RB Global (NYSE:RBA) Announces Earnings Results, Beats Estimates By $0.09 EPS

RB Global (NYSE:RBA) (TSE:RBA) released its earnings results on Tuesday. The business services provider reported $1.05 EPS for the quarter, beating the consensus estimate of $0.96 by $0.09, Zacks reports. RB Global had a net margin of 9.65% and a return on equity of 9.66%.

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 Price Performance

Shares of NYSE:RBA traded up $2.48 during trading on Tuesday, reaching $104.48. The stock had a trading volume of 2,878,581 shares, compared to its average volume of 1,610,609. The stock has a market capitalization of $19.42 billion, a PE ratio of 49.99, a P/E/G ratio of 1.91 and a beta of 0.54. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.23 and a quick ratio of 1.15. RB Global has a 52 week low of $87.87 and a 52 week high of $119.58. The business’s 50-day moving average price is $109.10 and its 200 day moving average price is $107.80.

RB Global Dividend Announcement

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

Analyst Ratings Changes

A number of equities research analysts recently weighed in on RBA shares. Weiss Ratings reissued a “hold (c+)” rating on shares of RB Global in a research report on Thursday, January 22nd. Raymond James Financial lifted their price objective on RB Global from $135.00 to $145.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. National Bank Financial upgraded RB Global from a “sector perform” rating to an “outperform” rating and set a $124.00 target price for the company in a research note on Monday, November 24th. Bank of America reduced their target price 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, Royal Bank Of Canada boosted their price target on shares of RB Global from $132.00 to $133.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Six investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, RB Global presently has an average rating of “Moderate Buy” and an average price target of $126.00.

Insider Buying and Selling

In other RB Global news, CEO James Francis Kessler sold 20,742 shares of the business’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $115.00, for a total value of $2,385,330.00. Following the transaction, the chief executive officer owned 107,569 shares of the company’s stock, valued at approximately $12,370,435. The trade was a 16.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in RBA. AQR Capital Management LLC increased its position in RB Global by 94.3% in the 1st quarter. AQR Capital Management LLC now owns 10,489 shares of the business services provider’s stock valued at $1,031,000 after acquiring an additional 5,090 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of RB Global by 53.1% during the first 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. Jones Financial Companies Lllp increased its holdings in shares of RB Global by 857.9% in the first quarter. Jones Financial Companies Lllp now owns 3,736 shares of the business services provider’s stock valued at $375,000 after purchasing an additional 3,346 shares in the last quarter. Goldman Sachs Group Inc. raised its position in RB Global by 35.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 338,385 shares of the business services provider’s stock worth $33,940,000 after purchasing an additional 88,813 shares during the last quarter. Finally, Woodline Partners LP acquired a new position in RB Global during the 1st quarter worth $4,103,000. Institutional investors and hedge funds 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.