)
Overview
<ul>
<li>Marketplace for commercial assets reported Q4 revenue grew 5%, beating analyst expectations</li>
<li>Adjusted EPS for Q4 beat analyst expectations</li>
<li>Adjusted EBITDA for Q4 increased 10% yr/yr, driven by higher service revenue take rate</li>
</ul>
Outlook
<ul>
<li>Company expects 2026 GTV growth between 5% and 8%</li>
<li>RB Global projects 2026 adjusted EBITDA between $1.47 bln and $1.53 bln</li>
<li>Company anticipates 2026 capital expenditures between $350 mln and $400 mln</li>
</ul>
Result Drivers
<ul>
<li>GTV GROWTH - Gross transaction value increased 4% year over year, driven by growth in the CC&amp;T and automotive sectors, with the acquisition of J.M. Wood Auction Co., Inc contributing to CC&amp;T growth</li>
<li>SERVICE REVENUE INCREASE - Service revenue rose 5% year over year due to a higher average service revenue take rate and higher GTV</li>
<li>INVENTORY SALES REVENUE - Inventory sales revenue increased 7% year over year, primarily due to higher revenues from the CC&amp;T sector, despite a decline in the inventory rate</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Beat $1.20 $1.16
Revenue bln bln (6
Analysts
)
Q4 Beat $1.11 $1.002
Adjusted (6
EPS Analysts
)
<h3>Q4 EPS $0.53</h3>
Q4 Net $109.40
Income mln
Analyst Coverage
<ul>
<li>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”</li>
<li>The average consensus recommendation for the business support services peer group is “buy”</li>
<li>The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 23 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)

RB Global Q4 revenue up 5%, beats expectations