Key Takeaways ROL is expected to post Q4 EPS of 27 cents, with revenues projected to grow 10.8%.ROL's Residential, Commercial and Termite revenues are expected to grow in double digits year over year.ROL's results may reflect digital tools, recent acquisitions and CPI-plus pricing to offset inflation.Rollins, Inc. (ROL) is set to report its fourth-quarter 2025 results on Feb. 11, after the bell.The company’s earnings surprise history has been impressive. It surpassed the Zacks Consensus Estimate in two of t ...

Company Overview - Rollins, Inc. (ROL) is a global leader in pest control services, operating through well-known brands like Orkin to protect homes and businesses from pests and termites [1] Investment Perspective - The company focuses on identifying undervalued stocks with a promising outlook, emphasizing a balance between risk and reward [1] - The investment philosophy suggests that the best ideas are often the simplest, and a contrarian approach may yield better results [1]

Company Overview - Rollins, Inc. (ROL) has a market capitalization of $29.9 billion and is a global provider of pest and wildlife control services, catering to both residential and commercial customers in the U.S. and internationally [1] Financial Performance - Rollins is expected to announce its fiscal Q4 2025 results on February 11, with analysts forecasting an adjusted EPS of $0.27, representing a 17.4% increase from $0.23 in the same quarter last year [2] - For fiscal 2025, analysts predict an adjusted EPS of $1.14, which indicates a 15.2% growth from $0.99 in fiscal 2024 [3] - Following the Q3 2025 results on October 29, Rollins' shares rose by 7.3%, with adjusted EPS reported at $0.35 and revenue increasing by 12% year-over-year to $1.03 billion, exceeding forecasts [5] Market Performance - Over the past 52 weeks, Rollins' shares have increased by 32.6%, outperforming the S&P 500 Index's gain of 19.3% and the State Street Industrial Select Sector SPDR ETF's return of 23.4% [4] Analyst Sentiment - The consensus view among analysts on ROL stock is moderately optimistic, with a "Moderate Buy" rating. Out of 15 analysts, nine recommend a "Strong Buy," two suggest a "Moderate Buy," and four advise a "Hold" [6] - The average analyst price target for Rollins is $66.15, indicating a potential upside of 7.3% from current levels [6]

Core Viewpoint - Rollins, Inc. will release its fourth quarter and full year results for the period ended December 31, 2025, on February 11, 2026, after market close, followed by a conference call on February 12, 2026, at 8:30 a.m. Eastern Time to discuss the financial and operating results [1]. Group 1 - Rollins, Inc. is a premier global consumer and commercial services company providing essential pest control services to over 2.8 million customers across multiple continents [3]. - The company operates with approximately 22,000 employees from more than 800 locations worldwide [3]. - Rollins, Inc. is the parent company of various brands, including Orkin, Clark Pest Control, and Critter Control, among others [3]. Group 2 - Individuals wishing to participate in the conference call can do so by calling designated domestic and international numbers, with a conference ID provided [2]. - The conference call will also be available via live internet broadcast, and a replay will be accessible on the company's website for 180 days for those unable to join [2].

Core Insights - Rollins, Inc. will hold a 2025 Sell-Side Analyst Conference on December 9, 2025, at 9 a.m. Eastern Time, where key strategic initiatives and future value creation opportunities will be discussed by the leadership team [1][2]. Company Overview - Rollins, Inc. is a premier global consumer and commercial services company providing essential pest control services to over 2.8 million customers across multiple continents, employing more than 20,000 individuals from over 800 locations [3][4]. - The company operates under various leading brands, including Orkin, Aardwolf Pestkare, and Clark Pest Control, among others [3].

Core Points - Rollins, Inc. announced the closing of a secondary public offering of 17,391,305 shares of its common stock at a price of $57.50 per share [1][10] - The offering included 2,608,695 shares sold due to the underwriters' full exercise of an option [1] - Rollins did not sell any shares and did not receive any proceeds from the offering [2] Offering Details - The company repurchased 3,478,260 shares for approximately $200 million at the same price as the offering [3] - The offering was conducted under a shelf registration statement filed with the SEC, which was declared effective on June 22, 2023 [4] Company Overview - Rollins, Inc. is a global consumer and commercial services company providing pest control services to over 2.8 million customers across multiple continents [6]

Core Insights - Rollins, Inc. is a global leader in pest-control services, valued at $28.4 billion, operating in over 70 countries and serving both residential and commercial clients [1] Financial Performance - In Q3, Rollins reported a 12% year-over-year revenue growth to $1.03 billion, with 7.2% organic growth, and adjusted EPS increased by 21.4% to $0.35 [4] - For the current fiscal year, analysts expect Rollins' EPS to grow by 15.2% to $1.14 on a diluted basis [5] Stock Performance - Rollins' stock has gained 15% over the past year, outperforming the S&P 500 Index's 14.1% increase [2] - The stock initially dropped 3.9% post-earnings release but rebounded with a 7.3% increase in the following session [4] Analyst Ratings - Among 14 analysts covering Rollins, the consensus rating is a "Moderate Buy," with seven "Strong Buy" ratings, one "Moderate Buy," and six "Holds" [5] - Canaccord Genuity raised the price target for Rollins to $55 from $50, indicating a 10% upward revision, while the mean price target of $62.33 suggests a 6.5% premium to current levels [6]

Core Viewpoint - Rollins, Inc. announced a secondary public offering of 17,391,305 shares at a price of $57.50 per share, expected to close on November 12, 2025 [1][2]. Offering Details - The underwriter has a 30-day option to purchase an additional 2,608,695 shares from the Selling Stockholders [2]. - Rollins will not sell any shares and will not receive any proceeds from the offering [2]. - Selling Stockholders have entered into lock-up agreements for 365 days, restricting certain transactions regarding their shares [3]. Share Repurchase - Rollins has agreed to repurchase 3,478,260 shares for approximately $200 million at the same price as the offering, with the completion expected to close concurrently with the offering [4]. Underwriter Information - Morgan Stanley is acting as the sole bookrunner for the offering [5]. Regulatory Compliance - The offering is made under a shelf registration statement previously filed with the SEC, effective since June 22, 2023 [6].

Core Insights - Rollins, Inc. reported strong financial performance for Q3 2025, with double-digit revenue growth leading to over 20% growth in earnings per share (EPS) and over 30% growth in cash flow [1][4][7] Financial Highlights - Revenues for Q3 2025 reached $1,026.1 million, a 12.0% increase from Q3 2024, with organic revenues growing by 7.2% [5][7] - Gross profit for the quarter was $558.7 million, reflecting a 13.0% increase year-over-year, with a gross profit margin of 54.4% [5][7] - Operating income was $225.0 million, up 17.3% from the previous year, with an operating margin of 21.9%, an increase of 100 basis points [5][7] - Net income for the quarter was $163.5 million, a 19.4% increase compared to Q3 2024, with an adjusted net income of $168.5 million, up 20.7% [5][7] - EPS for Q3 2025 was $0.34, a 21.4% increase from $0.28 in Q3 2024, while adjusted EPS was $0.35, reflecting a 20.7% increase [5][7] Cash Flow and Capital Allocation - Operating cash flow for the quarter was $191.3 million, a 30.2% increase year-over-year [5][7] - The company invested $35 million in acquisitions and $9 million in capital expenditures, while paying dividends totaling $80 million [5][7] Management Commentary - Management expressed confidence in the company's growth trajectory, emphasizing a commitment to continuous improvement and a balanced capital allocation strategy [4][7]

Core Points - Rollins, Inc. announced a quarterly cash dividend of $0.1825 per share, payable on December 10, 2025, reflecting an 11% increase from the same quarter last year [1] - The company has raised its regular dividend by over 80% since the beginning of 2022, demonstrating a commitment to returning capital to shareholders while investing in business growth [2] Company Overview - Rollins, Inc. is a global consumer and commercial services company providing pest control services to over 2.8 million customers across multiple continents, employing more than 20,000 staff from over 800 locations [3]