Rollins, Inc. (ROL)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
$38.38+2.76%
Close 2026-11-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
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 2026-11-04.
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 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
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.
With recurring customer relationships, a diversified portfolio and the underlying resilience of the pest control market, we remain confident in our ability to deliver sustainable, profitable growth o…
Stated in 7 of 8 supplied quarters. Management reported: “With recurring customer relationships, a diversified portfolio and the underlying resilience of the pest control market, we remain confident in our ability to deliver sustainable, profitable growth over the long term,” said Jerry Gahlhoff, Jr., President and Chief Executive Officer.” “Management Commentary "Our second quarter results fell short of our expectations due to slower growth in parts of our residential pest control business, specifically brands more reliant on consumer-initiated demand through search, digital media and inbound calls, as lead volume declined in the quarter.” Revenue was $1.090 billion in 2026-Q3.
“With recurring customer relationships, a diversified portfolio and the underlying resilience of the pest control market, we remain confident in our ability to deliver sustainable, profitable growth o…”
“Management Commentary "Our second quarter results fell short of our expectations due to slower growth in parts of our residential pest control business, specifically brands more reliant on consumer-i…”
““We continue to invest in our business by focusing on organic demand generation activities, while also strengthening our Rollins family of brands through strategic M&A like the Romex acquisition we m…”
“1 2026 Financial Outlook For 2026, the Company anticipates: • The underlying health of core pest control markets, as well as Rollins’ ongoing commitment to operational execution, should support anoth…”
““As we look to close out 2025, we remain well-positioned for continued growth, both organically and through acquisitions, and are focused on continuous improvement initiatives to enhance profitabilit…”
“As we start the second half of the year, we are focused on driving growth while also improving profitability.”
We are responding with a more dynamic marketing approach, reallocating resources from the traditional digital playbook to the channels and capabilities generating the highest returns, including those…
Stated in 2 of 8 supplied quarters. Management reported: “We are responding with a more dynamic marketing approach, reallocating resources from the traditional digital playbook to the channels and capabilities generating the highest returns, including those that strengthen our visibility in AI- and LLM-driven discovery.” “We have implemented organizational and operational changes to improve local execution, strengthen accountability, and better align resources with current demand conditions, while continuing to invest in areas that will drive long-term growth.”
As a result, our margin performance was below our expectations.
Stated in 5 of 8 supplied quarters. Management reported: “As a result, our margin performance was below our expectations.” ““While margin performance was muted by pressures from insurance and claims, as well as deleverage from people costs and selling investments on lower volume early in the quarter, we anticipate improving profitability in our underlying operations as we enter peak season.” Operating income was $222.859 million in 2026-Q3.
“As a result, our margin performance was below our expectations.”
Our capital allocation priorities remain unchanged: investing in the business through accretive M&A, maintaining and growing a healthy and sustainable dividend, and deploying excess cash opportunisti…
Stated in 5 of 8 supplied quarters. Management reported: “Our capital allocation priorities remain unchanged: investing in the business through accretive M&A, maintaining and growing a healthy and sustainable dividend, and deploying excess cash opportunistically for share repurchases.” “Despite near-term challenges, our balance sheet remains strong, cash flow generation is healthy, and we have significant flexibility to reinvest in our business through our disciplined and balanced approach to capital allocation,” said Will Harkins, Executive Vice President and Chief Financial Officer.” Operating cash flow was $118.367 million in 2026-Q1.
At the same time, we continue to invest in our people and the service quality that builds customer loyalty,” said Will Harkins, Executive Vice President and Chief Financial Officer.
Stated in 3 of 8 supplied quarters. Management reported: “At the same time, we continue to invest in our people and the service quality that builds customer loyalty,” said Will Harkins, Executive Vice President and Chief Financial Officer.” “Our peak season is off to a strong start, and we are well-positioned from a staffing and service perspective to deliver for our customers,” Mr. Gahlhoff added.”
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 54% for the rest of the cohort, n=6652).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.
““We continue to invest in our business by focusing on organic demand generation activities, while also strengthening the breadth and depth of the Rollins portfolio through strategic M&A like the Sael…”
“We are responding with a more dynamic marketing approach—reallocating resources from the traditional digital playbook to the channels and capabilities generating the highest returns, including those…”
“We have implemented organizational and operational changes to improve local execution, strengthen accountability, and better align resources with current demand conditions, while continuing to invest…”
““While margin performance was muted by pressures from insurance and claims, as well as deleverage from people costs and selling investments on lower volume early in the quarter, we anticipate improvi…”
“• A focus on pricing, ongoing modernization efforts, and a culture of continuous improvement should support an improving margin profile.”
““As we look to close out 2025, we remain well-positioned for continued growth, both organically and through acquisitions, and are focused on continuous improvement initiatives to enhance profitabilit…”
“As we start the second half of the year, we are focused on driving growth while also improving profitability.”
“Our capital allocation priorities remain unchanged: investing in the business through accretive M&A, maintaining and growing a healthy and sustainable dividend, and deploying excess cash opportunisti…”
“Despite near-term challenges, our balance sheet remains strong, cash flow generation is healthy, and we have significant flexibility to reinvest in our business through our disciplined and balanced a…”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow and a strong balance sheet,” Mr. Krause concluded.”
“We continue to execute a balanced capital allocation program enabled by compounding cash flow and a strong balance sheet,” said Kenneth Krause, Executive Vice President and CFO.”
“Additionally, 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,” Mr. Krause conclud…”
“At the same time, we continue to invest in our people and the service quality that builds customer loyalty,” said Will Harkins, Executive Vice President and Chief Financial Officer.”
“Our peak season is off to a strong start, and we are well-positioned from a staffing and service perspective to deliver for our customers,” Mr. Gahlhoff added.”
“Management Commentary "Our results for the first quarter reflect our resilient business model and our teammates’ ongoing focus on operational excellence,” said Jerry Gahlhoff, Jr., President and CEO.”