Core Insights - RB Global, Inc. (NYSE:RBA) is recognized as a high-growth industrial stock, showcasing strong performance in Q4 and full-year 2025 results while advancing strategic priorities [1] Financial Performance - Q4 revenue increased by 5% year-over-year to $1.2 billion, with gross transaction value rising 4% to $4.3 billion [2] - Service revenue grew by 5% to $917.5 million, and inventory sales revenue saw a 7% increase to $285.9 million [2] - Full-year revenue rose by 7% to $4.59 billion [2] - Net income decreased by 8% to $109.4 million, while diluted adjusted earnings per share increased by 17% year-over-year to $1.11 [3] - Full-year diluted adjusted earnings per share also increased by 15% to $3.49 [3] Future Outlook - The company issued a positive outlook for 2026, expecting gross transaction value to grow by 5% to 8% [3] - Adjusted EBITDA is projected to be between $1.47 billion and $1.53 billion, marking a significant improvement from $1.3 billion in 2025 [3] Company Overview - RB Global, Inc. operates as a leading omnichannel marketplace for buying and selling commercial assets, vehicles, and heavy equipment globally, utilizing brands like Ritchie Bros. and IAA [4]

Strategic focus remains on driving operating leverage by translating incremental transaction volumes into EBITDA growth through tight cost management.Commercial construction and transportation (CC&T) showed early signs of recovery as seller confidence improved alongside stabilizing equipment values and lower interest rates.The narrowing inflation differential between vehicle repair costs and used car pricing supported a 10 basis point increase in total loss frequency to 24.2%.Management secured a multi-year ...

Adjusted earnings per share increased 17% in the fourth quarter and 15% for the full year, which management attributed to higher operating income, lower net interest expense, and a lower adjusted tax rate. Guerin added that adjusted and GAAP tax rates came in below prior guidance due to additional discrete tax deductions captured in the company’s 2024 U.S. federal tax return.Adjusted EBITDA increased 10% in the quarter, driven by higher GTV and take rate expansion, partially offset by a lower inventory retu ...

Fourth Quarter 2025 Financial Results © 2026 RB Global, Inc. | All Rights Reserved Forward-Looking Statements Forward-Looking Statements: Certain statements contained in this presentation include "forward-looking statements" within the meaning of U.S. federal securities laws and "forward-looking information" within the meaning of Canadian securities laws (collectively, "forward-looking statements"). Forward-looking statements herein include, in particular statements relating to future financial and operatio ...

Core Insights - Rollins, Inc. (ROL) is scheduled to report its fourth-quarter 2025 results on February 11, with a strong earnings surprise history, surpassing the Zacks Consensus Estimate in two of the last four quarters and matching twice, averaging a 3.2% earnings surprise [1] Revenue Expectations - The Zacks Consensus Estimate for revenues in the upcoming quarter is $922.1 million, reflecting a year-over-year increase of 10.8% [2] - Residential revenues are estimated at $407 million, indicating a 10.3% increase from the previous year, while commercial revenues are expected to rise 11.4% year over year to $312.4 million [3] - Termite and ancillary revenues are projected at $195.5 million, suggesting a 13.4% growth year over year, with franchise revenues estimated at $4.3 million, showing a marginal rise [3] - U.S. revenues are pegged at $858.3 million, indicating an 11.3% increase from the year-ago quarter, while revenues from other countries are anticipated to grow 9.6% year over year to $66.9 million [5] Growth Drivers - The anticipated revenue growth is attributed to Orkin's expansion, which has the highest customer retention rate among the company's service lines, and the utilization of advanced digital tools such as BOSS, VRM, Orkin 2.0, BizSuite, and InSite [4] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to enhance geographical exposure to favorable regions, while increased media engagement through social media platforms like TikTok and Facebook is likely to boost brand popularity [6] Earnings Outlook - The consensus estimate for earnings is set at 27 cents per share, indicating a year-over-year growth of 17.4% [6] - The bottom line is expected to benefit from the company's CPI-plus focused pricing strategies, which aim to keep prices above the general Consumer Price Index (CPI) rate to mitigate inflation effects [7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for ROL, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [8]

Core Viewpoint - RB Global, formerly known as Ritchie Bros. Auctioneers, is poised for a breakout as it competes with Copart, which is currently facing challenges in the market [1] Company Overview - RB Global operates a network of auction sites and collaborates with rental and fleet companies such as Hertz Global and Enterprise, as well as major insurance firms like State Farm, Allstate, and Geico, a subsidiary of Berkshire Hathaway [1] Performance Metrics - RB Global has shown rising price performance, leading to an upgrade in its IBD Relative Strength Rating [1] - The company's Composite Rating has improved to 96, indicating strong performance relative to peers [1]

Core Insights - Mastercard Incorporated reported fourth-quarter 2025 adjusted earnings of $4.76 per share, exceeding the Zacks Consensus Estimate by 13.3%, with a year-over-year improvement of 25% [1] - Net revenues increased by 18% year over year to $8.8 billion, surpassing the consensus mark by 0.8% [1] Financial Performance - Gross dollar volume (GDV) rose 7% on a local-currency basis to $2.82 trillion, slightly below the Zacks Consensus Estimate of $2.84 trillion [3] - Cross-border volumes grew 14% on a local currency basis, while switched transactions improved 10% year over year to 46.5 billion, exceeding the consensus mark of 46.2 billion [4] - Value-added services and solutions' net revenues reached $3.9 billion, a 26% year-over-year increase, surpassing the model estimate of $3.7 billion [5] - Adjusted operating income climbed 21% year over year to $5.1 billion, beating the model estimate of $4.9 billion, with an adjusted operating margin improvement of 140 basis points to 57.7% [7] Operational Metrics - Payment network rebates and incentives increased by 20% year over year due to new and renewed deals [6] - As of December 31, 2025, Mastercard's clients issued 3.7 billion Mastercard and Maestro-branded cards [6] Financial Position - Cash and cash equivalents stood at $10.6 billion, a 25.2% increase from the end of 2024 [8] - Total assets rose 12.6% to $54.2 billion, while total equity increased by 18.9% to $7.7 billion [8] - Long-term debt amounted to $18.3 billion, up 4.4% from the previous year [8] Cash Flow and Capital Deployment - Mastercard generated net cash from operations of $17.6 billion in 2025, a 19.4% increase from 2024 [9] - The company repurchased 6.4 million shares for $3.6 billion in the fourth quarter, with an additional 1.3 million shares bought back for $715 million between January 1 and January 26 [10] - Dividends paid during the quarter totaled $684 million [11] Future Guidance - Management projects low teens growth in net revenues for the first quarter of 2026, with adjusted operating expenses expected to grow in the low double digits [13] - For the full year 2026, net revenues are estimated to witness high-end low double-digit growth from 2025 figures, with adjusted operating expenses also expected to grow in the low double digits [14]

Key Takeaways Marsh will report Q4 earnings Jan. 29, with EPS expected to rise 5.4% year over year.Marsh's Q4 revenue growth is expected to be driven by solid performance across key business segments.Marsh may face higher expenses from investments, compensation costs and rising interest expense.Marsh & McLennan Companies, Inc. (MRSH) is set to report fourth-quarter 2025 results on Jan. 29, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegg ...

Core Viewpoint - RB Global, Inc. has declared a quarterly cash dividend of US$0.31 per common share, indicating a commitment to returning value to shareholders [1] Company Summary - The dividend is payable on March 2, 2026, to shareholders of record on February 9, 2026, highlighting the company's structured approach to shareholder returns [1] - The declared dividend is considered an eligible dividend for Canadian income tax purposes, which may enhance its attractiveness to Canadian investors [1] - RB Global, Inc. operates as a leading omnichannel marketplace and provides value-added insights, services, and transactions, positioning itself as a trusted provider in its industry [1]

Company Announcement - RB Global, Inc. will release its fourth-quarter and full-year 2025 financial results after the market closes on February 17, 2026 [1] - A conference call to discuss the results will be held at 4:30 p.m. Eastern time on the same day [1] Conference Call Participation - Analysts and institutional investors can pre-register for the conference call through a provided link [2] - Registered participants will receive an email with a calendar reminder, dial-in number, and conference ID for access [2] - The live audio webcast and archived replay will be available on the RB Global Investor Relations website [2] Company Overview - RB Global, Inc. is a leading omnichannel marketplace and provider of value-added insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles globally [3] - The company operates a global network of auction sites and digital platforms, serving various asset classes including automotive, construction, and agriculture [3] - RB Global's marketplace solutions include brands such as Ritchie Bros., IAA, Rouse Services, SmartEquip, and VeriTread [3]