Übersicht von RB Global, Inc.
Unternehmensprofil
RB Global, Inc. (NYSE: RBA; TSX: RBA) ist ein führender Omnichannel-Marktplatz für gewerbliche Vermögenswerte und Fahrzeuge, der weltweit tätig ist und seinen Hauptsitz in Westchester, Illinois hat. 1958 als Ritchie Bros. Auctioneers gegründet und 2023 neu gebrandet, erleichtert das Unternehmen Transaktionen in verschiedenen Sektoren, darunter Automobil, Bauwesen, Landwirtschaft und Transportwesen. Das Unternehmen beschäftigt über 7.900 Mitarbeiter und verzeichnete 2022 einen Bruttotransaktionswert (GTV) von 6 Milliarden US-Dollar. Das Unternehmen nutzt ein Hybridmodell mit mehr als 40 physischen Auktionsstandorten und digitalen Plattformen wie IronPlanet und Marketplace-E, um Kunden in über 12 Ländern zu bedienen.
Management
Das Führungsteam vereint Branchenveteranen und Expertise aus verschiedenen Sektoren:
- Jim Kessler (CEO): Im August 2023 ernannt, zuvor als COO und Präsident tätig. Seine Erfahrung umfasst Führungspositionen bei Caliber Collision und Abra Auto Body.
- Eric J. Guerin (CFO): Im Januar 2024 beigetreten, zuvor CFO der Veritiv Corporation und CDK Global.
- Steve Lewis (COO): Seit September 2024, ehemaliger Präsident von GXO Logistics.
- Nancy King (CTO): Im Juni 2024 ernannt, zuvor SVP für Produktentwicklung bei Target.
- Darren Watt (Chief Legal Officer): Seit 2013 in der Position.
Dieses Team konzentriert sich auf operative Effizienz und strategische Übernahmen, navigiert durch makroökonomische Herausforderungen mit disziplinierter Kostenkontrolle.
Tochtergesellschaften und Partnerschaften
Das Portfolio von RB Global integriert spezialisierte Marken:
- Kernmarken: Ritchie Bros. (Auktionen), IAA (Auto-Salvage), Rouse Services (Flotten-Daten), SmartEquip (Gerätewartung) und VeriTread (Frachtlösungen).
- Jüngste Akquisitionen: J.M. Wood Auction Co. (235 Millionen US-Dollar, abgeschlossen im 1. Quartal 2025) zur Erweiterung der Präsenz im Südosten der USA.
- Strategische Allianzen: Markt-Partnerschaften mit CarGo Logistic (Aserbaidschan) und Moto Leader Group (Panama) stärken die globale Käuferunterstützung und Logistik.
Finanzieller Status
Die Ergebnisse des 1. Quartals 2025 spiegeln Widerstandsfähigkeit inmitten von sektorspezifischen Veränderungen wider:
- Umsatz: 1,1 Milliarden US-Dollar (plus 4% im Jahresvergleich), getrieben von einem 19%igen Anstieg der Lagerverkäufe (256 Millionen US-Dollar).
- Profitabilität: Der Nettogewinn stieg um 5% auf 113,3 Millionen US-Dollar; verwässertes Ergebnis je Aktie bei 0,55 US-Dollar.
- GTV: 3,8 Milliarden US-Dollar (minus 6% im Jahresvergleich), wobei der GTV im Automobilsektor um 2% stieg, jedoch im gewerblichen Bauwesen um 18% sank.
- Liquidität: Überarbeitete Kreditlinie im April 2025, Erhöhung der revolvierenden Kredite auf 1,3 Milliarden US-Dollar und Verlängerung der Laufzeit bis 2030. Die Investitionen in Anlagevermögen sind für 2025 auf 350–400 Millionen US-Dollar geplant.
Das Unternehmen pflegt eine solide Bilanz ohne Befürchtungen hinsichtlich Barmittelverbrauch und wird durch eine Quartalsdividende von 0,29 US-Dollar je Aktie unterstützt.
Projekte und Strategische Pläne
Kurzfristige Initiativen:
- Integration von J.M. Wood zur Stärkung regionaler Auktionsfähigkeiten.
- Ausbau des globalen Fußabdrucks von IAA durch Allianzen in Panama und Aserbaidschan.
- Optimierung digitaler Plattformen zur Abfederung von Volatilität bei physischen Auktionen (z. B. 7%iges Wachstum der Online-Käuferumsätze im Jahresvergleich).
Langfristige Ziele:
- Förderung der Omnichannel-Annahme zur Steigerung des Service-Umsatzanteils (22,3% im 1. Quartal 2025, plus 150 Basispunkte im Jahresvergleich).
- Anstreben eines GTV-Wachstums von 0–3% und eines bereinigten EBITDA von 1,32–1,38 Milliarden US-Dollar für das Geschäftsjahr 2025.
- Vorantreiben von Lösungen für die Kreislaufwirtschaft durch Verlängerung der Lebensdauer von Vermögenswerten durch Remarketing und Datenanalyse.
ESG-Leistung
RB Global trägt ein niedriges ESG-Risikorating (18,7/100) von Sustainalytics, das 174. von 395 Firmen im Bereich kommerzielle Dienstleistungen einordnet:
- Umwelt: Fördert die Wiederverwendung von Vermögenswerten und reduziert Abfälle in Sektoren wie Bauwesen und Automobil.
- Governance: Die Vergütung der Geschäftsleitung ist an operative Ziele geknüpft; die Aufsicht des Vorstands umfasst ESG-Metriken.
- Soziales: Konzentriert sich auf Arbeitssicherheit und Gemeindeengagement, jedoch werden spezifische Diversitätsmetriken nicht veröffentlicht.
Zusammenfassung
RB Global nutzt seine Auktions-Tradition und digitale Innovationen, um sektorspezifische Gegenwinde zu bewältigen. Sein diversifiziertes Modell, disziplinierte M&A (z. B. IAA's 7 Milliarden US-Dollar Integration in 2023) und solide Liquidität positionieren es für kontinuierliches Wachstum. Kurzfristige Prioritäten umfassen die Skalierung von Partnerschaften und Technologie, während langfristige Ambitionen auf nachhaltiges Asset Management und globale Marktführerschaft ausgerichtet sind. Herausforderungen umfassen eine Abschwächung der Nachfrage im gewerblichen Bauwesen, die durch Gewinne im Automobilsektor und eine auf ESG ausgerichtete operationale Widerstandsfähigkeit ausgeglichen werden.
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$tockers' as they embark on a thrilling international quest. Venturing into rugged and often perilous mining territories, they investigate publicly traded mining companies, from gold to base metals, seeking profitable investments and making critical investment decisions.
Their journey digs deep into the lives of local communities and complex relationships between mining operations, environmental stewardship, and Indigenous peoples. With insights from geologists, experts, and Indigenous partners, Kevin and Robynne evaluate each company's environmental and social governance, revealing the intricate balance of industry standards and ethical practices.
Travel alongside them in diverse modes, from RVs to seaplanes, as they uncover the hidden stories and histories of the mining world, offering a unique perspective on the challenges and beauties of the global mining landscape.
But the adventure doesn't stop with watching - viewers can dive into the action themselves with the Mine$tockers Fantasy Trading Pool. This immersive experience allows you to create your own trading portfolio with $100,000 in fantasy bucks and compete against the Mine$tockers throughout the season. The stakes are high: half of the growing cash prize pool goes to the top-performing trader, while the other half is earmarked for a charity of the Mine$tockers' choice. However, if the Mine$tockers themselves clinch the top spot on the scoreboard at season's end, the entire prize pot will be donated to charity. It's not just about watching investments unfold - it's about testing your own trading mettle in this high-stakes, real-time challenge.
Robynne Eaton
Veteran Filmmaker Explores the Mining World
With over 20 years of experience in the film industry as both a producer and actor, Robynne Eaton brings her keen eye and storytelling expertise to Mine$tockers. She'll investigate the history surrounding ESG (Environmental, Social, and Governance) practices and help tell the story of the mining world through her unique perspective.
Unearthing the Details
Robynne's passion for uncovering the truth shines as she delves into the intricacies of mining operations. Her professional film production background and engaging personality allow her to present an unbiased and captivating view of the industry.
Kevin Dwyer
Street Savvy
Former Bay Street trader, Kevin Dwyer, has transitioned from his role as an over-the-counter stock trader in the resource sector to a private investor and adventurer. He now visits mining properties to gain firsthand insights.
Smart Investments
The Mine$tockers believe in making informed investment decisions in the mining industry. They carefully evaluate established and up-and-coming mining stocks, interact with local communities and base their trades on their findings.
Adventure Seeker
With a wealth of experience in the great outdoors, Kevin has traveled to diverse destinations, from the northern wilderness to the southern deserts. He is an avid sportsman, hiker, and adventurer.
Bali(Blue Frenchie)
Where's the Beef?
MineStocker Bali loves to get details of lunch firsthand.
Mines & Travel
Bali will examine the local food highlights while checking out local canine!
Bali Meets The Miners
Who are the people on-site, in the mine office as well as in town? Meet them with Bali, see them from her eyes.
World Travel
Bali has traveled to many fantastic and exciting places for lunch and will lead the way!
Mine$tockers Mission
The Project Mission
Our mission is to serve the global investor by providing high-quality, distinctive information that informs, educates, and entertains. In addition, we exemplify investing in the resource sector to participate in the Green Revolution for personal profit and to benefit our Foundation.The Foundation
Using donations and investment profits donated from the MineStocker show, the MineStocker Foundation aims to offer educational scholarships to young individuals with a keen interest in geological or environmental studies.
Mine$tockers ESG
We believe that getting our ESG proposition right is the right thing to do and will help us with higher value creation.
The Challenge
Like all businesses, are closely linked to environmental, social, and governance (ESG) issues. Despite the ESG difficulties in operating in many developing and emerging countries, we aim to advance sustainable, fair, and diverse communities through engaging entertainment and technology solutions. This dedication encompasses every aspect of our business, including project development, investment management, and stakeholder engagement.Given the pressing global challenges such as climate change, pollution, inequality, and poverty, it is more crucial than ever for responsible businesses like ours to prioritize ESG in their operations. Investors and the public see ESG considerations as a means of gaining a comprehensive view of the companies they invest in. Therefore, Mine$tockers will assess and disclose the ESG of each business we encounter before making any investments.
Summer of 2024
Explore the coming mining boom that's going on in one of the world's mining locations.
Future locations include Nevada, Arizona, northern Ontario, British Columbia, The Yukon, and Argentina, to name a few.
Privacy Policy
In this privacy statement, we explain what we do with the data we obtain about you via https://minestockers.com We recommend you carefully read this statement. In our processing we comply with the requirements of privacy legislation. That means, among other things, that:
we clearly state the purposes for which we process personal data. We do this by means of this privacy statement;
we aim to limit our collection of personal data to only the personal data required for legitimate purposes;
we first request your explicit consent to process your personal data in cases requiring your consent;
we take appropriate security measures to protect your personal data and also require this from parties that process personal data on our behalf;
we respect your right to access your personal data or have it corrected or deleted, at your request.
If you have any questions, or want to know exactly what data we keep of you, please contact us.
Here is our full policy.
Investment Disclosure
The content provided on this website and in Mine$tockers episodes is for informational purposes only and should not be considered as an offer, solicitation, recommendation, or determination by Mine$tockers Inc. for the sale of any financial product or service or the suitability of an investment strategy for any investor.
Investors are advised to consult a financial professional to determine the appropriateness of an investment strategy based on their objectives, financial situation, investment horizon, and individual needs. This information is not intended to serve as financial, tax, legal, accounting, or other professional advice, as such advice should always be tailored to individual circumstances.
The products discussed herein are not insured by any government agency and carry risks, including the potential loss of the principal amount invested. Any information provided is based on both internal and external sources and should not be construed as an endorsement or conclusion regarding a company's financial prospects, resources, or management. Opinions expressed may change and should not be relied upon. It is crucial to seek personalized investment advice for your unique situation.
Natural resources investments are generally volatile, with higher headline risk than other sectors. They tend to be more sensitive to economic data, political and regulatory events, and underlying commodity prices. The prices of natural resources investments are influenced by factors such as the costs of underlying commodities like oil, gas, metals, and coal. These investments may trade on various exchanges and experience price fluctuations due to short-term demand, supply, and investment flows.
Natural resource investments often respond more sensitively to global events and economic data, including natural disasters, political turmoil, pandemics, or the release of employment data.
Investing in foreign markets may carry greater risks than domestic markets, including political, currency, economic, and market risks. It is essential to evaluate if trading in low-priced and international securities is appropriate for your circumstances and financial resources. Past performance does not guarantee future results.
Mine$tockers Inc., its affiliates, family, friends, employees, associates, and others may hold positions in the securities it covers. Some of the companies covered may be paying clients of the production.
No investment process is risk-free, and profitability is not guaranteed; investors may lose their entire investment. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification does not ensure a profit or protect against loss. Investing in foreign securities involves risks not associated with domestic investments, such as currency fluctuations, political and economic instability, and differing accounting standards, potentially leading to greater share price volatility. The prices of small- and mid-cap company stocks generally experience higher volatility than large-company stocks and may involve higher risks. Smaller companies may lack the management expertise, financial resources, product diversification, and competitive strengths needed to withstand adverse economic conditions.
Studio
Toronto Ontario Canada