Core Viewpoint - Pest control company Rollins, which owns Orkin, is expected to remain unaffected by advancements in artificial intelligence, with JPMorgan analysts projecting a 20% upside for the stock [1] Company Summary - Rollins is recognized for its pest control services, primarily through its subsidiary Orkin [1] - The company is positioned to leverage its established market presence despite technological advancements in the industry [1] Industry Summary - The pest control industry is experiencing stability, with companies like Rollins adapting to changes without significant disruption from AI [1] - Analysts suggest that the market outlook for pest control services remains positive, indicating potential growth opportunities [1]

Company Overview - Rollins, Inc. (ROL) is a global leader in pest and termite control services, with a market cap of $27.3 billion and headquartered in Atlanta, Georgia [1] - The company operates in over 70 countries, providing services to both residential and commercial customers, which contributes to strong revenue diversification and stability [2] Financial Performance - In Q2, Rollins reported an adjusted EPS of $0.30, exceeding Wall Street expectations of $0.29, and its revenue reached $999.5 million, surpassing forecasts of $979.4 million [5] - The company's performance is supported by strong demand for pest control services and contributions from recurring service contracts and high customer retention rates [5] Stock Performance - Rollins shares recently reached a 52-week high of $59.10 on August 8, but are currently trading 6.6% below that peak [3] - Year-to-date, Rollins has gained 19.2%, outperforming the Consumer Discretionary Select Sector SPDR Fund (XLY), which rose 8% [4] - Over the past 52 weeks, ROL shares have increased by 8.5%, lagging behind the XLY's 26% rally [4] Competitive Landscape - In the pest control industry, Rollins has outperformed competitors such as H&R Block, Inc. (HRB), which has seen a decline of 22.1% over the past 52 weeks and is down 5% year-to-date [6]

Group 1 - Rollins reported quarterly earnings of $0.30 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and up from $0.27 per share a year ago, representing an earnings surprise of +3.45% [1] - The company achieved revenues of $999.53 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.05%, compared to $891.92 million in the same quarter last year [2] - Rollins has outperformed the S&P 500, with shares increasing approximately 19.8% since the beginning of the year, compared to the S&P 500's gain of 7.3% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $1.01 billion, and for the current fiscal year, it is $1.10 on revenues of $3.73 billion [7] - The Building Products - Maintenance Service industry, to which Rollins belongs, is currently ranked in the top 6% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Group 1 - FactSet reported quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.31 per share, and down from $4.37 per share a year ago, representing an earnings surprise of -0.93% [1] - The company posted revenues of $585.52 million for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 0.72%, and up from $552.71 million year-over-year [2] - FactSet has surpassed consensus EPS estimates three times over the last four quarters, indicating a generally positive trend in revenue performance [2] Group 2 - The stock has underperformed the market, losing about 12.1% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the coming quarter is $4.13 on revenues of $591.59 million, and for the current fiscal year, it is $17.10 on revenues of $2.31 billion [7] - The Zacks Industry Rank for Business - Information Services is in the top 11% of over 250 Zacks industries, suggesting a favorable outlook for the industry [8]