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Understanding Brink's (BCO) Reliance on International Revenue

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Have you evaluated the performance of Brink's' (BCO - Free Report) international operations during the quarter that concluded in September 2025? Considering the extensive worldwide presence of this armored car company, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

In our recent assessment of BCO's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.

The recent quarter saw the company's total revenue reaching $1.34 billion, marking an improvement of 6.1% from the prior-year quarter. Next, we'll examine the breakdown of BCO's revenue from abroad to comprehend the significance of its international presence.

A Closer Look at BCO's Revenue Streams Abroad

Europe accounted for 26.5% of the company's total revenue during the quarter, translating to $353.1 million. Revenues from this region represented a surprise of +4.56%, with Wall Street analysts collectively expecting $337.7 million. When compared to the preceding quarter and the same quarter in the previous year, Europe contributed $338 million (26%) and $316 million (25.1%) to the total revenue, respectively.

During the quarter, Latin America contributed $326.8 million in revenue, making up 24.5% of the total revenue. When compared to the consensus estimate of $327.2 million, this meant a surprise of -0.12%. Looking back, Latin America contributed $319 million, or 24.5%, in the previous quarter, and $321 million, or 25.5%, in the same quarter of the previous year.

Of the total revenue, $220.3 million came from Rest of World during the last fiscal quarter, accounting for 16.5%. This represented a surprise of -1.67% as analysts had expected the region to contribute $224.05 million to the total revenue. In comparison, the region contributed $209 million, or 16.1%, and $209 million, or 16.6%, to total revenue in the previous and year-ago quarters, respectively.

Revenue Projections for Overseas Markets

Wall Street analysts expect Brink's to report $1.35 billion in total revenue for the current fiscal quarter, indicating an increase of 6.9% from the year-ago quarter. Europe, Latin America and Rest of World are expected to contribute 25.8% (translating to $348.15 million), 25.1% ($338.5 million), and 16.3% ($220.65 million) to the total revenue, respectively.

For the entire year, the company's total revenue is forecasted to be $5.23 billion, which is an improvement of 4.4% from the previous year. The revenue contributions from different regions are expected as follows: Europe will contribute 25.6% ($1.34 billion), Latin America 24.7% ($1.29 billion) and Rest of World 16.7% ($872.5 million) to the total revenue.

Closing Remarks

Relying on international markets for revenues, Brink's faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

With the increasing intricacies of global interdependence and geopolitical strife, Wall Street analysts meticulously observe these patterns, especially for companies with an international footprint, to tweak their forecasts of earnings. Importantly, several additional factors, such as a company's domestic market status, also impact these earnings forecasts.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.

At the moment, Brink's has a Zacks Rank #3 (Hold), signifying that its performance may align with the overall market trend in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Assessing Brink's' Stock Price Movement in Recent Times

The stock has witnessed a decline of 0.2% over the past month versus the Zacks S&P 500 composite's an increase of 1.5%. In the same interval, the Zacks Business Services sector, to which Brink's belongs, has registered a decrease of 6.6%. Over the past three months, the company's shares saw a decrease of 1.6%, while the S&P 500 increased by 4.5%. In comparison, the sector experienced a decline of 9.1% during this timeframe.


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