earnings
confidence high
sentiment positive
materiality 0.75
RB Global Q4 adjusted EPS up 17% to $1.11; provides FY2026 outlook; arbitration award of $59.6M to ex-CEO
RB GLOBAL INC.
2025-FY EPS reported
$2.04
revenue$4,590,700,000
- Q4 revenue $1.20B (+5% YoY); GTV $4.28B (+4%); net income $109.4M (-8%); GAAP EPS $0.53 (-9%).
- Adjusted EBITDA $379.6M (+10%); adjusted diluted EPS $1.11 (+17%); service revenue take rate 21.4% (up 10bps).
- Full year 2025: revenue $4.59B (+7%); adjusted EBITDA $1.40B (+7%); adjusted EPS $4.00 (+15%).
- 2026 outlook: GTV growth 5-8%; adjusted EBITDA $1.47-1.53B; capex $350-400M; tax rate 23-25%.
- Arbitration panel awarded former CEO $59.6M; amount reflected in FY2025 financials; dividend $0.31/share unchanged.