Core Insights - Rollins, Inc. (ROL) is scheduled to report its fourth-quarter 2025 results on February 11, with a strong earnings surprise history, surpassing the Zacks Consensus Estimate in two of the last four quarters and matching twice, averaging a 3.2% earnings surprise [1] Revenue Expectations - The Zacks Consensus Estimate for revenues in the upcoming quarter is $922.1 million, reflecting a year-over-year increase of 10.8% [2] - Residential revenues are estimated at $407 million, indicating a 10.3% increase from the previous year, while commercial revenues are expected to rise 11.4% year over year to $312.4 million [3] - Termite and ancillary revenues are projected at $195.5 million, suggesting a 13.4% growth year over year, with franchise revenues estimated at $4.3 million, showing a marginal rise [3] - U.S. revenues are pegged at $858.3 million, indicating an 11.3% increase from the year-ago quarter, while revenues from other countries are anticipated to grow 9.6% year over year to $66.9 million [5] Growth Drivers - The anticipated revenue growth is attributed to Orkin's expansion, which has the highest customer retention rate among the company's service lines, and the utilization of advanced digital tools such as BOSS, VRM, Orkin 2.0, BizSuite, and InSite [4] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to enhance geographical exposure to favorable regions, while increased media engagement through social media platforms like TikTok and Facebook is likely to boost brand popularity [6] Earnings Outlook - The consensus estimate for earnings is set at 27 cents per share, indicating a year-over-year growth of 17.4% [6] - The bottom line is expected to benefit from the company's CPI-plus focused pricing strategies, which aim to keep prices above the general Consumer Price Index (CPI) rate to mitigate inflation effects [7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for ROL, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [8]

Core Insights - Rollins, Inc. (NYSE:ROL) is recognized as one of the best dividend stocks to buy in February, indicating strong investor interest and confidence in its financial performance [1] Group 1: Financial Performance and Projections - UBS has raised its price target for Rollins to $65 from $61 while maintaining a Neutral rating, suggesting a balanced outlook ahead of the fourth-quarter results [2] - Organic growth and EBITDA for Rollins are expected to slightly exceed consensus estimates, with a modest improvement from the previous quarter [2] - Management's outlook for 2026 anticipates organic growth of 7% to 8% and incremental EBITDA margins around 30%, which is largely priced in, limiting potential for major surprises [2] Group 2: Strategic Initiatives - Rollins has been utilizing scaled acquisitions to penetrate new markets, expand geographically, and enhance customer acquisition [3] - The company has significantly increased shareholder returns, with regular dividends rising approximately 80% since 2022 [3] - Rollins has been active in share buybacks, including a $300 million repurchase linked to a secondary offering in 2023 and an additional $200 million repurchase associated with its 2025 secondary offering [3] Group 3: Operational Focus - Future performance for Rollins will depend on its ability to retain customers, operate efficiently, comply with regulations, and leverage its scale to compete effectively [4] - The company continues to invest in salesforce development and marketing to maintain its competitive edge against both smaller local operators and larger national competitors like Rentokil and Ecolab [4]

Core Viewpoint - Rollins, Inc. (ROL) is recognized as a high-quality business that continues to expand, leading to an initial "Hold" rating from analysts [1] Company Summary - The company has shown consistent growth and expansion in its operations, indicating strong business fundamentals [1]

Core Viewpoint - Rollins (ROL) is a strong candidate for investors looking for stocks that consistently beat earnings estimates, particularly in the Zacks Building Products - Maintenance Service industry [1]. Earnings Performance - Rollins has a history of beating earnings estimates, with an average surprise of 6.41% over the last two quarters [2]. - In the most recent quarter, Rollins reported earnings of $0.35 per share, exceeding the expected $0.32 per share, resulting in a surprise of 9.38% [3]. - For the previous quarter, the company reported $0.30 per share against an estimate of $0.29 per share, achieving a surprise of 3.45% [3]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Rollins, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong potential for an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - Rollins currently has an Earnings ESP of +0.75%, suggesting increased analyst optimism regarding its near-term earnings potential [9]. Upcoming Earnings Report - The next earnings report for Rollins is expected to be released on February 11, 2026 [9].

Company Overview - Rollins, Inc. (ROL) is a global leader in pest control services, operating through well-known brands like Orkin to protect homes and businesses from pests and termites [1] Investment Perspective - The company focuses on identifying undervalued stocks with a promising outlook, emphasizing a balance between risk and reward [1] - The investment philosophy suggests that the best ideas are often the simplest, and a contrarian approach may yield better results [1]

Company Overview - Rollins, Inc. (ROL) has a market capitalization of $29.9 billion and is a global provider of pest and wildlife control services, catering to both residential and commercial customers in the U.S. and internationally [1] Financial Performance - Rollins is expected to announce its fiscal Q4 2025 results on February 11, with analysts forecasting an adjusted EPS of $0.27, representing a 17.4% increase from $0.23 in the same quarter last year [2] - For fiscal 2025, analysts predict an adjusted EPS of $1.14, which indicates a 15.2% growth from $0.99 in fiscal 2024 [3] - Following the Q3 2025 results on October 29, Rollins' shares rose by 7.3%, with adjusted EPS reported at $0.35 and revenue increasing by 12% year-over-year to $1.03 billion, exceeding forecasts [5] Market Performance - Over the past 52 weeks, Rollins' shares have increased by 32.6%, outperforming the S&P 500 Index's gain of 19.3% and the State Street Industrial Select Sector SPDR ETF's return of 23.4% [4] Analyst Sentiment - The consensus view among analysts on ROL stock is moderately optimistic, with a "Moderate Buy" rating. Out of 15 analysts, nine recommend a "Strong Buy," two suggest a "Moderate Buy," and four advise a "Hold" [6] - The average analyst price target for Rollins is $66.15, indicating a potential upside of 7.3% from current levels [6]

Core Viewpoint - Rollins, Inc. will release its fourth quarter and full year results for the period ended December 31, 2025, on February 11, 2026, after market close, followed by a conference call on February 12, 2026, at 8:30 a.m. Eastern Time to discuss the financial and operating results [1]. Group 1 - Rollins, Inc. is a premier global consumer and commercial services company providing essential pest control services to over 2.8 million customers across multiple continents [3]. - The company operates with approximately 22,000 employees from more than 800 locations worldwide [3]. - Rollins, Inc. is the parent company of various brands, including Orkin, Clark Pest Control, and Critter Control, among others [3]. Group 2 - Individuals wishing to participate in the conference call can do so by calling designated domestic and international numbers, with a conference ID provided [2]. - The conference call will also be available via live internet broadcast, and a replay will be accessible on the company's website for 180 days for those unable to join [2].

Core Insights - Rollins, Inc. (ROL) shares have increased by 30.6% over the past year, closely matching the industry's growth of 30.5% [1] - The company's earnings for the fourth quarter of 2025 are projected to rise by 17.4% year over year, with expected earnings growth of 15.1% in 2025 and 10.2% in 2026. Revenues are anticipated to grow by 11.4% in 2025 and 9.3% in 2026 [1] Growth Factors - Rollins is enhancing resources and support for its commercial division within Orkin, which has the highest customer retention rate among its service lines [2] - The company is leveraging technological advancements through investments in digital tools such as BOSS, VRM, Orkin 2.0, BizSuite, and InSite to improve efficiency and service delivery [3][4] - Recent acquisitions of Saela Holdings and FPC Holdings are expected to provide new geographical exposure, with Saela projected to generate revenues in the mid-$60 million range by mid-2026 [5] Marketing and Pricing Strategy - Rollins is focusing on media engagement through social media platforms like TikTok and Facebook, targeting consumers aged 30 to 45, who are likely home buyers needing pest control services [6] - The company aims to implement price increments above the general Consumer Price Index (CPI) rate, with a strategy of 3%-4% pricing increases to mitigate inflation effects [6] Summary of Performance - Rollins shares have shown a significant increase of 30.6% over the past year, with a strong earnings outlook for Q4 2025 and beyond, supported by strategic expansions and technological investments [9]

Group 1 - The stock selection process showed positive momentum in December, with an average gain of 0.83% for the selected 15 stocks [1] - The SPDR® S&P 500® ETF was mentioned as a benchmark for performance comparison [1] Group 2 - The analyst holds long positions in various companies, including ZTS, MSCI, DPZ, and others, through stock ownership, options, or derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2]

Group 1 - RBC Capital Markets raised its price target on Rollins, Inc. to $70 from $62 while maintaining an Outperform rating, citing steady operating performance in a shifting macroeconomic environment [1] - Rollins is expected to generate revenue growth of 7% to 8%, driven by mid-single-digit growth in residential pest control, high-single-digit growth in commercial services, and low-double-digit growth in termite and ancillary offerings [2] - Incremental margins are projected at 30% to 35%, consistent with the company's mid-term guidance [2] Group 2 - Rollins remains well positioned to perform in a choppy macro backdrop due to the essential nature of its services and the resilience of demand [3] - The stock has re-rated modestly above its five-year average price-to-earnings multiple, with future appreciation expected to align with low- to mid-teens earnings growth in 2026 [3]