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Rb Global (RBA)
NYSE:RBA
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.97Last Year’s EPS
0.9Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized disciplined execution, margin expansion, product innovation and tangible commercial wins (renewals and pipeline), supported by clear 2026 guidance for mid-single-digit GTV growth and low-double-digit EBITDA growth. Headwinds include modest full-year GTV growth, sector cyclicality (notably CC&T and a bankruptcy impact), potential pressure on take rates for select contracts, and comparability noise from prior-year catastrophes. Overall, positive operational momentum and multiple strategic initiatives outweigh the near-term and cyclical challenges.Company Guidance
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 10% in the fourth quarter and 7% for the full year; adjusted EBITDA margin (as a percent of GTV) expanded to 8.9% from 8.4% year-over-year, reflecting operating leverage and tight cost management.
Gross Transaction Value (GTV) Growth and 2026 Outlook
Total GTV increased 4% in the fourth quarter and 2% for the full year. Management guided 2026 GTV growth of 5% to 8%, and full-year adjusted EBITDA expected between $1.47 billion and $1.53 billion (≈7% growth at the midpoint).
Automotive Segment Momentum
Automotive GTV rose 3% in Q4 with unit volumes up 2% in the quarter; excluding 2024 catastrophic activity, automotive GTV and unit volumes grew approximately 12% and 8% year-over-year, respectively. Management reported outpacing the market for the fourth consecutive quarter and exceeded all Q4 service-level commitments.
Commercial Construction & Transportation (CC&T) Recovery Signs
CC&T GTV increased 9% in Q4; excluding the Yellow Corporation bankruptcy impact, CC&T GTV and unit volumes grew ~10% and ~9% year-over-year, with early signs of improving seller confidence and stabilizing used equipment values.
Service Revenue and Take Rate Improvement
Service revenue increased 5% in the quarter and 4% for the full year. Service revenue take rate rose by ~10 basis points year-over-year to 21.4%, driven primarily by a higher average buyer fee rate.
Average Selling Price and Salvage Value Improvements
Gross returns/salvage values as a percentage of pre-accident cash values expanded and supported approximately 7% year-over-year growth in the U.S. insurance average selling price. Average price per vehicle sold increased ~1% in the quarter (≈4% excluding catastrophic impacts).
New Contracts, Partnership Renewals and Pipeline Strength
Signed a new multiyear agreement with one of its two largest partners and reached an agreement in principle with the other, providing long-term visibility. Management highlighted a strong RFP pipeline with opportunities to win share from organizations with no current relationship.
Product, Digital and AI Innovations
Introduced new website features (guaranteed-to-sell indicators, localized content), launched a reserved auction format internationally, rolled out an AI-enabled role-plan training tool for territory managers, and plan an upstream rollout of the IAA total loss predictor in 2026 to support dynamic vehicle routing and cost savings.
Strong Cash Generation and Capital Discipline
Management referenced nearly $1 billion of cash from operations for the year (as discussed on the call) and ended the quarter with net debt-to-adjusted EBITDA of ~1.4x. 2026 CapEx guidance of $350 million to $400 million with a 2/3 PP&E and 1/3 technology mix.
RBA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RBA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $104.08 | $107.47 | +3.26% |
Nov 06, 2025 | $95.65 | $99.82 | +4.36% |
Aug 06, 2025 | $107.86 | $110.07 | +2.05% |
May 07, 2025 | $101.12 | $103.64 | +2.48% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rb Global (RBA) report earnings?
Rb Global (RBA) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Rb Global (RBA) earnings time?
Rb Global (RBA) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBA EPS forecast?
RBA EPS forecast for the fiscal quarter 2026 (Q1) is 0.97.
