RB GLOBAL INC.
RBA · Services-Business Services, NEC · 186.3M shares · +11%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$3M (gross $53M, SBC $56M)
Reference price $115.00 · est. market cap ~$21.4B — last insider sale, 2026-06-25 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C69gen composite 53pct→69
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $532M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: Bridgewater Associates, LP
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
15.5%
Net margin
9.3%
Return on equity
7.7%
Return on assets
3.5%
ROIC
7.1%
Revenue growth (QoQ)
11.4%
Net-income growth
3.7%
Debt / equity
0.4×
Net debt / EBITDA
1.5×
Current ratio
1.1×
Free cash flow
$719M
EBITDA
$1.2B
Tangible book value
-$1.6B
Cash & investments
$532M
Stock comp / revenue
1.4%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| KESSLER JAMES FRANCIS | Chief Executive Officer | — |
| Carlson Christopher | Chief Accounting Officer | — |
| Eric GuerinChief Financial Officer | Officer | $5M FY2025 |
| Guerin Eric | Chief Financial Officer | — |
| James KesslerChief Executive Officer | Officer | $22M FY2025 |
| Jeff JeterFormer | Officer | $5M FY2025 |
| JETER JAMES J | Chief Revenue Officer | — |
| KING NANCY ELIZABETH | Chief Technology Officer | — |
| LEWIS MICHAEL THOMAS STEVEN | Chief Operations Officer | — |
| Schmit Jennifer Laura | Chief People Officer | — |
| Steve LewisChief Operations Officer | Officer | $3M FY2025 |
| Watt Darren Jeffrey | Chief Legal Officer | — |
| Adam Dewitt | Director | $339K FY2025 |
| Brian Bales | Director | $312K FY2025 |
| Carol M. Stephenson | Director | $329K FY2025 |
| Debbie Stein | Director | $309K FY2025 |
| Gregory B. Morrison | Director | $309K FY2025 |
| Harford Chloe | Director | — |
| Michael Sieger | Director | $327K FY2025 |
| Robert G. Elton | Director | $448K FY2025 |
| Sarah Raiss | Director | $333K FY2025 |
| Stein Deborah | Director | — |
| Timothy O'Day | Director | $312K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-25 | Carlson Christopher | Sell | 150 | $115.00 |
| 2026-05-19 | Stein Deborah | Buy | 425 | $103.15 |
| 2026-05-05 | Carlson Christopher | Sell | 140 | $110.00 |
| 2026-04-30 | DeWitt Adam | Option exercise | 1.9K | — |
| 2026-04-30 | DeWitt Adam | Option exercise | 22 | — |
| 2026-04-30 | Morrison Gregory B | Option exercise | 1.9K | — |
| 2026-04-30 | Morrison Gregory B | Option exercise | 22 | — |
| 2026-04-30 | Sieger Michael D | Option exercise | 1.9K | — |
| 2026-04-30 | Sieger Michael D | Option exercise | 22 | — |
| 2026-03-18 | Stein Deborah | Buy | 400 | $98.74 |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 404 | — |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 11K | — |
| 2026-03-14 | Watt Darren Jeffrey | Tax withheld | 6.1K | $98.68 |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 915 | — |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 35 | — |
| 2026-03-14 | Watt Darren Jeffrey | Tax withheld | 509 | $98.68 |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 694 | — |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 17 | — |
| 2026-03-14 | Watt Darren Jeffrey | Tax withheld | 381 | $98.68 |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 597 | — |
| 2026-03-14 | Watt Darren Jeffrey | Option exercise | 6 | — |
| 2026-03-14 | Watt Darren Jeffrey | Tax withheld | 323 | $97.91 |
| 2026-03-14 | Schmit Jennifer Laura | Option exercise | 1.1K | — |
| 2026-03-14 | Schmit Jennifer Laura | Option exercise | 16 | — |
| 2026-03-14 | Schmit Jennifer Laura | Tax withheld | 327 | $98.68 |
| 2026-03-14 | Schmit Jennifer Laura | Option exercise | 529 | — |
| 2026-03-14 | Schmit Jennifer Laura | Option exercise | 6 | — |
| 2026-03-14 | Schmit Jennifer Laura | Tax withheld | 164 | $97.91 |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Option exercise | 3.6K | — |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Option exercise | 63 | — |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Tax withheld | 1.9K | $98.68 |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Option exercise | 1.4K | — |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Option exercise | 16 | — |
| 2026-03-14 | LEWIS MICHAEL THOMAS STEVEN | Tax withheld | 738 | $97.91 |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 7.5K | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 203K | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Tax withheld | 89K | $98.68 |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 17K | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 622 | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Tax withheld | 7.5K | $98.68 |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 13K | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 321 | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Tax withheld | 5.7K | $98.68 |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 15K | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Option exercise | 178 | — |
| 2026-03-14 | KESSLER JAMES FRANCIS | Tax withheld | 6.7K | $97.91 |
| 2026-03-14 | Guerin Eric | Option exercise | 6.1K | — |
| 2026-03-14 | Guerin Eric | Option exercise | 150 | — |
| 2026-03-14 | Guerin Eric | Tax withheld | 2.4K | $98.68 |
| 2026-03-14 | Guerin Eric | Option exercise | 3.2K | — |
| 2026-03-14 | Guerin Eric | Option exercise | 36 | — |
| 2026-03-14 | Guerin Eric | Tax withheld | 1.3K | $97.91 |
| 2026-03-14 | Carlson Christopher | Option exercise | 1.2K | — |
| 2026-03-14 | Carlson Christopher | Option exercise | 43 | — |
| 2026-03-14 | Carlson Christopher | Tax withheld | 351 | $98.68 |
| 2026-03-14 | Carlson Christopher | Option exercise | 1.1K | — |
| 2026-03-14 | Carlson Christopher | Option exercise | 27 | — |
| 2026-03-14 | Carlson Christopher | Tax withheld | 325 | $98.68 |
| 2026-03-14 | Carlson Christopher | Option exercise | 343 | — |
| 2026-03-14 | Carlson Christopher | Option exercise | 3 | — |
| 2026-03-14 | Carlson Christopher | Tax withheld | 102 | $97.91 |
| 2026-01-21 | KESSLER JAMES FRANCIS | Option exercise | 21K | $80.00 |
| 2026-01-21 | KESSLER JAMES FRANCIS | Sell | 21K | $115.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-18 | 2026-05-18 | 0001104659-26-063234 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0001628280-26-029803 ↗ |
| 10-Q | 2026-05-04 | 2026-03-31 | 0001628280-26-029808 ↗ |
| 8-K | 2026-05-01 | 2026-04-30 | 0001104659-26-054207 ↗ |
| 8-K | 2026-04-23 | 2026-04-21 | 0001104659-26-047775 ↗ |
| DEF 14A | 2026-03-19 | 2026-04-30 | 0001140361-26-010430 ↗ |
| 8-K | 2026-03-16 | 2026-03-16 | 0001104659-26-028564 ↗ |
| 8-K | 2026-03-16 | 2026-03-16 | 0001104659-26-028091 ↗ |
| 8-K | 2026-03-09 | 2026-03-09 | 0001104659-26-024984 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001104659-26-023577 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001628280-26-011682 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001628280-26-008548 ↗ |