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

RB Global (NYSE:RBA) (TSE:RBA) announced its earnings results on Tuesday. The business services provider reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.12, Briefing.com reports. The company had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.17 billion. RB Global had a return on equity of 9.66% and a net margin of 9.65%.The firm’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same period last year, the company posted $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 Up 2.4%

Shares of NYSE:RBA opened at $104.48 on Wednesday. The company has a 50 day moving average price of $109.21 and a two-hundred day moving average price of $107.78. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.15 and a current ratio of 1.23. The company has a market capitalization of $19.42 billion, a PE ratio of 49.99, a PEG ratio of 1.91 and a beta of 0.54. RB Global has a 52 week low of $87.87 and a 52 week high of $119.58.

RB Global Announces Dividend

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

Analysts Set New Price Targets

Several research firms recently weighed in on RBA. Royal Bank Of Canada restated an “outperform” rating on shares of RB Global in a research report on Wednesday. Weiss Ratings restated a “hold (c+)” rating on shares of RB Global in a research report on Thursday, January 22nd. National Bank Financial raised RB Global from a “sector perform” rating to an “outperform” rating and set a $124.00 price target on the stock in a research note on Monday, November 24th. Bank of America lowered their price objective on RB Global from $120.00 to $114.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Finally, Raymond James Financial upped their target price on shares of RB Global from $135.00 to $145.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. Six analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $126.00.

Insider Activity

In other news, CEO James Francis Kessler sold 20,742 shares of the business’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $115.00, for a total value of $2,385,330.00. Following the completion of the transaction, the chief executive officer owned 107,569 shares of the company’s stock, valued at $12,370,435. The trade was a 16.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by company insiders.

Institutional Investors Weigh In On RB Global

Large investors have recently modified their holdings of the business. Geneos Wealth Management Inc. raised its position in shares of RB Global by 21.9% during the first quarter. Geneos Wealth Management Inc. now owns 540 shares of the business services provider’s stock worth $54,000 after purchasing an additional 97 shares during the period. Coldstream Capital Management Inc. increased its stake in RB Global by 5.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,044 shares of the business services provider’s stock worth $221,000 after purchasing an additional 105 shares in the last quarter. California State Teachers Retirement System raised its holdings in RB Global by 1.1% during the 2nd quarter. California State Teachers Retirement System now owns 11,693 shares of the business services provider’s stock worth $1,242,000 after buying an additional 124 shares during the period. Smartleaf Asset Management LLC lifted its stake in RB Global by 5.8% in the fourth quarter. Smartleaf Asset Management LLC now owns 2,330 shares of the business services provider’s stock valued at $244,000 after buying an additional 128 shares in the last quarter. Finally, UMB Bank n.a. boosted its holdings in shares of RB Global by 5.5% in the fourth quarter. UMB Bank n.a. now owns 2,551 shares of the business services provider’s stock valued at $262,000 after buying an additional 133 shares during the period. 95.37% of the stock is currently owned by institutional investors.

About RB Global

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.