Rentokil Initial plc

Report azionario NYSE:RTO

Capitalizzazione di mercato: US$15.9b

Rentokil Initial Crescita futura

Criteri Future verificati 3/6

Rentokil Initial prevede che gli utili e i ricavi cresceranno rispettivamente di 26.5% e 4.6% all'anno. Si prevede che l'EPS crescerà di 26.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.1% in 3 anni.

Informazioni chiave

26.5%

Tasso di crescita degli utili

26.87%

Tasso di crescita dell'EPS

Commercial Services crescita degli utili13.4%
Tasso di crescita dei ricavi4.6%
Rendimento futuro del capitale proprio14.14%
Copertura analitica

Good

Ultimo aggiornamento13 May 2026

Aggiornamenti recenti sulla crescita futura

Nessun aggiornamento

Recent updates

Seeking Alpha • Mar 10

Rentokil: A Bug Business With Long-Term Bite

Summary Rentokil (RTO) offers a more attractive valuation and diversified growth profile than peer Rollins, trading at a significant discount despite similar growth drivers. RTO reported FY'25 revenues of $6.91B (+3.8% YoY), with organic growth, margin expansion, and strong free cash flow supporting deleveraging and investment-grade credit ratings. Industry tailwinds, operational efficiencies, and a robust M&A pipeline underpin expectations for mid-to-high single-digit EPS growth and margin improvement toward 20%+ by 2027. While valuation is not cheap at 12.9x EV/EBITDA and 21x P/E, RTO can justify its multiple if it delivers on organic growth, margin targets, and cost savings. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Rentokil: Industry Tailwinds, A Turnaround, And A High Caliber Activist Investor

Summary The pest control industry is attractive due to its capital-light, non-cyclical nature, providing relatively predictable revenue streams. This feature is being enhanced through greater sales through subscriptions and long-term contracts. Meanwhile, the industry benefits from a growth tailwind due to greater urbanisation, a regulatory push on commercial customers, and global warming potentially increasing insect populations. Rentokil's stock has declined over 50% from its peak price. We believe this is attributed primarily from challenges in integrating the Terminix acquisition. We believe this is a fixable problem. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Why Rollins Could Be Rentokil's Biggest Threat In The U.S.

Summary The article provides an update on Rentokil Initial's preliminary results for 2024, with a focus on the struggling U.S. business. In particular, a comparison is made with competitor Rollins, Inc., which was the market leader in pest control in the U.S. prior to Rentokil Initial's acquisition of Terminix. I explain why Rollins could pose a threat to the turnaround of Rentokil's U.S. business and give reasons for the stark difference in valuation. I elaborate on why Rentokil stock is slowly but surely moving down my watch list, while I have started following Rollins stock with great interest. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

Rentokil Initial: Improving Customer Retention To Accelerate Growth, Initiate With 'Buy'

Summary Rentokil Initial's acquisition of Terminix strengthens its market leadership in the US pest control market, enhancing scale, route density, and cost synergies. The integration of Terminix is expected to improve customer retention rates, operational efficiencies, and overall service quality through Rentokil's advanced digital platform. Rentokil's FY24 guidance remains unchanged, with anticipated organic revenue growth of 1.8% and a projected operating margin of 15.9% by FY33. Initiating a 'Buy' rating for RTO with a one-year target price of UK Pound 5.1 per share or USD $31.5 per ADR share. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Rentokil: Why Trian's Stake Shouldn't Turn Heads

Summary In June, Rentokil shares soared in response to takeover speculation and the announcement that activist Trian (co-founded by Nelson Peltz) had acquired a sizable stake in the company. Optimism faded quickly after a profit warning in September. RTO stock is now trading near pandemic lows. In this update, I take a close look at Trian Fund Management's holding and explain what role Janus Henderson - a core Trian investment - could play in this context. I explain why I am not (particularly) moved by the activist's involvement and share at what price I would consider a position in RTO shares. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Rentokil Initial: Significant Potential And Runway For Growth

Summary Trian Partners' involvement in Rentokil Initial plc, including appointing Brian Baldwin to the board, aims to enhance shareholder value and operational efficiency. Rentokil's stock has underperformed due to integration issues with Terminix and weak North American growth, prompting a profit warning. Trian's strategy may involve simplifying Rentokil's business segments, improving margins, and potentially moving its primary listing to the US for better valuation. Significant value creation is expected over the next 2-3 years through aggressive management changes and operational improvements driven by Trian's expertise. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Voss Capital - Rentokil Initial:  Recency Bias Provides Skeptics A Rallying Cry

Summary Rentokil Initial is a global leader in pest control with high-quality business characteristics and attractive growth opportunities in the US market. The recent acquisition of Terminix led to a slowdown in North American organic revenue growth, causing the stock to trade at a substantial discount. Despite integration challenges, RTO has potential for significant upside as it improves organic growth and re-rates to historical multiples, potentially appealing to PE buyout firms. Read the full article on Seeking Alpha
Seeking Alpha • May 06

Rentokil Initial: Wide Moat Revenue And Profit Compounder

Summary Rentokil is a market leader in the pest control industry, controlling 21% of the global market. The pest control market is expected to reach $42.5 billion by 2032, with high margins. Rentokil has faced challenges following its acquisition of Terminix, but long-term investors should take note of its potential for growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 01

Rentokil Initial: Excessive Derating But Still Unattractive Risk/Reward, Hold

Summary Rentokil Initial's stock has lost over 28% of its value due to disappointing organic growth in North America Pest Control. This has triggered a sentiment shift as investors are concerned about the defensive nature of the business and the company's ability to hit growth and margin targets. We revise our estimates downwards to better reflect the current situation. While we find the derating excessive, we still do not find the risk/reward attractive and issue a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

GreenWood Investors - Rentokil: Synergies Ripple Should Push Margins To Best-In-Class Levels

Summary A dramatic 30% share price fall in reaction to a profit warning at Rentokil triggered Chris’s efforts to underwrite the pest control opportunity. We believe Rentokil’s culture will help to bring additional progress towards further improving Terminix’s culture and operational processes. Due to the quarterly profit volatility making the company “uninvestable” for the compounder crowd, the business trades for 18x 2023 earnings. This is before significant synergies ripple through the income statement— which should push group margins to best-in-class levels globally. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Rentokil Initial: Thriving Compounder In A Market Leading Position

Summary Rentokil Initial offers integrated service solutions for pest control, hygiene services, and workwear solutions. The company has grown at a CAGR of 11%, with strong organic growth and consistent acquisitions. RTO has a fantastic business model, with a leading position in numerous segments and deep expertise, allowing for 4-6% organic growth in a mature industry. The company has consistently improved FCF, with scope for further margin improvement as it optimizes acquired entities. This will be a key value lever in the coming years. In conjunction with strong fundamentals (& M&A), RTO is benefiting from industry tailwinds, as infrastructure spending and economic development globally drive demand. Read the full article on Seeking Alpha
Seeking Alpha • Jun 08

Rentokil Initial: A Compellingly Priced Leader In The Attractive Pest Control Industry

Summary Rentokil Initial operates in the attractive and expanding pest control industry, with opportunities for growth through acquisitions. The recent acquisition of Terminix strengthens Rentokil Initial's position in the pest control market and also provides ample synergies. The company's valuation remains compelling despite trading near its all-time high, with multiples significantly below major competitors. I rate the company as a buy. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:RTO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20287,9857238881,28612
12/31/20277,5956437791,17117
12/31/20267,2775266491,02817
12/31/20256,908290703972N/A
9/30/20256,812286685959N/A
6/30/20257,5463567081,006N/A
3/31/20257,072364635914N/A
12/31/20246,617346593868N/A
9/30/20245,934345573830N/A
6/30/20246,683477633904N/A
3/31/20246,735479649917N/A
1/1/20246,385437654916N/A
9/30/20236,215411603859N/A
6/30/20236,112372587852N/A
3/31/20235,260324538784N/A
12/31/20224,490280496725N/A
9/30/20223,790279408610N/A
6/30/20223,742326391599N/A
3/31/20223,961349475693N/A
12/31/20213,999356545761N/A
9/30/20213,991351616826N/A
6/30/20214,104357641850N/A
3/31/20213,977307575784N/A
12/31/20203,833254540749N/A
9/30/20203,555277467668N/A
6/30/20203,354301438635N/A
3/31/20203,370327401606N/A
12/31/20193,596376387613N/A
9/30/20193,264115N/A529N/A
6/30/20193,296-123N/A505N/A
3/31/20193,300-127N/A496N/A
12/31/20183,152-125N/A464N/A
9/30/20183,14660N/A463N/A
6/30/20183,108250N/A458N/A
3/31/20183,344612N/A510N/A
12/31/20173,257922N/A513N/A
9/30/20173,234915N/A517N/A
6/30/20173,145889N/A511N/A
3/31/20172,871533N/A472N/A
12/31/20162,672207N/A445N/A
9/30/20162,631195N/A454N/A
6/30/20162,514178N/A451N/A
3/31/20162,628186N/A475N/A
12/31/20152,594183N/A472N/A
9/30/20152,649192N/A498N/A
6/30/20152,739204N/A533N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di RTO ( 26.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di RTO ( 26.5% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di RTO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di RTO ( 4.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di RTO ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di RTO sarà basso tra 3 anni ( 14.1 %).

Scoprire le aziende in crescita

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1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 02:33
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Rentokil Initial plc è coperta da 29 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Paul Daniel SullivanBarclays
James RosenthalBarclays
Jane SparrowBarclays