Overview
Self-service financial access leader's Q4 revenue grew 4%, meeting analyst expectations
Adjusted EBITDA for Q4 missed analyst expectations
Company to be acquired by The Brink's Company in cash and stock deal
Outlook
Atleos will not issue 2026 financial guidance due to acquisition by Brink's
Result Drivers
SELF-SERVICE BANKING GROWTH - 2025 Self-Service Banking revenue grew 7%, driven by 14% hardware growth and 33% ATM as a Service growth
ATM AS A SERVICE - Record ATM as a Service booked in Q4, topped $200 mln of total quarterly contract value for the first time
NETWORK BUSINESS RECOVERY - Network revenue declined slightly in 2025, but Q4 showed a return to growth with increased surcharge-free, deposit, and ReadyCode transactions
Company press release: ID:nBw4RsLV9a
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Meet | $1.15 bln | $1.15 bln (5 Analysts) |
Q4 Net Income | $83 mln | ||
Q4 Adjusted EBITDA | Miss | $236 mln | $248.12 mln (5 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the financial technology (fintech) peer group is "buy"
Wall Street's median 12-month price target for NCR Atleos Corp is $41.00, about 1.1% above its February 25 closing price of $40.57
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)