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UBSによると、ローリンズ社は天候の影響で第1四半期の成長率が鈍化する見込み。

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-- UBS証券は金曜日のレポートで、ローリンズ（ROL）は第1四半期の序盤の不安定な天候の影響で、成長率が鈍化すると予想されると述べた。 レポートによると、第1四半期前半の不安定な天候は全体の成長に多少影響を与える可能性があるものの、既存顧客の維持率は堅調に推移し、価格設定についても大きな反発は見られないという。 UBSは、第1四半期前半のデジタル広告費の減少を指摘し、これは天候や競合他社の動向を反映した季節的な需要増加の遅れを示唆していると述べた。 UBSは、第1四半期のオーガニック成長率を5.9%と予想しており、これは従来の予想である6.7%から下方修正された。調整後EBITDAは1億8,800万ドルと予想しており、これは従来の1億9,000万ドルから下方修正されたものの、市場予想の1億8,700万ドルをわずかに上回る。 UBSは、これまで高い成長率を誇ってきたローリンズが2四半期連続で成長率を鈍化させることは、特にレントキルが成長の安定化の兆しを見せている中で、企業イメージの観点からやや課題となる可能性があると指摘した。 証券会社は、ローリンズが2026年のオーガニック成長率ガイダンスを7～8%に据え置くと予想している。2026年のオーガニック成長率予想を7.3%から7.1%に、2026年の1株当たり利益（EPS）予想を1.25ドルから1.22ドルに、2027年のEPS予想を1.35ドルから1.32ドルにそれぞれ下方修正した。 UBSはローリンズの投資判断を「中立」とし、目標株価を62ドルから58ドルに引き下げた。

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

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