Rentokil Initial plc

NYSE:RTO Aktierapport

Börsvärde: US$14.5b

Rentokil Initial Framtida tillväxt

Future kriterier kontrolleras 2/6

Rentokil Initial förväntas öka intäkter och intäkter med 19.7% respektive 4.3% per år. EPS förväntas tillväxt med 26.2% per år. Avkastningen på eget kapital förväntas bli 14.2% om 3 år.

Viktig information

19.7%

Tillväxttakt i vinsten

26.20%

Tillväxttakt för EPS

Commercial Services vinsttillväxt13.8%
Intäkternas tillväxttakt4.3%
Framtida avkastning på eget kapital14.19%
Bevakning av analytiker

Good

Senast uppdaterad25 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Inga uppdateringar

Recent updates

Seeking Alpha • Jun 10

Rentokil: Too Expensive For Me

Summary Rentokil operates a recurring-revenue, route-based pest control and hygiene business with $6.9B in sales and modest 4.4% y/y growth. North America is expected to be RTO's main value-creation lever through 2026-2027, with a strategic shift toward contract revenue and improved route density. RTO's debt load and thin interest coverage (2.3x) are concerns; management is urged to prioritize deleveraging to mitigate operational risk. At ~$23.5 intrinsic value, RTO appears overvalued given low-single-digit growth and limited margin expansion; I would consider investing closer to $20. 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

Prognoser för vinst- och omsättningstillväxt

NYSE:RTO - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20287,8047108951,26314
12/31/20277,4356277911,15618
12/31/20267,1275146481,00918
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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: RTO s prognostiserade vinsttillväxt ( 19.7% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: RTO s intäkter ( 19.7% per år) förväntas växa snabbare än marknaden för US ( 18.4% per år).

Höga tillväxtresultat: RTO s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: RTO s intäkter ( 4.3% per år) förväntas växa långsammare än marknaden för US ( 12.7% per år).

Hög tillväxtintäkter: RTO s intäkter ( 4.3% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: RTO s avkastning på eget kapital förväntas bli låg om 3 år ( 14.2 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/25 05:51
Aktiekurs vid dagens slut2026/06/25 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Rentokil Initial plc bevakas av 28 analytiker. 18 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Paul Daniel SullivanBarclays
James RosenthalBarclays
Jane SparrowBarclays