Inferra AI / Company / NATL
NCR Atleos Corp
NATL · Information Technology
Last earnings Aug 5, 2026
Key results
Revenuequarter
$1.10 billion
Revenue of $1.10 billion with 70% from recurring revenue streams
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
GAAP net incomequarter
$45 million
GAAP net income of $45 million Adjusted EBITDA of $205 million GAAP diluted
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
EPSquarter
$0.60
earnings per share of $0.60 grew 46% y y Non-GAAP diluted
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Second Quarter 2025 Operating Results Revenue increased 2% year-over-year to $1.10 billion, including $773 million of recurring revenue, compared to $1.08 billion and $792 million, respectively, in the prior year period.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Gross marginquarter
22.9%
Gross margin decreased 30 basis points year-over-year to 22.9% on a GAAP basis, compared to 23.2% in the prior year period.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Adjusted gross marginquarter
24.9%
Adjusted gross margin (non-GAAP) decreased 50 basis points year-over-year to 24.9%, compared to 25.4% in the prior year period.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Net incomequarter
50%
Net income attributable to Atleos increased 50% year-over-year to $45 million, or 4% of revenue on a GAAP basis, compared to net income attributable to Atleos of $30 million, or 3% of revenue in the prior year period.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Diluted earnings per share increased 46% year-over-year to $0.60 on a GAAP basis, compared to $0.41 in the prior year period.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
AI analysis
Q2 2025 · reported Aug 6, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 6, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $1.10 billion | — | — |
| GAAP net income | $45 million | — | — |
| EPS | $0.60 | — | — |
| Gross margin | 22.9% | — | 23.2% |
| Adjusted gross margin | 24.9% | — | 25.4% |
| Net income | 50% | — | — |
Guidance · company-stated
Direction: Initiated
“2 Full Year 2025 Guidance FY 2025 Targets 2025 Initial Guidance 2024 Base (3) Core Revenue (excludes Voyix) 3% to 6% growth constant currency (est.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
To that end, I am pleased to announce that our Board of Directors has authorized a $200 million share repurchase program with a two year duration, Mr.
Adjusted free cash flow-unrestricted is calculated as net cash provided by operating activities less capital expenditures, less additions to capitalized software, plus minus the change in restricted cash settlement activity, plus minus net reductions or reinvestment in the trade receivables facility due to fluctuations in the outstanding balance of receivables sold, plus proceeds from sale-leaseback transactions of owned ATMs used in ATM as a Service and certain Network arrangements, plus pension contributions and settlements, and plus legal and environmental indemnification payments made to Voyix.
Event summary
NCR Atleos Corporation Reports Second Quarter 2025 Results
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Initiated
Revenue: “2 Full Year 2025 Guidance FY 2025 Targets 2025 Initial Guidance 2024 Base (3) Core Revenue (excludes Voyix) 3% to 6% growth constant currency (est.”
Revenue — Initiated (“Initial”)
“2 Full Year 2025 Guidance FY 2025 Targets 2025 Initial Guidance 2024 Base (3) Core Revenue (excludes Voyix) 3% to 6% growth constant currency (est.”
Classified from the release's primary full-year outlook statement.
Capital allocation
To that end, I am pleased to announce that our Board of Directors has authorized a $200 million share repurchase program with a two year duration, Mr.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Adjusted free cash flow-unrestricted is calculated as net cash provided by operating activities less capital expenditures, less additions to capitalized software, plus minus the change in restricted cash settlement activity, plus minus net reductions or reinvestment in the trade receivables facility due to fluctuations in the outstanding balance of receivables sold, plus proceeds from sale-leaseback transactions of owned ATMs used in ATM as a Service and certain Network arrangements, plus pension contributions and settlements, and plus legal and environmental indemnification payments made to Voyix.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
We believe Adjusted free cash flow-unrestricted information is useful for investors because it indicates the amount of cash available after these adjustments for, among other things, investments in Atleos existing businesses, strategic acquisitions, and repayment of debt obligations.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
While Atleos reports its results in accordance with Generally Accepted Accounting Principles in the United States, or GAAP, comments made during this conference call and in these materials will include or make reference to certain non-GAAP measures, including, but not limited to: amounts in constant currency or CC, adjusted gross margin rate; diluted earnings per share (non-GAAP); adjusted free cash flow- unrestricted; adjusted gross margin (non-GAAP); gross profit; net debt; core revenues; adjusted EBITDA; core adjusted EBITDA; adjusted EBITDA margin; and the ratio of net debt to adjusted EBITDA or net leverage ratio.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
Balance Sheet & Liquidity June 30, 2025 Liquidity $691 Revolving Credit Availability $334 Cash (unrestricted)(2) $357 Total Debt $2,897 Net Debt(3) $2,540 Net Leverage Ratio(3) 3.1X Free Cash Flow Q2 2025 Adjusted EBITDA(4) $205 Capital Expenditures ($35) Inventory Capitalized ($11) Adjusted Capital Expenditures ($46) Maintenance capital expenditures(1) ($11) Growth capital expenditures(1) ($23) ATMaaS capital expenditures(1) ($12) Cash paid for Taxes ($49) Cash paid for Interest ($99) Change in Working Capital $4 Adj.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
NON-GAAP MEASURES 20 Adjusted Free Cash Flow-Unrestricted (FCF) is calculated as net cash provided by operating activities less capital expenditures, less additions to capitalized software, plus/minus the change in restricted cash settlement activity, plus/minus net reductions or reinvestment in the trade receivables facility due to fluctuations in the outstanding balance of receivables sold, plus proceeds from sale-leaseback transactions of owned ATMs used in ATM as a Service and certain Network arrangements, plus pension contributions and settlements, and plus legal and environmental indemnification payments made to Voyix.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
Strategy & priorities
Once again, our team delivered revenue and profitability at the high-end of our expectations, all while driving industry-leading service levels, executing productivity initiatives and advancing strategic growth efforts.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
We continue to believe that our full year guidance ranges are appropriate and remain confident that our simple strategy to generate more service revenue from every machine across our leading global installed base will create significant shareholder value, said Tim Oliver, President and Chief Executive Officer.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Atleos has made great progress since separating from our former parent six quarters ago as evidenced by solid financial results, a strengthening balance sheet and the continued successful execution of our services-led strategy.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
As we approach the leverage goals we identified at the time of separation, and in anticipation of steadily increasing free cash flow, we expect a redeployment strategy that balances returning cash to shareholders, accretive growth investments and further reduction in net leverage.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Statements that describe or relate to Atleos plans, goals, intentions, strategies, or financial outlook, and statements that do not relate to historical or current fact, are examples of forward-looking statements.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Risks & headwinds
Forward-looking statements are based on our current beliefs, expectations and assumptions, which may not prove to be accurate, and involve a number of known and unknown risks and uncertainties, many of which are out of Atleos control.
SEC original ↗NCR Atleos Corp — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Although the Company believes that assumptions underlying the forward-looking statements contained herein are reasonable, should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, any of these statements included herein may prove to be inaccurate.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
In light of the significant uncertainties inherent in the forward-looking statements included herein, the inclusion of such information should not be regarded as a representation by us or any other person that the results or conditions described in such statements or our objectives and plans will be achieved.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
New risk factors and uncertainties may emerge from time to time, and it is not possible for management to predict all risk factors and uncertainties.
SEC original ↗NCR Atleos Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 6, 2025
Legal Proceedings 46 Item 1A.
SEC original ↗NCR Atleos Corp — 10-Q Quarterly report10-QAug 5, 2026
Examples of forward-looking statements in this Form 10-Q include, without limitation, statements regarding: our proposed transaction with The Brink s Company ( Brink s ); our business and financial strategy; expectations regarding tariffs and expected tariff refunds; our future plans relating to workforce talent; expectations regarding our cash flow generation and liquidity; and expectations of our ability to deliver increased value to customers and stockholders.
SEC original ↗NCR Atleos Corp — 10-Q Quarterly report10-QAug 5, 2026
Earnings deck slides
0 decks with slide viewNCR Atleos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
NCR Atleos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
NCR Atleos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
NCR Atleos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KNATL
Aug 5, 2026
- 10-QNATL
Aug 5, 2026
- Q1 2026
- 8-KNATL
Jun 30, 2026
- 8-KNATL
Jun 18, 2026
- 8-KNATL
May 21, 2026
- 10-QNATL
May 7, 2026
- 8-KNATL
May 6, 2026
- Q4 2025
- 8-KNATL
Mar 12, 2026
- 8-KNATL
Mar 5, 2026
- 10-KNATL
Feb 27, 2026
- 8-KNATL
Feb 26, 2026
- 8-KNATL
Feb 26, 2026
- Q3 2025
- 8-KNATL
Dec 19, 2025
- 10-QNATL
Nov 6, 2025
- 8-KNATL
Nov 5, 2025
- 8-KNATL
Oct 28, 2025
- Q2 2025
- 8-KNATL
Sep 26, 2025
- 8-KNATL
Sep 3, 2025
- 10-QNATL
Aug 7, 2025
- 8-KNATL
Aug 6, 2025
- Q1 2025
- 8-KNATL
May 21, 2025
- 10-QNATL
May 8, 2025
- 8-KNATL
May 7, 2025
- Q4 2024
- 8-KNATL
Mar 18, 2025
- 8-KNATL
Mar 3, 2025
- 10-KNATL
Mar 3, 2025
- 8-KNATL
Feb 20, 2025
- 8-KNATL
Jan 14, 2025
- Q3 2024
- 8-KNATL
Nov 25, 2024
- 10-QNATL
Nov 12, 2024
Earnings releases
9 documentsPresentations
4 documentsTranscripts
0 documentsNo transcripts for NCR Atleos Corp are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention NCR Atleos Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“atter; the impacts of the operating environment in Argentina; the proposed acquisition of NCR Atleos, Inc. ("NCR Atleos"), including: the expected timing and conditions to closing (including… …information technology (“IT”) and its impact on revenue a”
“expected payments related to a certain litigation matter, net of expected recoveries from NCR Atleos. In this release, we use certain non-GAAP measures.… … of its series A convertible preferred stock for a total of $78 million in the fourth quarter. ”
See also the earnings calendar for every tracked company’s next earnings date.