Inve US ▾
RBRBA

What RB Global promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

8 of 8 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
BigIron acquisition closingClose the BigIron transaction in the second quarter (of 2026), following HSR approvalMar 2026Jun 2026:We are pleased to complete our acquisition in May.
Call transcript, Jun 2026 · no direct link
Achieved
GSA remarketed-vehicle disposition volume, full run rateReach full run rate of approximately 35,000 remarketed vehicles on an annualized run rate basis in the second quarter of 2026Sep 2025No later analysed call mentions it.Pending
FY26 adjusted EBITDA growth guidanceFull year adjusted EBITDA between $1.47 billion and $1.53 billion, representing approximately 7% growth at the midpointDec 2025Jun 2026: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% at the midpoint.
Call transcript, Jun 2026 · no direct link
Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open RB Global’s full ledger

A free account opens 5 company ledgers a month. All 19 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 19 tracked commitments for RB Global

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.