RB Global (RBA)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$83.54+0.32%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · RBA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -2.5% |
| Our one-year growth estimate | diamond | 7.5% |
Growth built into the price is above our model estimate.
The price assumes 10.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 21 industry peers · Company calendar date is not available
RBA — dividend update
Dated 2026-08-04
Other Events On July 21, 2026, the Company declared a quarterly cash dividend of $0.33 per common share, payable on September 17, 2026, to shareholders of record on August 25, 2026.
Why it matters: This report will provide insights into RB Global's financial health and growth trajectory. It will be key for assessing the impact of recent acquisitions.
Watch forThe earnings report shows revenue growth of more than 11% compared to last year.
Also watch forThe earnings report shows revenue growth of less than 11% compared to last year.
Why it matters: Hitting or beating this EBITDA target shows RB Global is efficient. It makes money.
Supportive ifAdjusted EBITDA in Q3 2026 meets or exceeds $387 million.
Worry ifAdjusted EBITDA in Q3 2026 falls below $387 million.
Why it matters: Strong inventory sales growth shows good market position. It also shows demand in key areas.
Supportive ifInventory sales revenue grew more than 25% year over year in Q3.
Worry ifInventory sales revenue grew less than 25% year over year in Q3.
Why it matters: The dividend shows that management wants to give money back to shareholders. Changes may affect how investors feel.
Watch forDividend remains at $0.33 per share or increases.
Also watch forDividend is cut or remains unchanged at $0.31 per share.
Why it matters: This growth rate indicates RB Global is overcoming sector headwinds. It shows strong performance in a maturing market.
Supportive ifQ2 revenue growth reported above 6% year over year in the earnings release.
Worry ifQ2 revenue growth reported below 6% year over year.
Why it matters: Completing the BigIron deal is key for RB Global's growth in agriculture.
Supportive ifThe acquisition closes successfully by the end of Q2 2026.
Worry ifThe deal may be delayed or not happen because of regulatory problems.
Why it matters: This would indicate a slowdown in growth after a strong Q2. It may signal challenges in the marketplace.
Worry ifQ3 gross transaction value growth below 9% year over year.
Less concerning ifQ3 gross transaction value growth meets or exceeds 11%.
Why it matters: Completing this acquisition will expand RB Global's reach in the U.S. agriculture market. It could boost revenue and market presence significantly.
Supportive ifBigIron's purchase is complete. It meets all closing conditions.
Worry ifThe acquisition faces delays or fails to close by the end of Q2 2026.
Why it matters: Finalizing the BigIron acquisition will expand RB Global's reach in the agriculture market. This could drive future growth and revenue.
Supportive ifThe BigIron deal is done. It is now part of RB Global's work.
Worry ifThe BigIron deal does not close or has big delays.
Why it matters: Increasing dividends show strong cash flow. They also show a commitment to shareholders.
Supportive ifThe quarterly dividend is increased beyond $0.33 per share.
Worry ifThe quarterly dividend remains at $0.33 per share or is cut.
Why it matters: GTV growth above 9% shows strong demand. It also shows good management execution.
Supportive ifGTV growth in Q3 exceeds 9%, confirming strong market demand.
Worry ifGTV growth in Q3 falls below 9%, indicating weakening demand.
Why it matters: A stable or rising service revenue take rate shows good margins and pricing.
Supportive ifService revenue take rate stabilizes or increases to 20% or higher in Q3.
Worry ifService revenue take rate falls below 20%. This shows pricing pressure.
Why it matters: The BigIron acquisition is key for growth in the agriculture sector. Its success can drive revenue higher.
Supportive ifRevenue in agriculture is growing a lot. This is due to the BigIron acquisition.
Worry ifRevenue in agriculture stays the same or goes down after the acquisition.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$111 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $339 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,108 loss on $10,000 · 31.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.