RB Global (RBA) Investor presentation summary

Market overview and growth drivers

• Operates a diversified global marketplace for commercial assets and vehicles, with a $16.2B GTV and 3-year service revenue CAGR of 9%.

• Automotive segment represents 53% of GTV, with 75% of GTV from the US and 17% from Canada.

• North American automotive salvage market has a $20B TAM, growing at mid-single digits, while commercial construction & transportation (CC&T) has a $100B TAM, growing cyclically with GDP.

• Strategic positioning in large, expanding end markets supports compounding growth and market share gains.

Competitive advantages and customer solutions

• Delivers industry-leading performance in automotive with high vehicle pickup rates, reduced cycle times, and improved price realization through process optimization and data-driven incentives.

• Offers unmatched customer solutions for both sellers and buyers, including multi-channel transaction platforms, data-driven insights, and specialized services like inspections and financing.

• Combined footprint enables large-scale catastrophe response leveraging multiple locations.

• In CC&T, operates the world's largest marketplace with 60+ yards in 14 countries, 700+ sales reps, and 400+ annual events.

Strategic actions and operational excellence

• Drives growth through expanding sales capacity, service attach initiatives, AI-driven workflow simplification, and technology investments.

• Pursues acquisitions to access new customers, regions, and adjacent verticals, while optimizing capital allocation for growth, debt paydown, and dividends.

• Achieved $110M in cost synergies from the IAA acquisition a year ahead of schedule and implemented a new operating model to boost efficiency.

• Focuses on operational excellence, expanding EBITDA efficiently, and maintaining a strong cost and control culture.