What Makes Rollins (ROL) Conestoga Capital Advisors’ Core Holding
Conestoga Capital Advisors, despite its Mid Cap Strategy underperforming in Q4 2025 and for the full year, maintains Rollins, Inc. (ROL) as a core holding. The asset management company appreciates Rollins for its consistent pricing power, recurring revenue stability, defensive characteristics, and ability to compound earnings through various economic cycles, as highlighted in their Q4 2025 investor letter. Rollins reported record revenue of $3.8 billion in 2025, demonstrating strong organic growth and a double-digit dividend increase.
Rollins Inc. Stock Just Popped—Here’s What Wall Street Isn’t Telling You
Rollins Inc., the company behind Orkin, has recently seen a stock increase, prompting questions about its long-term potential as a dividend machine versus a potential valuation peak. The article highlights Rollins' stable business model revolving around recurring pest control services, emphasizing its defensive nature in economic downturns. While analysts praise its consistent execution and strong brand, they also caution about its rich valuation, suggesting it's more suited for long-term investors aiming for quality compounding rather than short-term gains.
Rollins at Barclays Conference: Strategic Growth Amid Challenges
Rollins Inc. (NYSE:ROL) discussed its strategic growth plans at the Barclays 43rd Annual Industrial Select Conference, targeting 7-8% organic growth and 2-3% through M&A, despite recent weather-related challenges impacting Q4 performance. The company highlighted its strong recurring revenue model (75%), modernization efforts in financial systems and procurement, and initiatives to improve employee retention and brand collaboration. Rollins also noted the family's continued support for modernization and their long-term commitment to the company's strategic direction.
BofA reinstates Rollins stock coverage with buy rating on growth outlook
BofA Securities has reinstated coverage on Rollins Inc. (NYSE:ROL) with a "buy" rating and a price target of $67.00, suggesting a 12% upside, though InvestingPro data indicates it may be trading above its Fair Value. The firm highlights Rollins' strong growth algorithm, combining organic expansion with strategic acquisitions, allowing it to dominate the fragmented pest control industry. Despite a recent miss on Q4 2025 earnings, BofA remains confident in Rollins' ability to achieve high-single-digit revenue growth and improve EBITDA margins through cost optimization.
Rollins: High-Quality Business, But Still A Tough Entry Point Despite The Recent Drop
Rollins (ROL) is considered a Hold due to its premium valuation and sensitivity to earnings misses, despite strong growth and financials in 2025. The company delivered double-digit revenue, EPS, and FCF growth, but a slight miss led to a 15% stock drop. For 2026, Rollins expects 7-8% organic and 2-3% M&A-driven revenue growth, with opportunities in the fragmented pest control market.
5 Must-Read Analyst Questions From Rollins's Q4 Earnings Call
Rollins' Q4 earnings missed Wall Street expectations due to early winter weather, impacting one-time pest control projects, though recurring services grew. Analysts focused on the health of recurring business, one-time revenue margins, drivers for margin improvement, digital marketing strategies, and IT investments. The company's management addressed these concerns, emphasizing healthy underlying demand and future growth catalysts.
BofA reinstates Rollins stock coverage with buy rating on growth outlook
BofA Securities has reinstated coverage on Rollins Inc. (NYSE:ROL) with a buy rating and a price target of $67.00, suggesting a 12% upside. The firm highlights Rollins' strong growth algorithm, combining organic expansion with strategic acquisitions, which helps the company gain market share in the fragmented pest control industry. Despite a recent earnings miss, BofA is confident in Rollins' ability to achieve high-single-digit revenue growth and improve EBITDA margins.
Miami Holds No. 1 Spot on Orkin's 2026 Top 50 Termite Cities List
Miami has once again topped Orkin's list of the most termite-infested cities for the fourth consecutive year, with Los Angeles and Tampa close behind. The rankings highlight the persistent termite pressure in warm-weather markets, with Florida cities prominent in the top 20, and emphasize the importance of early detection and preventative measures to avoid costly structural damage. Orkin stresses that proactive termite treatment programs are crucial, as infestations can go unnoticed for extended periods and cause billions of dollars in damage annually across U.S. homes.
A Look At Rollins (ROL) Valuation After A Weather Hit Earnings Miss And Margin Squeeze
Rollins (ROL) recently missed Q4 earnings expectations due to early winter weather, causing a short-term stock pullback despite strong long-term returns. While Simply Wall St's analysis suggests an 8.5% undervaluation with a fair value of $63.42, driven by its multi-brand strategy and the Saela acquisition, the company's high P/E ratio of 53x signals potential valuation risk if growth expectations falter.
BofA reinstates Rollins stock coverage with buy rating on growth outlook
BofA Securities has reinstated coverage on Rollins Inc. (NYSE:ROL) with a "buy" rating and a price target of $67.00, suggesting a 12% upside. The firm highlights Rollins' strong growth algorithm, combining organic expansion with strategic acquisitions in the fragmented pest control industry, and anticipates high-single-digit revenue growth. Despite a recent Q4 earnings miss, BofA believes cost optimization efforts will boost EBITDA margins, while Canaccord Genuity lowered its price target to $52.00, maintaining a "Hold" rating.
Miami Holds No. 1 Spot on Orkin's 2026 Top 50 Termite Cities List – Company Announcement
Orkin announced its 2026 Top 50 Termite Cities List, with Miami securing the No. 1 spot for the fourth consecutive year, followed by Los Angeles and Tampa. Warm-weather cities continue to dominate the list, while New York made a significant jump into the top 10. The report highlights the persistent threat of termites and the importance of early detection and preventative measures to avoid costly home damages.
Rollins Inc (ROL) Shares Up 2.93% on Feb 17
Shares of Rollins Inc (ROL) increased by 2.93% to $59.76 on February 17, placing the stock 9.65% below its 52-week high and 20.17% above its 52-week low. Analyst forecasts suggest an average target price of $62.77, indicating a 5.04% upside, while GuruFocus estimates a fair value of $63.75, suggesting a 6.68% upside. The stock currently holds an "Outperform" status based on analyst recommendations.
Watch Rollins CFO’s Barclays conference talk live Feb. 18
Rollins, Inc. (NYSE: ROL) announced that its Executive Vice President and Chief Financial Officer, Kenneth Krause, will present at the Barclays 43rd Annual Industrial Select Conference on February 18, 2026. The presentation will be webcast live from 1:50 p.m. to 2:20 p.m. ET and a replay will be available for 180 days on the company's investor page. Rollins is a global consumer and commercial services company specializing in pest control.
Rollins to Present at Upcoming Investor Conference
Rollins, Inc. announced that its Executive Vice President and CFO, Kenneth Krause, will present at the Barclays 43rd Annual Industrial Select Conference. The presentation is scheduled for Wednesday, February 18, from 1:50 p.m. to 2:20 p.m. E.T. and will be webcast live on the company's investor relations website.
Earnings call transcript: Rollins Q4 2025 misses forecasts, stock drops By Investing.com
Rollins Inc. reported Q4 2025 earnings per share of $0.25 and revenue of $913 million, both falling short of analyst expectations, leading to a 16.87% drop in premarket stock trading. Despite the quarterly miss, the company achieved full-year revenue growth of 11% to $3.8 billion, driven by strong organic growth in recurring and ancillary services, and anticipates 7-8% organic growth in 2026. The Q4 underperformance was primarily attributed to adverse weather conditions impacting one-time service revenue, especially in the Midwest and Northeast.
Rentokil Initial share price steadies at 442p after slide — what investors watch next
Rentokil Initial (RTO) shares closed up 0.5% at 442p after a 6.9% drop, influenced by a quarterly miss from U.S. peer Rollins and weather concerns. Investors are now watching for the company's planned €500 million bond redemption on March 2 and full-year results on March 5, as well as a new CEO taking over in March. The stock's performance is closely linked to U.S. trends in the pest control sector, especially regarding weather and pricing power.
Rollins outlines 7–8% organic growth target for 2025 as Saela integration exceeds expectations
Rollins, a leading pest control company, has outlined an organic growth target of 7-8% for 2025, buoyed by the successful integration of Saela. The company expects a 4% impact on revenue for fiscal 2024 from Saela, reaching 5% by the end of 2024, ahead of its initial 3% expectation. This positive outlook suggests strong performance and effective business strategy.
Is Rollins (ROL) Using Weather-Driven Earnings Pressure to Recalibrate Its Acquisition Playbook?
Rollins, Inc. (ROL) recently reported fourth-quarter and full-year 2025 results, showing earnings growth but missing Wall Street expectations due to early winter weather impacting seasonal pest control demand. Despite these headwinds, management highlighted 24 consecutive years of revenue growth and plans for continued organic expansion and disciplined acquisitions in 2026. The article suggests that Rollins' ability to effectively execute and integrate acquisitions will be crucial for its future growth and valuation, especially given the current weather-related pressures on its operational performance.
Is Rollins (ROL) Using Weather-Driven Earnings Pressure to Recalibrate Its Acquisition Playbook?
Rollins, Inc. reported Q4 and full-year 2025 results showing earnings growth but missed Wall Street expectations due to early winter weather impacting seasonal pest control demand. Despite this, management plans continued organic expansion and acquisitions in 2026, aiming to leverage a strong M&A pipeline. The article examines how these weather-driven earnings pressures and ongoing acquisition plans influence Rollins' investment outlook, emphasizing the importance of successful acquisition integration to support future growth and offset operational challenges.
Rollins (ROL) Is Down 10.5% After Q4 Miss Despite Recurring Strength And Active M&A Plans
Rollins, Inc. reported a Q4 earnings miss despite a 9.7% year-on-year sales growth, which led to a 10.5% drop in stock value. The company attributed the shortfall to early winter weather affecting one-time projects but highlighted strong recurring revenue and active M&A plans, including nearly $900 million in acquisitions over the past three years. Future growth is expected from ongoing acquisition activities and organic expansion, though analysts are reconsidering long-term forecasts.
Rollins, Inc. (NYSE:ROL) Q4 2025 Earnings Call Transcript
Rollins, Inc. (NYSE: ROL) reported a solid fiscal year 2025 with $3.8 billion in revenue, achieving double-digit growth in revenue, earnings, and cash flow, despite a challenging fourth quarter due to early winter weather impacting one-time and seasonal projects. The company's recurring and ancillary services, which comprise over 80% of revenue, grew organically by over 7% for both the quarter and the year, demonstrating underlying market health and strong customer retention. Rollins continues to invest in employee development, technology, and strategic acquisitions like Sela, while maintaining a strong balance sheet and committing to long-term organic growth of 7% to 8% for 2026.
Is It Too Late To Consider Rollins (ROL) After Its Strong Multi‑Year Share Price Run?
This article analyzes whether Rollins (ROL) is overvalued after its significant share price run. Using Discounted Cash Flow and Price-to-Earnings ratio analyses, the article suggests Rollins might be trading at a premium. It also explores two different narrative-based valuations, highlighting diverse investor perspectives on the company's fair value.
Rollins shares sink after revenue, profit miss in Q4 on erratic weather
Rollins' shares declined after the company reported lower-than-expected revenue and profit for the fourth quarter. Erratic weather patterns were cited as a significant factor impacting the pest control services provider's performance.
ROL Q4 Deep Dive: One-Time Revenue Weakness and Weather Disruptions Shape Results
Rollins (NYSE:ROL) missed Q4 CY2025 revenue and non-GAAP profit expectations, primarily due to early winter weather reducing demand for one-time pest control projects. Despite this, sales rose 9.7% year-on-year, driven by strong recurring and ancillary service growth. The company maintains a positive outlook for 2026, expecting 7% to 8% organic growth and continued margin improvements through pricing and efficiency initiatives, while acknowledging potential short-term weather volatility.
ROLLINS INC SEC 10-K Report
Rollins Inc. (ROL) has released its 2025 10-K report, detailing robust financial and operational performance with $3,761.05 million in revenues, an 11.0% increase from 2024, and a net income per share of $1.09. The company highlighted strong growth across residential, commercial, and termite services, strategic acquisitions, and talent development initiatives like "People First." Despite economic challenges and cybersecurity risks, Rollins anticipates 7% to 8% organic revenue growth for 2026, supported by core pest control markets and a disciplined acquisition strategy.
Rollins Stock Declines as Q4 Earnings and Revenues Miss Estimates
Rollins, Inc. (ROL) reported disappointing fourth-quarter 2025 results, with both earnings and revenues falling short of Zacks Consensus Estimates, leading to a double-digit stock decline in after-hours trading. Despite this, the company's shares had gained 6.4% over the past month, outperforming the industry. The report details specific revenue breakdowns for residential, commercial, and termite services, all of which missed consensus estimates, alongside operating income, EBITDA, and key balance sheet figures.
Earnings call transcript: Rollins Q4 2025 misses forecasts, stock drops
Rollins Inc. reported Q4 2025 earnings per share of $0.25 and revenue of $913 million, missing forecasts of $0.26 and $926.81 million, respectively. The company's stock subsequently dropped significantly by 16.87% in premarket trading. Despite the Q4 miss, Rollins recorded full-year revenue growth of 11% for 2025 and projects continued organic growth of 7-8% in 2026, driven by strategic initiatives and robust recurring services.
Bugs, Business, and Big Returns: A Deep Dive into Rollins, Inc. (ROL)
Rollins, Inc. (ROL) is highlighted as a leading pest control company known for its consistent performance and ability to compound capital. The article discusses its fortress-like business model, historical evolution from a broadcaster to a pest control titan, and strong financial performance driven by recurring revenue. It also covers the company's leadership, innovations, competitive landscape against Rentokil Initial, and the risks and opportunities for investors.
This Inspire Medical Systems Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Thursday
This article details four significant analyst downgrades for Thursday. Baird downgraded Inspire Medical Systems (INSP) from Outperform to Neutral, citing a reduced price target. Additionally, JP Morgan lowered Valvoline Inc (VVV) to Underweight, while Wells Fargo downgraded both Arcus Biosciences Inc (RCUS) and Rollins Inc (ROL) to Equal-Weight, adjusting their price targets accordingly.
Rollins Stock Declines as Q4 Earnings and Revenues Miss Estimates
Rollins, Inc. (ROL) reported disappointing fourth-quarter 2025 results, with both earnings and revenues falling short of Zacks Consensus Estimates, leading to a significant stock decline in after-hours trading. Adjusted earnings per share were 25 cents, missing by 7.4%, while total revenues of $912.9 million marginally missed estimates despite a 9.7% year-over-year increase. The company's residential, commercial, and termite revenues all grew but failed to meet consensus expectations.
Rentokil Initial PLC (NYSE:RTO) Receives Consensus Rating of "Moderate Buy" from Brokerages
Rentokil Initial PLC (NYSE:RTO) has received a "Moderate Buy" consensus rating from ten analysts, with an average target price of $34.00. Several analysts have recently upgraded their ratings or reiterated positive outlooks for the company. Institutional investors have also significantly increased their holdings in RTO, indicating strong market confidence.
Rollins Posts Downbeat Results, Joins Paycom Software, Cisco, Applovin And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
Rollins Inc. reported weaker-than-expected quarterly financial results, causing its shares to drop sharply in pre-market trading. Several other major companies, including Paycom Software, Cisco, AppLovin, and Inspire Medical Systems, also saw their stock prices decline following their respective earnings reports or financial guidance. This collective downturn indicates a challenging pre-market session for these big stocks.
Rollins slides nearly 15% premarket after Q4 miss
Rollins (ROL) stock dropped almost 15% in premarket trading following a miss on its fourth-quarter earnings report. This decline indicates investor disappointment with the company's recent financial performance.
Rollins Reports 11% Annual Revenue Growth, But Q4 Margins Narrow
Rollins, Inc. (NYSE: ROL) experienced an 11% annual revenue growth in 2025, reaching $3.76 billion, but its shares fell over 13% after missing Q4 2025 Wall Street estimates. The pest control company reported lower-than-expected Q4 revenue and adjusted EPS, with operating margins narrowing due to rising costs. Management attributed some of the quarterly shortfall to volatile weather impacting seasonal work, though recurring revenue streams remained strong.
Rollins slides nearly 15% premarket after Q4 miss
Rollins' stock dropped almost 15% in premarket trading following a miss on its fourth-quarter earnings report. The company reported adjusted EPS of $0.16, falling short of the consensus estimate of $0.19, and revenue reached $762.6 million, missing the $770.81 million estimate. This performance contrasts with strong growth in the prior year's fourth quarter, leading to a significant premarket decline.
Bugs, Business, and Big Returns: A Deep Dive into Rollins, Inc. (ROL)
This article provides an in-depth analysis of Rollins, Inc. (ROL), highlighting its successful business model in the pest control industry, driven by recurring revenue and strategic acquisitions. It covers the company's historical background, financial performance, leadership, and innovations, positioning Rollins as a "gold standard for defensive growth." The piece also discusses market trends, competitive landscape with Rentokil Initial, and potential risks and opportunities for investors.
Rollins (ROL) Misses Q4 Earnings and Revenue Estimates
Rollins (ROL) reported Q4 earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.27, and revenues of $912.91 million, also falling short of expectations. Despite these misses, the company's shares have gained 8.3% year-to-date, outperforming the S&P 500. The current outlook assigns Rollins a Zacks Rank #3 (Hold), indicating that the stock is expected to perform in line with the market.
Rollins shares plunge after missing fourth quarter expectations By Investing.com
Rollins, Inc. (NYSE:ROL) shares tumbled 16.8% in after-hours trading after reporting fourth-quarter results that missed analyst expectations for adjusted earnings per share and revenue. Despite this, the company achieved its 24th consecutive year of revenue growth and reported strong full-year 2025 results with increased revenue and adjusted net income. Management remains optimistic for 2026, anticipating continued organic growth and an improving margin profile.
Rollins: Q4 Earnings Snapshot
Rollins Inc. reported fourth-quarter earnings of $116.4 million, or 24 cents per share, which adjusted to 25 cents per share. These results, along with revenue of $912.9 million, fell short of Wall Street estimates. For the full year, the company posted a profit of $526.7 million on revenue of $3.76 billion.
Rollins (NYSE:ROL) Misses Q4 CY2025 Sales Expectations, Stock Drops 13.6%
Rollins (NYSE:ROL) reported Q4 CY2025 earnings, missing Wall Street's revenue and non-GAAP EPS expectations, which led to a 13.6% drop in its stock. Despite the miss, the company saw a 9.7% year-on-year sales increase and management expressed confidence in underlying markets and customer retention. The article details Rollins' financial performance, including revenue growth, operating margin, and EPS, while also highlighting analyst expectations for the upcoming year.
Rollins shares plunge after missing fourth quarter expectations By Investing.com
Rollins, Inc. (NYSE:ROL) shares plunged 16.8% in after-hours trading after the company reported fourth-quarter results that missed analyst expectations for adjusted earnings per share and revenue. Despite recording its 24th consecutive year of revenue growth and robust full-year 2025 performance, investors were disappointed as Q4 adjusted EPS came in at $0.25 on revenue of $913 million, below estimates of $0.26 and $926.81 million respectively. The company attributed some challenges to "erratic weather patterns" but expects continued organic growth and an improving margin profile in 2026.
ROLLINS, INC. REPORTS FOURTH QUARTER AND FULL YEAR 2025 FINANCIAL RESULTS
Rollins, Inc. reported strong financial results for the fourth quarter and full year 2025, marking its 24th consecutive year of revenue growth with double-digit increases in revenue, earnings, and cash flow for the full year. The company's revenues reached $3.8 billion for the full year, up 11.0% from 2024, driven by both organic and acquisition-related growth. Despite some negative impact from erratic weather patterns on one-time business in Q4, Rollins is confident in its 2026 outlook, emphasizing its strong recurring revenue base, strategic acquisitions, and focus on operational efficiency.
Rollins earnings in focus as growth, margin guidance takes stage
Investors are looking to Rollins Inc.'s fourth-quarter and full-year 2025 earnings report, focusing on its growth trajectory into 2026 and margin guidance. Analysts anticipate continued 7-8% organic growth, supplemented by acquisitions, with a key question around the incremental EBITDA margin guidance. The report will assess if Rollins can maintain its premium valuation while converting scale advantages into sustained margin expansion.
Allianz Asset Management GmbH Trims Stock Holdings in Rollins, Inc. $ROL
Allianz Asset Management GmbH reduced its stake in Rollins, Inc. (NYSE:ROL) by 34.4% in the third quarter, selling 37,738 shares and holding 71,977 shares valued at $4.23 million. Rollins has declared a quarterly dividend of $0.1825, payable on March 10th. The company also received an analyst upgrade from Morgan Stanley to "overweight" with a $72 price target, contributing to a consensus "Moderate Buy" rating among analysts.
Do Wall Street Analysts Like Rollins Stock?
Rollins, Inc. (ROL) has shown strong performance over the past year, outperforming the broader market. Analysts have a consensus "Moderate Buy" rating for the stock, with a mean price target suggesting potential upside. The company also surpassed Q3 2025 earnings estimates, further contributing to its positive outlook.
Rollins (ROL) To Report Earnings Tomorrow: Here Is What To Expect
Rollins (ROL) is set to announce its earnings tomorrow, with analysts expecting a revenue growth of 11.5% year-on-year to $927.7 million and adjusted earnings of $0.27 per share. The pest control company met revenue expectations last quarter and saw a 12% revenue increase. Investor sentiment in the environmental and facilities services segment, including Rollins, has been positive, with share prices rising by 8.2% on average over the last month.
H&R Block leans on AI and human pros for 2026's complex tax season
H&R Block announced product enhancements for the 2026 tax season, combining generative AI with human expertise to simplify filing amidst major tax code changes. Key updates include AI Tax Assist for online and desktop platforms, advanced AI tools for in-person tax professionals, and a Smart Product Selector. Additionally, new DIY paid clients are offered a free Tax Pro review through February 28, 2026.
Rollins Gears Up to Report Q4 Earnings: What's in the Offing?
Rollins, Inc. (ROL) is scheduled to report its fourth-quarter 2025 results on February 11, with analysts expecting revenue growth of 10.8% and earnings per share to increase by 17.4%. The company's top line is anticipated to be boosted by the growth of its subsidiary Orkin, technologically advanced digital tools, recent acquisitions, and enhanced media engagements. However, despite favorable growth projections, a conclusive earnings beat is not predicted by the company's model due to a 0.00% Earnings ESP and a Zacks Rank #3.
Rollins Inc. Stock Is Quietly Going Off: Should You Jump In Or Chill?
Rollins Inc. (ROL), a pest control giant known for brands like Orkin, is quietly outperforming the market with steady growth and profits, despite not being a "hype" stock. The article discusses whether this stable, dividend-paying company is a worthwhile long-term investment, highlighting its defensive business model, consistent price performance, and strong cash flow generation, while contrasting it with more volatile market trends.
Rollins Inc. Stock Is Quietly Going Off: Should You Jump In Or Chill?
Rollins Inc., the pest control giant behind Orkin, is highlighted as a stable, long-term investment that consistently outperforms the market without generating massive social media hype. The article emphasizes its resilient business model, predictable cash flow, and strong dividend payouts, contrasting it with volatile "meme stocks." It concludes that Rollins Inc. is a solid "anchor" investment for diversified, long-term portfolios seeking consistent wealth building.
