Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of armored transport service provider Brink's (NYSE:BCO) jumped 10% today after the company reported first quarter results.

So what: Revenue was up 4%, to $977 million, on 6% organic growth, but earnings per share dropped to $0.04, from $0.43 a year ago. On an adjusted basis, earnings per share were $0.35, $0.05 short of estimates, but investors looked past this because management said it would be able to overcome a robbery earlier this year, and generate a 6%-8% profit margin. 

Now what: The first quarter was hit by a robbery in Belgium, but higher-than-expected growth in 2013 more than offset that loss. Management expects 6% to 8% organic growth, which is well over expectations. I wouldn't buy on the pop today, but if shares pullback in coming weeks, the stock's forward P/E ratio of 13 is reasonable given the steady nature of this business.

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Fool contributor Travis Hoium has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.