Core Points - Rollins, Inc. declared a regular quarterly cash dividend of $0.165 per share, payable on September 10, 2025, to shareholders of record as of August 11, 2025 [1] Company Overview - Rollins, Inc. is a premier global consumer and commercial services company providing essential pest control services and protection against termite damage, rodents, and insects to over 2.8 million customers across multiple continents [2] - The company employs more than 20,000 individuals and operates from over 800 locations worldwide [2] - Rollins is the parent company of several leading brands in the pest control industry, including Orkin, Aardwolf Pestkare, and Clark Pest Control, among others [2]

In its upcoming report, Rollins (ROL) is predicted by Wall Street analysts to post quarterly earnings of $0.29 per share, reflecting an increase of 7.4% compared to the same period last year. Revenues are forecasted to be $979.41 million, representing a year-over-year increase of 9.8%.The consensus EPS estimate for the quarter has undergone an upward revision of 0.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial es ...

Core Insights - Rollins, Inc. (ROL) is set to report its Q2 2025 results on July 23, with earnings estimated at 29 cents per share, reflecting a 7.4% year-over-year increase, and revenues projected at $979.4 million, indicating a 9.8% rise year-over-year [1][8]. Revenue Expectations - Improved revenues from Commercial, Residential, Termite, and Ancillary services are expected to positively impact the company's overall revenue for the upcoming quarter [3]. - Residential revenues are estimated at $431.6 million, showing a 5.7% growth from the previous year. Commercial revenues are anticipated to rise by 5.4% to $423.2 million. Revenues from Termite Completions, Bait Monitoring & Renewals are projected at $211.6 million, suggesting a 13.7% year-over-year growth. Franchise revenues are expected to reach $4.5 million, up 0.5% from the year-ago quarter [4][8]. Earnings Performance - The company's earnings surprise history has been mixed, with one quarter lagging behind the Zacks Consensus Estimate and three quarters matching it, resulting in an average negative surprise of 0.8% [2]. - Despite expectations of revenue growth and strong margins benefiting the bottom line, the model does not predict a definitive earnings beat for ROL this time, with an Earnings ESP of -0.69% and a Zacks Rank of 2 [5][6].

Core Viewpoint - Rollins (ROL) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on July 23, and better-than-expected key numbers could lead to a stock price increase, while a miss could result in a decline [2]. - The consensus estimate for quarterly earnings is $0.29 per share, reflecting a year-over-year increase of 7.4%, with revenues projected at $979.41 million, up 9.8% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.79% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Rollins is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.69%, suggesting a bearish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a higher likelihood of an earnings beat [6][7]. - A positive Earnings ESP combined with a Zacks Rank of 1 (Strong Buy) has historically resulted in a positive surprise nearly 70% of the time [9]. Historical Performance - Rollins has not been able to beat consensus EPS estimates in any of the last four quarters, with the last reported quarter matching expectations at $0.22 per share, resulting in no surprise [12][13]. Conclusion - Rollins does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when deciding to invest in the stock ahead of the earnings release [16].

Core Viewpoint - Rollins, Inc. is set to release its second quarter financial results for the period ending June 30, 2025, on July 23, 2025, and will host a conference call to discuss these results on July 24, 2025 [1] Group 1 - The conference call will take place at 8:30 a.m. Eastern Time and will be accessible via phone and live internet broadcast [2] - A replay of the conference call will be available on the Rollins, Inc. website for 180 days for those unable to attend [2] Group 2 - Rollins, Inc. is a leading global consumer and commercial services company providing pest control services to over 2.8 million customers across multiple continents [3] - The company operates with more than 20,000 employees and has over 800 locations worldwide [3] - Rollins, Inc. encompasses a variety of brands, including Orkin, Clark Pest Control, and many others, offering essential services against pests and termite damage [3]

Group 1 - The article does not provide specific insights or analysis on any companies or industries [1]

Core Insights - The 2025 Top 50 Bed Bug Cities List by Orkin reveals significant shifts in bed bug activity, with Hartford, Connecticut making the largest leap, rising 48 spots to No. 35, indicating a notable increase in infestations [1][2] - Chicago remains the most bed bug-infested city for the fifth consecutive year, while cities like Charlotte, Philadelphia, and New York have seen significant drops in their rankings, suggesting improved control measures [1][4] Summary by Category Bed Bug Activity - Hartford, Connecticut jumped 48 spots to No. 35, indicating a significant rise in bed bug activity [1] - Chicago continues to hold the top position as the most infested city [1] - Charlotte, Philadelphia, and New York experienced significant drops in their rankings, suggesting fewer reported infestations [1][4] Treatment Data - The rankings are based on treatment data from May 15, 2024, to May 14, 2025, covering both residential and commercial bed bug treatments [2] - The list reflects the metro areas where Orkin performed the most bed bug treatments during this period [2] Prevention and Control - Orkin emphasizes the importance of early detection and proactive prevention due to bed bugs' growing resistance to certain treatments [7] - Travelers are advised to inspect hotel rooms and luggage to prevent bringing bed bugs home, with specific tips provided under the acronym S.L.E.E.P. [5][6] - Orkin offers training for hospitality teams and strategic responses to bed bug infestations [7]

Core Insights - Rollins (ROL) shares have increased by approximately 2.3% since the last earnings report, which is underperforming compared to the S&P 500 [1] - There is uncertainty regarding whether the positive trend will continue or if a pullback is imminent before the next earnings release [1] Estimates Movement - Estimates for Rollins have trended downward over the past month, indicating a negative shift in expectations [2] VGM Scores - Rollins has a strong Growth Score of A, but a low Momentum Score of D, and a Value Score of F, placing it in the bottom 20% for value investment strategy [3] - The overall aggregate VGM Score for Rollins is C, which is relevant for investors not focused on a single strategy [3] Outlook - The downward trend in estimates suggests a negative outlook for the stock, with a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4]

Core Insights - Orkin's 2025 Top 50 Mosquito Cities List highlights Los Angeles as the top city for mosquito activity for the fourth consecutive year, with Detroit, Cleveland, and Denver making significant gains in the rankings [1][3][5] Summary by Category Mosquito Activity Rankings - The rankings are based on the number of new residential mosquito treatments performed by Orkin from April 2024 to March 2025 [2][4] - The top five cities for mosquito activity are Los Angeles, Chicago, New York, Atlanta, and Detroit, with Detroit making its first appearance in the top rankings [3][5] Geographic Trends - Northern cities like Detroit, Cleveland, and Denver are experiencing increased mosquito pressure as temperatures rise, indicating a shift in mosquito activity patterns [3][6] - California remains a significant area for mosquito activity, with five cities in the Top 50, including Los Angeles, San Francisco, Sacramento, San Diego, and Fresno [3][6] Health Implications - Mosquitoes pose a major health threat, responsible for over 600,000 malaria-related deaths annually and transmitting diseases such as West Nile virus and Zika virus [6] - Orkin emphasizes the importance of proactive mosquito control measures to safeguard public health [7] Community Initiatives - Orkin is launching the "Mosquitoes Don't Deserve a Drop" campaign in partnership with the American Red Cross, pledging to donate $25 for every mosquito control service purchased, up to $250,000 [7] - The campaign aims to maintain a healthy blood supply while encouraging homeowners to take preventive measures against mosquito-borne illnesses [7] Preventive Measures - Homeowners are encouraged to adopt simple preventive measures to reduce mosquito activity, summarized by the acronym BITE [8][11]

Rollins (ROL) 2025 Conference Summary Company Overview - Rollins primarily operates in the pest control industry, with 93% of its business in the US and 7% internationally, including Canada, the UK, Singapore, and Australia [3][4] - The company is experiencing strong demand for its services, with a growth rate of approximately 10% in revenue, earnings, and cash flow [4] Core Business Strategy - Rollins is focused on maintaining a defensive yet growth-oriented business model, compounding revenue and earnings at double-digit rates [4] - The company has a strong liquidity position, having successfully completed its inaugural bond offering in February, which allows for continued growth [6][9] Macro Environment and Challenges - Rollins does not currently see significant impacts from macroeconomic challenges, including tariffs and supply chain issues [5][6][7] - The company has a healthy labor market and material availability, with minimal reliance on international suppliers for chemicals [8][9] Historical Performance - Rollins has demonstrated resilience during past economic downturns, including the Great Financial Crisis and COVID-19, with growth rates of 6% during these periods [10][11] - The company forecasts organic growth of 7-8% for the current year, with an additional 3-4% from mergers and acquisitions (M&A) [11] Leadership Changes - Jerry Galoff became CEO on January 1, 2023, succeeding Gary Rollins, who founded the company [13][14] - The leadership transition has brought new ideas and modernization efforts, including changes in the capital structure and dividend strategy [16][18] Shareholder Dynamics - The Rollins family currently owns approximately 40% of the company, down from over 50% previously, and has a healthy relationship with the management team [21][22] - The company has seen an increase in liquidity and trading volume following the family's share sell-down [19] Capital Structure and Investment Grade Rating - Rollins has modernized its capital structure, securing an investment-grade rating from S&P and Fitch, which allows for more efficient use of its balance sheet [24][26] - The company has transitioned to using a commercial paper program, reducing interest costs [28] M&A Strategy - Rollins focuses on smaller, incremental acquisitions rather than large deals, with a strong pipeline for tuck-in acquisitions [29] - The company evaluates acquisitions based on growth potential, margin accretion, and return on capital [56][59] Pricing Strategy - Historical pricing for Rollins' services was around 1-2%, but the company has adjusted its pricing strategy to CPI plus 3-4% due to the essential nature of pest control services [31][33] - The company expects to achieve 7-8% organic growth, with 3-4% attributed to pricing increases [34] Market Growth Potential - The global pest control market is estimated to be over $20 billion, with significant growth potential due to low adoption rates in the US [38][39] - Rollins benefits from secular tailwinds, including climate changes that favor pest activity [40] Competitive Landscape - The pest control market remains fragmented, providing acquisition opportunities for Rollins [41][42] - Rollins has a multi-brand strategy, allowing it to cater to different customer segments and preferences [46][50] Commercial vs. Residential Business - Commercial pest control accounts for approximately 35% of Rollins' business, with a focus on leveraging the Orkin brand for commercial services [64][66] - The commercial segment has a higher retention rate and is seen as a growth area for the company [68] Margin Targets - Rollins aims for a 30% incremental margin, supported by a strong gross margin and controlled SG&A expenses [77][81] - The company is focused on improving operational efficiency through modernization and centralization of certain functions [82] Capital Allocation Priorities - Rollins prioritizes growth through organic investments and M&A, followed by dividends and share buybacks [86][87] - The company has raised its dividend significantly since 2022 and continues to invest in share repurchases [88]