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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.
ITG
ITG (ITG ) investor relations material
ITG has been private
ITG Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration filing summary5 Jun, 2026
Financial performance and metrics
Revenue grew from $998.0M in 2024 to $1.15B in 2025, with a 34% CAGR from 2022–2025.
Net income for 2025 was $6.2M, with an Adjusted EBITDA of $148.3M and a 12.8% Adjusted EBITDA margin.
Free cash flow in 2025 was $91.1M, with a free cash flow conversion rate of 61.4%.
Backlog increased from $1.95B at end of 2024 to $2.9B at end of 2025, with $1.3B expected to be realized in the next fiscal year.
Top two customers accounted for 60% of 2025 revenue, indicating high customer concentration.
Company overview and business model
Provides mission-critical, technology-enabled services for digital and utility infrastructure, including engineering, maintenance, and large-scale network deployment.
Operates through two main service lines: Engineering & Maintenance (59% of 2025 revenue) and Infrastructure Deployment (41%).
National footprint with over 10,000 workforce (2,900 employees, 7,400 subcontractors) across 49 states and 240+ field locations.
Proprietary FUSE360 platform integrates operational workflows, driving efficiency and real-time visibility.
92% of 2025 revenue from long-term master service agreements, with near-100% renewal rates.
Use of proceeds and capital allocation
Net proceeds from the IPO will be used to repay borrowings under the $185M Revolving Credit Facility and $660M Term Loan Facility, and for general corporate purposes to support growth.
If underwriters exercise their option, proceeds will also be used to redeem LLC interests from certain equity owners.
No proceeds from shares sold by the selling stockholder will go to the company.
Detail the impact of top customer concentration
Discuss TRA cash flow impact on reinvestment
Explain FUSE360's role in M&A cost synergies
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ITG
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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