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Edge29 May 2026
Who You Gonna Call? The Story of Rollins
How Rollins built one of America's most consistent businesses through recurring pest control, trusted local brands, and decades of acquisitions.
EVgo
EVgo (EVGO) investor relations material
EVgo Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary26 May, 2026
Track record and growth
Exceeded or met annual revenue and Adjusted EBITDA guidance every year since going public, with a 4-year revenue CAGR over 100%.
Consistently outperformed or met analyst consensus 92% of the time since Q1 2023.
Maintains $863M in liquidity to fund infrastructure expansion as of May 2026.
Network scale and expansion
Operates 5,280 network stalls across 1,260+ locations in 47 states, serving all EV models.
Third largest DC fast charging provider in the US, leveraging AI for site selection.
Targets 12,500–13,900 public network stalls by 2029, with annual stall build plans supported by DOE and commercial loans.
Financial and operational performance
Revenue grew 17.3x from 2021 to Q1 2026, reaching $418M TTM as of Q1 2026.
Customer accounts increased 5.1x to 1.79 million, and public network throughput rose 13.9x to 373 GWh.
Charging network gross margin improved by 25 percentage points to 39% TTM Q1 2026.
Adjusted EBITDA margin improved by 234 percentage points since 2021, reaching 3% TTM Q1 2026.
Plan to address the untapped native NACS market
Crossover of gross profit and adjusted G&A
Expansion of dedicated AV hubs for robotaxis
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Latest events from EVgo
- All proposals passed, including director elections and annual Say on Pay votes.EVGO
AGM 202614 May 2026 - Record Q1 revenue up 45% YoY, but net loss widened as investments and expansion accelerated.EVGOQ1 20265 May 2026
- Virtual annual meeting to elect directors, ratify auditor, and approve executive pay proposals.EVGOProxy filing3 Apr 2026
- Annual meeting to vote on directors, auditor, executive pay, and governance under a controlled structure.EVGOProxy filing3 Apr 2026
- Positive Adjusted EBITDA and 50% revenue growth in 2025, with robust 2026 expansion plans.EVGOQ4 20253 Mar 2026
- Revenue and stall usage are soaring, with robust growth, financing, and operating leverage.EVGO28th Annual Needham Growth Conference Virtual3 Feb 2026
- Strong growth, rising margins, and strategic expansion position the business for 2025 profitability.EVGOJP Morgan Energy, Power and Renewables Conference3 Feb 2026
- Q2 revenue up 32%, network throughput up 164%, and guidance raised for 2024.EVGOQ2 20242 Feb 2026
- Rapid throughput growth, rising margins, and urban focus drive strong financial outlook.EVGOEvercore ISI 3rd Annual Global Clean Energy and Transition Technologies Summit1 Feb 2026
Next EVgo earnings date
Q2 20264 Aug, 2026
EVgo
Next EVgo earnings date
Q2 20264 Aug, 2026
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