Analyst Consensus ?
ConsensusBuy22 ratings
Bullish1672.7%
Neutral418.2%
Bearish29.1%
1 unmapped firm rating excluded from the percentages.
RB Global, Inc. · RBA · FY2025 Q4 · Calendar Q1 2026
RB Global pairs modest transaction growth with technology-led efficiency plans
The FY2025 Q4 analysis supports a measured growth thesis for RB Global: strategic partner agreements, new auction and AI tools, and operating-leverage initiatives underpin the outlook. The case depends on achieving the stated growth targets while managing potential take-rate pressure and uneven commercial-sector demand.
Why did RBA rise 3.3% after beating EPS estimates in FY2025 Q4?
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Reported After market closeNYSEIndustrials
$17.32B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.11
Consensus $0.99
EPS surprise
+12.1%
Reported versus consensus
Reported revenue
$1.20B
Consensus $1.18B
Revenue surprise
+1.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.3%
Event window
SPY move
+0.5%
Same window
Abnormal move
+2.8%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
-9.6%
Up to 20 sessions
RBASPY benchmark
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Why did RBA rise 3.3% after beating EPS estimates in FY2025 Q4?What changed in RBA's guidance and outlook in FY2025 Q4?Give me the bull and bear case for RBA after FY2025 Q4 earnings.
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Transcript intelligence
What changed
The current call analysis reports adjusted EBITDA growth for Q4 and the full year and gives a 2026 outlook of 5–8% GTV growth and $1.47–$1.53 billion adjusted EBITDA. Compared with the prior-quarter analysis, the focus shifts from the 2025 GTV outlook and cost-savings rollout to the next-year targets and scaling technology-led initiatives.
Guidance delta
Management maintained its 2026 outlook in the supplied analysis: 5–8% GTV growth and $1.47–$1.53 billion adjusted EBITDA. No further guidance revision is indicated.
Key takeaways
- The analysis reports adjusted EBITDA grew 10% in Q4 and 7% year over year, with an 8.9% margin of GTV.
- GTV growth was modest: 4% in Q4 and 2% for the full year; multiyear agreements with major insurance partners add volume visibility, according to the analysis.
- Management plans to scale tools and formats including the IAA Total Loss Predictor and reserved auctions, while maintaining a 2026 outlook for 5–8% GTV growth and $1.47–$1.53 billion adjusted EBITDA.
Management priorities
- Expand multiyear partner relationships and international channels.
- Roll out the IAA Total Loss Predictor and reserved auction format in additional markets.
- Continue cost-efficiency and operating-leverage initiatives.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$95.1Current
$56Low
$98.31Average
$145High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Nov 10, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 6, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Jun 30, 2026 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | May 5, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Feb 18, 2026 |
| B of A Securities | Buy | Buy | Maintain | Nov 7, 2025 |
| CIBC | Outperform | Outperform | Maintain | Jul 18, 2025 |
| Baird | Outperform | Outperform | Maintain | May 8, 2025 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Apr 24, 2024 |
| National Bank Financial Inc | Outperform | Outperform | Maintain | Jul 11, 2023 |
| OTR Global | Positive | Mixed | Upgrade | May 4, 2023 |
| Northcoast Research | Buy | Neutral | Upgrade | Nov 14, 2022 |
| Barrington Research | Outperform | Market Perform | Upgrade | Nov 7, 2022 |
| TD Securities | Hold | Hold | Maintain | May 12, 2021 |
| Bank of America | Underperform | Underperform | Maintain | Aug 9, 2019 |
| Macquarie | Outperform | Outperform | Maintain | Sep 11, 2018 |
| National Bank Financial | Outperform | Sector Perform | Upgrade | Nov 20, 2017 |
| KeyBanc | Overweight | Downgrade | Apr 10, 2017 | |
| Jefferies | Hold | Hold | Maintain | Aug 31, 2016 |
| Canaccord Genuity | Buy | Hold | Upgrade | Aug 10, 2015 |
| Cantor Fitzgerald | Hold | Sell | Upgrade | Feb 4, 2014 |
| Credit Suisse | Underperform | Neutral | Downgrade | Nov 7, 2013 |
| Bank oferica | Buy | Buy | Maintain | Feb 16, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $95.1. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Raymond James | Strong Buy | $145 | $113.95 | +52.5% | Jun 30, 2026 |
| Barclays | John Babcock | $124 | $103.94 | +30.4% | May 28, 2026 |
| National Bank | Analyst unavailable | $124 | $96.22 | +30.4% | Nov 24, 2025 |
| BMO Capital | John Gibson | $107 | $86.5 | +12.5% | Nov 11, 2024 |
| BMO Capital | John Gibson | $105 | $83.96 | +10.4% | Sep 4, 2024 |
| Bank of America Securities | Michael Feniger | $92.5 | $85.67 | -2.7% | Aug 26, 2024 |
| Scotiabank | Analyst unavailable | $65 | $54.45 | -31.7% | Dec 5, 2022 |
| RBC Capital | Sabahat Khan | $73 | $70.87 | -23.2% | Aug 23, 2022 |
| National Bank | Maxim Sytchev | $56 | $66.32 | -41.1% | Jul 12, 2022 |
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Start freeCompany context
Snapshot as of publicationRB Global, Inc. functions as a comprehensive global omnichannel platform, delivering valuable insights, diverse services, and efficient transaction solutions to facilitate the buying and selling of commercial equipment and vehicles worldwide. Its extensive brand portfolio includes Ritchie Bros., a leading auctioneer specializing in online bidding for commercial assets; IAA, a digital hub connecting vehicle purchasers and vendors; Rouse Services, which offers expertise in asset management, data-driven intelligence, and performance benchmarking; SmartEquip, a technological framework supporting the entire equipment lifecycle; Xcira, providing cutting-edge live simulcast auction technologies; and Veritread, an online marketplace dedicated to heavy haul transportation solutions. The company caters to a broad spectrum of asset categories, such as automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining, and agriculture. Founded in 1958, RB Global, Inc. maintains its primary corporate office in Westchester, Illinois.
Historical context
All RBA earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| TDG TransDigm Group Incorporated | FY2026 Q4 · Calendar Q4 2026 | +1.9% | +0.5% | TransDigm closes FY2026 with broad growth and sets a higher-investment FY2027 outlook |
| EMBJ Embraer S.A. | FY2026 Q3 · Calendar Q4 2026 | -49.4% | +7.0% | Embraer’s record Q3 and raised outlook meet a sharp EPS miss |
| RKLB Rocket Lab USA, Inc. | FY2026 Q3 · Calendar Q4 2026 | -79.5% | -1.0% | Rocket Lab Q3: Revenue Beat, EPS Loss Wider Than Expected |
| CNH CNH Industrial N.V. | FY2026 Q3 · Calendar Q4 2026 | +67.1% | +10.9% | CNH sharpens agriculture focus as margins improve and construction JV advances |
| FERG Ferguson Enterprises Inc. | FY2026 Q3 · Calendar Q4 2026 | +3.6% | +11.2% | Ferguson raises FY2026 outlook as industrial and HVAC sales accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- VGFY2026 Q3 · November 10, 2026+92.7% EPS+1.7% move
- TDGFY2026 Q4 · November 10, 2026+1.9% EPS+0.5% move
- ONONFY2026 Q3 · November 10, 2026+39.9% EPS-7.5% move
- CRWVFY2026 Q3 · November 10, 20260.0% EPS-0.5% move
- OXYFY2026 Q3 · November 9, 2026+30.8% EPS+2.0% move
- MGREFY2026 Q3 · November 9, 2026+8.1% EPS+0.6% move
Missed on EPS
- EMBJFY2026 Q3 · November 10, 2026-49.4% EPS+7.0% move
- VODFY2027 Q2 · November 10, 2026-72.8% EPS-1.2% move
- SEFY2026 Q3 · November 10, 2026-5.1% EPS-1.5% move
- BAPFY2026 Q3 · November 9, 2026-2.6% EPS+3.3% move
- JBSFY2026 Q3 · November 9, 2026-28.6% EPS-5.5% move
- CIBFY2026 Q3 · November 9, 2026-10.1% EPS-4.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-09T17:40:46.721581+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-09T17:40:46.718830+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-09. For educational purposes only; not investment advice.