Rentokil Initial（RTO1）株式概要レントキル・イニシャル・ピーエルシーは、その子会社とともに、北米、欧州、英国、アジア、中東、北アフリカ、トルコ、太平洋地域で路線ベースのサービスを提供している。 詳細RTO1 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績1/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より27.3%で取引されている 収益は年間19.86%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 2%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るRTO1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW502,832 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG502,832 investors already sharing narrativesYour Fair Value€Current Price€5.327.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-125m9b2016201920222025202620282031Revenue US$8.6bEarnings US$360.7mAdvancedSet Fair ValueView all narrativesRentokil Initial plc 競合他社BefesaSymbol: XTRA:BFSAMarket cap: €1.3bBilfingerSymbol: XTRA:GBFMarket cap: €3.2bClean HarborsSymbol: NYSE:CLHMarket cap: US$15.6bRollinsSymbol: NYSE:ROLMarket cap: US$20.6b価格と性能株価の高値、安値、推移の概要Rentokil Initial過去の株価現在の株価UK£5.3252週高値UK£5.8552週安値UK£4.11ベータ0.431ヶ月の変化3.18%3ヶ月変化-8.12%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化117.06%最新ニュースお知らせ • 1hRentokil Initial plc Announces Appointment of Therese Marie Esperdy as Director, Effective July 1, 2026Rentokil Initial plc announced the appointment of Ms. Therese Marie Esperdy as director. Date of appointment is July 1, 2026.お知らせ • May 23Rentokil Initial plc Announces the Appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, Effective 3 August, 2026Rentokil Initial plc announced the appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, commencing 3 August. Rafa joins the Company with a distinguished track record of leadership in large-scale, route-based service industries. He most recently served as President of WM Healthcare Solutions and Senior Vice President of Strategy at WM (previously known as Waste Management Inc.), where he oversaw multi-site operations with 200+ branches and over 10,000 corporate and field-based employees across the U.S., Canada, the U.K., Ireland and Western Europe. He is highly experienced at executing a recurring revenue model, serving commercial and residential customers. Professional Highlights: Extensive Operational Leadership: Rafa has held numerous senior leadership roles over a 10-year career at WM. Prior to serving as President of WM Healthcare Solutions, Rafa led WM's East region, where he enabled disciplined growth through leveraging process and technology solutions focusing on consistent service delivery to customers, reducing frontline turnover and improving operational efficiency. Strategic Transformation: As SVP of Strategy, he led enterprise-level transformation initiatives, using data and technology to optimise operations and drive continuous improvement. Integration Expertise: Rafa led the integration of Stericycle, a $7.2bn acquisition, delivering standout first year cost synergies and establishing a path toward higher synergies over time. Professional Education: Holds a BBA Marketing and an MBA Operations Management from the University of Houston. Alain Moffroid, the current interim CEO, North America, will remain on the NA leadership group supporting Rafa and the team as they continue executing their growth plan. He will support the Company through the end of 2027. Rafa Carrasco: Career Summary at WM President of WM Healthcare Solutions Houston, Texas | Nov. 2024 – Present; Senior Vice President - Enterprise Strategy Houston, Texas | Oct 2023 – Present; Senior Vice President - Field Operations - East Houston, Texas | Jul 2021 - Oct 2023; Area Vice President ? Greater Mid-Atlantic | Apr. 2017 - Jul 2021; Area Vice President Eastern Canada | Nov. 2016 - Apr. 2017; Vice President - Special Projects Houston, Texas | Jul 2016 - Nov. 2016; Prior to WM, he spent 6 years in General Management roles at Sims Metal Management Limited and 13 years at ESCO Marine.Buy Or Sell Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to €5.69. The fair value is estimated to be €7.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Apr 16Rentokil Initial plc Appoints Thérèse Esperdy as Chair of the BoardRentokil Initial plc announced the appointment of Thérèse Esperdy as Chair of the Board commencing September 1, 2026. She will join the Board as a Non-Executive Director and Chair-designate on July 1, 2026. This appointment follows the announcement on March 5, 2026 that Richard Solomons, who has served as the Chair of the Company since 2019, had informed the Board of his intention to retire from the Company. Thérèse is currently Non-Executive Chair of Imperial Brands plc, a position from which she will retire following their November 2026 Board meeting and Fiscal Year 2026 results announcement, having served on the Board since July 2016. She is also the Senior Independent Director designate of Smith & Nephew plc and a Non-Executive Director of Moody's Corporation. Thérèse was previously Senior Independent Director of National Grid plc. In her executive career, Thérèse held senior leadership roles with JP Morgan including Global Chair of their Financial Institutions Group, Co-head of Asia-Pacific Corporate & Investment Banking and Global Head of Debt Capital Markets. The Board determined that Thérèse Esperdy is an independent Non-Executive Director on appointment in accordance with the UK Corporate Governance Code. She will succeed Richard Solomons as Chair of the Nomination Committee on September 1, 2026. Richard Solomons will retire from the Board with effect from midnight on August 31, 2026.Upcoming Dividend • Apr 03Upcoming dividend of US$0.082 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 18 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).New Risk • Mar 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (108% payout ratio). Large one-off items impacting financial results.最新情報をもっと見るRecent updatesお知らせ • 1hRentokil Initial plc Announces Appointment of Therese Marie Esperdy as Director, Effective July 1, 2026Rentokil Initial plc announced the appointment of Ms. Therese Marie Esperdy as director. Date of appointment is July 1, 2026.お知らせ • May 23Rentokil Initial plc Announces the Appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, Effective 3 August, 2026Rentokil Initial plc announced the appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, commencing 3 August. Rafa joins the Company with a distinguished track record of leadership in large-scale, route-based service industries. He most recently served as President of WM Healthcare Solutions and Senior Vice President of Strategy at WM (previously known as Waste Management Inc.), where he oversaw multi-site operations with 200+ branches and over 10,000 corporate and field-based employees across the U.S., Canada, the U.K., Ireland and Western Europe. He is highly experienced at executing a recurring revenue model, serving commercial and residential customers. Professional Highlights: Extensive Operational Leadership: Rafa has held numerous senior leadership roles over a 10-year career at WM. Prior to serving as President of WM Healthcare Solutions, Rafa led WM's East region, where he enabled disciplined growth through leveraging process and technology solutions focusing on consistent service delivery to customers, reducing frontline turnover and improving operational efficiency. Strategic Transformation: As SVP of Strategy, he led enterprise-level transformation initiatives, using data and technology to optimise operations and drive continuous improvement. Integration Expertise: Rafa led the integration of Stericycle, a $7.2bn acquisition, delivering standout first year cost synergies and establishing a path toward higher synergies over time. Professional Education: Holds a BBA Marketing and an MBA Operations Management from the University of Houston. Alain Moffroid, the current interim CEO, North America, will remain on the NA leadership group supporting Rafa and the team as they continue executing their growth plan. He will support the Company through the end of 2027. Rafa Carrasco: Career Summary at WM President of WM Healthcare Solutions Houston, Texas | Nov. 2024 – Present; Senior Vice President - Enterprise Strategy Houston, Texas | Oct 2023 – Present; Senior Vice President - Field Operations - East Houston, Texas | Jul 2021 - Oct 2023; Area Vice President ? Greater Mid-Atlantic | Apr. 2017 - Jul 2021; Area Vice President Eastern Canada | Nov. 2016 - Apr. 2017; Vice President - Special Projects Houston, Texas | Jul 2016 - Nov. 2016; Prior to WM, he spent 6 years in General Management roles at Sims Metal Management Limited and 13 years at ESCO Marine.Buy Or Sell Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to €5.69. The fair value is estimated to be €7.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Apr 16Rentokil Initial plc Appoints Thérèse Esperdy as Chair of the BoardRentokil Initial plc announced the appointment of Thérèse Esperdy as Chair of the Board commencing September 1, 2026. She will join the Board as a Non-Executive Director and Chair-designate on July 1, 2026. This appointment follows the announcement on March 5, 2026 that Richard Solomons, who has served as the Chair of the Company since 2019, had informed the Board of his intention to retire from the Company. Thérèse is currently Non-Executive Chair of Imperial Brands plc, a position from which she will retire following their November 2026 Board meeting and Fiscal Year 2026 results announcement, having served on the Board since July 2016. She is also the Senior Independent Director designate of Smith & Nephew plc and a Non-Executive Director of Moody's Corporation. Thérèse was previously Senior Independent Director of National Grid plc. In her executive career, Thérèse held senior leadership roles with JP Morgan including Global Chair of their Financial Institutions Group, Co-head of Asia-Pacific Corporate & Investment Banking and Global Head of Debt Capital Markets. The Board determined that Thérèse Esperdy is an independent Non-Executive Director on appointment in accordance with the UK Corporate Governance Code. She will succeed Richard Solomons as Chair of the Nomination Committee on September 1, 2026. Richard Solomons will retire from the Board with effect from midnight on August 31, 2026.Upcoming Dividend • Apr 03Upcoming dividend of US$0.082 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 18 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).New Risk • Mar 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (108% payout ratio). Large one-off items impacting financial results.Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €5.49. The fair value is estimated to be €6.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$0.12 (vs US$0.15 in FY 2024)Full year 2025 results: EPS: US$0.12 (down from US$0.15 in FY 2024). Revenue: US$6.91b (up 1.5% from FY 2024). Net income: US$290.0m (down 25% from FY 2024). Profit margin: 4.2% (down from 5.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Germany.お知らせ • Mar 06Rentokil Initial plc Announces Retirement of Richard Solomons as Chair of the BoardRentokil Initial plc announced that Richard Solomons, Chair of the Board, has informed the Board of his intention to retire, once a successor has been appointed. The search for a new Chair is underway and, in accordance with the UK Corporate Governance Code, is being led by the Senior Independent Director, John Pettigrew, supported by the Nomination Committee. The Board is committed to ensuring a smooth transition, and Richard will continue to lead the Board until his successor has been appointed and assumed Chair responsibilities. The Board thanks Richard for his strong leadership and significant contributions to the Company and looks forward to continuing to work with him until his successor is in place. Richard has served as the Chair of Rentokil Initial plc since 2019.お知らせ • Mar 05Rentokil Initial plc, Annual General Meeting, May 07, 2026Rentokil Initial plc, Annual General Meeting, May 07, 2026. Location: the companys offices, compass house, manor royal, crawley, west sussex, rh10 9py, United Kingdomお知らせ • Feb 20Terminix Launches its New “Termite Tour,” a Staged Simulation Designed to Expose the Hidden Reality of Termite ActivityTerminix, a Rentokil Terminix company, launched its new “Termite Tour,” a staged simulation designed to expose the hidden reality of termite activity. The activation centers on a tiny Miami-inspired luxury replica home, where live Formosan termites were introduced to show how quickly hidden structural damage can develop, highlighting a costly and often invisible risk for homeowners nationwide. According to the National Pest Management Association, termites cause an estimated $6.8 billion in damage and treatment costs annually. The termites were introduced and allowed to feed for three weeks in the replica tiny home, revealing both visible and structural deterioration, from compromised wood and flooring to internal damage that developed long before outward warning signs appeared. Luxury real estate broker Fredrik Eklundshowcased the home during the demonstration, observing firsthand how termite activity quietly compromised the structure's integrity. The Termite Tour simulation, guided by Hunter Bergbower, Senior Entomologist at Terminix, brings termite risk into sharp focus for homeowners, particularly in high-risk regions like Florida, where termite activity persists year-round. Early detection is one of the most effective ways to reduce repair costs. According to Terminix, homeowners should watch for these early warning signs: Termite swarmers: Swarms are comprised of winged termites looking to start a new colony. Discarded wings: After swarming, termites shed their wings, which are often found in small piles on windowsills or near light fixtures. Mud tubes: Look for pencil-sized tubes on a structure’s foundation. Subterranean termites use these to travel from soil to a home or a building’s wood. Wood damage: If the wood sounds hollow when tapped, or if galleries or tunnels are visible in floorboards, it could be an indication of termite wood deterioration.お知らせ • Jan 13+ 1 more updateRentokil Initial plc Announces CEO Changes, Effective 16 March 2026Rentokil Initial plc announced the appointment of Mike Duffy (Michael A. Duffy) as Chief Executive Officer (CEO), effective March 16, 2026. He will join the Company on February 16, 2026 as CEO Designate. Mike succeeds Andy Ransom, who will step down as CEO on March 16, 2026 and will continue to work with the Company to ensure a smooth transition ahead of the Company's AGM on May 7, 2026. Mike, a US citizen, will be based in North America. He brings over 25 years of leadership experience with large US businesses across B2B and B2C industries. Throughout his career, he has delivered successful business transformations through initiatives to improve the customer experience, employee engagement and financial returns. These initiatives include optimising commercial strategy, deploying technology to enhance the customer experience, and driving more robust processes and culture. Mike is currently CEO of OnTrac, an American logistics company specialising in residential last-mile deliveries for e-commerce and direct-to-consumer brands, where he has established a culture of sales excellence and refocused the business on multi-site efficiency with investments in technology and best-in-class operations. Prior to this he was the CEO of FleetPride Inc., the largest independent B2B distributor of parts and a full-service provider for the US heavy-duty truck industry which under Mike's leadership had over 350 locations across North America. Both OnTrac and FleetPride are owned by the US-based private equity business, American Securities LLC. 2023-now: Chief Executive Officer, OnTrac. OnTrac is an American logistics company that primarily services e-commerce retailers and direct-to-consumer brands. Mike was appointed CEO in March 2023, following OnTrac's acquisition by LaserShip. He transformed operations to refocus on multi-site efficiency and investments in technology. The business is primarily residential, providing last-mile deliveries. 2021-2023: Chief Executive Officer, FleetPride Inc. FleetPride Inc., is the largest independent distributor of parts and a full-service provider for the U.S. heavy-duty truck industry operating from over 350 locations by the end of Mike's tenure. Mike delivered strong growth through network expansion, disciplined pricing, and 25+ bolt-on acquisitions. He repositioned the commercial strategy towards higher-margin services and developed an industry-leading e-commerce platform. 2018-2020 Chief Executive Officer, C&S Wholesale Grocers, LLC. C&S Wholesale Grocers, LLC is a leading US grocery wholesale distributor delivering over 100,000 unique products to more than 7,500 grocery stores from 60 distribution centres across the US. During his time as CEO, Mike simplified the business's portfolio and redeployed capital towards core growth segments. 2006-2017 Cardinal Health Inc. 2015-2017: President, Hospital Solutions and Global Supply Chain, part of a $13bn revenue division, where Mike focused on three major initiatives for its transformation: keeping customers as the sole focal point of the organisation, achieving cost leadership across the value chain, and leveraging best practices and skills across the organisation. He also overhauled Cardinal's brand strategy and expanded operations in Asia to fully leverage growth opportunities, primarily in Malaysia, Singapore and Shanghai. 2013-2015, President, Medical Products. 2006-2013, Executive Vice President, Global Manufacturing and Supply Chain, Medical. 2001-2006: Vice President, Global Supply Chain, The Gillette Company. 1997-2001: Consultant, Supply Chain and Operations, New York Consulting Partners Inc. Since July 2020, Mike has served on the board of Republic Services Inc., a publicly listed waste management company, where he is a member of both the Audit and Sustainability & Corporate Responsibility committees. He was a Board member as CEO at C&S Wholesale. He is on the Board for FleetPride and will step down from this role when he joins the Company. He holds a bachelor's degree in operations research and a master's degree in transportation from the Massachusetts Institute of Technology. Andy Ransom has been with Rentokil Initial for 18 years, leading the company to become one of the world's leading services businesses, particularly in Pest Control and Hygiene & Wellbeing.Board Change • Nov 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sam Mitchell was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 15High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Sam Mitchell was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元RTO1DE Commercial ServicesDE 市場7D6.8%5.7%2.0%1Yn/a-8.6%1.2%株主還元を見る業界別リターン: RTO1がGerman Commercial Services業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: RTO1 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is RTO1's price volatile compared to industry and market?RTO1 volatilityRTO1 Average Weekly Movement3.6%Commercial Services Industry Average Movement7.8%Market Average Movement5.5%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: RTO1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: RTO1の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト190363,388Mike Duffywww.rentokil-initial.comレントキル・イニシャル・ピーエルシーは子会社とともに、北米、欧州、英国、アジア、中東、北アフリカ、トルコ、太平洋地域でルートベースのサービスを提供している。同社は、げっ歯類、飛翔昆虫、這う昆虫などの害虫駆除サービスや、その他の野生動物管理サービスを提供している。同社は、石鹸や手指消毒剤ディスペンサー、ハンドドライヤー、空気ケアと浄化、キュービクルと表面消毒剤、女性用衛生ユニット、トイレットペーパーディスペンサー、床保護マットなどの製品の提供とメンテナンスを含む衛生サービスを提供している。また、商業組織向けに衣類の供給と洗濯も行っている。さらに同社は、落書き除去、キッチンや洗面所のディープクリーニング、外傷のクリーニング、洪水や火災の被害によるクリーニング、専門的なディープクリーニングサービスなど、様々な専門的クリーニングサービスを提供している。レントキル・イニシャルplcは1903年に設立され、英国のクローリーに本社を置いている。もっと見るRentokil Initial plc 基礎のまとめRentokil Initial の収益と売上を時価総額と比較するとどうか。RTO1 基礎統計学時価総額€13.31b収益（TTM）€254.04m売上高(TTM)€6.05b52.4xPER（株価収益率2.2xP/SレシオRTO1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計RTO1 損益計算書（TTM）収益US$6.91b売上原価US$5.96b売上総利益US$951.00mその他の費用US$661.00m収益US$290.00m直近の収益報告Dec 31, 2025次回決算日Jul 30, 2026一株当たり利益（EPS）0.12グロス・マージン13.77%純利益率4.20%有利子負債／自己資本比率101.7%RTO1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.0%現在の配当利回り108%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 18:06終値2026/07/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rentokil Initial plc 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Paul Daniel SullivanBarclaysJames RosenthalBarclaysJane SparrowBarclays25 その他のアナリストを表示
お知らせ • 1hRentokil Initial plc Announces Appointment of Therese Marie Esperdy as Director, Effective July 1, 2026Rentokil Initial plc announced the appointment of Ms. Therese Marie Esperdy as director. Date of appointment is July 1, 2026.
お知らせ • May 23Rentokil Initial plc Announces the Appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, Effective 3 August, 2026Rentokil Initial plc announced the appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, commencing 3 August. Rafa joins the Company with a distinguished track record of leadership in large-scale, route-based service industries. He most recently served as President of WM Healthcare Solutions and Senior Vice President of Strategy at WM (previously known as Waste Management Inc.), where he oversaw multi-site operations with 200+ branches and over 10,000 corporate and field-based employees across the U.S., Canada, the U.K., Ireland and Western Europe. He is highly experienced at executing a recurring revenue model, serving commercial and residential customers. Professional Highlights: Extensive Operational Leadership: Rafa has held numerous senior leadership roles over a 10-year career at WM. Prior to serving as President of WM Healthcare Solutions, Rafa led WM's East region, where he enabled disciplined growth through leveraging process and technology solutions focusing on consistent service delivery to customers, reducing frontline turnover and improving operational efficiency. Strategic Transformation: As SVP of Strategy, he led enterprise-level transformation initiatives, using data and technology to optimise operations and drive continuous improvement. Integration Expertise: Rafa led the integration of Stericycle, a $7.2bn acquisition, delivering standout first year cost synergies and establishing a path toward higher synergies over time. Professional Education: Holds a BBA Marketing and an MBA Operations Management from the University of Houston. Alain Moffroid, the current interim CEO, North America, will remain on the NA leadership group supporting Rafa and the team as they continue executing their growth plan. He will support the Company through the end of 2027. Rafa Carrasco: Career Summary at WM President of WM Healthcare Solutions Houston, Texas | Nov. 2024 – Present; Senior Vice President - Enterprise Strategy Houston, Texas | Oct 2023 – Present; Senior Vice President - Field Operations - East Houston, Texas | Jul 2021 - Oct 2023; Area Vice President ? Greater Mid-Atlantic | Apr. 2017 - Jul 2021; Area Vice President Eastern Canada | Nov. 2016 - Apr. 2017; Vice President - Special Projects Houston, Texas | Jul 2016 - Nov. 2016; Prior to WM, he spent 6 years in General Management roles at Sims Metal Management Limited and 13 years at ESCO Marine.
Buy Or Sell Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to €5.69. The fair value is estimated to be €7.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Apr 16Rentokil Initial plc Appoints Thérèse Esperdy as Chair of the BoardRentokil Initial plc announced the appointment of Thérèse Esperdy as Chair of the Board commencing September 1, 2026. She will join the Board as a Non-Executive Director and Chair-designate on July 1, 2026. This appointment follows the announcement on March 5, 2026 that Richard Solomons, who has served as the Chair of the Company since 2019, had informed the Board of his intention to retire from the Company. Thérèse is currently Non-Executive Chair of Imperial Brands plc, a position from which she will retire following their November 2026 Board meeting and Fiscal Year 2026 results announcement, having served on the Board since July 2016. She is also the Senior Independent Director designate of Smith & Nephew plc and a Non-Executive Director of Moody's Corporation. Thérèse was previously Senior Independent Director of National Grid plc. In her executive career, Thérèse held senior leadership roles with JP Morgan including Global Chair of their Financial Institutions Group, Co-head of Asia-Pacific Corporate & Investment Banking and Global Head of Debt Capital Markets. The Board determined that Thérèse Esperdy is an independent Non-Executive Director on appointment in accordance with the UK Corporate Governance Code. She will succeed Richard Solomons as Chair of the Nomination Committee on September 1, 2026. Richard Solomons will retire from the Board with effect from midnight on August 31, 2026.
Upcoming Dividend • Apr 03Upcoming dividend of US$0.082 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 18 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
New Risk • Mar 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (108% payout ratio). Large one-off items impacting financial results.
お知らせ • 1hRentokil Initial plc Announces Appointment of Therese Marie Esperdy as Director, Effective July 1, 2026Rentokil Initial plc announced the appointment of Ms. Therese Marie Esperdy as director. Date of appointment is July 1, 2026.
お知らせ • May 23Rentokil Initial plc Announces the Appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, Effective 3 August, 2026Rentokil Initial plc announced the appointment of Rafael "Rafa" Carrasco as Chief Executive Officer, North America, commencing 3 August. Rafa joins the Company with a distinguished track record of leadership in large-scale, route-based service industries. He most recently served as President of WM Healthcare Solutions and Senior Vice President of Strategy at WM (previously known as Waste Management Inc.), where he oversaw multi-site operations with 200+ branches and over 10,000 corporate and field-based employees across the U.S., Canada, the U.K., Ireland and Western Europe. He is highly experienced at executing a recurring revenue model, serving commercial and residential customers. Professional Highlights: Extensive Operational Leadership: Rafa has held numerous senior leadership roles over a 10-year career at WM. Prior to serving as President of WM Healthcare Solutions, Rafa led WM's East region, where he enabled disciplined growth through leveraging process and technology solutions focusing on consistent service delivery to customers, reducing frontline turnover and improving operational efficiency. Strategic Transformation: As SVP of Strategy, he led enterprise-level transformation initiatives, using data and technology to optimise operations and drive continuous improvement. Integration Expertise: Rafa led the integration of Stericycle, a $7.2bn acquisition, delivering standout first year cost synergies and establishing a path toward higher synergies over time. Professional Education: Holds a BBA Marketing and an MBA Operations Management from the University of Houston. Alain Moffroid, the current interim CEO, North America, will remain on the NA leadership group supporting Rafa and the team as they continue executing their growth plan. He will support the Company through the end of 2027. Rafa Carrasco: Career Summary at WM President of WM Healthcare Solutions Houston, Texas | Nov. 2024 – Present; Senior Vice President - Enterprise Strategy Houston, Texas | Oct 2023 – Present; Senior Vice President - Field Operations - East Houston, Texas | Jul 2021 - Oct 2023; Area Vice President ? Greater Mid-Atlantic | Apr. 2017 - Jul 2021; Area Vice President Eastern Canada | Nov. 2016 - Apr. 2017; Vice President - Special Projects Houston, Texas | Jul 2016 - Nov. 2016; Prior to WM, he spent 6 years in General Management roles at Sims Metal Management Limited and 13 years at ESCO Marine.
Buy Or Sell Opportunity • Apr 29Now 20% undervaluedOver the last 90 days, the stock has risen 4.4% to €5.69. The fair value is estimated to be €7.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Apr 16Rentokil Initial plc Appoints Thérèse Esperdy as Chair of the BoardRentokil Initial plc announced the appointment of Thérèse Esperdy as Chair of the Board commencing September 1, 2026. She will join the Board as a Non-Executive Director and Chair-designate on July 1, 2026. This appointment follows the announcement on March 5, 2026 that Richard Solomons, who has served as the Chair of the Company since 2019, had informed the Board of his intention to retire from the Company. Thérèse is currently Non-Executive Chair of Imperial Brands plc, a position from which she will retire following their November 2026 Board meeting and Fiscal Year 2026 results announcement, having served on the Board since July 2016. She is also the Senior Independent Director designate of Smith & Nephew plc and a Non-Executive Director of Moody's Corporation. Thérèse was previously Senior Independent Director of National Grid plc. In her executive career, Thérèse held senior leadership roles with JP Morgan including Global Chair of their Financial Institutions Group, Co-head of Asia-Pacific Corporate & Investment Banking and Global Head of Debt Capital Markets. The Board determined that Thérèse Esperdy is an independent Non-Executive Director on appointment in accordance with the UK Corporate Governance Code. She will succeed Richard Solomons as Chair of the Nomination Committee on September 1, 2026. Richard Solomons will retire from the Board with effect from midnight on August 31, 2026.
Upcoming Dividend • Apr 03Upcoming dividend of US$0.082 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 18 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
New Risk • Mar 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (108% payout ratio). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €5.49. The fair value is estimated to be €6.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$0.12 (vs US$0.15 in FY 2024)Full year 2025 results: EPS: US$0.12 (down from US$0.15 in FY 2024). Revenue: US$6.91b (up 1.5% from FY 2024). Net income: US$290.0m (down 25% from FY 2024). Profit margin: 4.2% (down from 5.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Germany.
お知らせ • Mar 06Rentokil Initial plc Announces Retirement of Richard Solomons as Chair of the BoardRentokil Initial plc announced that Richard Solomons, Chair of the Board, has informed the Board of his intention to retire, once a successor has been appointed. The search for a new Chair is underway and, in accordance with the UK Corporate Governance Code, is being led by the Senior Independent Director, John Pettigrew, supported by the Nomination Committee. The Board is committed to ensuring a smooth transition, and Richard will continue to lead the Board until his successor has been appointed and assumed Chair responsibilities. The Board thanks Richard for his strong leadership and significant contributions to the Company and looks forward to continuing to work with him until his successor is in place. Richard has served as the Chair of Rentokil Initial plc since 2019.
お知らせ • Mar 05Rentokil Initial plc, Annual General Meeting, May 07, 2026Rentokil Initial plc, Annual General Meeting, May 07, 2026. Location: the companys offices, compass house, manor royal, crawley, west sussex, rh10 9py, United Kingdom
お知らせ • Feb 20Terminix Launches its New “Termite Tour,” a Staged Simulation Designed to Expose the Hidden Reality of Termite ActivityTerminix, a Rentokil Terminix company, launched its new “Termite Tour,” a staged simulation designed to expose the hidden reality of termite activity. The activation centers on a tiny Miami-inspired luxury replica home, where live Formosan termites were introduced to show how quickly hidden structural damage can develop, highlighting a costly and often invisible risk for homeowners nationwide. According to the National Pest Management Association, termites cause an estimated $6.8 billion in damage and treatment costs annually. The termites were introduced and allowed to feed for three weeks in the replica tiny home, revealing both visible and structural deterioration, from compromised wood and flooring to internal damage that developed long before outward warning signs appeared. Luxury real estate broker Fredrik Eklundshowcased the home during the demonstration, observing firsthand how termite activity quietly compromised the structure's integrity. The Termite Tour simulation, guided by Hunter Bergbower, Senior Entomologist at Terminix, brings termite risk into sharp focus for homeowners, particularly in high-risk regions like Florida, where termite activity persists year-round. Early detection is one of the most effective ways to reduce repair costs. According to Terminix, homeowners should watch for these early warning signs: Termite swarmers: Swarms are comprised of winged termites looking to start a new colony. Discarded wings: After swarming, termites shed their wings, which are often found in small piles on windowsills or near light fixtures. Mud tubes: Look for pencil-sized tubes on a structure’s foundation. Subterranean termites use these to travel from soil to a home or a building’s wood. Wood damage: If the wood sounds hollow when tapped, or if galleries or tunnels are visible in floorboards, it could be an indication of termite wood deterioration.
お知らせ • Jan 13+ 1 more updateRentokil Initial plc Announces CEO Changes, Effective 16 March 2026Rentokil Initial plc announced the appointment of Mike Duffy (Michael A. Duffy) as Chief Executive Officer (CEO), effective March 16, 2026. He will join the Company on February 16, 2026 as CEO Designate. Mike succeeds Andy Ransom, who will step down as CEO on March 16, 2026 and will continue to work with the Company to ensure a smooth transition ahead of the Company's AGM on May 7, 2026. Mike, a US citizen, will be based in North America. He brings over 25 years of leadership experience with large US businesses across B2B and B2C industries. Throughout his career, he has delivered successful business transformations through initiatives to improve the customer experience, employee engagement and financial returns. These initiatives include optimising commercial strategy, deploying technology to enhance the customer experience, and driving more robust processes and culture. Mike is currently CEO of OnTrac, an American logistics company specialising in residential last-mile deliveries for e-commerce and direct-to-consumer brands, where he has established a culture of sales excellence and refocused the business on multi-site efficiency with investments in technology and best-in-class operations. Prior to this he was the CEO of FleetPride Inc., the largest independent B2B distributor of parts and a full-service provider for the US heavy-duty truck industry which under Mike's leadership had over 350 locations across North America. Both OnTrac and FleetPride are owned by the US-based private equity business, American Securities LLC. 2023-now: Chief Executive Officer, OnTrac. OnTrac is an American logistics company that primarily services e-commerce retailers and direct-to-consumer brands. Mike was appointed CEO in March 2023, following OnTrac's acquisition by LaserShip. He transformed operations to refocus on multi-site efficiency and investments in technology. The business is primarily residential, providing last-mile deliveries. 2021-2023: Chief Executive Officer, FleetPride Inc. FleetPride Inc., is the largest independent distributor of parts and a full-service provider for the U.S. heavy-duty truck industry operating from over 350 locations by the end of Mike's tenure. Mike delivered strong growth through network expansion, disciplined pricing, and 25+ bolt-on acquisitions. He repositioned the commercial strategy towards higher-margin services and developed an industry-leading e-commerce platform. 2018-2020 Chief Executive Officer, C&S Wholesale Grocers, LLC. C&S Wholesale Grocers, LLC is a leading US grocery wholesale distributor delivering over 100,000 unique products to more than 7,500 grocery stores from 60 distribution centres across the US. During his time as CEO, Mike simplified the business's portfolio and redeployed capital towards core growth segments. 2006-2017 Cardinal Health Inc. 2015-2017: President, Hospital Solutions and Global Supply Chain, part of a $13bn revenue division, where Mike focused on three major initiatives for its transformation: keeping customers as the sole focal point of the organisation, achieving cost leadership across the value chain, and leveraging best practices and skills across the organisation. He also overhauled Cardinal's brand strategy and expanded operations in Asia to fully leverage growth opportunities, primarily in Malaysia, Singapore and Shanghai. 2013-2015, President, Medical Products. 2006-2013, Executive Vice President, Global Manufacturing and Supply Chain, Medical. 2001-2006: Vice President, Global Supply Chain, The Gillette Company. 1997-2001: Consultant, Supply Chain and Operations, New York Consulting Partners Inc. Since July 2020, Mike has served on the board of Republic Services Inc., a publicly listed waste management company, where he is a member of both the Audit and Sustainability & Corporate Responsibility committees. He was a Board member as CEO at C&S Wholesale. He is on the Board for FleetPride and will step down from this role when he joins the Company. He holds a bachelor's degree in operations research and a master's degree in transportation from the Massachusetts Institute of Technology. Andy Ransom has been with Rentokil Initial for 18 years, leading the company to become one of the world's leading services businesses, particularly in Pest Control and Hygiene & Wellbeing.
Board Change • Nov 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Sam Mitchell was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 15High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Sam Mitchell was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
