RB Global (NYSE:RBA) Releases Quarterly Earnings Results, Beats Estimates By $0.12 EPS

RB Global (NYSE:RBA) (TSE:RBA) issued its quarterly earnings results on Tuesday. The business services provider reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.12, Briefing.com reports. The company had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.17 billion. RB Global had a net margin of 9.65% and a return on equity of 9.66%. RB Global’s revenue was up 5.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.95 earnings per share.

Here are the key takeaways from RB Global’s conference call:

• Adjusted EBITDA increased 10% in Q4 (margin expanded to 8.9% from 8.4%) on 4% GTV growth, and adjusted EPS rose 17% in Q4 (15% for the full year), highlighting operating leverage and tight cost management.
• 2026 guidance targets 5–8% GTV growth and Adjusted EBITDA of $1.47–$1.53 billion (~7% growth at midpoint), with CapEx of $350–$400 million and an expected GAAP/adjusted tax rate of 23–25%.
• Management signed a multi?year renewal with one of its two largest automotive partners and reached an agreement in principle with the other, and sees a robust RFP pipeline that could drive incremental market?share gains.
• The company is rolling out technology initiatives — including the IAA Total Loss Predictor, AI-enabled training for territory managers, and a reserved auction format internationally — which should improve routing, pricing and productivity but will take time to scale and could pressure near?term take rates.
• Strong cash generation (nearly $1B from operations in 2025), a 1.4x net debt/Adjusted EBITDA ratio at year?end, and a capital?allocation focus on debt reduction, tuck?in M&A, dividends and potential buybacks under board review.

RB Global Stock Performance

Shares of RBA stock opened at $104.48 on Wednesday. The firm’s 50 day moving average is $109.21 and its 200 day moving average is $107.78. The stock has a market capitalization of $19.42 billion, a P/E ratio of 49.99, a PEG ratio of 1.91 and a beta of 0.54. RB Global has a 12 month low of $87.87 and a 12 month high of $119.58. The company has a current ratio of 1.23, a quick ratio of 1.15 and a debt-to-equity ratio of 0.46.

RB Global Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Monday, February 9th will be issued a $0.31 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.24 annualized dividend and a yield of 1.2%. RB Global’s dividend payout ratio (DPR) is 59.33%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Raymond James Financial increased their price objective on shares of RB Global from $135.00 to $145.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Weiss Ratings reiterated a “hold (c+)” rating on shares of RB Global in a report on Thursday, January 22nd. Bank of America reduced their price objective on RB Global from $120.00 to $114.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Wall Street Zen lowered RB Global from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, National Bank Financial upgraded RB Global from a “sector perform” rating to an “outperform” rating and set a $124.00 target price on the stock in a report on Monday, November 24th. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, RB Global has an average rating of “Moderate Buy” and an average target price of $126.00.

Insider Activity at RB Global

In other news, CEO James Francis Kessler sold 20,742 shares of the company’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $115.00, for a total transaction of $2,385,330.00. Following the sale, the chief executive officer directly owned 107,569 shares in the company, valued at $12,370,435. This represents a 16.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is owned by insiders.

Hedge Funds Weigh In On RB Global

Hedge funds have recently modified their holdings of the company. State of Wyoming purchased a new stake in RB Global in the second quarter worth about $46,000. Geneos Wealth Management Inc. grew its position in RB Global by 21.9% in the first quarter. Geneos Wealth Management Inc. now owns 540 shares of the business services provider’s stock worth $54,000 after acquiring an additional 97 shares in the last quarter. NewEdge Advisors LLC increased its position in shares of RB Global by 53.1% during the 1st quarter. NewEdge Advisors LLC now owns 588 shares of the business services provider’s stock valued at $59,000 after purchasing an additional 204 shares during the last quarter. Harvest Fund Management Co. Ltd raised its stake in shares of RB Global by 437.2% in the third quarter. Harvest Fund Management Co. Ltd now owns 779 shares of the business services provider’s stock valued at $84,000 after acquiring an additional 634 shares during the period. Finally, Sfam LLC purchased a new stake in RB Global in the 4th quarter worth about $82,000. Hedge funds and other institutional investors own 95.37% of the company’s stock.

RB Global Company Profile

RB Global, Inc, an omnichannel marketplace, provides insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Its marketplace brands include Ritchie Bros., an auctioneer of commercial assets and vehicles offering online bidding; IAA, a digital marketplace connecting vehicle buyers and sellers; Rouse Services, which provides asset management, data-driven intelligence, and performance benchmarking system; SmartEquip, a technology platform that supports customers' management of the equipment lifecycle; and Veritread, an online marketplace for heavy haul transport solution.