NCR Atleos Q4 core profit misses estimates

NCR Atleos

26/02/2026 21:52

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)