NYSE$RBA

RB Global INC · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

RB Global reported strong revenue growth in Q4 2024, driven by increased service revenue and inventory sales.

RB Global saw a 10% YoY increase in total revenue, reaching $1,141,600,000 in Q4 2024. Net income rose 41% to $118,400,000, with adjusted EPS growing 16% to $0.95. Service revenue grew 8%, while inventory sales revenue increased 15%, highlighting strong sector performance.

  • Total revenue increased by 10% YoY, reaching $1,141,600,000.
  • Net income grew 41% YoY to $118,400,000.
  • Adjusted EPS rose 16% YoY to $0.95.
  • Service revenue take rate expanded by 110bps to 21.3%, driven by pricing adjustments.

Headline financials

Total Revenue

$1.14B

Previous: $1.04B+9.7%
EPS (adj)

$0.95

Previous: $0.82+15.9%
Gross Transaction Value

$4.1B

Previous: $4.01B+2.2%
Adjusted EBITDA

$346M

No prior period
Service revenue take rate

21.3%

No prior period
Inventory return

$15.1M

No prior period
Inventory rate

5.7%

No prior period
Total lots sold

870.7K

Previous: 786.8K+10.7%
Automotive GTV

$2.13B

No prior period
CC&T GTV

$1.41B

No prior period
Other GTV

$554M

No prior period
Automotive lots sold

611.1K

No prior period
CC&T lots sold

102.2K

No prior period
Other lots sold

157.4K

No prior period
Net Income

$119M

Previous: $84.2M+40.7%
Operating Income

$207M

Previous: $171M+21.2%

Revenue & EPS history

RB Global · Revenue · Quarterly

$1.14B

Q4 2024+9.7%vs Q4 2023
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

RB Global expects moderate GTV growth between 0% and 3% in 2025, with continued margin expansion and revenue growth driven by operational efficiencies.

Tailwinds

  • GTV expected to grow up to 3% in 2025.
  • Adjusted EBITDA projected between $1.32B and $1.38B.
  • Ongoing cost efficiencies expected to support margin expansion.
  • Strong demand in key sectors like automotive and transportation.
  • Further strategic investments in digital marketplace growth.

Headwinds

  • Flat to modest GTV growth forecasted (0% - 3%).
  • Higher income tax expenses expected to impact net income.
  • Operating expenses projected to rise due to strategic investments.
  • Continued integration costs from recent acquisitions.
  • Market volatility may impact transactional volumes.

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 2024

Historical avgQ4 2024

+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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