RB Global (RBA) · wyniki II kw. 2026 i wycena

Przy wzroście 20,0% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $178.49 na akcję — kurs jest o 48% poniżej niej. Obecna cena zakłada wzrost o 12,0% rocznie.

1. Prognoza ↑

   RBA raised its 2026 outlook, now expecting gross transaction value to grow between 9% and 11% and adjusted EBITDA to grow approximately 8.6%.

   Cytat ze źródła

   “We are raising our 2026 outlook and now expect gross transaction value to grow in the range of 9% to 11%, with adjusted EBITDA growth of approximately 8.6%...”

2. Liczba

   Total GTV increased by 11% to $4.7 billion in the second quarter.

Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 94% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“As we move through the second half of the year, we are focused on executing against a clear set of priorities, created more value for our partners, improving operating leverage...”

“Service level performance remained strong and improved in certain areas, underscoring our ability to support growth through operational excellence.”

“Successfully executing this expansion demonstrates both the strength and scalability of our operating platform.”