NYSE$BCO

Brinks Co · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Brink's Q1 2023 earnings reflected double-digit revenue and operating profit growth, with the highest Q1 GAAP operating profit margin since 2018 and non-GAAP operating profit margin since 2010.

Brink's Q1 2023 earnings showcased strong performance with double-digit revenue growth, driven by robust gains in digital retail solutions and ATM managed services. The company's highest non-GAAP first quarter operating margin in recent history was attributed to higher productivity, labor improvements in the U.S., benefits from the 2022 global restructuring plan, and improved revenue mix. Increased full-year 2023 guidance for operating profit, adjusted EBITDA and EPS.

  • Revenue increased by 10%, with organic growth contributing 13%.
  • GAAP operating profit rose by 28% to $80 million, while non-GAAP operating profit increased by 14% to $127 million.
  • GAAP operating margin improved to 6.7%, and non-GAAP operating margin reached 10.7%.
  • GAAP EPS was $0.30, and non-GAAP EPS was $1.16.

Headline financials

Total Revenue

$1.19B

Previous: $1.07B+10.4%
EPS (adj)

$1.16

Previous: $1.15+0.9%
Capital Expenditures

-$45.2M

Previous: -$37M-22.2%
Free Cash Flow

-$30.2M

Previous: $34.3M-188.0%
Net Income

$15M

Previous: $71.3M-79.0%
Operating Income

$79.8M

Previous: $62.4M+27.9%
Gross Profit

$265M

Previous: $234M+13.1%
Cash & Equivalents

$817M

Previous: $733M+11.4%
Total Assets

$6.25B

Previous: $5.75B+8.7%
Stock-Based Comp

$10.9M

Previous: $7.1M+53.5%

Revenue & EPS history

Brinks · Revenue · Quarterly

$1.19B

Q1 2023+10.4%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Brink's has increased its 2023 profit expectations to reflect further restructuring actions and are confident in our outlook as we capitalize on the strong start to the year and work to deliver results that create long-term shareholder value.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.4%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+3.9%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+20.9%

Q2 2020

Best reaction

-14.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.5%+0.7%-3.3%
Q4 2025-14.4%-8.8%-25.7%
Q3 2025+7.6%+7.5%+10.2%
Q1 2025-5.3%-6.9%-10.4%
Q4 2024+1.9%-6.3%-7.7%
Q3 2024-3.3%-3.7%-9.0%
Q2 2024-5.6%-7.4%+4.2%
Q1 2024+6.2%+6.9%+11.8%
Q4 2023+3.7%+4.5%+16.3%
Q3 2023+3.5%+4.9%+18.7%
Q2 2023-1.5%-0.2%+3.8%
Q1 2023+4.2%+4.1%+13.8%
Q4 2022+6.7%+7.2%+3.8%
Q3 2022-3.2%-0.9%+0.9%
Q2 2022+4.4%+2.7%-0.5%
Q1 2022+0.2%+0.7%+8.3%
Q4 2021+3.3%+2.2%-2.2%
Q3 2021+16.2%+15.6%+6.8%
Q2 2021-3.8%-4.6%-1.4%
Q1 2021+4.3%+3.7%-2.0%
Q4 2020+5.8%+1.1%+3.9%
Q3 2020-2.5%+5.5%+57.1%
Q2 2020+20.9%+13.9%+31.1%
Q1 2020-11.6%-11.8%+0.6%
Q4 2019-6.5%-4.6%-10.5%
Q3 2019-0.8%+2.5%+4.2%
Q2 2019+4.7%+4.6%-18.4%
Q1 2019-3.3%-1.3%-2.5%
Q4 2018+0.9%+3.7%-2.3%
Q3 2018+8.2%+5.5%+4.1%
Q2 2018+2.4%+0.5%-1.1%
Q1 2018+0.5%-1.1%-7.2%
Q4 2017-10.1%-9.3%-10.9%
Q3 2017-8.9%-9.9%-5.1%
Q2 2017+12.9%+10.5%+6.5%
Q1 2017+5.5%+3.9%+7.2%
Q4 2016+16.1%+22.5%+21.2%
Q3 2016+8.7%+5.8%+20.6%
Q2 2016+2.6%+3.6%+15.8%
Q1 2016-13.1%
Q4 2015-0.1%
Q3 2015-2.8%
Q2 2015+3.5%
Q1 2015+15.6%
Q4 2014+7.4%
Q3 2014-7.2%
Q2 2014+2.7%
Q1 2014+1.0%
Q4 2013-1.3%
Q3 2013+9.2%
Q2 2013-1.2%
Q1 2013+6.1%
Q4 2012-8.6%
Q3 2012-7.2%
Q2 2012+1.8%
Q1 2012+18.1%
Q4 2010+2.0%
Q4 2011+2.0%
Q3 2011-5.3%
Q2 2011+1.9%
Q1 2010-5.9%
Q1 2011+0.1%
Q4 2008-1.1%
Q3 2010+2.8%
Q3 2009+2.8%
Q2 2010-1.5%
Q2 2009-1.5%
Q4 2009-1.5%

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