Education
About Us
Working with TipRanks
Follow Us
Rentokil Initial (RTO)
NYSE:RTO
Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.62Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear evidence of operational recovery, solid financial and cash generation, improved margins and decisive strategic moves in North America, international markets and technology adoption against notable legacy and transformation-related costs. The largest negative item is the material increase in the termite provision and associated cash outflows and elevated one-off transformation costs. On balance, the advances in revenue, profit, cash flow, improved lead flow, and tangible efficiency delivery materially outweigh the negatives, though execution and litigation risks remain.Company Guidance
Group Revenue and Profit Growth
Group revenue increased 3.8% to $6.9 billion with organic revenue growth of 2.6%. Adjusted operating profit rose 5.4% to just over $1.0 billion, delivering an adjusted operating profit margin of 15.5% (up 30 basis points). Adjusted basic EPS increased 2.4% to $0.2591.
Very Strong Free Cash Flow and Leverage Improvement
Free cash flow grew 24.5% to $615 million with free cash flow conversion of 98% (ahead of 80% guidance). Net debt fell to $3.65 billion from $4.0 billion and net debt/adjusted EBITDA improved to 2.6x (from 2.9x). Board proposed a full year dividend up 3% to $0.1239 per share.
North America: Operational Recovery and Momentum
North America revenue grew 3.2% to $4.3 billion with organic growth of 2.3%. Region adjusted operating profit rose 5.1% to $749 million and margin improved to 17.4%. Q4 pest control organic growth reached 2.6% (up sequentially from 0.1% H1 and 1.8% Q3), lead flow grew over 7% across H2, and contract revenue in Q4 increased 2.4% with jobs up 5.6%.
Efficiency Program Delivering Early Savings
The North America efficiency program delivered $25 million of in-year savings in 2025. Broader cost initiatives included reallocation of $20 million of marketing spend to higher-efficiency channels, headcount reductions of over 500 roles, and ~430 roles offshored to reduce fixed costs.
Business Services Strong Performance
Business Services grew 8.9% for the year, with Q4 organic growth of 7.8% against a tough prior-year comparative. Distribution and brand standards businesses drove double-digit growth and significant new business wins.
International and Emerging Markets Momentum
International revenue rose 4.8% to $2.6 billion with organic growth of 3.0% (H2 organic 3.4% vs H1 2.6%). Adjusted operating profit increased 5.7% to $518 million and margins improved 20 basis points to 19.8%. Emerging markets revenue grew 6.2% and profit grew 10.8%.
Technology & AI Adoption
Major tech traction: PestConnect devices increased by ~100,000 to over 600,000 installed; Google Gemini deployed to 60,000+ colleagues with >1 million users in first 6 months; internal AI tools (e.g., Rat-GPT, lead-scoring and technician assistants) are in pilot or deployment to boost productivity and lead conversion.
Branch & Brand Strategy to Improve Local Presence
Rolled out ~150 small local satellite branches in 2025 (plans for ~70 more in 2026) and expanded brand strategy from an initial 9 to a plan for ~30 regional/local brands plus Terminix, improving local lead generation and customer proximity.
RTO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 31, 2025 | $22.83 | $24.55 | +7.53% |
Mar 06, 2025 | $24.55 | $22.11 | -9.94% |
Oct 17, 2024 | $22.37 | $23.97 | +7.15% |
Jul 25, 2024 | $30.08 | $29.60 | -1.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rentokil Initial (RTO) report earnings?
Rentokil Initial (RTO) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
What is Rentokil Initial (RTO) earnings time?
Rentokil Initial (RTO) earnings time is at Jul 23, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RTO EPS forecast?
Currently, no data Available