Rollins, Inc. (ROL) Earnings
Rollins, Inc. is expected to report next earnings on July 23, 2026 (in NaN days), with a consensus EPS estimate of $0.34. ROL has beaten EPS estimates in 2 of its last 12 reported quarters (average surprise -0.4% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 23, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Jerry reported strong first quarter results with sequential acceleration, total revenue growth 10.2% and organic growth 6.6%. Demand was slow at start due to weather but March had over 8% organic growth. • Announced acquisition of Romex Pest Control, a top 40 pest management company, which provides entry into new markets and has a strong culture. • Commercial side saw solid growth, with strategic addition of resources to Orkin Commercial delivering new customer wins. • Focus on operational efficiency and continuous improvement, with considerations of staffing levels to avoid negative impacts on customer experience. • Teams are well staffed for sales, technicians, and customer support.
Guidance
• Expect fuel costs to continue to track below 2% of sales in 2026. • Expect price to contribute 3% to 4% of growth for the year ahead of CPI and be positive on price costs at that level. • Expect M&A to contribute 2% to 3% of revenue growth for 2026. • Expect effective tax rate to come in under 25% for the year, down approximately 100 basis points from historical levels.
Segment performance
Total revenue growth was 10.2% and organic growth was 6.6%. Resi revenues increased 9.3%, commercial pest control rose 9.6%, and termite and ancillary increased by 13.5%. Organic growth was 4.2% in residential, 7.7% in commercial, and almost 10% in termite and ancillary.
Risks & headwinds
• Actual results may differ materially from any statement made on the call due to a number of risks and uncertainties. • Please refer to yesterday's press release and the company's SEC filings, including the risk factors section of our Form 10-K for the year ended December 31st, 2025.