It has been about a month since the last earnings report for Rollins (ROL) . Shares have added about 2.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Rollins due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns ou ...

Core Insights - Orkin's 2025 Top 50 Mosquito Cities List highlights Los Angeles as the top city for mosquito activity for the fourth consecutive year, with Detroit, Cleveland, and Denver making significant gains in the rankings [1][3][5] Summary by Category Mosquito Activity Rankings - The rankings are based on the number of new residential mosquito treatments performed by Orkin from April 2024 to March 2025 [2][4] - The top five cities for mosquito activity are Los Angeles, Chicago, New York, Atlanta, and Detroit, with Detroit making its first appearance in the top rankings [3][5] Geographic Trends - Northern cities like Detroit, Cleveland, and Denver are experiencing increased mosquito pressure as temperatures rise, indicating a shift in mosquito activity patterns [3][6] - California remains a significant area for mosquito activity, with five cities in the Top 50, including Los Angeles, San Francisco, Sacramento, San Diego, and Fresno [3][6] Health Implications - Mosquitoes pose a major health threat, responsible for over 600,000 malaria-related deaths annually and transmitting diseases such as West Nile virus and Zika virus [6] - Orkin emphasizes the importance of proactive mosquito control measures to safeguard public health [7] Community Initiatives - Orkin is launching the "Mosquitoes Don't Deserve a Drop" campaign in partnership with the American Red Cross, pledging to donate $25 for every mosquito control service purchased, up to $250,000 [7] - The campaign aims to maintain a healthy blood supply while encouraging homeowners to take preventive measures against mosquito-borne illnesses [7] Preventive Measures - Homeowners are encouraged to adopt simple preventive measures to reduce mosquito activity, summarized by the acronym BITE [8][11]

Rollins (ROL) 2025 Conference May 06, 2025 06:30 AM ET Speaker0 Good morning again. Let's, keep this rolling before lunch. For those of you just walked in, my name is Manav Patnaik. I cover business and information services for Barclays. And we're pleased to have today with us Ken Krausz, who's the CFO of Rollins. First appearance for Rollins here at America Select, so thank you for being here. Appreciate it. You know, since it is your first can, I figured we'd just start a little bit high level just for th ...

Group 1 - Rollins, Inc. (NYSE: ROL) has a current stock price of $55.47, which is close to the previously set price target of $58 [1] - The company has released its 1Q25 earnings results, which are significant for investors [1] Group 2 - The author emphasizes a diverse investment strategy that includes fundamental, technical, and momentum investing approaches [1] - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1]

Rollins, Inc.’s (ROL) first-quarter 2025 earnings met the Zacks Consensus Estimate, and revenues beat the same.Adjusted earnings of 22 cents per share met the consensus estimate and increased 10% year over year. Revenues of $822.5 million topped the consensus mark by 0.8% and improved 9.9% year over year. Organic revenues of $804 million increased 7.4% year over year. Rollins’ performance in the quarter was positively impacted by a healthy demand environment for its services.Rollins shares have risen 23.5% ...

Core Insights - Rollins reported revenue of $822.5 million for the quarter ended March 2025, reflecting a year-over-year increase of 9.9% and exceeding the Zacks Consensus Estimate of $816.17 million by 0.78% [1] - The company's EPS for the quarter was $0.22, matching the consensus estimate and up from $0.20 in the same quarter last year [1] Revenue Breakdown - Commercial revenues reached $284.36 million, surpassing the average estimate of $279.35 million by analysts, marking a 10.2% increase year-over-year [4] - Revenues from termite completions, bait monitoring, and renewals totaled $172.13 million, exceeding the average estimate of $166.15 million, with a year-over-year growth of 13.2% [4] - Residential revenues were reported at $356.31 million, slightly below the average estimate of $361.45 million, but still showing an 8.2% increase year-over-year [4] - Franchise revenues amounted to $3.77 million, falling short of the average estimate of $4.06 million, representing a decline of 4.8% year-over-year [4] - Other revenues were reported at $5.93 million, exceeding the average estimate of $5.66 million, with a significant year-over-year increase of 21.7% [4] Stock Performance - Over the past month, Rollins shares have returned +3.1%, contrasting with a -4.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - First quarter revenues were $822.5 million, an increase of 9.9% over the first quarter of 2024, with organic revenues increasing 7.4%[85] - Quarterly operating income was $142.6 million, a 7.7% increase compared to the prior year, with an operating margin of 17.3%, a decrease of 40 basis points[85] - Adjusted EBITDA was $171.9 million, reflecting a 6.9% increase year-over-year, with an adjusted EBITDA margin of 20.9%, down 60 basis points[85] - Quarterly net income reached $105.2 million, an increase of 11.5% over the prior year, with adjusted net income at $107.9 million, up 9.7%[85] - Revenues for Q1 2025 were $822.5 million, an increase of 9.9% from $748.3 million in Q1 2024[118] - Organic revenues for Q1 2025 were $804.0 million, reflecting a growth of 7.4% compared to $748.3 million in Q1 2024[118] - Adjusted operating income for Q1 2025 was $146.9 million, up 6.7% from $137.7 million in Q1 2024[120] - Adjusted net income for Q1 2025 reached $107.9 million, a 9.7% increase from $98.4 million in Q1 2024[120] - EBITDA for Q1 2025 was $172.5 million, representing an 8.1% increase from $159.7 million in Q1 2024[120] - Free cash flow for Q1 2025 was $140.1 million, a 16.5% increase from $120.3 million in Q1 2024[120] - The company reported a basic and diluted EPS of $0.22 for Q1 2025, up 10.0% from $0.20 in Q1 2024[120] Revenue Growth - The company aims for 7% to 8% organic revenue growth and 3% to 4% inorganic revenue growth for 2025[81] - Residential pest control revenue increased by 8.2%, while commercial pest control revenue rose by 10.2%[93] Expenses and Cash Flow - Sales, general and administrative expenses were $250.5 million, a 12.3% increase compared to the prior year, with SG&A as a percentage of revenue rising to 30.5%[97][98] - Operating cash flow for the quarter was $146.9 million, a 15.3% increase compared to the prior year[85] - Adjusted SG&A as a percentage of revenues was 30.5% in Q1 2025, compared to 29.7% in Q1 2024[122] - Net cash provided by operating activities increased to $146.9 million for the three months ended March 31, 2025, up 15.3% from $127.4 million in the same period of 2024[135] Investments and Acquisitions - The company invested $27.2 million in acquisitions and $6.8 million in capital expenditures during the quarter[85] - Cash used in investing activities decreased to $32.6 million for the three months ended March 31, 2025, compared to $52.5 million in 2024, with acquisitions totaling $27.2 million[138] - Capital expenditures for Q1 2025 were $6.8 million, slightly down from $7.2 million in Q1 2024[120] Debt and Financing - The company established a commercial paper program allowing for the issuance of up to $1 billion, with no outstanding borrowings as of March 31, 2025[130] - The company issued $500 million in 2035 Senior Notes at a discount of $7.8 million, with interest payable at 5.25% per annum starting August 24, 2025[129] - The company had no outstanding borrowings under the Revolving Credit Facility as of March 31, 2025, compared to $397.0 million at the end of 2024[133] - The company has the ability to expand its borrowing availability under the Revolving Credit Facility by up to an additional $750 million[132] Tax and Cash Management - The effective tax rate for the first quarter was 23.5%, down from 24.3% in the prior year, with an expected rate of approximately 26% for 2025[103] - Cash dividends paid increased to $79.9 million ($0.165 per share) for the three months ended March 31, 2025, compared to $72.6 million ($0.150 per share) in 2024[139] - The company maintained $82.4 million in letters of credit as of March 31, 2025, up from $72.0 million at the end of 2024[134] - The company expects cash flows from operating activities to be negatively impacted by the timing of federal income tax payments in the second quarter of 2025[137]

First Quarter 2025 Earnings Webcast Presentation Rollins, Inc. April 24, 2025 1 © 2024 Rollins, Inc. All rights reserved. Cautionary Statement Regarding Forward-Looking Statements This presentation as well as other written or oral statements by the Company may contain "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. We have based these forward-looking statements on our current opinions, expectations, intentions, beliefs, plans, objectives, assumptions and proj ...

Rollins, Inc. (NYSE:ROL) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Lyndsey Burton - Vice President of Investor Relations Jerry E. Gahlhoff - Chief Executive Officer and President Kenneth D. Krause - Executive Vice President and Chief Financial Officer Conference Call Participants Tim Mulrooney - William Blair Ronan Kennedy - Barclays George Tong - Goldman Sachs Jason Haas - Wells Fargo Toni Kaplan - Morgan Stanley Josh Chan - UBS David Paige - RBC Capital Markets Stepha ...

Rollins (ROL) Q1 2025 Earnings Call April 24, 2025 08:30 AM ET Company Participants Lyndsey Burton - VP - Investor RelationsJerry Gahlhoff - President & CEOKenneth Krause - Executive VP, CFO & TreasurerTim Mulrooney - Group Head–Global ServicesDavid Paige - AVP - Equity ResearchStephanie Moore - SVP - Equity Research Conference Call Participants Ronan Kennedy - AnalystGeorge Tong - Sr. Research Analyst - Equity ResearchJason Haas - Director & Senior Equity research AnalystToni Kaplan - Executive Director, S ...