NYSE$BCO

Brinks Co · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Brink's reported solid revenue growth and operational improvements in Q4 2024.

Brink's delivered strong performance in Q4 2024 with record revenue, continued organic growth, and robust operating profitability. The company recorded net income of $39 million, and operating profit margin reached 8.3%.

  • Revenue increased by 1% to $1.264 billion.
  • Adjusted EBITDA totaled $251 million.
  • Net income was $39 million.
  • EPS of $0.84 GAAP and $2.12 Non-GAAP.

Headline financials

Total Revenue

$1.26B

Previous: $1.25B+1.5%
EPS (adj)

$2.12

Previous: $2.76-23.2%
Net Income

$38.5M

Previous: -$5M+870.0%
Operating Income

$105M

Previous: $102M+2.5%

Revenue & EPS history

Brinks · Revenue · Quarterly

$1.26B

Q4 2024+1.5%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Brink's expects mid-single digit organic revenue growth and margin expansion in 2025.

Tailwinds

  • Organic revenue growth projected in mid-single digits.
  • AMS/DRS organic revenue growth expected in mid to high teens.
  • Free cash flow conversion projected at 40-45%.
  • More than 50% of free cash flow to be returned to shareholders.
  • Continued focus on margin expansion by 30-50bps.

Headwinds

  • Potential currency headwinds in 2025.
  • Higher cost structure due to DOJ/FinCEN charges.
  • Ongoing inflationary pressures.
  • Challenges related to geopolitical risks.
  • Continued impacts from Argentina's economic environment.

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 Q4 2024

Historical avgQ4 2024

+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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