Rollins, Inc.
- Open
- 45.11
- Day high
- 45.19
- Day low
- 44.55
- Prev close
- 45.11
- Volume
- 5.0M
- Mkt cap
- $21.5B
- P/E (TTM)
- 41.0
- EPS (TTM)
- $1.09
- P/B
- 15.6
- P/S
- 5.6
- Yield
- 1.59%
- Per share
- $0.71
Rollins, Inc. (ROL) is a Consumer Cyclical company listed on NYSE. The stock is down 19% over the past year.
Rollins, Inc. (ROL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 6 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ROL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.24 | $0.24 | +0.0% | $906M | +1.2% |
| Feb 11, 2026 | $0.27 | $0.25 | -7.4% | $913M | +0.5% |
| Oct 29, 2025 | $0.33 | $0.35 | +6.7% | $1.0B | +0.5% |
| Jul 23, 2025 | $0.30 | $0.30 | -0.9% | $1000M | +1.1% |
| Apr 23, 2025 | $0.22 | $0.22 | -0.6% | $823M | +0.7% |
| Feb 12, 2025 | $0.23 | $0.23 | +0.0% | $832M | +1.8% |
| Oct 23, 2024 | $0.30 | $0.29 | -3.3% | $916M | +0.6% |
| Jul 24, 2024 | $0.27 | $0.27 | +0.0% | $892M | -0.3% |
| Feb 14, 2024 | $0.21 | $0.21 | +0.0% | $754M | +0.1% |
| Jul 26, 2023 | $0.23 | $0.23 | +0.0% | $821M | +0.2% |
| Feb 15, 2023 | $0.17 | $0.17 | +0.0% | $661M | +0.2% |
| Oct 26, 2022 | $0.21 | $0.22 | +4.8% | $730M | +2.1% |
ROL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 6, 2026 | Harkins William Wayne IIofficer: Executive V.P. and CFO | Grant | 11,866 | $42.14 |
| Jun 12, 2026 | Harkins William Wayne IIofficer: Principal Accounting Officer | Grant | 6,112 | — |
| Jun 12, 2026 | Harkins William Wayne IIofficer: Principal Accounting Officer | Tax | 357 | $53.49 |
| Apr 30, 2026 | Donahue Paul Ddirector | Grant | 2,692 | — |
| Apr 30, 2026 | JONES DALE Edirector | Grant | 2,692 | — |
| Apr 30, 2026 | Rollins Timothy Curtisdirector | Grant | 2,692 | — |
| Apr 30, 2026 | Rollins Pam Rdirector | Grant | 2,692 | — |
| Apr 30, 2026 | Carson Donald Pdirector | Grant | 2,692 | — |
| Apr 30, 2026 | Morrison Gregory Bdirector | Grant | 2,692 | — |
| Apr 30, 2026 | Hardin Paul Russelldirector | Grant | 2,692 | — |
| Apr 30, 2026 | Bell Susan R.director | Grant | 2,692 | — |
| Apr 30, 2026 | Sams Louise Sdirector | Grant | 2,692 | — |
| Apr 30, 2026 | Gunning Patrick J.director | Grant | 2,692 | — |
| Feb 26, 2026 | Chandler Elizabeth Bofficer: CLO, GC, CORPORATE SECRETARY | Sell | 14,201 | $59.36 |
| Feb 24, 2026 | Chandler Elizabeth Bofficer: CLO, GC, CORPORATE SECRETARY | Grant | 12,225 | — |
Source: ROL SEC Form 4 filings, latest Jul 6, 2026. For informational purposes only — not investment advice.
See the full ROL insider & 13F page →Rollins, Inc. company profile
Overview
Rollins, Inc. (NYSE:ROL) is a leading pest and wildlife control services company founded in 1948 and headquartered in Atlanta, Georgia. The company has grown from a regional pest control business into North America's largest pest control company through decades of strategic acquisitions and organic expansion. Rollins operates primarily through its flagship Orkin brand, along with other well-known brands in the pest control industry, serving millions of residential and commercial customers across the United States and internationally.
Business
Rollins operates in the pest control services industry, providing protection against insects, rodents, and other unwanted pests for both residential and commercial properties. The pest control industry is considered essential services, as pest infestations can pose serious health risks, property damage, and regulatory compliance issues for businesses. The company's core offering centers around recurring pest control services, where trained technicians regularly visit customer properties to inspect, treat, and prevent pest problems. This includes protection against common household pests like ants, roaches, spiders, and rodents, as well as more specialized services for termites and wildlife control. Rollins operates through three main business segments: 1. Residential Pest Control (approximately 60% of revenue): Provides ongoing pest protection services to homeowners through regular scheduled visits, typically monthly or quarterly treatments. Services include general pest control, rodent control, and preventive treatments. 2. Commercial Pest Control (approximately 25% of revenue): Serves businesses across various industries including healthcare, foodservice, hospitality, and logistics. Commercial customers often require more frequent service and specialized compliance documentation due to regulatory requirements. 3. Termite and Ancillary Services (approximately 15% of revenue): Offers termite inspection, treatment, and ongoing protection plans, along with other specialized services like wildlife control and mosquito treatments. Termite services often involve both one-time treatments and long-term protection contracts. The company primarily operates under the Orkin brand, one of the most recognized names in pest control, along with other regional brands acquired over the years. This multi-brand strategy allows Rollins to maintain local market presence while leveraging operational efficiencies across its network.
Revenue model
Rollins generates revenue primarily through recurring service contracts with both residential and commercial customers. The business model is built around subscription-like recurring revenue, where customers pay for regular pest control visits throughout the year. This creates predictable cash flows and high customer lifetime value. The company's revenue streams include: 1. Monthly/Quarterly Service Fees: The core revenue driver, representing ongoing pest control service contracts that typically auto-renew annually. Residential customers typically pay $50-150 per service visit, while commercial contracts can range from hundreds to thousands of dollars monthly depending on facility size and complexity. 2. Initial Service Fees: One-time setup fees for new customers, including initial property inspections and treatments. 3. Specialized Treatment Services: Higher-margin services like termite treatments, wildlife removal, and emergency pest situations that command premium pricing. The company operates with attractive unit economics, achieving gross margins around 51-54% due to the recurring nature of services and route density optimization. Rollins has demonstrated pricing power, regularly implementing annual price increases of 3-4% (CPI-plus pricing) with minimal customer churn. Factors that positively impact margins include route density improvements (more customers per technician route), cross-selling additional services to existing customers, operational efficiency gains through technology and routing optimization, and the company's ability to maintain pricing discipline in an essential services market. Margin pressures can arise from labor cost inflation (technicians and administrative staff), vehicle and fuel costs, regulatory compliance expenses, and customer acquisition costs in competitive markets. However, the essential nature of pest control services and high switching costs provide significant protection against economic downturns and competitive pricing pressure.
Competitive moat
Rollins possesses a moderate to strong economic moat built on several defensive characteristics inherent to the pest control industry. The company's primary moat stems from high customer switching costs and the essential nature of its services. Once customers establish a relationship with a pest control provider, they rarely switch due to the hassle of onboarding a new service provider and the risk of pest problems during transition periods. The company benefits from strong brand recognition, particularly with the Orkin brand which has decades of consumer trust and awareness. This brand equity reduces customer acquisition costs and supports pricing power. Additionally, Rollins has built route density advantages in many markets, allowing technicians to serve more customers per day and reducing per-customer service costs. Regulatory barriers provide some protection, as pest control requires licensed technicians and compliance with various state and federal regulations regarding pesticide application. This creates barriers for new entrants and limits the competitive threat from unlicensed operators. However, the moat faces several challenges. The industry remains highly fragmented with thousands of small, local competitors who can undercut pricing and provide personalized service. Low capital requirements for starting a pest control business mean new entrants can easily enter local markets. Technology disruption, while currently limited, could potentially change service delivery models through innovations like smart monitoring systems or DIY pest control solutions. The competitive landscape includes both large national players like Terminix (now part of Rentokil) and numerous regional operators. While Rollins maintains market leadership, the competitive intensity varies significantly by geographic market, limiting the company's ability to achieve monopolistic pricing power.
Risks & safety
Rollins demonstrates a solid financial position with manageable risk levels, though valuation metrics suggest limited margin of safety at current prices. • Debt and Solvency: Debt-to-equity ratio of 0.67 is reasonable for the industry. The company maintains investment-grade credit ratings (BBB+ from Fitch, BBB from S&P) and has established a $1 billion commercial paper program, indicating strong creditworthiness. • Cash Generation: Strong free cash flow of $580 million in 2024 with cash conversion above 100%. Operating cash flow of $608 million provides substantial coverage for capital expenditures and dividend payments. • Valuation Concerns: Trading at 48x P/E ratio and 30x EV/EBITDA, representing significant premium valuations that leave little room for execution missteps or economic weakness. • Current Ratio: At 0.69, the current ratio is below 1.0, indicating potential short-term liquidity concerns, though this is partially offset by strong cash generation. • Growth Dependency: High valuation multiples require continued execution of 7-8% organic growth rates and successful integration of acquisitions to justify current pricing.
Recent development
Over the past few years, Rollins has pursued several key strategic initiatives to drive growth and operational efficiency. The company has significantly expanded its commercial pest control division, creating a dedicated commercial unit within Orkin and growing the commercial sales force by more than 15%. This focus has paid dividends, with commercial pest control achieving consistent 8-10% organic growth rates. Acquisition strategy remains central to Rollins' growth plan, with the company completing 44 tuck-in acquisitions in 2024 alone, including the notable acquisition of Saela Pest Control, which is expected to contribute $45-50 million in annual revenue. The company targets at least 2-3% annual growth from acquisitions while maintaining its multi-brand strategy to preserve local market relationships. The company has made substantial technology investments in routing and scheduling systems to improve operational efficiency and customer service. These systems help optimize technician routes, reduce mileage costs, and improve on-time service delivery. Additionally, Rollins has implemented new safety programs and driver monitoring applications to reduce workplace accidents and vehicle-related incidents. Pricing strategy has evolved to a more aggressive "CPI-plus" approach, with annual price increases of 3-4% compared to historical increases of 1-2%. This strategy has been successful with minimal customer pushback, reflecting the essential nature of pest control services and strong customer relationships. Leadership transition has been managed smoothly, with Gary Rollins transitioning to Executive Chairman Emeritus and John Wilson succeeding as Executive Chairman, ensuring continuity in strategic direction and family leadership involvement.
ROL company profile · for informational purposes only — not investment advice.
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