NYSE$NATL

NCR Atleos Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

NCR Atleos reported Q1 2026 total revenue of $1.04B and net income of $22M ($0.29 diluted EPS).

Q1 2026 total revenue was $1.04 billion (+6.5% YoY) with product revenue $221 million and service revenue $822 million. Income from operations was $84 million; net income attributable to Atleos was $22 million ($0.29 diluted EPS). ATM and self-service banking solutions drive recurring service mix.

  • Total revenue $1.04B (+6.5%).
  • Service revenue $822M; product $221M.
  • Net income $22M; diluted EPS $0.29.
  • Operating income $84M.
  • Post-spin focus on ATM-as-a-service.

Headline financials

Total Revenue

$1.04B

Previous: $980M+6.4%
EPS (adj)

$0.29

Previous: $0.23+26.1%
Capital Expenditures

-$27M

Previous: -$29M+6.9%
Net Income

$22M

Previous: $17M+29.4%
Operating Income

$84M

Previous: $96M-12.5%

Revenue & EPS history

NCR · Revenue · Quarterly

$1.04B

Q1 2026+6.4%vs Q1 2025
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Revenue by segment

NCR · $1.04B total across 3 segments · Q3 2023

  • Self-Service Banking
    $656M+4.0%
  • Network
    $335M+7.0%
  • T&T
    $49M-7.5%

Forward guidance

MD&A discusses service attachment, backlog, and capital allocation without numeric quarterly EPS guidance.

Tailwinds

  • Revenue growth with high service mix.
  • Profitable with positive EPS.

Headwinds

  • Hardware cyclicality and bank IT budgets.
  • Leverage and integration from NCR separation.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.6%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+2.7%

Avg return

30 days after

57%

8 / 14 earnings

Positive

+17.3%

Q1 2023

Best reaction

-7.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%+0.3%-1.5%
Q4 2025+5.4%+12.8%+2.5%
Q3 2025-7.6%-5.3%-2.4%
Q1 2025-7.0%-5.6%-8.5%
Q4 2024-3.7%-3.7%-3.3%
Q3 2024+2.6%-0.7%+14.3%
Q2 2024-2.9%-0.1%-5.2%
Q1 2023+17.3%+26.4%+25.6%
Q1 2024+12.6%+25.5%+21.9%
Q4 2021+3.6%+3.2%+12.5%
Q2 2023+3.6%+3.2%+12.5%
Q4 2023-4.0%-3.7%-12.2%
Q3 2022+1.9%-8.0%-9.4%
Q3 2023+1.9%-8.0%-9.4%
Q4 2022
Q2 2022
Q1 2022
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

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