<p>Rentokil Initial（LSE：RTO）的股价在公司最新宣布盈利预期下调后暴跌了多达 20％，主要原因是其北美市场销售数据令人失望。这标志着 Rentokil 在过去一年内第三次就这一关键地区的困境发出警告。</p>
<p>在与利益相关者举行的电话会议中，首席执行官安迪·兰索姆对公司旨在提高收入的战略执行表达了明显的挫败感，该战略是在几个月前的三月份启动的。然而，他表现出对该战略本身的坚定承诺，肯定尽管遭遇挫折，也不会做出任何改变。</p>
<p>这一最新盈利预期的影响是严重的，因为 Rentokil 的股价自去年 10 月关于北美的首次盈利警告以来已经贬值了近 33％。具体来说，截至 GMT 时间 0800 时，股价约为 380 便士，使其成为富时 100 指数中最大的输家。</p>
<p>强调北美市场的重要性，Rentokil 去年约 60％的收入来自该地区。作为对持续挑战的回应，公司宣布裁员其美国员工，尽管具体裁员人数尚未公布。</p>
<p>Rentokil 现在的预测预计全年调整前税前利润约为 7 亿英镑（约合 9.16 亿美元），较去年报告的 7.66 亿英镑下降，低于 RBC 资本市场对 7.77 亿英镑的估计。此外，公司在北美的有机收入增长预计在下半年将约为 1％，远低于早期预测的 2-4％的增长率。</p>
<p>2021 年收购的美国竞争对手 Terminix 的整合对 Rentokil 构成了持续挑战，显示出源自该交易的轻微干扰影响了有机增长。自发出最初警告以来，公司市值已经缩水约 54 亿英镑。</p>
<p>分析师预测，这一最近的盈利警告可能加剧对 Rentokil 在北美管理和运营监督的审查。公司已经采取了增加营销支出的举措，以吸引更多客户，但这一战略是否会产生预期的结果尚待观察。</p>
<p>更增添了一层神秘感，著名激进投资者纳尔逊·佩尔茨通过 Trian Fund Management 在 Rentokil 建立了一定股权，并表示有兴趣讨论可能重塑公司方向的&#34;想法和举措&#34;。与 Rollins（NYSE：ROL）一起，Rentokil 构成了美国害虫控制行业的重要组成部分，Rentokil 自合并以来一直是该行业的主导者。</p>

<p>Rentokil Initial 的股价在公司宣布由于北美销售疲软而降低利润预期后下跌了 20%，这标志着该公司在一年内的第三次利润预警。尽管感到沮丧，CEO Andy Ransom 仍然致力于当前的战略。公司全年调整前税前利润预测现为 7 亿英镑，低于去年的 7.66 亿英镑。自第一次预警以来，Rentokil 的市值已经减少 54 亿英镑，并且已经宣布在美国裁员。激进投资者 Nelson Peltz 已经持有该公司股份，寻求讨论潜在的变革</p>

<p>Shares of Rentokil Initial (LSE: RTO) plummeted by as much as 20% following the company's latest announcement of reduced profit expectations, primarily attributed to disappointing sales figures from its North American market. This marked the third time within the past year that Rentokil has sounded the alarm regarding struggles in this key region.</p>
<div class="lb-trans"><p>Rentokil Initial（LSE：RTO）的股价在公司最新宣布盈利预期下调后暴跌了多达 20％，主要原因是其北美市场销售数据令人失望。这标志着 Rentokil 在过去一年内第三次就这一关键地区的困境发出警告。</p>
</div><p>In a conference call with stakeholders, CEO Andy Ransom expressed palpable frustration about the company's strategic execution aimed at boosting revenue, which was initiated just a few months ago in March. However, he displayed a steadfast commitment to the strategy itself, affirming that no changes would be made despite the setbacks.</p>
<div class="lb-trans"><p>在与利益相关者举行的电话会议中，首席执行官安迪·兰索姆对公司旨在提高收入的战略执行表达了明显的挫败感，该战略是在几个月前的三月份启动的。然而，他表现出对该战略本身的坚定承诺，肯定尽管遭遇挫折，也不会做出任何改变。</p>
</div><p>The impact of this latest earnings forecast has been severe, as Rentokil's shares have now depreciated nearly 33% since the first profit warning concerning North America back in October of last year. Specifically, shares were trading around 380 pence as of 0800 GMT, making them the most significant loser on the FTSE 100 index.</p>
<div class="lb-trans"><p>这一最新盈利预期的影响是严重的，因为 Rentokil 的股价自去年 10 月关于北美的首次盈利警告以来已经贬值了近 33％。具体来说，截至 GMT 时间 0800 时，股价约为 380 便士，使其成为富时 100 指数中最大的输家。</p>
</div><p>Highlighting the importance of the North American market, Rentokil derived approximately 60% of its revenue from this region last year. In response to the ongoing challenges, the company announced layoffs within its U.S. workforce, though the specific number of job cuts remains undisclosed.</p>
<div class="lb-trans"><p>强调北美市场的重要性，Rentokil 去年约 60％的收入来自该地区。作为对持续挑战的回应，公司宣布裁员其美国员工，尽管具体裁员人数尚未公布。</p>
</div><p>Rentokil's forecast now anticipates a full-year adjusted pretax profit of roughly £700 million (approximately $916 million), a decline from the £766 million reported last year and falling shy of RBC Capital Markets' estimate of £777 million. Furthermore, the firm's organic revenue growth in North America is projected to be around 1% for the latter half of the year, significantly lower than the earlier predictions that suggested a growth rate within the 2-4% range.</p>
<div class="lb-trans"><p>Rentokil 现在的预测预计全年调整前税前利润约为 7 亿英镑（约合 9.16 亿美元），较去年报告的 7.66 亿英镑下降，低于 RBC 资本市场对 7.77 亿英镑的估计。此外，公司在北美的有机收入增长预计在下半年将约为 1％，远低于早期预测的 2-4％的增长率。</p>
</div><p>The integration of Terminix, a U.S. rival acquired in 2021, has posed an ongoing challenge for Rentokil, with indications of modest disruptions impacting organic growth stemming from this deal. The company has seen its market capitalization shrink by approximately £5.4 billion since the initial warning was issued.</p>
<div class="lb-trans"><p>2021 年收购的美国竞争对手 Terminix 的整合对 Rentokil 构成了持续挑战，显示出源自该交易的轻微干扰影响了有机增长。自发出最初警告以来，公司市值已经缩水约 54 亿英镑。</p>
</div><p>Analysts predict that this recent profit warning could intensify scrutiny on Rentokil's management and its operational oversight in North America. Increasing marketing expenditures have been adopted in a bid to lure in more customers, but whether this strategy will yield the desired results remains to be seen.</p>
<div class="lb-trans"><p>分析师预测，这一最近的盈利警告可能加剧对 Rentokil 在北美管理和运营监督的审查。公司已经采取了增加营销支出的举措，以吸引更多客户，但这一战略是否会产生预期的结果尚待观察。</p>
</div><p>Adding yet another layer of intrigue, renowned activist investor Nelson Peltz, through Trian Fund Management, has established a stake in Rentokil and has expressed interest in discussing potential &#34;ideas and initiatives&#34; that could reshape the company's direction. Together with Rollins (NYSE: ROL), Rentokil forms a significant part of the U.S. pest control sector, where Rentokil has emerged as the dominant player since its merger.</p>
<div class="lb-trans"><p>更增添了一层神秘感，著名激进投资者纳尔逊·佩尔茨通过 Trian Fund Management 在 Rentokil 建立了一定股权，并表示有兴趣讨论可能重塑公司方向的&#34;想法和举措&#34;。与 Rollins（NYSE：ROL）一起，Rentokil 构成了美国害虫控制行业的重要组成部分，Rentokil 自合并以来一直是该行业的主导者。</p>
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Rentokil 的股价暴跌 20%，北美地区的困境持续：深入分析利润警告和未来前景