Rollins, Inc. (ROL)
NYSEIndustrialsPersonal ServicesSnapshot 2026-07-08
$44.94+3.03%
Close 2026-07-08 · 1-day change
Reading ROL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track ROL free→NYSEIndustrialsPersonal ServicesSnapshot 2026-07-08
Reading ROL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track ROL free→Intact: The reason to own it still holds.
Rollins grows revenue about 10% yearly, driven by organic growth and acquisitions. Profit margins show slight improvement during peak season. The company maintains steady earnings with a recent EPS of $0.24. Share buybacks and a stable CFO transition support financial discipline.
Revenue growth could slow due to market headwinds and recent stock price weakness. Profit margin gains are limited with only a 2% rise in operating income. The stock trades at a high PE of 38.6, which may not be justified if growth falters.
The price is about 1% above our fair value near $43, reflecting roughly 11% revenue growth expected by analysts. Our fair value is 26% below the Street median, indicating some caution versus bullish consensus.
Breaks if: EPS falls below $1.0 in FY26
Breaks if: YoY revenue growth falls below 7% next year
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue to drive organic growth and complement it with strategic acquisitions.
Stated in 4 of last 4 quarters. Revenue grew from $822.5M in 2025-Q1 to $906.4M in 2026-Q1, indicating a 10.2% increase. Management's focus on organic growth and acquisitions is delivering results, as evidenced by the revenue growth.
“CEO: 'We continue to invest in our business by focusing on organic demand generation activities...'”
“For 2026, the Company anticipates: ... ongoing commitment to operational execution, should support another year of organic growth, further complemented by a strategic and disciplined approach to acqu…”
“As we look to close out 2025, we remain well-positioned for continued growth, both organically and through acquisitions.”
“We remain well-positioned to deliver strong results in 2025 and beyond.”
Breaks if: Operating income growth falls below 0% next year
Enhance profitability as the company enters its peak season.
Stated in 2 of last 2 quarters. Operating income increased from $142.6M in 2025-Q1 to $145.5M in 2026-Q1, reflecting a 2.0% rise. The company is making limited progress in improving profitability as it enters its peak season.
“CFO: 'We anticipate improving profitability in our underlying operations as we enter peak season.'”
“We remain well-positioned for continued growth, both organically and through acquisitions.”