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TickerRBA
SectorSpecialty Business Services
Mkt cap$19.2B
EV / EBITDA17.1×
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1046102

RB Global, Inc

RBAHIGH VELOCITYFILING INTENSITY

RB Global, Inc reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $3B across 2 disclosed transactions, up 608% vs the prior cycle · primary market Industrial Services.

Lens

Disclosed M&A capital (2023–2025)

$3B

+608%

vs $421M in 2020–2022

Disclosed transactions

2

flat

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$4.7B
EBITDA$1.3B
Enterprise value$22.6B
EV / Revenue4.8×
EV / EBITDA17.1×
P/EN/A
Cash$667M
Total debt$2.6B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

44/100

Companies actively deploying disclosed capital into M&A

  • $4.1B disclosed buyer spend
  • Filed within 22d

Buyer Cadence

42/100

Buyer-side companies with recent filing activity

  • Filed within 22d
  • 7 acquisition-history signals
  • 159 8-Ks

Target Probability

16/100

Issuers showing target-side patterns from filings

  • 2 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 2 activism filings

Pressure Watch

28/100

Issuers facing activism, governance, or control pressure

  • 2 activism filings
  • Latest activism 3.1y ago; discounted

Distress Watch

9/100

Issuers showing financial-distress filing patterns

  • 2 activism filings

Restatement Risk

3/100

Issuers with accounting-integrity flags from filings

  • 1 auditor change
  • Latest event 3.1y ago; discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 159 8-Ks
  • Filed within 22d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $22.6B
  • 10-Q 22d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $2,779M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/A$193MN/AN/A
20241$10M$10MN/A
20231$2.8B$2.8BN/A
2022N/AN/AN/AN/A
20211$171M$171MN/A
20201$250M$250MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Technology Acquisition
    33%
  • Platform
    33%
  • Geographic Expansion
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • technology_acquisition
  • platform
  • geographic_expansion
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

By acquiring Xcira, the Company acquired information technology capability and platform to build on its strong online bidding customer experience, and further differentiate itself from other industrial auction companies.

10-KFY2015
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Industrial Services

Market spend (2023–2025)
$65.5B
Market spend (2020–2022)
$39.6B
Recent vs prior
+65%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

17.1×EV / EBITDA

RBA trades at a +4.9-turn premium to the Industrial Services peer median of 12.2×.

EV / Revenue
4.8×
Net debt / EBITDA
1.5×
Peer median EV / EBITDA
12.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
RB Global, IncRBA
17.1×4.8×1.5×$4.7B$3B
16.7×2.8×0.8×$3.8B$209M
14.2×2.3×0.2×$2.5B$101M
12.2×4.5×8.2×$2.5BN/A
9.9×2.3×1.2×$3.4B$231M
9.5×3.8×0.1×$17.2BN/A

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Industrial Services. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)242026-02-25
  • 10-Q (quarterly)312026-05-04
  • 8-K (event)1592026-05-04
  • Proxy / DEF 14A322026-03-19
  • Activism (13D / DFAN / PREC)22023-04-10

Signals on file

  • elevated

    Auditor change

    2023-04-06

    1 Item 4.01 filing on file; certifying accountant change.

  • elevated

    Activism on file

    2023-04-10

    2 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

RB Global, Inc: Issuer Brief | SE-Cluster