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

Revenue · Q2 2025
$1.10B
EX-99 · Aug 6, 2025
EPS · Q2 2025
$0.60
EX-99 · Aug 6, 2025
Gross margin · Q2 2025
22.9%
-0.3 pts vs year ago computed from stated figures
EX-99 · Aug 6, 2025
GAAP net income · Q2 2025
$45M
EX-99 · Aug 6, 2025

The quarter in charts

GAAP gross margin

Percent of revenue, as stated

0%15%30%23.2%Same quarter last year22.9%Q2 2025

EX-99 · Aug 6, 2025 Margin values as stated in the release.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$1.10 billion——
GAAP net income$45 million——
EPS$0.60——
Gross margin22.9%—23.2%
Adjusted gross margin24.9%—25.4%
Net income50%——

EX-99 · Aug 6, 2025

Guidance · company-stated

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.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin22.9%
Adjusted gross margin24.9%

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Earnings deck slides

0 decks with slide view

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.

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

Earnings releases

9 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for NCR Atleos Corp are held in this edition of the library.

Mentioned by

2 companies

Other 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.

See also the earnings calendar for every tracked company’s next earnings date.