Compared to Estimates, Rollins (ROL) Q4 Earnings: A Look at Key Metrics

Core Insights - Rollins (ROL) reported revenue of $832.17 million for the quarter ended December 2024, marking a year-over-year increase of 10.4$0.23, unchanged from the consensus estimate, indicating no EPS surprise [1] Revenue Breakdown - Commercial revenues reached $280.45 million, surpassing the estimated$277.77 million, reflecting a year-over-year increase of 9.3% [4] - Revenues from termite completions, bait monitoring, and renewals totaled $172.43 million, exceeding the average estimate of$163.90 million, with a year-over-year growth of 16.6% [4] - Residential revenues amounted to $369.06 million, slightly above the estimated$365.27 million, representing an 8.4% increase year-over-year [4] - Franchise revenues were reported at $4.25 million, below the estimated$4.49 million, but still showing a year-over-year increase of 3.7% [4] - Other revenues reached $5.99 million, exceeding the estimate of$5.21 million, with a significant year-over-year growth of 17.7% [4] Stock Performance - Over the past month, Rollins shares have returned +6.6%, outperforming the Zacks S&P 500 composite's +3.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]