjusted diluted EPS grew to $1.49, up 67%. Adjusted EBITDA was $254 million, a 25% increase, lifting the adjusted EBITDA margin to 23.0%.
Self-Service Banking revenue rose 1% to $741 million, with adjusted EBITDA up 13% and margin improving to 28.6%. Network revenue declined 1% to $316 million, but Network adjusted EBITDA grew 23%, with margin reaching 33.5%. Net cash from operating activities in Q2 was $30 million, and adjusted free cash flow-unrestricted was $16 million. The net leverage ratio improved to 2.69x from 3.14x a year earlier.
The company highlighted progress on its proposed merger with The Brink’s Company; both companies’ shareholders approved the transaction, and Atleos now anticipates closing in early first quarter 2027, subject to remaining conditions. Due to the pending deal, Atleos will not host an earnings call or provide a financial outlook.
NCR Atleos Corporation reported that its stockholders approved the previously announced acquisition by The Brink’s Company at a virtual special meeting. As of the May 11, 2026 record date, 73,797,901 common shares were entitled to vote, and 80.70% of eligible votes were represented, constituting a quorum.
The merger proposal received 59,403,719 votes for, 92,237 against and 63,782 abstentions, while the compensation proposal related to the merger also passed. The companies noted that U.S. antitrust clearance under the Hart-Scott-Rodino Act has been received and that the transaction is expected to close by the end of the first quarter of 2027, subject to remaining regulatory approvals and customary conditions.
NCR Atleos Corporation reported the results of its 2026 Annual Meeting of Stockholders. Shareholders elected seven directors to serve until the 2027 Annual Meeting, with each nominee receiving over 34 million votes in favor and relatively few votes against or abstentions.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 35,690,965 votes for and 461,702 against. In addition, they ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026, with 37,534,375 votes for and minimal opposition.
NCR Atleos Corporation reported first quarter 2026 results showing moderate growth and higher profitability. Total revenue reached $1.043 billion, up 7% year over year, with 72% coming from recurring revenue such as service, processing and network fees.
Self-Service Banking revenue grew 12%, driven by roughly 30% growth in ATM as a Service and 23% hardware growth, while Network revenue increased about 1%. Net income attributable to Atleos rose to $22 million, a 57% increase, and diluted EPS improved to $0.29 from $0.19. Adjusted EBITDA was $172 million, flat year over year, and gross margin declined to 22.4% from 23.7% due to higher tariffs and input costs.
Operating cash flow was a use of $9 million, with adjusted free cash flow-unrestricted of $(13) million. Management highlighted ongoing rollout of AI-enabled dispatch solutions and reiterated that regulatory and administrative work on the proposed transaction with The Brink’s Company is underway, with a targeted closing by the end of the first quarter of 2027.
NCR Atleos Corporation entered into a supplemental indenture for its 9.500% Senior Secured Notes due 2029 after obtaining required noteholder consents. Holders of a majority in aggregate principal amount of the Notes approved amendments to the Indenture, including redefining “Change of Control” so the planned merger with The Brink’s Company will not trigger that provision.
The supplemental indenture became effective on execution and is binding on all noteholders, with the amendments becoming operative immediately before the first merger effective time and lapsing if the merger is not completed or the consent fee is not paid. The company also highlighted extensive merger-related risks and directed investors to future SEC proxy and prospectus materials for detailed information on the transaction.
NCR Atleos Corporation announced a consent solicitation for holders of its 9.500% Senior Secured Notes due 2029. The company is asking noteholders to approve amendments so that its planned merger with The Brink’s Company will not be treated as a Change of Control under the indenture.
Holders who consent by the stated deadlines and if a majority in principal amount approves are eligible for a cash payment of $1.25 per $1,000 principal, payable only if the required consents are received and the Brink’s mergers close. The merger agreement is not conditioned on the success of this consent process.
NCR Atleos agreed to be acquired by The Brink’s Company in a cash-and-stock merger valuing NCR Atleos at about $6.6 billion. Each NCR Atleos share will be converted into $30.00 in cash plus 0.1574 shares of Brink’s common stock, implying $50.40 per share based on Brink’s prior closing price.
The implied consideration represents a 24% premium to NCR Atleos’ last closing price and a 26% premium to its 30‑day volume-weighted average price. After closing, Brink’s shareholders are expected to own about 78% of the combined company, with NCR Atleos stockholders holding about 22%.
Brink’s plans to finance the cash portion with balance sheet cash and new debt and has secured $4.5 billion of committed bridge financing. The companies target about $200 million in annual run-rate cost synergies and expect the deal to be at least 35% EPS accretive, subject to shareholder and regulatory approvals and other customary closing conditions. Closing is expected in the first quarter of 2027.
NCR Atleos reported solid fourth quarter and full year 2025 results and separately announced a definitive agreement to be acquired by The Brink’s Company in a cash and stock transaction.
Full year 2025 revenue was $4.35 billion, up 1% from 2024, with 71% from recurring streams. Net income attributable to Atleos doubled to $162 million, while Adjusted EBITDA rose 6% to $830 million and Adjusted EBITDA margin expanded to 19.1%.
The Self-Service Banking segment grew revenue 7% for the year, supported by 14% ATM hardware growth and 33% ATM as a Service growth, and its Adjusted EBITDA margin increased to 26.1%. Network revenue declined 1% for 2025 but returned to year-over-year growth in the fourth quarter.
Net cash provided by operating activities reached $356 million and Adjusted free cash flow-unrestricted was $326 million, up 35%. Atleos repurchased 1.2 million shares for $44 million through February 2026 and reduced its net leverage ratio to 2.77x from 3.21x. In connection with the Brink’s transaction, the company cancelled its earnings call, will not issue 2026 guidance, and has suspended its share repurchase program.
NCR Atleos Corporation reported changes to agreements with its top executives. The board’s Compensation and Human Resource Committee approved a new standalone restrictive covenant agreement for certain senior leaders, including the CEO, CFO, COO, and General Counsel. Under these new agreements, each covered officer agreed to extend their non-competition obligation to 24 months after leaving the company, which replaces the shorter and varied terms in prior equity and severance arrangements.
To support this change, the committee also approved accelerating the vesting of one-third of the executives’ outstanding time-based 2024 and 2025 restricted stock unit awards by about two months so that these portions vest on December 19, 2025. All other terms of the awards remain the same, including the one-year post-vesting holding period measured from the original vesting dates.
NCR Atleos Corporation furnished an 8-K announcing it issued a press release with its third quarter 2025 financial results and related information. The materials are provided under Items 2.02 and 7.01 and are not deemed “filed” under Section 18 of the Exchange Act.
The company will host its previously announced conference call on November 6, 2025. Attached exhibits include the press release (99.1), supplemental materials (99.2), and the cover page Inline XBRL file (104).
NCR Atleos (NATL) amended and restated its bylaws effective October 28, 2025. The Second Amended and Restated Bylaws refine advance notice requirements for stockholder proposals and director nominations, clarify receipt of notices, remove “acting in concert” from associated-person definitions, add references to group members, and clarify the meaning of support.
They also remove 2023/2024 date references, confirm Board authority over committees and certain officer removals, and add clarifications on officer resignations and the lead director.
The Compensation and Human Resource Committee of NCR Atleos Corporation approved an amendment to CEO Timothy C. Oliver's employment agreement that will keep his Separation Multiplier at 300% under the company's Change in Control Severance Plan effective October 16, 2025. Without the amendment, the multiplier would have reduced to 200% on that date. The committee said it approved the amendment to preserve the existing level of retention value given Mr. Oliver's performance and importance to the company. No other terms of the employment agreement were changed. The amendment is filed as Exhibit 10.1 to the Current Report.
NCR Atleos Corporation announced it will participate in an investor conference on September 3-4, 2025, with presentations starting at 8:00 a.m. Eastern Time. Presentation materials are attached as Exhibit 99.1 to this report and will be posted on the company's Investor Relations webpage at www.ncratleos.com. The filing does not disclose earnings, material transactions, or new financial data; it serves to make the conference presentation publicly available and to satisfy disclosure requirements for the event.