What To Expect From RB Global's (RBA) Q4 Earnings

Commercial asset marketplace RB Global (NYSE:RBA) will be announcing earnings results this Tuesday after market hours. Here’s what to look for.

RB Global beat analysts’ revenue expectations by 3.4% last quarter, reporting revenues of $1.09 billion, up 11.3% year on year. It was a stunning quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

This quarter, analysts are expecting RB Global’s revenue to grow 2.7% year on year to $1.17 billion, slowing from the 9.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.99 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. RB Global has missed Wall Street’s revenue estimates twice over the last two years.

Looking at RB Global’s peers in the business services & supplies segment, some have already reported their Q4 results, giving us a hint as to what we can expect. CoreCivic delivered year-on-year revenue growth of 26%, beating analysts’ expectations by 6%, and Motorola Solutions reported revenues up 12.3%, topping estimates by 1.1%. CoreCivic traded down 3.5% following the results while Motorola Solutions was up 7.7%.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the business services & supplies stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.3% on average over the last month. RB Global is down 9.9% during the same time and is heading into earnings with an average analyst price target of $127.40 (compared to the current share price of $101.04).

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