The US Supreme Court, on February 20, struck down Donald Trump’s sweeping tariffs in a 6-3 decision authored by conservative Chief Justice John Roberts. In response, Trump lashed out at the justices who voted against him and announced a 10% global tariff, under a different legal authority, “over and above our normal tariffs already being charged.”The market had mixed reactions to this decision, with some thinking that this landmark ruling would provide relief to the industries most heavily affected by the t ...

Core Viewpoint - Rollins, Inc. (ROL) has shown decent performance over the past three months and has potential for continued momentum, suggesting it may be a good addition to investment portfolios [1] Performance and Ranking - Rollins' stock has increased by 2.5% in the last three months, outperforming the industry average of 1.1% [2][9] - The company holds a Zacks Rank of 2 (Buy), indicating it is considered an attractive investment opportunity [2] Earnings Estimates and Growth - Analysts have revised five estimates for 2025 upwards in the past 60 days, with no downward revisions, reflecting confidence in the company [3] - The Zacks Consensus Estimate for 2025 earnings has increased by 1.8% over the past 60 days [3] - Rollins has a strong earnings surprise history, exceeding the Zacks Consensus Estimate in two quarters and matching in two others, with an average surprise of 3.2% [3] Revenue Projections - The consensus estimate for Rollins' Q4 2025 revenues is $926.5 million, representing an 11.3% increase year-over-year [4] - For the full year 2025, the revenue estimate is $3.77 billion, indicating an 11.4% year-over-year rise [4] Earnings Growth - The consensus estimate for Q4 2025 earnings is 27 cents per share, reflecting a 17.4% year-over-year growth [5] - For the full year 2025, the earnings estimate is $1.14 per share, implying a 15.2% growth year-over-year [5] Strategic Initiatives - Rollins is enhancing its commercial division within Orkin, which has the highest customer retention rate among its service lines [5] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to expand the company's geographical reach and revenue, with Saela projected to generate mid-$60 million in revenues by mid-2026 [6] Marketing and Pricing Strategy - The company is increasing its media presence through social media advertising targeting home buyers aged 30 to 45 [7] - Rollins aims to implement price increases above the general Consumer Price Index (CPI) rate, with a strategy of 3%-4% pricing increments to mitigate inflation effects [7]