Core Insights - Rollins, Inc. (ROL) is set to report its Q2 2025 results on July 23, with earnings estimated at 29 cents per share, reflecting a 7.4% year-over-year increase, and revenues projected at $979.4 million, indicating a 9.8% rise year-over-year [1][8]. Revenue Expectations - Improved revenues from Commercial, Residential, Termite, and Ancillary services are expected to positively impact the company's overall revenue for the upcoming quarter [3]. - Residential revenues are estimated at $431.6 million, showing a 5.7% growth from the previous year. Commercial revenues are anticipated to rise by 5.4% to $423.2 million. Revenues from Termite Completions, Bait Monitoring & Renewals are projected at $211.6 million, suggesting a 13.7% year-over-year growth. Franchise revenues are expected to reach $4.5 million, up 0.5% from the year-ago quarter [4][8]. Earnings Performance - The company's earnings surprise history has been mixed, with one quarter lagging behind the Zacks Consensus Estimate and three quarters matching it, resulting in an average negative surprise of 0.8% [2]. - Despite expectations of revenue growth and strong margins benefiting the bottom line, the model does not predict a definitive earnings beat for ROL this time, with an Earnings ESP of -0.69% and a Zacks Rank of 2 [5][6].

Core Insights - CoStar Group reported revenue of $732.2 million for the quarter ended March 2025, reflecting an 11.6% increase year-over-year and exceeding the Zacks Consensus Estimate of $719.37 million by 1.78% [1] - The company's EPS was $0.14, up from $0.10 in the same quarter last year, representing a surprise of 27.27% compared to the consensus estimate of $0.11 [1] Revenue Breakdown - CoStar's revenue from its core business was $265.10 million, slightly above the average estimate of $264.81 million, marking a year-over-year increase of 5.9% [4] - Information Services generated $39.80 million, exceeding the estimated $36.30 million, with a year-over-year growth of 20.6% [4] - Other Marketplaces reported $44.80 million, significantly higher than the estimated $29.55 million, showing a year-over-year increase of 46.4% [4] - LoopNet's revenue was $72.80 million, slightly below the estimate of $73.38 million, with a year-over-year growth of 5.4% [4] - Residential revenue reached $27.20 million, below the estimate of $28.70 million, but still reflecting a substantial year-over-year increase of 46.2% [4] - Multifamily revenue was $282.50 million, close to the estimate of $283.47 million, with a year-over-year growth of 10.9% [4] Stock Performance - CoStar's shares have returned 3.2% over the past month, outperforming the Zacks S&P 500 composite, which declined by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Rollins, Inc. (ROL) is expected to report its first-quarter 2025 results on April 23, with a history of mixed earnings surprises, averaging a negative surprise of 0.8% over the past four quarters [1]. Group 1: Q1 Expectations - The Zacks Consensus Estimate for ROL's revenue is $816.2 million, indicating a 9% year-over-year growth, driven by improved revenues in commercial, residential, and termite services [2]. - Residential revenues are estimated at $365.3 million, reflecting a 10.9% increase from the previous year, while commercial revenues are projected to rise by 6.4% to $274.7 million [3]. - Revenues from Termite Completions, Bait Monitoring & Renewals are expected to reach $156.4 million, suggesting a 5.1% year-over-year growth, and franchise revenues are estimated at $4.1 million, up 2.8% from the prior year [3]. Group 2: Earnings Expectations - The Zacks Consensus Estimate for adjusted EPS is 22 cents, representing a 10% increase from the same quarter last year, supported by revenue growth across segments and strong margins [4]. - The current model indicates that ROL does not conclusively predict an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [5].