RB Global 2025 Q2 Earnings Slight Earnings Dip Amid Strong Revenue Growth

RB Global (RBA) reported its fiscal 2025 Q2 earnings on August 6, 2025, delivering a revenue beat with only a modest decline in earnings. The company’s total revenue rose 8.2% year-over-year to $1.19 billion, exceeding expectations, but EPS dipped 1.8% to $0.54. The performance aligns with the company’s maintained GTV growth guidance of 0–3% and adjusted EBITDA of $1,340–$1,370 million for the full year.

Revenue
RB Global's total revenue for the quarter reached $1.19 billion, representing an 8.2% increase compared to the same period in 2024. Service revenue accounted for a significant portion, totaling $887.20 million, which served as a stable foundation for the company’s performance. Transactional revenue, split between sellers and buyers, contributed a combined $801.60 million, with $241 million from sellers and $560.60 million from buyers. Marketplace services added $85.60 million, while inventory sales brought in $298.80 million, rounding out the revenue picture with a robust cross-sector showing.

Earnings/Net Income
Despite the strong revenue performance, RB Global's earnings showed a slight decline, with EPS falling to $0.54 from $0.55 in the prior-year quarter, a 1.8% drop. Net income also decreased marginally to $109.70 million, down 1.2% from $111 million in 2024 Q2. The results reflect a mixed performance, with top-line strength offset by modest earnings pressure.

Price Action
The stock price of RB Global edged down 1.16% during the latest trading day but showed resilience with a 0.21% gain for the week and a 3.02% increase month-to-date.

Post-Earnings Price Action Review
A strategy of buying RB Global shares following a revenue increase in the earnings report and holding for 30 days has historically generated strong returns, with a 55.51% gain over the past three years—6.92% above the benchmark. This approach demonstrated a favorable risk-reward profile, with a 16.46% CAGR and no drawdowns.

CEO Commentary
CEO Jim Kessler highlighted strong market share gains in the automotive sector, with 9% year-over-year unit volume growth, while CFO Eric J. Guerin emphasized the company’s operational leverage and execution amid macroeconomic shifts.

Guidance
RB Global reaffirmed its 2025 outlook, maintaining GTV growth guidance at 0–3% and adjusted EBITDA between $1,340 and $1,370 million. The company anticipates a full-year tax rate of 24–27% and capital expenditures of $350–$400 million.

Additional News
On August 7, 2025, RB Global, Inc. released its Q2 2025 earnings call presentation. However, access to the detailed document has been restricted. No major non-earnings announcements, including M&A activity, C-level changes, or dividend/buyback updates, have emerged within the past three weeks of the earnings release.