The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how safety & security services stocks fared in Q4, starting with Brink’s (NYSE:BCO).
Rising concerns over physical security, cybersecurity threats, and workplace safety regulations will present opportunities for companies in this sector. AI and digitization will enhance surveillance, access control, and threat detection, which could benefit key players in Safety & Security Services. These trends could also introduce ethical and regulatory concerns over data privacy and automated decision-making in security operations, giving rise to headline risks. Finally, increasing scrutiny on private security practices and evolving criminal justice policies again mean that companies in the space need to operate with the utmost care or risk being the poster child of abuse of power.
The 6 safety & security services stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was in line.
While some safety & security services stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4% since the latest earnings results.
Known for its iconic armored trucks that have been a fixture in American cities since 1859, Brink’s (NYSE:BCO) provides secure transportation and management of cash and valuables for banks, retailers, and other businesses worldwide.
Brink’s reported revenues of $1.38 billion, up 9.1% year on year. This print exceeded analysts’ expectations by 1.8%. Overall, it was a very strong quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and a decent beat of analysts’ revenue estimates.
Mark Eubanks, president and CEO, said: “Supported by a strong fourth quarter, Brink’s took another significant step forward in our strategic execution in 2025. We continue to methodically transform Brink’s into a faster growing, more profitable and higher cash flow generating business supported by growth in our recurring AMS / DRS customer offerings. In the fourth quarter, AMS / DRS growth accelerated to 22% organically, driving EBITDA margin expansion and over $260 million of free cash flow generation. In 2025, we delivered $977 million of adjusted EBITDA with 40 basis points of margin expansion to 18.6%. EBITDA growth was highlighted by record margin performance in our North America and Europe segments where AMS / DRS growth is driving mix penetration, and our productivity initiatives continue to mature. Free cash flow conversion of 45% was at the top end of our full-year framework. The strong cash performance allowed us to return over $250 million to shareholders through our dividend and share repurchase plan while reducing our net debt leverage to 2.7 times EBITDA. “
Brink’s Total Revenue
The stock is down 22.1% since reporting and currently trades at $105.66.
Originally founded in 1983 as the first private prison company in the United States, CoreCivic (NYSE:CXW) operates correctional facilities, detention centers, and residential reentry programs for government agencies across the United States.
CoreCivic reported revenues of $604 million, up 26% year on year, outperforming analysts’ expectations by 6%. The business had an incredible quarter with a beat of analysts’ EPS and revenue estimates.
CoreCivic Total Revenue
CoreCivic achieved the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 7.7% since reporting. It currently trades at $19.92.
With a global footprint spanning three continents and approximately 81,000 beds across 100 facilities, GEO Group (NYSE:GEO) operates secure facilities, processing centers, and reentry services for government agencies in the United States, Australia, and South Africa.
GEO Group reported revenues of $707.7 million, up 16.5% year on year, exceeding analysts’ expectations by 5.8%. Still, it was a softer quarter as it posted full-year revenue guidance missing analysts’ expectations and a significant miss of analysts’ full-year EPS guidance estimates.
Interestingly, the stock is up 10.7% since the results and currently trades at $17.53.
Born from the company that invented the first portable handheld police radio in 1940, Motorola Solutions (NYSE:MSI) provides mission-critical communications, video security, and command center software solutions for public safety agencies and enterprise customers.
Motorola Solutions reported revenues of $3.38 billion, up 12.3% year on year. This number surpassed analysts’ expectations by 1.1%. It was a strong quarter as it also logged a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.
The stock is up 4.2% since reporting and currently trades at $438.65.
Founded in 1914 as Mine Safety Appliances to protect coal miners from dangerous gases, MSA Safety (NYSE:MSA) designs and manufactures advanced safety products that protect workers and facilities across industries including fire service, energy, construction, and manufacturing.
MSA Safety reported revenues of $510.9 million, up 2.2% year on year. This print beat analysts’ expectations by 0.7%. Overall, it was a strong quarter as it also produced a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.
MSA Safety had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is down 12.5% since reporting and currently trades at $172.22.
Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
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