| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 40 | 35.7x | 17.8x | Around median | |
Growth | 74 | 9.7% | 7.1% | Top tier | |
Quality | 54 | 6.6% | 4.5% | Around median | |
Safety | 60 | 2.9x | 2.6x | Around median | |
Capital Return | 40 | 1.48% | 2.12% | Bottom tier | |
Momentum | 16 | -17.3% | 2.9% | Bottom tier | |
Sentiment | 88 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
RB Global operates auction platforms and marketplaces that connect asset sellers with buyers across the automotive, heavy equipment, transportation, and agriculture sectors, as well as real estate, consumer, marine, rail, and aircraft assets. Revenue generation depends on gross transaction value, the volume of units sold, and service fees, while the service revenue take rate varies depending on the mix of assets and contracts; real estate transactions, for example, carry take rates in the low single digits, while businesses such as GSA may generate strong revenue per unit despite a low take rate.
In Q2 FY2026, revenue reached $1.3 billion, net income was $143.5 million, and earnings per share were $0.71. Gross transaction value increased 11% to $4.7 billion, with automotive transaction value growing 13% and commercial construction and transportation transaction value increasing 8%, while service revenue rose 5% and adjusted earnings before interest, taxes, depreciation, and amortization increased 6%.
The automotive segment achieved 11% unit growth and an approximately 2% increase in average vehicle price, driven by market share gains and improved salvage and remarketing vehicle prices. In contrast, the service revenue take rate declined 110 basis points to 20% due to business mix, acquisitions, and volume-related pricing incentives, but adjusted earnings before interest, taxes, depreciation, and amortization growing faster than service revenue demonstrated a degree of operating leverage.
The average analyst price target is $134.5, within a range of $124 to $145, compared with a 52-week share price range of $82.03 to $119.58; therefore, both the average target and the lowest target exceed the top of the 52-week range, reflecting elevated expectations for continued market share gains and successful integration of BigIron. The analyst consensus is “Buy,” but the price-to-earnings ratio is unavailable in the provided data, preventing this optimism from being tested against a comparable earnings multiple and increasing the importance of achieving the forecast of between 9% and 11% growth in transaction value in FY2026.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Gross transaction value increased 11% to $4.7 billion, while revenue reached $1.3 billion and net income was $143.5 million. The automotive segment grew transaction value by 13%, driven by an 11% increase in units and an approximately 2% rise in average vehicle price. Commercial construction and transportation transaction value also increased 8%, or gross transaction value increased 7% excluding the impact of recent acquisitions.
RB Global completed its acquisition of BigIron in May 2026 to expand its presence in the U.S. agricultural equipment and real estate market. Management estimates annual agricultural transaction volume in North America at approximately $60 billion, split roughly equally between equipment and real estate. The company expects BigIron to add approximately $500 million to gross transaction value in FY2026, while integration remained in its early stages during Q2 FY2026.
The company now serves its largest automotive insurance partner across all 50 states in both personal and commercial lines. Within 90 days, RB Global's teams integrated significant additional volume across 30 states while service-level performance remained strong and improved in some respects. This momentum contributed to 11% automotive unit growth and the sixth consecutive quarter of outperforming the broader market, according to management.
Automated analysis for informational purposes only — not investment advice.
The service revenue take rate declined 110 basis points to 20% in Q2 FY2026. Management attributed this to changes in business mix, acquisitions, growth in activities such as GSA with a low take rate, and pricing incentives linked to automotive business volume. Nevertheless, service revenue increased 5% and adjusted earnings before interest, taxes, depreciation, and amortization increased 6%, meaning earnings growth exceeded service revenue growth by one percentage point.
Management raised its gross transaction value growth outlook to a range of between 9% and 11% in FY2026. It expects growth in adjusted earnings before interest, taxes, depreciation, and amortization of approximately 8.6% at the midpoint, with a contribution of approximately $500 million from BigIron. Management describes FY2026 as a year of volume-driven growth, with the goal of keeping growth in adjusted earnings before interest, taxes, depreciation, and amortization above service revenue growth.
The board approved a $0.02 increase in the quarterly cash dividend to $0.33 per share, equivalent to growth of approximately 6.5%. As of August 4, 2026, the company had repurchased and canceled approximately 1.4 million shares for $150 million under a total authorization of $500 million. Management balances investment in the core business, complementary acquisitions, and returning capital to shareholders.
