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瑞银表示，受天气影响，罗林斯第一季度增长预计将放缓。

-- 瑞银证券周五在一份报告中指出，由于第一季度初天气状况不佳，预计Rollins (ROL)第一季度的增长将有所放缓。 报告称，第一季度上半年的波动可能会对整体增长产生一定影响，但现有客户的留存率预计将保持强劲，价格方面也不会受到太大阻力。 瑞银强调，第一季度初的数字广告支出有所下降，这表明季节性增长有所延迟，可能反映了天气状况和市场竞争。 该券商预计第一季度有机增长率为5.9%，低于此前预期的6.7%。该公司目前预计第一季度调整后EBITDA为1.88亿美元，低于此前预期的1.9亿美元，略高于华尔街预期的1.87亿美元。 瑞银表示，对于一家历来以高质量复合增长著称的公司而言，连续第二个季度增长疲软可能会在叙事层面造成一定挑战，尤其是在Rentokil已显现出增长企稳迹象的情况下。 该券商预计Rollins将重申其2026年7%至8%的有机增长预期。该券商将Rollins 2026年的有机增长预期从7.3%下调至7.1%，并将2026年每股收益预期从1.25美元下调至1.22美元，将2027年每股收益预期从1.35美元下调至1.32美元。 瑞银维持对Rollins的“中性”评级，并将目标股价从62美元下调至58美元。

Price: $54.57, Change: $-1.23, Percent Change: -2.20%

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