DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 4 minutes ago

ROL·Rollins, Inc.

$.
-. (-.%)
After Hours
High
$45.76
Open
$44.66
Market Cap
21.41B
52W High
$66.14
Low
$43.75
P. Close
$44.46
P/E
40.45
52W Low
$41.50
Fwd P/E
31.89
DailyIQ Est.
$64.01
Technical Score (1D)
32
SELL
News Sentiment
75
BULLISH
Rollins Inc. (ROL) announced that CFO Kenneth D. Krause will resign effective June 15, with Chief Accounting Officer William W. Harkins stepping into the role. Harkins brings more than 20 years of financial leadership at companies such as Mohawk Industries and Coca‑Cola, positioning him to sustain ROL’s disciplined capital allocation. The transition is expected to preserve the company’s modernized capital structure and dividend policy, mitigating short‑term uncertainty for investors. Analysts view the appointment as a sign of stable management, which could reinforce confidence in ROL’s ongoing share repurchase and dividend plans. Over the next 1–10 trading days, the market will likely focus on whether Harkins can maintain the current cash‑flow generation and debt‑management trajectory. Watch for any changes in quarterly earnings guidance or capital‑expenditure plans that might signal a shift in the company’s investment priorities. Pay attention to ROL’s upcoming earnings release, as the new CFO’s first report will be a key indicator of continuity. Additionally, monitor any commentary on ROL’s long‑term growth initiatives, such as potential acquisitions or divestitures, that could be influenced by the new leadership. Finally, keep an eye on broader consumer‑goods sector sentiment, as ROL’s performance may be sensitive to macro‑economic factors that could affect its supply chain and pricing power.
Earnings Summary
Rollins, Inc. is a global leader in pest and wildlife control, delivering essential services to residential and commercial clients across diverse sectors such as healthcare and logistics. The company’s core offering protects homes and businesses from rodents, insects, and wildlife, and it also provides termite protection, positioning Rollins firmly within the consumer cyclical personal services sector. In the most recent two quarters, Q4 2025 and Q1 2026, the company reported EPS of $0.25 and $0.24, respectively, a slight decline from the $0.30 and $0.35 seen in Q2 2025 and Q3 2025, while revenue fell from $912.9 million to $906.4 million, mirroring the prior quarter’s upward trend. EPS beat estimates in Q4 2025 but missed in Q1 2026, and the company’s earnings pattern over the last five quarters shows two beats (Q3 2025 and Q4 2025) and three misses (Q4 2024, Q2 2025, Q1 2026). Historically, Rollins has experienced revenue growth in the first half of 2025, followed by a modest contraction in the final two quarters, suggesting a deceleration in organic growth. The company’s recent news highlights a July 22, 2026 earnings release date, a Morgan Stanley price target cut to $65, and the resignation of CFO Kenneth D. Krause, all of which underscore market sensitivity to earnings momentum and leadership stability. Investors should watch the Q2 2026 earnings call for guidance on revenue growth, operating margins, and the impact of weather patterns on service capacity, as well as any updates on the pest‑control job mix and capital allocation plans that could influence the company’s recurring revenue streams.

EPS

EstBeatMiss
$0.20$0.24$0.28$0.33$0.37Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.34 - -
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
$780M$872M$964M$1.1B$1.1BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.1B - -
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 $44.50, giving Rollins, Inc. a market cap of 21.41B and a P/E ratio of 40.5. Today's range spans $43.75–$45.76, with shares opening at $44.66 and moving up $0.04 (0.1%) from the prior close. DailyIQ's technical score sits at 32/100 (SELL) with a news sentiment reading of 75/100.

Over the past year ROL has traded between $41.50 and $66.14 - the current price is +7.2% off the 52-week low and -32.7% from the high. 25 analysts cover the stock with a Buy consensus and a mean 12-month target of $62.06 (range $46.00–$72.00), implying upside of +39.5%.

Rollins, Inc. (ROL) is at $44.50 (near 52-week lows in $41.50–$66.14), carrying a SELL signal (32/100) and bullish sentiment (75/100). The current P/E ratio stands at 40.5. The 21.41B market cap in Consumer Cyclical means this name is well-covered by analysts who can accelerate the downside through rating cuts and target reductions - a feedback loop that smaller stocks with less coverage don't face to the same degree.

When a large-cap Consumer Cyclical name with 21.41B in capitalization prints a SELL signal (32/100) alongside bullish news sentiment (75/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $44.50 (near 52-week lows in the $41.50–$66.14 range), the structural support levels are where that sponsorship question gets answered.