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]

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. will hold a 2025 Sell-Side Analyst Conference on December 9, 2025, at 9 a.m. Eastern Time, where key strategic initiatives and future value creation opportunities will be discussed by the leadership team [1][2]. Company Overview - 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, employing more than 20,000 individuals from over 800 locations [3][4]. - The company operates under various leading brands, including Orkin, Aardwolf Pestkare, and Clark Pest Control, among others [3].

Core Points - Rollins, Inc. announced the closing of a secondary public offering of 17,391,305 shares of its common stock at a price of $57.50 per share [1][10] - The offering included 2,608,695 shares sold due to the underwriters' full exercise of an option [1] - Rollins did not sell any shares and did not receive any proceeds from the offering [2] Offering Details - The company repurchased 3,478,260 shares for approximately $200 million at the same price as the offering [3] - The offering was conducted under a shelf registration statement filed with the SEC, which was declared effective on June 22, 2023 [4] Company Overview - Rollins, Inc. is a global consumer and commercial services company providing pest control services to over 2.8 million customers across multiple continents [6]

Core Insights - Rollins, Inc. is a global leader in pest-control services, valued at $28.4 billion, operating in over 70 countries and serving both residential and commercial clients [1] Financial Performance - In Q3, Rollins reported a 12% year-over-year revenue growth to $1.03 billion, with 7.2% organic growth, and adjusted EPS increased by 21.4% to $0.35 [4] - For the current fiscal year, analysts expect Rollins' EPS to grow by 15.2% to $1.14 on a diluted basis [5] Stock Performance - Rollins' stock has gained 15% over the past year, outperforming the S&P 500 Index's 14.1% increase [2] - The stock initially dropped 3.9% post-earnings release but rebounded with a 7.3% increase in the following session [4] Analyst Ratings - Among 14 analysts covering Rollins, the consensus rating is a "Moderate Buy," with seven "Strong Buy" ratings, one "Moderate Buy," and six "Holds" [5] - Canaccord Genuity raised the price target for Rollins to $55 from $50, indicating a 10% upward revision, while the mean price target of $62.33 suggests a 6.5% premium to current levels [6]

Core Viewpoint - Rollins, Inc. announced a secondary public offering of 17,391,305 shares at a price of $57.50 per share, expected to close on November 12, 2025 [1][2]. Offering Details - The underwriter has a 30-day option to purchase an additional 2,608,695 shares from the Selling Stockholders [2]. - Rollins will not sell any shares and will not receive any proceeds from the offering [2]. - Selling Stockholders have entered into lock-up agreements for 365 days, restricting certain transactions regarding their shares [3]. Share Repurchase - Rollins has agreed to repurchase 3,478,260 shares for approximately $200 million at the same price as the offering, with the completion expected to close concurrently with the offering [4]. Underwriter Information - Morgan Stanley is acting as the sole bookrunner for the offering [5]. Regulatory Compliance - The offering is made under a shelf registration statement previously filed with the SEC, effective since June 22, 2023 [6].

Core Insights - Rollins, Inc. reported strong financial performance for Q3 2025, with double-digit revenue growth leading to over 20% growth in earnings per share (EPS) and over 30% growth in cash flow [1][4][7] Financial Highlights - Revenues for Q3 2025 reached $1,026.1 million, a 12.0% increase from Q3 2024, with organic revenues growing by 7.2% [5][7] - Gross profit for the quarter was $558.7 million, reflecting a 13.0% increase year-over-year, with a gross profit margin of 54.4% [5][7] - Operating income was $225.0 million, up 17.3% from the previous year, with an operating margin of 21.9%, an increase of 100 basis points [5][7] - Net income for the quarter was $163.5 million, a 19.4% increase compared to Q3 2024, with an adjusted net income of $168.5 million, up 20.7% [5][7] - EPS for Q3 2025 was $0.34, a 21.4% increase from $0.28 in Q3 2024, while adjusted EPS was $0.35, reflecting a 20.7% increase [5][7] Cash Flow and Capital Allocation - Operating cash flow for the quarter was $191.3 million, a 30.2% increase year-over-year [5][7] - The company invested $35 million in acquisitions and $9 million in capital expenditures, while paying dividends totaling $80 million [5][7] Management Commentary - Management expressed confidence in the company's growth trajectory, emphasizing a commitment to continuous improvement and a balanced capital allocation strategy [4][7]

Core Points - Rollins, Inc. announced a quarterly cash dividend of $0.1825 per share, payable on December 10, 2025, reflecting an 11% increase from the same quarter last year [1] - The company has raised its regular dividend by over 80% since the beginning of 2022, demonstrating a commitment to returning capital to shareholders while investing in business growth [2] Company Overview - Rollins, Inc. is a global consumer and commercial services company providing pest control services to over 2.8 million customers across multiple continents, employing more than 20,000 staff from over 800 locations [3]