The Brink's Company (BCO) AI Stock Analysis

NYSE: BCOAI research summary: business, growth, valuation, analysts, bull and bear case.

BCO AI stock analysis summary

AI Research

The Brink's Company (BCO) provides secure transportation, cash management, and facility security solutions worldwide. In FY2025, the company generated $5.26B in revenue alongside net income of $199.7M. Over the trailing twelve months, revenue reached $5.48B while total debt stood at $4.24B as of June 30, 2026.

Market cap
$4.31B
Revenue (TTM)
$5.48B
P/E
24.3x
fwd 17.3x
1Y return
-4.7%
S&P 500 16.8%
Avg. target
$146.33
39.7% vs last close

Bull case

  • The company achieved a 5-year revenue CAGR of 7.3% through FY2025, reaching $5.26B in annual revenue.
  • Free cash flow reached $436.4M in FY2025, supporting $209.4M in share buybacks and a 5-year share count reduction of 15.5%.
  • All 4 covering analysts assign a Strong Buy rating, with a mean price target of $146.33 representing 39.7% upside to the last close.

Bear case

  • Balance sheet leverage remains elevated with total debt of $4.24B and a high debt-to-equity ratio of 13.66 as of June 30, 2026.
  • The stock fell 4.7% over the past year, significantly lagging the S&P 500 return of 16.8%.
  • Short interest is high, with short percent of float standing at 20.4%.

What Brink's does

The Brink's Company provides comprehensive security solutions, including secure transportation, cash management, and security-related services globally. It offers armored vehicle transportation services for valuable items such as diamonds, jewelry, precious metals, securities, and pharmaceuticals. The company also manages automated teller machines, offering cash replenishment, forecasting, optimization, remote monitoring, and maintenance. Additional offerings include vault outsourcing, money processing, intelligent safe deployment, online cash tracking, inventory management, bill payment, prepaid cards, and corporate debit cards. Furthermore, Brink's provides monitoring and guarding services for facilities such as airports, offices, warehouses, retail stores, and public venues.

Growth and profitability

Between FY2021 and FY2025, annual revenue increased from $4.20B to $5.26B, reflecting a 5-year revenue CAGR of 7.3%. Annual revenue grew 13.8% in FY2021, 8.0% in FY2022, 7.5% in FY2023, 2.8% in FY2024, and 5.0% in FY2025. Operating margin expanded from 8.4% in FY2021 to 11.2% in FY2025, while gross margin rose from 23.0% to 25.8%. Annual net income grew from $105.2M in FY2021 to $199.7M in FY2025, with EPS increasing from $4.82 to $8.03. In the latest quarter ending June 30, 2026, quarterly revenue grew 7.1% year-over-year and quarterly earnings grew 4.1%. Trailing twelve month revenue reached $5.48B with an operating margin of 9.5%.

BCO income statement →

Balance sheet and cash flow

As of June 30, 2026, Brink's held $1.66B in cash and short-term investments against total debt of $4.24B, resulting in net debt of $2.58B. Shareholders' equity was $310.5M, yielding a debt-to-equity ratio of 13.66 and a current ratio of 1.62. In FY2025, operating cash flow was $639.5M and free cash flow was $436.4M. Capital expenditures totaled $203.1M, share buybacks were $209.4M, and dividends paid reached $42.3M. Five-year share count change was -15.5%.

BCO balance sheet →

Valuation and performance

At a last close of $104.75, Brink's trades at a trailing P/E of 24.3x, compared to 24.8x for the median of its US-listed Industrials peers. Its forward P/E is 17.3x versus the peer median of 17.2x. Brink's price-to-sales multiple of 0.8x and EV to EBITDA of 8.1x sit below peer medians of 1.5x and 13.9x, respectively. The stock's 1-year return fell 4.7%, trailing the S&P 500 return of 16.8%. Over 5 years, the stock returned 78.5% compared to 83.0% for the S&P 500.

BCO key metrics →

BCO dividend

Brink's pays a forward annual dividend of $1.02 per share, yielding 0.97% with a payout ratio of 11.9%. The company has paid consecutive dividends for 37 years and delivered a 5-year annualized dividend growth rate of 10.9%. Dividends are distributed quarterly, and the last ex-dividend date was November 2, 2026.

BCO dividend history →

What analysts expect

Wall Street coverage consists of 4 Strong Buy ratings and no Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $146.33, which is 39.7% above the last close of $104.75. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of $9.20 on revenue of $5.59B. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

BCO forecast and price target →

Key risks and what to watch

  • Net debt stood at $2.58B against shareholders' equity of $310.5M as of June 30, 2026.
  • Trailing twelve month profit margin was relatively thin at 3.3%.
  • The stock trades 5.4% below its 200-day average and has declined 9.7% year-to-date.
  • Quarterly earnings growth slowed to 4.1% year-over-year in the latest quarter ending June 30, 2026.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this BCO AI stock analysis

This page is an AI-written research summary of The Brink's Company (BCO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BCO income statement, BCO balance sheet, BCO key metrics, BCO analyst forecast, BCO chart. See the BCO stock overview for the latest quote and news.

BCO AI stock analysis FAQ

What is Brink's dividend yield and payout history?

Brink's provides a forward dividend yield of 0.97% based on an annual dividend of $1.02. The company has paid dividends for 37 consecutive years with a payout ratio of 11.9%.

How leveraged is Brink's balance sheet?

As of June 30, 2026, Brink's carried $4.24B in total debt and $1.66B in cash, resulting in net debt of $2.58B and a debt-to-equity ratio of 13.66.

What are analyst expectations for Brink's earnings?

Analysts project EPS of $9.20 for the fiscal year ending December 31, 2026, and $10.35 for the next fiscal year, with all 4 covering analysts rating the stock a Strong Buy.

How has Brink's stock performed compared to the broader market?

Over the past year, Brink's returned -4.7% compared to a 16.8% gain for the S&P 500, while its 5-year return of 78.5% trailed the S&P 500 return of 83.0%.

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