Brinks Company (the) · NYSE:BCO
Brinks Company (the) — Q4 2025 Earnings Presentation
12 slides from Brinks Company (the)'s earnings presentation, Feb 26, 2026
Slide 1: Creating a Leader in Financial Technology Infrastructure
Creating a Leader in Financial Technology Infrastructure February 26, 2026
Slide 2: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “anticipate,” “assume,” “could,” “estimate,” “expect,” “target,” “possible,” “project,” “predict,” “int
Slide 3: Combining Trusted Financial Technology Infrastructure Solution Providers
Combining Trusted Financial Technology Infrastructure Solution Providers to Better Serve Banking and Retail Customers Enhanced Size and Scale Resilient and Growing Broader Capabilities Expanded Addressable Enhanced Value Creation Financial Profile Market Combined company:1 • Expanded recurring • Ful
Slide 4: NCR Atleos Overview
NCR Atleos Overview Industry Leading Self-service Banking Solution Platform ~600k ~78k +140 ~20k Global installed base of devices Largest independent network of owned and operated ATMs Countries Employees #1 ATMaaS and Managed Services Provider Full outsourcing capabilities Extensive hardware & soft
Slide 5: Broadened Customer Offerings to Enhance Scale and Profitability
Broadened Customer Offerings to Enhance Scale and Profitability YE 2025 + YE 2025 = Rest of APAC Illustrative Combined World 15% 33% North 12% Company 20264 Total Revenue1 America United $5.3B EMEA 31% $4.4B 45% States & Geographic ~$10B 27% Split Europe 25% 12% Americas Latin America (ex-US) Total
Slide 6: Complementary Offerings and Capabilities Enable Network Optimization
Complementary Offerings and Capabilities Enable Network Optimization of ATM Managed Services and Outsourcing Integrated, Best-in-Class Capabilities Across the Full Customer Value Chain Enhanced Potential to Penetrate Large & Expanding Addressable Markets1 Cash +2-3x Hardware Processing Software Logi
Slide 7: Combining Industry Leading DRS and AMS Offerings
Combining Industry Leading DRS and AMS Offerings to Safely and Securely Streamline the Retail Payments Ecosystem Enhanced Potential to Penetrate Large & Expanding Addressable Markets1 +2-3x Potential Existing ATM $8B Managed Services Traditional Cash $28B Management Together, we will better serve th
Slide 8: Expected Synergies Across the Business
Expected Synergies Across the Business: Unlocking Value and Accelerating Growth and Profitability SG&A Service network and infrastructure Procurement Insourcing logistics and field Leveraging combined ~$105M Streamlining and optimizing SG&A and eliminating ~$70M services, optimizing cash ~$25M purch
Slide 9: Strengthening Free Cash Flow Generation to Maximize Shareholder Value Creation
Strengthening Free Cash Flow Generation to Maximize Shareholder Value Creation Combined Free Cash Flow Near-Term Capital Allocation Priorities Free Cash Flow ($M)1 Conversion (%)2 Organic Investment – AMS/DRS growth and productivity initiatives Reduce Debt – Targeted Net Leverage of 2.0-3.0x by 2027
Slide 10: Transaction Overview
Transaction Overview • Implied value: $6.6B1, 7.2x 2026E NCR Atleos Adjusted EBITDA2 • Implies a 24% premium over NCR Atleos’ closing stock price on February 25, 2026, and a 26% premium over NCR Atleos' 30-day VWAP Transaction • $50.40 per share consideration consisting of: Consideration • $30 per s
Slide 11: Combination Accelerates Existing Core Value Creation Priorities
Combination Accelerates Existing Core Value Creation Priorities 1 2 3 4 Grow Organically Expand Profit Margins Improve FCF Conversion Maximize Shareholder Value Leading capabilities across $200M in annual run-rate cost The combined business is Targeting Net Leverage every touchpoint of the ATM syner
Slide 12: IBRINKS + @ NCR ATLEOS
IBRINKS + @ NCR ATLEOS