BCO at a glance
BRINKS CO (BCO, SEC CIK 78890) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BRINKS CO (BCO) reported revenue of $5.3 billion (up 5.0% from FY2024) and net income of $199.7 million. Diluted EPS was $4.69.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding BRINKS CO (BCO) shares worth $2.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.3B
- +5.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $2.1B · +1 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: global cash and valuables management, digital retail solutions, and ATM managed services across 100+ countries
- Emphasis on tech-enabled Digital Retail Solutions and ATM Managed Services, revenue grew to $1.5B in 2025 from $1.2B in 2024
- Strategic shift prioritizing "Innovate to Grow" with focus on technology and continuous improvement via Brink's Business System
- Workforce 65,400 employees, slight increase from 63,600 full-time and 1,800 part-time in prior year, with 89% outside U.S.
- Noteworthy: launched global Employee Voice Program survey in 2025 to enhance employee experience and culture through feedback
Risk Factors
- Regulatory/legal risk: Chilean antitrust agency FNE complaint alleging 2017-2018 collusion, $30.5 million fine sought against Brink’s Chile
- Macroeconomic risk: Material increases in inflation could significantly raise cash needs beyond current $1.7 billion cash and equivalents
- Operational vulnerability: Reliance on actuarial assumptions in U.S. pension plans with $568 million benefit obligation sensitive to discount rate changes
- Market disruption risk: Potential impairment of $1.5 billion goodwill if adverse macroeconomic or market conditions deteriorate reported fair values
- Financial risk: U.S. tax law changes (One Big Beautiful Bill Act 2025) raised valuation allowance $12 million, limiting use of foreign tax credits
Management Discussion & Analysis
- Revenue not explicitly provided; operating profit increased contributing to $213.5M rise in operating cash flows in 2025 vs 2024
- Operating margin data not disclosed; free cash flow before dividends rose $35.6M to $435.5M in 2025 from 2024
- Best segment performance: Europe with $87.0M capex; worst capex decline in Latin America ($8.8M decrease)
- Capital allocation: $628M invested in infrastructure, $583M share repurchases, $124M dividends paid, $39M acquisitions over 3 years
- 2025 dividends $42.3M ($1.0075/share), slight increase from $41.8M in 2024; Debt 91% of capitalization down from 93% 2024
AI summary of the BCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,392.3M, up 7% YoY from $1,300.5M; organic growth 4%
- GAAP operating margin 9.6% vs 10.3%; non-GAAP margin 13.6% vs 12.6%
- Best segment Rest of World: revenue $219.2M, up 16%; operating profit $52.0M, up 36%
- Worst segment North America: revenue $444.5M, up 2%; operating profit $69.6M, up 12%
- Headwinds: NCR Atleos and transformation expenses $31.0M; acquisition expected to close in first quarter 2027
Risk Factors
- No risk-factors section provided in the supplied filing text
- $750 million share-repurchase program approved December 2025, expiring December 31, 2027
- No common-stock repurchases during quarter ended June 30, 2026
- No directors or officers adopted or terminated trading arrangements during quarter
AI summary of the BCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- September 30, 2026 press release represents the material event underlying this Item 8.01 filing
- Investors should review Exhibit 99.1 for the disclosed event, financial implications and potential market impact
Item EX-99.1: Item EX-99.1
- CMA Phase 1 review requires proposed divestiture of NoteMachine/TestLink UK to address UK overlap with NCR Atleos’ Cardtronics business
- NCR Atleos acquisition remains targeted for early Q1 2027, subject to regulatory approvals and closing conditions
Item 2.02: Results of Operations and Financial Condition
- Second-quarter results for period ended June 30, 2026, reported August 5, 2026
- Detailed financial results and management commentary furnished in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Earnings presentation slides furnished as Exhibit 99.2 for investor review
- Disclosure supports the August 5, 2026 earnings presentation under Regulation FD
Item EX-99.1: Item EX-99.1
- Q2 revenue $1,392M, up 7%; AMS/DRS organic growth remained mid-teens or higher for 14 consecutive quarters
- Adjusted EBITDA $257M, up 11%; margin expanded 100 basis points to 13.6%, with improvement across every segment
Item 7.01: Regulation FD Disclosure
- Malaysia investment expected to leave consolidated reporting following reduced Company involvement
- Reported revenue reduction of approximately $100 million over next four quarters
AI summaries of BCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BCO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BOYNTON PAUL G | A | Oct 1, 2026 | 147 | $100.99 |
| Clough Ian D | A | Oct 1, 2026 | 157 | - |
| Herling Michael J | A | Oct 1, 2026 | 160 | - |
| Button Adrian | A | Sep 30, 2026 | 53.64 | $100.99 |
| Eubanks Richard M. | A | Sep 30, 2026 | 118 | $100.99 |
| Cook Kristen Williams | A | Sep 30, 2026 | 42.91 | $100.99 |
| Galloway Elizabeth A | A | Sep 30, 2026 | 43.42 | $100.99 |
| Peschard Mijares Guillermo Eduardo | A | Sep 30, 2026 | 56.34 | $100.99 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.0B | $5.3B |
| Operating Income | - | $453.0M | $585.5M |
| Net Income | $87.7M | $162.9M | $199.7M |
| Op. Margin | - | 9.0% | 11.1% |
| Net Margin | - | 3.3% | 3.8% |
| Balance Sheet | |||
| Total Assets | $6.6B | $6.6B | $7.3B |
| Equity | - | $184.9M | $277.7M |
| ROE | - | 88.1% | 71.9% |
| Per Share | |||
| EPS | $1.87 | $3.63 | $4.69 |
| Cash Flow | |||
| Operating CF | - | $426.0M | $639.5M |
| CapEx | $202.7M | $222.5M | $203.1M |
Source: XBRL data in BRINKS CO (BCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.13B |
| Q1 2026 | 33 | $2.09B |
| Q4 2025 | 31 | $2.31B |
| Q3 2025 | 32 | $2.36B |
| Q2 2025 | 33 | $1.83B |
| Q1 2025 | 31 | $1.29B |
| Q4 2024 | 29 | $1.33B |
| Q3 2024 | 26 | $600.8M |
- FMR LLC (Fidelity)+1.47M (+31%)
- Goldman Sachs Group+282.2K (+90%)
- Bank of America Corp+281.3K (+124%)
- Millennium Management+226.2K (+1234%)
- Morgan Stanley+75.5K (+33%)
- T. Rowe Price Group−126.1K (-26%)
- AQR Capital Management−109.3K (-49%)
- BlackRock−38.1K (-1%)
- Renaissance Technologies LLC−34.6K (-27%)
- BNY Mellon−7.5K (-2%)
- Blackstone Group+14.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 249 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
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BCO SEC filings: frequently asked questions
Which institutions hold BCO stock?
As of June 30, 2026, the largest BRINKS CO (BCO) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($582.3 million), BlackRock ($500.3 million), Vanguard Portfolio Management LLC ($188.8 million), Vanguard Capital Management LLC ($175.1 million), State Street Corp ($153.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BCO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BRINKS CO (BCO) reported revenue of $5.3 billion (up 5.0% from FY2024) and net income of $199.7 million. Diluted EPS was $4.69. The figures come from the XBRL data in the 10-K.
What are the main risks in BCO's latest 10-K?
In the 10-K filed February 26, 2026, BRINKS CO (BCO) flagged: Regulatory/legal risk: Chilean antitrust agency FNE complaint alleging 2017-2018 collusion, $30.5 million fine sought against Brink’s Chile. Macroeconomic risk: Material increases in inflation could significantly raise cash needs beyond current $1.7 billion cash and equivalents. (AI summary of the Risk Factors section.)
What did BCO report in its latest 8-K?
BRINKS CO (BCO) filed an 8-K on September 30, 2026 reporting Item 8.01 (Other Events). September 30, 2026 press release represents the material event underlying this Item 8.01 filing.
What are the latest BCO SEC filings?
BRINKS CO (BCO) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on October 2, 2026.
What is BCO's SEC CIK number?
BRINKS CO (BCO)'s SEC Central Index Key (CIK) is 78890. EDGAR lists every BCO filing under that number.
Ask anything about BCO
The research agent reads BCO's filings, financials, insider trades and 13F holders, then answers with sources.