Rollins, Inc. (ROL)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$35.86+0.42%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · ROL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks ROL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue driving organic revenue growth complemented by strategic and disciplined acquisitions to expand market presence and revenue base.
Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Revenue grew from $822M in 2025-Q1 to $1.08B in 2026-Q2, with organic revenue growth around 6% in recent quarters. Management consistently emphasizes organic growth and disciplined acquisitions, and the financials show delivering growth aligned with this priority.
“We have implemented organizational and operational changes... while continuing to invest in areas that will drive long-term growth.”
“The underlying health of core pest control markets... should support another year of organic growth, further complemented by a strategic and disciplined approach to acquisitions.”
“We continue to invest meaningfully in our business and are well-positioned as we begin 2026.”
“We remain well-positioned for continued growth, both organically and through acquisitions.”
“Double-digit revenue growth across all major service lines... focused on driving growth.”
“We continue to invest in our business by focusing on organic demand generation activities, while also strengthening... through strategic M&A.”
Focus on operational execution and cost structure alignment to improve profitability and margins during peak demand periods.
Stated as a priority in 5 quarters from 2025-Q2 through 2026-Q2. Operating margin declined from 19.8% in 2025-Q2 to 18.7% in 2026-Q2, and adjusted operating margin similarly declined. Despite management's focus on improving profitability during peak season, margin performance has been declining, indicating limited progress on this priority.
“Demand trends softened... margin performance was below our expectations... implemented changes to improve local execution and strengthen accountability.”
Maintain disciplined capital allocation including acquisitions, dividends, and share repurchases supported by strong cash flow and balance sheet.
Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Operating cash flow was $118M in 2026-Q1 and increased to $173M in 2026-Q2. The company invested $18M in acquisitions in 2026-Q1 and $117M in 2026-Q2, while maintaining dividend payments. Management consistently emphasizes balanced capital allocation, and financials show ongoing execution with healthy cash flow and investments.
Over the trailing year it converted 1.31x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“We anticipate improving profitability in our underlying operations as we enter peak season.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow and a strong balance sheet.”
“Focused on continuous improvement initiatives to enhance profitability throughout our business.”
“While EBITDA margins were pressured... our underlying operations yielded healthy margin performance.”
“We have significant flexibility to reinvest in our business through our disciplined and balanced approach to capital allocation.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow and a strong balance sheet.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow and a strong balance sheet.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow, a strong balance sheet, and access to investment grade credit markets.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow, a strong balance sheet, and access to investment grade credit markets.”
“Our investments in growth continue to yield results... we are well-positioned to continue delivering strong results through our robust business model.”