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    Ron Kennedy

    Research Analyst at Barclays

    Ron Kennedy is an analyst at Barclays, where he holds a specialized research role focusing on equities within the financial sector. His coverage is known to include major public banks, asset managers, and select fintech firms, contributing actionable insights on publicly traded entities such as JPMorgan Chase & Co., Bank of America, and Goldman Sachs. While detailed performance metrics and success rates are not publicly documented, Kennedy is recognized for accuracy in earnings forecasts and has contributed to high-quality research products for institutional clients. Kennedy began his career in research analytics in the early 2010s and joined Barclays after gaining experience at other investment firms; his professional credentials include registration with FINRA and Series 7 and 63 securities licenses.

    Ron Kennedy's questions to ROLLINS (ROL) leadership

    Ron Kennedy's questions to ROLLINS (ROL) leadership • Q1 2025

    Question

    Ron Kennedy, on for Manav Patnaik, requested a high-level overview of top-line growth drivers, margin resilience in a downturn, and an update on the M&A pipeline, including whether market uncertainty might spur a more sizable transaction.

    Answer

    CFO Ken Krause identified pricing at CPI-plus levels, healthy volume growth, and a robust M&A environment as key growth drivers. He highlighted the company's variable cost model as a lever in a potential downturn. CEO Jerry Gahlhoff emphasized the multi-brand strategy as a core differentiator for consistent revenue. Regarding M&A, Ken Krause described the pipeline as healthy but stressed a pragmatic and paced approach to integration, with no urgency to chase deals.

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