DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 50 minutes ago

ROL·Rollins, Inc.

$.
-. (-.%)
High
$53.20
Open
$51.81
Market Cap
25.59B
52W High
$66.14
Low
$50.29
P. Close
$53.16
P/E
48.36
52W Low
$51.95
Fwd P/E
38.03
Mean Target
$64.06
Technical Score (1D)
9
SELL
News Sentiment
53
MIXED
Rollins, Inc. announced a CFO transition, with Kenneth D. Krause stepping down effective June 15, 2026, to pursue opportunities in a different sector. William W. Harkins will assume the role of Executive Vice President and Chief Financial Officer. This leadership change marks a shift for the company, which experienced significant growth in market capitalization and dividend increases during Krause's tenure, driven by modernization efforts and capital markets transactions. Investors will be watching to see how Harkins's appointment impacts the company's financial strategy and continued growth trajectory. The timing of this transition, over two years out, suggests a planned succession rather than an immediate operational concern.
Earnings Summary
Rollins, Inc. is a global leader in pest and wildlife control, providing essential services to residential and commercial clients across various sectors. Operating within the Consumer Cyclical sector, specifically in Personal Services, the company offers comprehensive pest management solutions, including termite protection and wildlife control, through direct operations and a franchise network. The company's long history, dating back to 1901, underscores its established presence in the market. In its most recent reported quarters, Rollins experienced a mixed performance. For Q1 2026, the company reported actual EPS of $0.24 against an estimate of $0.34191, and revenue of $906.4 million against an estimate of $1.09 billion, indicating a significant miss on both fronts. This contrasts with Q4 2025, where actual EPS of $0.25 met estimates, and revenue of $912.9 million slightly beat the estimate of $908.4 million. Looking at the prior two quarters, Q3 2025 saw actual EPS of $0.35 beat estimates of $0.32909, and Q2 2025 had actual EPS of $0.30 meet estimates of $0.30213. This pattern shows a recent deceleration in EPS performance following a period of meeting or beating estimates. Historically, Rollins has demonstrated a strong revenue growth trajectory, as evidenced by the Q1 2026 revenue beat despite an EPS miss. The company has a history of meeting or exceeding EPS estimates in prior periods, such as Q3 2025 and Q4 2025, but the Q1 2026 results represent a notable deviation. Recent news highlights that Rollins reported first-quarter revenue of $906.4 million, surpassing analyst expectations by over 1% and marking a 10.2% year-over-year increase, driven by strong organic revenue growth. However, adjusted EBITDA missed expectations, and operating and free cash flow margins saw year-over-year declines, suggesting potential margin pressures despite top-line strength. Additionally, the FTC ordered Rollins to void non-compete agreements for many employees, a development that could impact labor dynamics. Investors will be watching for management's commentary on the sustainability of demand trends and the factors contributing to margin contraction in the upcoming quarters. Key will be understanding how the company navigates potential impacts from the FTC ruling and whether it can restore EPS performance in line with historical trends.

EPS

EstBeatMiss
$0.20$0.24$0.28$0.33$0.37Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$0.34$0.24-29.8%
Q4'25$0.25$0.25+0.0%
Q3'25$0.33$0.35+6.4%
Q2'25$0.30$0.30-0.7%
Q1'25$0.22$0.22+1.3%

Revenue

EstBeatMiss
$782M$870M$957M$1.0B$1.1BQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.1B$906M-16.9%
Q4'25$908M$913M+0.5%
Q3'25 - $1.0B -
Q2'25 - $1000M -
Q1'25 - $823M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

ROL Stock Snapshot

ROL is currently trading at $50.88, giving Rollins, Inc. a market cap of 25.59B and a P/E ratio of 48.4. Today's range spans $50.29–$53.20, with shares opening at $51.81 and moving down $2.28 (4.3%) from the prior close. DailyIQ's technical score sits at 9/100 (SELL) with a news sentiment reading of 53/100.

Over the past year ROL has traded between $51.95 and $66.14 - the current price is -2.1% off the 52-week low and -23.1% from the high. 25 analysts cover the stock with a Buy consensus and a mean 12-month target of $64.06 (range $50.00–$72.00), implying upside of +25.9%.

Risk is elevated for Rollins, Inc. (ROL) right now - bearish technical setup (9/100, SELL), neutral sentiment (53/100), price $50.88 (near 52-week lows). The current P/E ratio stands at 48.4. At 25.59B in Consumer Cyclical market cap, the 52-week range of $51.95–$66.14 defines where structural demand might resurface - because at this capitalization tier, buyers don't disappear, they just move their bids to different price levels.

When a large-cap Consumer Cyclical name with 25.59B in capitalization prints a SELL signal (9/100) alongside neutral news sentiment (53/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $50.88 (near 52-week lows in the $51.95–$66.14 range), the structural support levels are where that sponsorship question gets answered.