ROL

AI Research

Earnings miss → Q1 EPS $0.25 vs $0.27, stock down 16% in one month

Rollins missed Q1 expectations with EPS of $0.25 versus $0.27 consensus and revenue of $912.9M versus $925.1M consensus, driving a 16% decline over the past month and 8% decline over 3 months. The stock slipped 16.6% from its 52-week high of $66.14 achieved on February 11, pressured by rich valuation (P/E ~51, PEG ~3.5) despite 7-8% organic growth guidance for 2026. CFO Kenneth Krause will present at JPMorgan Industrials Conference on March 18.