NYSE$RBA

RB Global INC · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

RB Global's Q4 2023 earnings were marked by substantial growth, driven by the acquisition of IAA and strong performance across all sectors.

RB Global reported a significant increase in GTV and revenue for Q4 2023, primarily driven by the acquisition of IAA. The company saw substantial growth in service revenue and net income, with diluted earnings per share also increasing. The integration of IAA is progressing, contributing to operational improvements and a broader focus on excellence.

  • GTV increased by 160% year-over-year to $4.0 billion, including $2.2 billion from the IAA acquisition.
  • Total revenue increased by 134% year-over-year to $1.0 billion, with $559.2 million from IAA.
  • Service revenue increased by 197% year-over-year to $809.1 million, including $488.0 million from IAA.
  • Net income available to common stockholders increased by 65% year-over-year to $74.8 million.

Headline financials

Total Revenue

$1.04B

Previous: $444M+134.5%
EPS (adj)

$0.82

Previous: $0.68+20.6%
Gross Transaction Value

$4.01B

No prior period
Total lots sold

786.8K

No prior period
Capital Expenditures

-$105M

Previous: $5.69M-1947.4%
Net Income

$84.2M

Previous: $45.3M+85.9%
Operating Income

$171M

Previous: $65.9M+159.2%
Gross Profit

$399M

Previous: $248M+61.1%
Stock-Based Comp

$15.9M

Previous: $10.3M+54.9%

Revenue & EPS history

RB Global · Revenue · Quarterly

$1.04B

Q4 2023+134.5%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

RB Global · $1.11B total across 2 segments · Q2 2023

  • Service revenue
    $806M
  • Inventory sales revenue
    $300M

Forward guidance

The Company's outlook for select full-year 2024 financial data: GTV growth between 4% and 1%, Adjusted EBITDA between $1,170 and $1,230 millions, Full year 2024 tax rate (GAAP and Adjusted) between 25% and 28%, Capital Expenditures between $275 and $325 millions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.8%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.6%

Avg return

30 days after

52%

33 / 64 earnings

Positive

+15.5%

Q2 2020

Best reaction

-19.1%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%-1.7%+0.3%
Q4 2025+3.3%-5.5%-8.7%
Q3 2025+4.3%+6.0%+3.6%
Q1 2025+2.4%+2.4%+2.8%
Q4 2024+8.5%+6.5%+2.5%
Q3 2024+4.9%+2.0%+8.4%
Q2 2024+7.7%+10.0%+16.7%
Q1 2024+6.2%+5.9%+1.0%
Q4 2023+12.8%+11.4%+12.5%
Q3 2023-9.4%-9.4%-5.3%
Q2 2023-4.2%-9.9%-3.9%
Q1 2023-5.6%-7.7%-4.3%
Q4 2022-2.3%-3.3%-13.4%
Q3 2022-19.1%-12.0%-11.0%
Q2 2022-5.8%-2.7%-2.2%
Q1 2022+9.1%+18.2%+15.3%
Q4 2021-11.6%-10.7%+3.8%
Q3 2021+9.5%+3.9%+0.8%
Q2 2021-0.2%+1.7%+7.7%
Q1 2021-2.5%-5.8%-14.1%
Q4 2020-7.4%-7.7%-1.1%
Q3 2020+12.2%+0.5%+3.3%
Q2 2020+15.5%+19.1%+18.5%
Q1 2020+5.6%-0.3%+3.6%
Q4 2019-4.2%-3.0%-20.7%
Q3 2019-0.5%+1.0%+4.7%
Q2 2019+6.1%+9.1%+11.2%
Q1 2019-3.0%-3.9%-0.9%
Q4 2018-1.2%-7.3%-9.0%
Q3 2018+6.0%+5.4%-0.2%
Q2 2018+9.0%+9.2%+7.9%
Q1 2018-1.8%-2.5%+5.0%
Q4 2017+1.7%+0.5%-3.3%
Q3 2017-9.9%-11.1%+1.7%
Q2 2017+2.2%-0.7%+8.8%
Q1 2017-4.7%-3.4%-2.6%
Q4 2016+9.9%+9.8%+3.8%
Q3 2016+7.2%+7.5%+13.3%
Q2 2016-10.5%-14.5%+7.1%
Q1 2016+5.6%
Q4 2015+2.6%
Q3 2015+5.0%
Q2 2015+5.1%
Q1 2015+7.3%
Q4 2014-3.2%
Q3 2014-0.4%
Q2 2014-0.8%
Q1 2014-5.7%
Q4 2013+1.2%
Q3 2013-5.0%
Q2 2013-0.9%
Q1 2013-1.5%
Q4 2012+1.7%
Q3 2012+0.8%
Q2 2012+2.6%
Q1 2012-0.6%
Q4 2011-1.0%
Q3 2011-5.4%
Q2 2011+3.1%
Q1 2011+1.8%
Q4 2010-1.9%
Q3 2010+5.7%
Q2 2010-1.5%
Q1 2010+1.2%

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