Rollins

ROL

Market cap $29.3B

Rollins demonstrates strong fundamentals, with resilient recurring revenues and double-digit growth guidance for 2026, but trades at historically high valuation multiples. Q4 results showed 9.7% revenue growth, though weather disruptions caused a slight miss; organic and acquisition-driven growth remain robust. ROL's balance sheet is solid with sub-1x leverage, high free cash flow conversion, and disciplined capital allocation, but share repurchases are questioned given current valuations.

Rollins, Inc. (ROL) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

Rollins (ROL) remains a Hold, as robust growth and strong financials are offset by a premium valuation and heightened sensitivity to earnings misses. ROL delivered double-digit revenue, EPS, and FCF growth in 2025, but a minor earnings miss triggered a 15% stock drop, highlighting limited margin for error. Guidance calls for 7-8% organic and 2-3% M&A-driven revenue growth in 2026, with incremental EBITDA margin improvement and continued industry consolidation opportunities.

Rankings highlight persistent termite pressure and the importance of early home protection to prevent significant costs for homeowners ATLANTA, Feb. 17, 2026 /PRNewswire/ -- Miami and Los Angeles have been competing for the #1 spot as the most termite-infested city in America since Orkin's Top 50 Termite Cities lists' inception. This year, Miami takes home the crown for the fourth year in a row, with Los Angeles and Tampa, Fla.

ATLANTA, Feb. 16, 2026 /PRNewswire/ -- Rollins, Inc. (NYSE:ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, today announced that Kenneth Krause, Executive Vice President and Chief Financial Officer, will present at the Barclays 43rd Annual Industrial Select Conference at the Loews Miami Beach Hotel, Miami, Florida on Wednesday, February 18th from 1:50 p.m. – 2:20 p.m.

Rollins, Inc. (ROL) Q4 2025 Earnings Call Transcript

ROL misses fourth-quarter estimates despite solid revenue growth and higher cash flow. Stock dips in response.

The headline numbers for Rollins (ROL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Rollins (ROL) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.23 per share a year ago.

24th consecutive year of revenue growth; FY 2025 Delivered Double-Digit Revenue, Earnings, and Cash Flow Growth ATLANTA, Feb. 11, 2026 /PRNewswire/ -- Rollins, Inc. (NYSE:ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, reported financial results for the fourth quarter and full year of 2025. 2025 Fourth Quarter Highlights (All comparisons against the fourth quarter of 2024 unless otherwise noted) Revenues were $913 million, an increase of 9.7% over the prior year with organic revenues* increasing 5.7% and acquisition-related revenues* increasing 4.0%.