NCR Atleos Corporation Unveils Second Quarter 2025 Financial Results
NCR Atleos Corporation, a leading provider of self-service banking technology, has announced its Q2 2025 financial results, showcasing robust growth and sustained profitability.
The company's key growth drivers were significant growth in ATM outsourcing services and strong hardware demand. This combination contributed to a 2% increase in total revenue year-over-year, reaching $1.10 billion. The revenue figure exceeded estimates by $20 million [1][3].
Gross profit increased by 1% year-over-year to $253 million, with adjusted gross profit steady at $275 million. Recurring revenue, a key focus for Atleos, accounted for 70% of total revenue, emphasising the company’s strategy towards sustainable income [1].
The strong hardware demand alongside outsourcing services solidified overall growth in the quarter. Adjusted EBITDA increased 4% year-over-year to $205 million, and Adjusted EBITDA margin expanded 40 basis points year-over-year to 18.6% [1].
GAAP diluted earnings per share grew 46% year-over-year to $0.60, while non-GAAP diluted earnings per share grew 9% year-over-year to $0.93 [2]. Net income attributable to Atleos increased 50% year-over-year to $45 million, or 4% of revenue on a GAAP basis [1].
Income from operations increased 11% year-over-year to $120 million on a GAAP basis. Adjusted income from operations (non-GAAP) increased 4% year-over-year to $159 million [1].
Tim Oliver, President and Chief Executive Officer of NCR Atleos, stated that the team delivered revenue and profitability at the high-end of expectations, while driving industry-leading service levels, executing productivity initiatives, and advancing strategic growth efforts [4].
In a positive move for shareholders, Mr. Oliver announced a $200 million share repurchase program with a two-year duration [3]. NCR Atleos Corporation reaffirmed its growth outlook and full year 2025 guidance, continuing to believe that its full year guidance ranges are appropriate [5].
The company's net cash used by operating activities was $23 million, and Adjusted free cash flow-unrestricted was $15 million [1]. Despite these figures, NCR Atleos remains confident that its strategy to generate more service revenue from every machine across its leading global installed base will create significant shareholder value [5].
[1] - NCR Atleos Corporation Q2 2025 Earnings Release [2] - Yahoo Finance: NCR Atleos Corporation Earnings Report [3] - Seeking Alpha: NCR Atleos Corporation Earnings Call Transcript [4] - PR Newswire: NCR Atleos Corporation Reports Q2 2025 Results [5] - GlobeNewswire: NCR Atleos Corporation Reaffirms Full Year 2025 Guidance
The robust growth and sustained profitability reported by NCR Atleos Corporation in Q2 2025 were driven by its self-service banking technology, specifically its significant growth in ATM outsourcing services and strong hardware demand. As a result, investing in this business could potentially yield returns their analysis deems positive. NCR Atleos's focus on recurring revenue highlights its strategy towards sustainable income in the finance sector.
