Revenue by Segment
Analyzes income from different business areas, highlighting which segments drive growth and profitability, and indicating strategic focus areas.
Service revenue has shifted from steady to materially higher as volume-led GTV growth and CC&T/strategic tuck‑ins kick in, but management warns the service take‑rate is compressing (~160bps) so dollars per transaction are down even as top‑line volume rises. Inventories have risen in tandem—supporting higher salvage returns and one‑time inventory gains that boosted EPS—but that buildup raises working‑capital and margin sensitivity if ASPs or auction calendars normalize. Positive: EBITDA growth outpacing service revenue signals improving operating leverage from cost and yard‑efficiency initiatives; near‑term lumpiness and fuel/regional risks remain.
RBA Revenue by Segment
| Date | Service | Inventory |
|---|---|---|
| Jun 30, 2026 | $933.40M | $383.70M |
| Mar 31, 2026 | $897.70M | $336.90M |
| Dec 31, 2025 | $917.50M | $285.90M |
| Sep 30, 2025 | $845.00M | $247.70M |
| Jun 30, 2025 | $887.20M | $298.80M |
| Mar 31, 2025 | $852.50M | $256.10M |
| Dec 31, 2024 | $875.50M | $266.10M |
| Sep 30, 2024 | $779.90M | $201.90M |
| Jun 30, 2024 | $859.10M | $237.00M |
| Mar 31, 2024 | $849.10M | $215.60M |
| Dec 31, 2023 | $809.10M | $231.80M |
| Sep 30, 2023 | $773.80M | $246.00M |
| Jun 30, 2023 | $806.10M | $300.40M |
| Mar 31, 2023 | $343.60M | $168.80M |
| Dec 31, 2022 | $272.52M | $171.34M |
| Sep 30, 2022 | $246.70M | $164.78M |
| Jun 30, 2022 | $286.50M | $198.04M |
| Mar 31, 2022 | $244.86M | $149.06M |
| Dec 31, 2021 | $244.79M | $114.58M |
| Sep 30, 2021 | $214.19M | $115.49M |
| Jun 30, 2021 | $252.75M | $143.61M |
| Mar 31, 2021 | $206.03M | $125.53M |
| Dec 31, 2020 | $231.66M | $151.76M |
| Sep 30, 2020 | $222.68M | $108.86M |
| Jun 30, 2020 | $234.14M | $154.91M |
| Mar 31, 2020 | $183.12M | $90.13M |