Rb Global, Inc. RBA
Revenue Intelligence Report • 40 quarters of SEC filing data • Updated 2026-03-15
Rb Global, Inc. has a forecasted full-year revenue of $5.0B, a +8.2% year-over-year change, based on 40 quarters of SEC filing data. Key revenue drivers include SG&A (elasticity 1.70x). The ARDL model has 7.7% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (7.7% MAPE), suggesting Rb Global, Inc.'s revenue trajectory is well-characterized by its spending patterns. Sales & marketing spend shows a 1.70x elasticity, suggesting effective go-to-market execution.
Next FY Revenue
$4.97B
+8.2% YoY
SG&A Elasticity
1.70x
Model Accuracy
7.7% MAPE
Holdout validation: The model predicted $1.1B vs the actual $1.2B — an error of 8.1%.
Note:
Rb Global, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $1.1B | $1.2B | $0.9B – $1.4B | -3.1% | ✓ In range |
| Q2 2026 | $1.1B | $0.8B – $1.5B | +1.4% | ||
| Q3 2026 | $1.2B | $0.9B – $1.8B | +4.9% | ||
| Q4 2026 | $1.3B | $0.8B – $1.9B | +16.2% | ||
| Q1 2027 | $1.3B | $0.8B – $2.1B | +10.6% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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