RB Global Q4 revenue up 5%, beats expectations

RB Global

17/02/2026 21:11

Overview

Marketplace for commercial assets reported Q4 revenue grew 5%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 increased 10% yr/yr, driven by higher service revenue take rate

Outlook

Company expects 2026 GTV growth between 5% and 8%

RB Global projects 2026 adjusted EBITDA between $1.47 bln and $1.53 bln

Company anticipates 2026 capital expenditures between $350 mln and $400 mln

Result Drivers

GTV GROWTH - Gross transaction value increased 4% year over year, driven by growth in the CC&T and automotive sectors, with the acquisition of J.M. Wood Auction Co., Inc contributing to CC&T growth

SERVICE REVENUE INCREASE - Service revenue rose 5% year over year due to a higher average service revenue take rate and higher GTV

INVENTORY SALES REVENUE - Inventory sales revenue increased 7% year over year, primarily due to higher revenues from the CC&T sector, despite a decline in the inventory rate

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.20 bln
$1.16 bln (6 Analysts)
Q4 Adjusted EPS
Beat
$1.11
$1.002 (6 Analysts)
Q4 EPS
$0.53
Q4 Net Income
$109.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw8s5m44a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)