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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -3.6% |
| Our one-year growth estimate | diamond | 9.8% |
Growth built into the price is above our model estimate.
The price assumes 13.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 21 industry peers
ROL — earnings miss
Dated 2026-07-22
Results of Operations and Financial Condition. On July 22, 2026 , Rollins, Inc. (the “Company”) issued a press release announcing its unaudited financial results for the second quarter ended June 30, 2026. The press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange A…
Why it matters: The new CFO's plans could affect financial performance and how money is spent.
Watch forThere are good changes in financial numbers or plans after the CFO change.
Also watch forThere are no clear improvements in financial numbers or plans after the change.
Why it matters: More cash flow helps with investments and shows strong operational health.
Supportive ifOperating cash flow is over $200 million in Q3. This shows strong performance.
Worry ifOperating cash flow is below $173 million. This may mean operational problems.
Why it matters: A smooth transition to the new CFO could support ongoing financial stability and growth.
Watch forNew CFO William Harkins leads to improved financial metrics in Q2 2026.
Also watch forQ2 2026 financial metrics decline compared to Q1 2026.
Why it matters: Stable cash flow is crucial for funding growth and acquisitions. A decline could limit future investments.
Watch forOperating cash flow is stable or higher than $118 million in Q1.
Also watch forOperating cash flow decreases further from $118 million in Q1.
Why it matters: Lead volume trends will show if the pest control business is getting better. This affects overall growth.
Watch forLead volume in residential pest control shows a consistent increase month over month.
Also watch forLead volume in residential pest control continues to decline month over month.
Why it matters: Stable margins show good cost management during tough demand.
Supportive ifQ3 operating margin improves from 18.7% in Q2.
Worry ifQ3 operating margin drops more to 18.7%.
Why it matters: Strong revenue growth shows good execution of growth and acquisition plans.
Supportive ifQ2 revenue growth exceeds 10% compared to Q2 2025.
Worry ifQ2 revenue growth is below 5% compared to Q2 2025.
Why it matters: Lead volume trends directly affect demand and revenue growth in the pest control business.
Watch forLead volume shows consistent improvement month over month.
Also watch forLead volume continues to decline or stagnate.
Why it matters: Stronger organic growth shows that demand is coming back after a slowdown.
Supportive ifQ3 organic revenue growth exceeds 6% year over year.
Worry ifQ3 organic revenue growth remains below 5% year over year.
Why it matters: Lower organic growth means there are still problems with demand. This is true in residential pest control.
Worry ifIn Q3, organic revenue growth was below 5%.
Less concerning ifIn Q3, organic revenue growth was above 5%.
Why it matters: Better cash flow helps with ongoing investments. It shows financial health despite challenges.
Supportive ifOperating cash flow exceeds $173 million in Q3.
Worry ifOperating cash flow drops below $173 million in Q3.
Why it matters: A margin below 18% would show that profit challenges are still present.
Worry ifIf the operating margin for Q3 is below 18%, it shows margin pressure.
Less concerning ifIf the operating margin for Q3 is above 18%, profit may be improving.
Why it matters: Better operating income shows good cost management. This is important for investor trust.
Supportive ifOperating income growth exceeds 2.0% in Q2.
Worry ifOperating income growth is below 2.0% in Q2.
Why it matters: The new CFO may shift strategies to boost organic growth. This could impact future performance.
Supportive ifManagement announces a new organic growth target above 5% for the next year.
Worry ifManagement has not set any new growth goals.
Why it matters: Successful acquisitions can raise revenue. They can also help the company's growth plans.
Supportive ifQ3 revenue growth shows a big boost from recent acquisitions.
Worry ifIf Q3 revenue growth does not change, there may be problems with integration.
Why it matters: The new CFO could change financial plans and actions. Good changes could boost investor trust.
Watch forLook for better operating income or margins under the new CFO in the first two quarters.
Also watch forDecline in operating income or margins under the new CFO within the first two quarters.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$101 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $270 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,540 loss on $10,000 · 45.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.