Rollins (ROL)

Industrials · $18.0B market cap · SEC CIK 0000084839

Next reports on Feb 9, 2027, after the close, with analysts expecting $0.26 in earnings per share.

52-week range $29.29 to $66.14. 42% below its 52-week high and 31% above its low.

The case for ROL

• Earns 38% back on shareholder equity.
• Generated $650M of free cash flow in FY2025, 17% of revenue.
• Revenue growing 8.3% year over year.
• Has compounded revenue at 11.7% a year over five years.
• Moves less than the market (beta 0.71).
• Pays a modest 1.5% dividend.

The case against

• Down 33.9% over the past year.
• Current liabilities exceed current assets (ratio 0.62).

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Industrials companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 79 Industrials companies.

The financials

The financials, five years deep

Pulled from Rollins's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Rollins says it does

Overview Rollins, Inc. (“Rollins,” “we,” “us,” “our,” or the “Company”), is an international services company headquartered in Atlanta, Georgia. Through our family of leading brands, we provide essential pest and wildlife control services and protection against termite damage, rodents and insects to more than two million residential and commercial customers from more than 800 Company-owned and franchised locations in approximately 70 countries. Over the course of our lengthy operating history, we have garnered a reputation for providing great customer service. The contracted and recurring nature of our services provide us with visibility into a significant portion of our future revenue. In 1964, brothers O. Wayne and John Rollins acquired Orkin Exterminating Company and in 1965 we changed our name from Rollins Broadcasting, Inc to Rollins, Inc. In 1968, Rollins began trading on the New York Stock Exchange under the symbol “ROL.” Since…

Risk factors ROL lists in its 10-K

• We face risks regarding our ability to compete in the pest control industry in the future
• We may not be able to identify, complete or successfully onboard acquisitions or guarantee that any acquisitions will achieve the anticipated financial benefits
• Our business depends on our strong brands, and failing to maintain and enhance our brands and develop a positive client reputation and experience could hurt our ability to retain and expand our base of customers
• Labor shortages, our ability to attract and retain skilled workers, and increased labor costs may impair growth potential and profitability
• We may experience difficulties integrating, streamlining and optimizing our information technology (“IT”) systems and processes
• We are subject to evolving payment card network rules, including PCI DSS, and security risks associated with payment processing systems
• Distributor or supply chain issues may result in product shortages or disruptions to our business
• Climate change and unfavorable weather conditions could adversely impact our financial results
• We may not successfully execute our business strategies, including achieving our growth objectives
• Invasive pests as well as pest population resistance could materially and adversely impact our business
• We currently conduct business in international markets, which presents unique challenges
• Our franchisees, subcontractors, and vendors could take actions that could harm our business
• We are subject to regulation in the countries in which we operate related to employment laws, and noncompliance could lead to fines or legal proceedings
• New or proposed regulations regarding climate change could have uncertain impacts on our business
• Termite claims and lawsuits related thereto could increase our legal expenses
• Our safety and risk management programs may not have the intended effect of reducing our liability for employee-work related injuries, third party-liability claims or property loss
• Our insurance coverage may be inadequate to cover all significant risk exposures and our accruals and reserves for uninsured claims are variable
• We have been and may in the future be subject to lawsuits, investigations and other proceedings which could have a material adverse effect on our business
• Our brand recognition or reputation could be impacted if we are not able to adequately protect our intellectual property and other proprietary rights that are material to our business
• The effects of a pandemic or other major public health concern, could materially impact our business
• A group that includes members of the Company’s Board of Directors and management has a significant ownership interest; public stockholders may have no effective voice in the Company’s management
• The Significant Shareholder has a substantial ownership interest, and the availability of the Company’s common stock to the investing public may be limited
• The Significant Shareholder could take various actions or engage in certain transactions that could negatively impact our common stock price or cause volatility in the market for our common stock
• Certain provisions in Rollins, Inc.’s certificate of incorporation and bylaws may inhibit a takeover of the Company

Filings

Other Industrials companies