NCR Atleos Reports Q3 2026 Results: Revenue $1.10 Billion, Adjusted EPS $1.35

What happened

NCR Atleos reported third-quarter 2026 revenue of $1.10 billion, down 2% from a year earlier, while net income rose to $97 million. Adjusted earnings per share was $1.35, up 24%, and adjusted EBITDA increased 10% to $241 million. Its pending transaction with Brink’s remained on track to close in early January 2027.

Confirmed

Global impact / market context

Higher profit and earnings despite lower revenue suggest that improved operating results and the revenue mix helped offset weaker sales. Recurring revenue, which is revenue expected to repeat, made up 71% of the quarter. The Brink’s transaction could also shape the company’s future, but its completion is pending.

Analyst inference

Performance differed across the business: Self-Service Banking and Network revenue each fell 2%, while recurring revenue increased as a share of total sales. Higher memory and fuel costs weighed on operations, and lower crypto transaction demand hurt Network revenue, showing both cost and demand pressures.

Confirmed

What to watch

1. Watch for the Brink’s transaction to close in early January 2027 as planned; until completion, the reported results remain those of NCR Atleos. Confirmed
2. Track whether recurring revenue stays near or above 71% of sales, since continued repeat business could help cushion weaker hardware volumes or transaction demand. Analyst inference
3. Check whether memory and fuel costs ease and whether Software and Services growth continues to offset lower hardware volumes in Self-Service Banking. Analyst inference

Evidence

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