종목/NATL
NCR Atleos Corporation
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NCR Atleos Corporation, a financial technology company, engages in the provision of self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Self-Service Banking; Network; and Telecommunications & Technology (T&T). It offers solutions, including a line of automated teller machine (ATM) hardware and software, as well as elated installation, maintenance, and managed and professional services; and ATM as a service to manage and run for financial institutions that include back office, cash management, software management, and ATM deployment. The company also provides network of ATMs and multi-functioning financial services kiosks for financial institutions, financial technology companies, neobanks, and retailers; Allpoint network which provides cash withdrawal and deposit access to credit unions, banks, digital banks, fintechs, stored-value debit card issuers, and other consumer financial services providers; and ATM branding solutions to financial institutions, ATM management and services to retailers and other businesses, and LibertyX solution which gives consumers the ability to buy and sell Bitcoin. In addition, it offers managed network and infrastructure services to enterprise clients across various industries through communications service providers and technology manufacturers; and professional, field, and remote services for modern network technologies, including software-defined wide area networking, network functions virtualization, wireless local area networks, optical networking, and edge networks. NCR Atleos Corporation was founded in 1884 and is headquartered in Atlanta, Georgia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q1 | $0.89 | $0.65 | −26.9% | $1.04B | — |
| 5월 5일 (화) | 2026 Q1 | $0.89 | — | — | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출과 주요 부문(특히 Self-Service Banking, ATMaaS)에서의 견조한 성장과 EPS 개선으로 시장은 '소폭의 긍정적 서프라이즈'로 받아들일 가능성이 높습니다. 다만 총 마진 하락(관세·원가 영향)과 조정 FCF 마이너스 등 현금흐름 이슈, 그리고 Brink’s 인수 관련 규제·통합 리스크는 투자자들이 주의할 포인트입니다.
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