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 ...

Core Insights - Rollins, Inc. (ROL) shares have increased by 30.6% over the past year, closely matching the industry's growth of 30.5% [1] - The company's earnings for the fourth quarter of 2025 are projected to rise by 17.4% year over year, with expected earnings growth of 15.1% in 2025 and 10.2% in 2026. Revenues are anticipated to grow by 11.4% in 2025 and 9.3% in 2026 [1] Growth Factors - Rollins is enhancing resources and support for its commercial division within Orkin, which has the highest customer retention rate among its service lines [2] - The company is leveraging technological advancements through investments in digital tools such as BOSS, VRM, Orkin 2.0, BizSuite, and InSite to improve efficiency and service delivery [3][4] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to provide new geographical exposure, with Saela projected to generate revenues in the mid-$60 million range by mid-2026 [5] Marketing and Pricing Strategy - Rollins is focusing on media engagement through social media platforms like TikTok and Facebook, targeting consumers aged 30 to 45, who are likely home buyers needing pest control services [6] - The company aims to implement price increments above the general Consumer Price Index (CPI) rate, with a strategy of 3%-4% pricing increases to mitigate inflation effects [6] Summary of Performance - Rollins shares have shown a significant increase of 30.6% over the past year, with a strong earnings outlook for Q4 2025 and beyond, supported by strategic expansions and technological investments [9]