NCR Atleos Corp (NATL) Form 10-Q — Nov 4, 2026
NCR Atleos reported Q3 2026 net income attributable to Atleos of $97 million ($1.27 diluted EPS), up 273% from $26 million ($0.34) a year earlier, with operating income up 66% to $183 million. Q3 revenue was $1.10 billion, down 2% year over year, but Adjusted EBITDA rose 10% to $241 million on software/services mix shift, productivity initiatives and IEEPA tariff refunds. Results were boosted by $31.5 million of net legal settlement proceeds booked in SG&A and lower interest expense ($61M vs. $68M), partially offset by higher fuel and memory chip costs that management expects to persist through year-end.
Key figures
- Eps
- 1.27
- Revenue
- 1099000000
- Net Income
- 97000000
- Total Debt
- 2575000000
- Revenue Yoy
- -2%
- Total Assets
- 5506000000
- Cash Position
- 311000000
- Shares Outstanding
- 73939883
- Q3 2025 revenue
- 1121000000
- Q3 gross margin
- 25.8%
- Atmaas q3 revenue
- 83000000
- Revolver capacity
- 571000000
- Nine month revenue
- 3245000000
- Q3 2025 net income
- 26000000
- Q3 adjusted ebitda
- 241000000
- Interest expense q3
- 61000000
- Q3 2025 eps diluted
- 0.34
- Brinks expected close
- early in the first quarter of 2027
- Network managed units
- 77.0 thousand
- Nine month net income
- 184000000
- Nine month eps diluted
- 2.42
- Q3 adjusted ebitda yoy
- +10%
- Arr self service banking
- 1742000000
- Brinks deal consideration
- $30.00 in cash plus 0.1574 shares of Brink's common stock per Atleos share
- Legal settlement proceeds
- 31500000
- Operating income growth q3
- +66%
- Senior notes 9 5pct due 2029
- 1350000000
- Remaining performance obligations
- approximately $1.8 billion
AI analysis
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