Rollins, IncNYSE: ROL
Industrials · Environmental & Facilities Services
$54.92
-1.45%
Vol: 1.3M
Research Digest
Friday, May 1, 2026
Rollins reports Q1 2026 revenue +10.2%; organic growth 6.6% amid pest control strength
Rollins reported Q1 2026 revenues of $906M (+10.2% YoY) with organic revenues +6.6% and acquisitions contributing 3.6%. Operating income was $145M (+2% YoY). Board declared quarterly dividend of $0.1825/share payable June 10. Director Patrick Gunning received 2,692 restricted shares on April 28. Analysts mixed on outlook with UBS raising PT to $61 while Canaccord lowered to $51. ROL up 3.13% week-over-week.
Previous Market Intelligence
13 daysApr 30Rollins reports Q1 2026 revenue of $906M, up 10.2% YoY with 6.6% organic growth; FTC takes action on noncompete agreements April 15.Positive▶
Rollins released Q1 2026 results on April 22 with revenue of $906M, up 10.2% YoY with organic growth of 6.6%. Quarterly operating income increased 2% to $145M and net income rose 2.5% to $108M. Management guidance projects 7-8% organic growth plus 2-3% M&A growth for remainder of 2026, with price increases contributing 3-4% to revenue. The Board declared a quarterly dividend of $0.1825/share. Separately, the FTC took action against Rollins on April 15 regarding noncompete agreements. Goldman Sachs raised its price target to $67 from $66.
Apr 29Rollins reports Q1 2026 revenue of $906M (+10.2% YoY) with organic growth of 6.6%; declares $0.1825 quarterly dividendPositive▶
Rollins reported Q1 2026 revenue of $906 million, up 10.2% year-over-year with organic revenues increasing 6.6%. Quarterly operating income rose 2.0% to $145 million. Board declared regular quarterly cash dividend of $0.1825 per share payable June 10, 2026. UBS raised price target to $61 from $58 while Canaccord lowered to $51 from $52. Stock up 3.13% over the past week.
Apr 16Rollins reports Q1 2026 revenue miss of 1.6% and operating income miss despite 9.7% YoY revenue growth to $912.91M.Negative▶
Rollins Inc., a leading pest and wildlife control company serving over 70 countries, reported Q1 2026 results on February 11, 2026, showing revenue of $912.91 million, up 9.7% year-over-year but missing analyst expectations by 1.6% and 2.47%. Adjusted operating income also fell significantly short of estimates. The pest control leader acquired Romex Pest Control on April 2, 2026. However, the company faces headwinds including an FTC order to stop enforcing noncompete agreements. Analyst sentiment has turned mixed with Loop Capital initiating coverage with a Hold rating on April 13, and UBS lowering its price target to $58 from $62. Current stock price is $53.70, down from a 52-week high of $78.96 in November 2025.
Apr 15Rollins acquires Romex Pest Control and schedules Q1 2026 earnings for April 22.Neutral▶
Rollins announced the acquisition of Romex Pest Control, which employs over 200 teammates. The company will release Q1 2026 financial results on April 22. Annual shareholder meeting scheduled for April 28. Wells Fargo downgraded the stock to Equal Weight in February following quarterly results that missed estimates.
Apr 14Rollins acquired Romex Pest Control on April 2; Q1 2026 earnings due April 22.Neutral▶
Rollins acquired Romex Pest Control on April 2, continuing strategic expansion. Q1 2026 earnings after market close April 22. Recent earnings showed revenues of $912.9 million (up 9.7% YoY) but missed analyst expectations by 1.6%, triggering 2.8% stock decline. Stock down 8.1% over past six months.
Apr 13Rollins Inc Q1 2026 earnings April 22; acquired Romex Pest Control (April 2); modest stock declines reflect softer quarterly results.Neutral▶
Rollins will release Q1 2026 earnings after market close April 22 with conference call April 23. Acquired Romex Pest Control on April 2, continuing M&A strategy. Stock down 8.1% past 6 months. Morgan Stanley lowered PT to $70; Wells Fargo downgraded to Equal Weight post-earnings; Barclays kept Buy.
Apr 10Rollins Misses Q4 2025 Forecasts; Slides 16.87% PremarketNegative▶
Q4 EPS $0.25 vs $0.26 expected. Revenue $913M vs $926.81M. Full-year 2025 revenue $3.8B (+11% YoY). Guides 7-8% 2026 organic growth.
Apr 9Rollins Inc Schedules Q1 2026 Earnings Release for April 22, Acquires Romex Pest ControlPositive▶
Rollins Inc. will release first quarter 2026 financial results on April 22, 2026, with management conference call on April 23, 2026 at 8:30 a.m. ET. The pest control services company acquired Romex Pest Control on April 2, 2026. Serving more than 2.8 million customers globally, Rollins maintains strong analyst coverage with 11 Buy ratings and 4 Hold ratings, with price targets ranging from $56 to $67 per share. Robinhood Asset Management invested approximately $980,000 in the stock during the fourth quarter.
Apr 8Rollins schedules Q1 2026 earnings for April 22 following Romex Pest Control acquisition.Negative▶
Rollins acquired Romex Pest Control April 2. Q1 earnings April 22. Recent Q4 EPS $0.25 missed $0.26 estimate. RBC Capital reiterates citing 7-8% organic growth outlook.
Apr 7Rollins acquired Romex Pest Control; FY2025 results show strong revenue and earnings growthPositive▶
Rollins announced acquisition of Romex Pest Control (April 2, 2026), a top 40 pest management company with 200+ employees in Pleasant Grove, UT. Acquisition supports long-term growth strategy in new U.S. regions. FY2025 revenue was $3.76B (up 10.99% YoY) with earnings of $526.71M (up 12.93% YoY). CEO Jerry Gahlhoff highlighted growth benefits. Q4 2025 EPS was $0.24 vs. estimated $0.26 (−9.35% surprise). Earnings release scheduled for April 29, 2026. Barclays kept Buy rating (February 2026); Morgan Stanley lowered target to $70 from $72 (mid-February); Canaccord reduced target to $52 from $55 (Hold). Stock down 10.93% in past month, −0.78% over 12 months, all-time high $66.14 (Feb 11). Analyst consensus: 10 analysts rate ROL 'Buy' with $66.1 target (18.37% upside).
Apr 6Rollins misses Q4 earnings on Midwest/Northeast weather disruption; 2026 outlook targets 7-8% organic growth.Mixed▶
Rollins missed Q4 2025 forecasts with EPS $0.25 vs $0.26 expected and revenue $913M vs $926.81M expected, triggering 16.87% premarket drop to $54.53 on Feb 12, 2026. Weather disruptions in Midwest/Northeast, 3% decline in one-time business services. Full-year 2025 revenue reached $3.8B (up 11% YoY), organic growth 6.9%, adjusted EBITDA increased 10.8% to $854M. 2026 guidance: 7-8% organic + 2-3% M&A targeting double-digit earnings growth, 25-30% margins. Recently acquired Romex Pest Control (200+ employees, Utah-based). Buy consensus, $66.1 target (18.37% upside).
Apr 3Rollins schedules 2026 Annual Shareholder Meeting for April 28 with earnings report on April 29, 2026.Neutral▶
Rollins announced its 2026 Annual Meeting for April 28 with earnings report April 29. Q4 earnings showed EPS of $0.25 (missing $0.27 consensus) and revenue of $912.91 million (up 9.7% YoY). The company reported 24 consecutive years of annual revenue growth and expects 7-8% organic growth for 2026.
Apr 2Rollins Q4 earnings miss consensus; Wells Fargo downgrades to Equal Weight citing integration risks and margin pressuresNegative▶
Rollins reported Q4 2025 earnings per share of $0.25, missing consensus estimate of $0.27, with revenue of $912.91M (vs $925.08M consensus). Quarterly revenue up 9.7% YoY supported by 26 acquisitions and technology investments in 2025. Wells Fargo downgraded to Equal Weight on February 12 following results; Morgan Stanley lowered target to $70 from $72; Barclays maintains Buy. Stock down 11.67% over past month. Analysts cautious on integration risks and margin pressures despite strong long-term 7-8% organic growth outlook for 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WMWASTE | $229.19 | -1.44% | -0.5% | 25.1x | 0.55 | $93.8B |
| RSGREPUBLIC | $206.73 | -1.19% | -5.3% | 26.0x | 0.54 | $64.6B |
| ROLROLLINS | $54.92 | -1.45% | +3.0% | 40.0x | 0.84 | $26.8B |
| VLTOVERALTO | $87.48 | -0.82% | -0.6% | 19.0x | 1.15 | $21.7B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.