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Side-by-side financial comparison of BRINKS CO (BCO) and CF Industries (CF). Click either name above to swap in a different company.

CF Industries is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× BRINKS CO). CF Industries runs the higher net margin — 26.4% vs 4.9%, a 21.5% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 9.1%). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 5.6%).

The Brink's Company is an American cash handling company, headquartered in Richmond, Virginia. Its operations include cash-in-transit, ATM replenishment & maintenance, and cash management & payment services, such as vault outsourcing, money processing, intelligent safe services, and international transportation of valuables.

CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.

BCO vs CF — Head-to-Head

Bigger by revenue
CF
CF
1.4× larger
CF
$1.9B
$1.4B
BCO
Growing faster (revenue YoY)
CF
CF
+13.8% gap
CF
22.8%
9.1%
BCO
Higher net margin
CF
CF
21.5% more per $
CF
26.4%
4.9%
BCO
Faster 2-yr revenue CAGR
CF
CF
Annualised
CF
12.8%
5.6%
BCO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BCO
BCO
CF
CF
Revenue
$1.4B
$1.9B
Net Profit
$68.1M
$495.0M
Gross Margin
27.7%
40.9%
Operating Margin
13.1%
33.0%
Net Margin
4.9%
26.4%
Revenue YoY
9.1%
22.8%
Net Profit YoY
76.9%
26.3%
EPS (diluted)
$1.62
$2.56

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BCO
BCO
CF
CF
Q4 25
$1.4B
$1.9B
Q3 25
$1.3B
$1.7B
Q2 25
$1.3B
$1.9B
Q1 25
$1.2B
$1.7B
Q4 24
$1.3B
$1.5B
Q3 24
$1.3B
$1.4B
Q2 24
$1.3B
$1.6B
Q1 24
$1.2B
$1.5B
Net Profit
BCO
BCO
CF
CF
Q4 25
$68.1M
$495.0M
Q3 25
$36.3M
$460.0M
Q2 25
$43.7M
$492.0M
Q1 25
$51.6M
$351.0M
Q4 24
$38.5M
$392.0M
Q3 24
$28.9M
$341.0M
Q2 24
$46.2M
$506.0M
Q1 24
$49.3M
$238.0M
Gross Margin
BCO
BCO
CF
CF
Q4 25
27.7%
40.9%
Q3 25
25.8%
38.1%
Q2 25
24.9%
39.9%
Q1 25
24.6%
34.4%
Q4 24
26.1%
34.4%
Q3 24
25.0%
32.4%
Q2 24
25.2%
43.2%
Q1 24
25.0%
27.8%
Operating Margin
BCO
BCO
CF
CF
Q4 25
13.1%
33.0%
Q3 25
11.4%
35.0%
Q2 25
10.3%
34.3%
Q1 25
9.6%
27.4%
Q4 24
8.3%
28.9%
Q3 24
8.9%
26.6%
Q2 24
9.3%
40.6%
Q1 24
9.8%
20.6%
Net Margin
BCO
BCO
CF
CF
Q4 25
4.9%
26.4%
Q3 25
2.7%
27.7%
Q2 25
3.4%
26.0%
Q1 25
4.1%
21.1%
Q4 24
3.0%
25.7%
Q3 24
2.3%
24.9%
Q2 24
3.7%
32.2%
Q1 24
4.0%
16.2%
EPS (diluted)
BCO
BCO
CF
CF
Q4 25
$1.62
$2.56
Q3 25
$0.86
$2.19
Q2 25
$1.03
$2.37
Q1 25
$1.18
$1.85
Q4 24
$0.87
$1.86
Q3 24
$0.65
$1.55
Q2 24
$1.02
$2.30
Q1 24
$1.09
$1.03

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BCO
BCO
CF
CF
Cash + ST InvestmentsLiquidity on hand
$1.7B
Total DebtLower is stronger
$4.0B
$3.2B
Stockholders' EquityBook value
$277.7M
$4.8B
Total Assets
$7.3B
$14.1B
Debt / EquityLower = less leverage
14.31×
0.66×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCO
BCO
CF
CF
Q4 25
$1.7B
Q3 25
$1.3B
Q2 25
$1.4B
Q1 25
$1.2B
Q4 24
$1.4B
Q3 24
$1.2B
Q2 24
$1.2B
Q1 24
$1.1B
Total Debt
BCO
BCO
CF
CF
Q4 25
$4.0B
$3.2B
Q3 25
$3.8B
$3.0B
Q2 25
$3.9B
$3.0B
Q1 25
$3.7B
$3.0B
Q4 24
$3.7B
$3.0B
Q3 24
$3.7B
$3.0B
Q2 24
$3.6B
$3.0B
Q1 24
$3.4B
$3.0B
Stockholders' Equity
BCO
BCO
CF
CF
Q4 25
$277.7M
$4.8B
Q3 25
$268.5M
$4.8B
Q2 25
$254.6M
$5.0B
Q1 25
$205.8M
$4.8B
Q4 24
$184.9M
$5.0B
Q3 24
$277.1M
$5.2B
Q2 24
$320.5M
$5.5B
Q1 24
$396.4M
$5.4B
Total Assets
BCO
BCO
CF
CF
Q4 25
$7.3B
$14.1B
Q3 25
$7.0B
$14.2B
Q2 25
$7.1B
$13.8B
Q1 25
$6.6B
$13.3B
Q4 24
$6.6B
$13.5B
Q3 24
$6.7B
$13.8B
Q2 24
$6.6B
$13.8B
Q1 24
$6.7B
$13.9B
Debt / Equity
BCO
BCO
CF
CF
Q4 25
14.31×
0.66×
Q3 25
14.05×
0.61×
Q2 25
15.48×
0.60×
Q1 25
18.19×
0.62×
Q4 24
20.26×
0.60×
Q3 24
13.39×
0.57×
Q2 24
11.26×
0.54×
Q1 24
8.67×
0.55×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BCO
BCO
CF
CF
Operating Cash FlowLast quarter
$539.0M
Free Cash FlowOCF − Capex
$313.0M
FCF MarginFCF / Revenue
16.7%
Capex IntensityCapex / Revenue
3.5%
12.1%
Cash ConversionOCF / Net Profit
1.09×
TTM Free Cash FlowTrailing 4 quarters
$1.8B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCO
BCO
CF
CF
Q4 25
$539.0M
Q3 25
$122.1M
$1.1B
Q2 25
$563.0M
Q1 25
$-60.2M
$586.0M
Q4 24
$369.8M
$420.0M
Q3 24
$58.4M
$931.0M
Q2 24
$-66.1M
$475.0M
Q1 24
$63.9M
$445.0M
Free Cash Flow
BCO
BCO
CF
CF
Q4 25
$313.0M
Q3 25
$77.4M
$717.0M
Q2 25
$318.0M
Q1 25
$-119.1M
$454.0M
Q4 24
$307.2M
$223.0M
Q3 24
$7.4M
$792.0M
Q2 24
$-122.8M
$391.0M
Q1 24
$11.7M
$347.0M
FCF Margin
BCO
BCO
CF
CF
Q4 25
16.7%
Q3 25
5.8%
43.2%
Q2 25
16.8%
Q1 25
-9.6%
27.3%
Q4 24
24.3%
14.6%
Q3 24
0.6%
57.8%
Q2 24
-9.8%
24.9%
Q1 24
0.9%
23.6%
Capex Intensity
BCO
BCO
CF
CF
Q4 25
3.5%
12.1%
Q3 25
3.3%
20.9%
Q2 25
4.0%
13.0%
Q1 25
4.7%
7.9%
Q4 24
5.0%
12.9%
Q3 24
4.1%
10.1%
Q2 24
4.5%
5.3%
Q1 24
4.2%
6.7%
Cash Conversion
BCO
BCO
CF
CF
Q4 25
1.09×
Q3 25
3.36×
2.31×
Q2 25
1.14×
Q1 25
-1.17×
1.67×
Q4 24
9.61×
1.07×
Q3 24
2.02×
2.73×
Q2 24
-1.43×
0.94×
Q1 24
1.30×
1.87×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BCO
BCO

Segment breakdown not available.

CF
CF

Ammonia$591.0M32%
UAN$493.0M26%
Urea$372.0M20%
Other$244.0M13%
Other Products$147.0M8%
Ammonium Nitrate Segment$25.0M1%

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