South America, the Caribbean, the Middle East, Asia, the Mediterranean, Africa and Mexico. Learn more about careers at Orkin [here].Visit [Orkin.com] for additional information. Orkin is a wholly-owned subsidiary of [Rollins Inc.](NYSE: ROL). Follow us on [Facebook], [Instagram], [TikTok] and [LinkedIn].SOURCE Orkin, LLC## 21%[more press release views with Request a Demo]## Also from this source### Chicago's Decade- Long Rodent Reign Ends: Los Angeles Now America's Rattiest City[As Orkin's annual Top 50 Rat ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission file No. 1-4422 _____________________________ ROLLINS, INC. (Exact name of registrant as specified in its c ...

Core Viewpoint - The article discusses the stock movements of several companies including Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, and Novocure, highlighting the impact of recent economic data on investor sentiment [1]. Group 1: Stock Movements - Cisco's stock performance is noted among the movers, indicating potential investor interest or market reaction [1]. - AppLovin's stock is also mentioned, suggesting fluctuations that may be tied to broader market trends or company-specific news [1]. - Micron's stock movement is highlighted, reflecting changes in the semiconductor industry and investor confidence [1]. Group 2: Economic Context - The article references a recent batch of economic data, including a delayed U.S. monthly jobs report, which is influencing stock futures and overall market sentiment [1]. - The rising stock futures on Thursday indicate a positive outlook among investors as they digest the latest economic indicators [1].

Company Performance - Cisco (CSCO) reported solid earnings and guidance but saw its stock decline due to concerns over rising memory costs, which analysts believe are manageable given Cisco's strength in AI-related areas [5] - AppLovin (APP) also experienced a stock drop despite beating revenue and earnings estimates, guiding for Q1 revenue between $1.745 billion and $1.775 billion, exceeding the $1.7 billion estimate [5] - Rollins (ROL) was the largest decliner in the S&P 500 after missing both revenue and adjusted earnings estimates, attributing the shortfall to erratic weather patterns affecting seasonal work [6] Economic Indicators - Existing home sales fell by 8.4% in January to a seasonally adjusted annual rate of 3.91 million, below the consensus estimate of 4.2 million and down from 4.27 million in December [7] - The decline in home sales is being compared to lows seen during the Great Recession, with some analysts suggesting that the drop may be temporary and could reverse if mortgage rates decrease in the coming quarters [8] Market Trends - The S&P 500 has not shown significant gains this year, but there is a rotation away from last year's leading sectors, benefiting less trendy areas of the market [9] - The S&P 500 Machinery Index has increased by over 20% year to date, with companies like Cummins (CMI), Nordson (NDSN), PACCAR (PCAR), Caterpillar (CAT), and Parker-Hannifin (PH) receiving strong ratings [10]

Key Takeaways ROL missed Q4 earnings and revenue estimates despite 9.7% year-over-year sales growth.ROL saw margin pressure as operating margin fell 30 basis points to 18.3% in the quarter.ROL generated $159M in free cash flow and its cash balance touched $100M.Rollins, Inc. (ROL) reported unimpressive fourth-quarter 2025 results with both earnings and revenues missing the Zacks Consensus Estimate. The overall underperformance disappointed investors, resulting in the stock declining by double digits in afte ...

Financial Data and Key Metrics Changes - Rollins achieved a milestone of $3.8 billion in revenue for fiscal 2025, reflecting an 11% growth for the year, with organic growth at 6.9% [5][12] - Adjusted EBITDA grew by 10.8% to $854 million, while operating cash flow reached $678 million, and free cash flow was $650 million, up 11.6% and 12.1% respectively [12][13] - Fourth quarter revenue increased by 9.7%, with organic growth at 5.7% compared to the previous year [12][14] Business Line Data and Key Metrics Changes - Revenue from one-time business in the fourth quarter declined by almost 3%, contrasting with a year-to-date growth of 4% [5][14] - Recurring revenue and ancillary services, which represent over 80% of total revenue, grew at over 7% organically for both the quarter and the year [6][14] - In the fourth quarter, residential revenue increased by 9.7%, commercial pest control grew by 8.7%, and termite and ancillary services rose by 11.9% [12][14] Market Data and Key Metrics Changes - Erratic weather patterns negatively impacted demand for one-time projects, particularly in the Midwest and Northeast [5][15] - The company noted that the stability of growth in recurring and ancillary areas provides confidence in the outlook, which is anchored to 7%-8% organic growth [15][22] Company Strategy and Development Direction - Rollins is focused on enhancing customer experience and investing in team development to drive organic growth and acquisitions [10][11] - The company is committed to maintaining healthy staffing levels ahead of peak seasons to optimize customer service [7][9] - A robust M&A pipeline is in place, with expectations of contributing 2%-3% growth from acquisitions in 2026 [10][80] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the health of underlying markets and customer retention rates, despite challenges from weather [6][30] - The company anticipates continued organic growth in the range of 7%-8% and is focused on improving incremental margin profiles while investing in growth opportunities [22][23] - Management acknowledged the impact of weather on business operations but remains optimistic about the team's engagement and ability to deliver results [88] Other Important Information - The company closed the acquisition of Saela and completed 26 additional tuck-in deals, with Saela's performance exceeding expectations [10][78] - Free cash flow conversion was 137% for the quarter, with significant investments in share repurchases and dividends [20][21] Q&A Session Summary Question: Can you expand on the 7% growth in recurring and ancillary business? - Management highlighted strong customer retention and low rollback percentages, indicating a healthy consumer base, and noted that Orkin had its best customer growth performance since the COVID era [30][31] Question: How did weather disruptions impact different segments? - Management explained that the one-time business was significantly affected by weather, particularly in the residential and commercial sectors, while recurring revenue remained strong [38][39] Question: What is the margin profile of the one-time business? - The one-time business typically has a better margin profile than recurring services, contributing positively to overall results despite being a smaller portion of the business [47] Question: What are the expectations for Q1 relative to the rest of the year? - Management expects a slower start to the year due to weather impacts but remains confident in achieving the annual growth target of 7%-8% [50] Question: What are the competitive dynamics in the industry? - Management noted no significant changes in the competitive environment and emphasized ongoing investments to maintain a strong market position [56][58] Question: Can you provide details on Saela's performance and M&A pipeline? - Saela contributed $16 million in revenue for the quarter and $55 million year-to-date, with expectations of continued M&A growth contributing 2%-3% in 2026 [78][80]

Rollins (NYSE:ROL) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsBrian McNamara - Managing DirectorGreg Parrish - Vice President of Equity ResearchJason Haas - DirectorJerry Gahlhoff - President and CEOKen Krause - EVP and CFOLyndsey Burton - VP of Investor RelationsPeter Keith - Managing DirectorConference Call ParticipantsAshish Sabadra - Managing Director and Senior Equity AnalystGeorge Tong - Senior Research AnalystJosh Chan - Equity Research AnalystManav Patnaik - Equity Resea ...

Rollins (NYSE:ROL) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker10Greetings. Welcome to Rollins, Inc., fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note, this conference is being recorded. I will now like to turn the conference over to Lyndsey Burt ...

1 © 2026 Rollins, Inc. All rights reserved. Cautionary Statement Regarding Forward-Looking Statements This presentation as well as other written or oral statements by the Company may contain "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. We have based these forward-looking statements on our current opinions, expectations, intentions, beliefs, plans, objectives, assumptions and projections about future events and financial trends affecting the operating resul ...

Rollins (ROL) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.99%. A quarter ago, it was expected that this operator of Orkin and other pest and termine control services would post earnings of $0.32 per share when it actually produced earnings of $0.35, delivering a surprise of +9. ...