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DALLAS--(BUSINESS WIRE)--Patricia Rollins to lead global marketing efforts to expand the reach the newly launched Thryv Growth Platform™ among local service businesses.

NEW YORK, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Rollins, Inc. (“Rollins” or the “Company”) (NYSE: ROL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Rollins and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 22, 2026, Rollins announced its financial results for the second quarter of fiscal year 2026.  Among other items, the Company reported that its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and an operating cash flow of $173 million for the quarter, a decrease of 1.5% compared to the prior year.  In an accompanying earnings call, CEO Jerry Gahlhoff said that “second quarter results did not meet our expectations,” in part because “the lead environment got progressively worse as we moved through the quarter.”  Gahlhoff further stated that “we just had fewer people year-over-year, actively searching the digital channel for pest control needs.  That’s the conclusion that we came to that it just seemed fewer.” 

On this news, Rollins’s stock price fell $4.03 per share, or 9.27%, to close at $39.44 per share on July 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Rollins, Inc. ("Rollins" or the "Company") (NYSE: ROL). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Rollins and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 22, 2026, Rollins announced its financial results for the second quarter of fiscal year 2026. Among other items, the Company reported that its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and an operating cash flow of $173 million for the quarter, a decrease of 1.5% compared to the prior year. In an accompanying earnings call, CEO Jerry Gahlhoff said that "second quarter results did not meet our expectations," in part because "the lead environment got progressively worse as we moved through the quarter." Gahlhoff further stated that "we just had fewer people year-over-year, actively searching the digital channel for pest control needs. That's the conclusion that we came to that it just seemed fewer." 

On this news, Rollins's stock price fell $4.03 per share, or 9.27%, to close at $39.44 per share on July 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

A month has gone by since the last earnings report for Rollins (ROL - Free Report) . Shares have lost about 7.8% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Rollins due for a breakout? 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 drivers.

Rollins Q2 Earnings Miss EstimatesRollin Inc. reported unimpressive second-quarter 2026 results, with both earnings and revenues missing the Zacks Consensus Estimate.

ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter.

The quarter was affected by slower growth in parts of the residential pest control business, although commercial and termite operations continued to post healthy gains.

ROL's Quarterly Performance Reflects Mixed Demand TrendsResidential revenues increased 6.6% year over year to $485.8 million. Commercial revenues climbed 8.6% to $347.9 million, while termite and ancillary revenues rose 10.5% to $234.2 million. Franchise and other revenues declined 7.4% to $10.7 million.

Management attributed the softer residential performance to weaker consumer-initiated demand across search, digital media and inbound calls, which reduced lead volumes during the quarter. However, relationship-based channels, including home builders and door-to-door sales, delivered solid organic growth.

Rollins Faces Margin Pressure Despite Revenue GrowthOperating income increased 1.5% year over year to $201.4 million. However, the operating margin contracted 110 basis points to 18.7% as costs remained aligned for a stronger demand environment entering the peak season.

Adjusted operating income rose 2% to $209.9 million, while the adjusted operating margin declined 110 basis points to 19.5%. Adjusted EBITDA increased 2.2% to $236.3 million, with the adjusted EBITDA margin contracting 120 basis points to 21.9%.

ROL Management Takes Steps to Improve ExecutionManagement noted that demand trends softened during the quarter while the company's cost structure remained positioned for stronger growth, weighing on profitability.

To address these challenges, Rollins has implemented organizational and operational changes aimed at improving local execution, strengthening accountability and better aligning resources with current demand conditions. Management also indicated that lead volumes improved toward the end of June and continued into the first few weeks of July.

Rollins Maintains Healthy Cash GenerationThe company generated operating cash flow of $172.5 million during the quarter, down 1.5% from the prior-year period. Free cash flow totaled $166.1 million, declining 1.2% year over year.

During the quarter, Rollins invested $117 million in acquisitions, spent $6.4 million on capital expenditures and paid dividends totaling $88.1 million, reflecting its continued focus on growth investments and shareholder returns.

ROL Balance Sheet Remains StrongRollins exited the quarter with cash and cash equivalents of $109.1 million compared with $100 million at year-end 2025. Long-term debt totaled $487.1 million, essentially unchanged from year-end 2025.

The company reiterated that its balance sheet remains strong and provides ample financial flexibility to pursue acquisitions, invest in long-term growth initiatives and maintain its balanced capital allocation strategy.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

The consensus estimate has shifted -9.4% due to these changes.

VGM ScoresCurrently, Rollins has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Following the exact same course, the stock was allocated a score of D on the value side, putting it in the bottom 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Rollins has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.

, /PRNewswire/ -- HomeTeam Pest Defense has reached another major milestone, surpassing more than 2 million installations of the Taexx built-in pest control system in homes across the country.

Taexx is installed during new home construction before the drywall is put up. The built-in system creates a network of protection for homeowners by targeting pests inside the wall voids where pests live, hide, and breed. Because treatment is protected from weather and other outdoor elements, it is more efficient and longer lasting. Keeping pest control materials inside the walls also means there is minimal exposure to families and pets in the home.  

Brady Camp, President of HomeTeam Pest Defense says, "Reaching 2 million Taexx systems installed is an incredible achievement for HomeTeam Pest Defense, especially during our 30th anniversary year. It reflects the trust our builder partners and homeowners have placed in us, as well as the dedication of our teammates who bring this innovative pest control solution to life every day. We are proud of how far we have come and excited to continue protecting homes and improving communities for years to come."

The built-in system provides new homeowners with a convenient pest control feature from the moment they move in. By integrating pest control technology directly into the home, HomeTeam technicians can service the home through secure external hubs, so nobody needs to be home for service. With more than 1,000 builder partners nationwide, working with HomeTeam gives builders an innovative way to add value and provide an enhanced homeowner experience. Learn more about protecting homes from the start at www.pestdefense.com.

About HomeTeam Pest Defense, Inc. 
HomeTeam Pest Defense, established in 1996, is an award-winning leader in the pest management industry and is currently ranked #1 in servicing home builders. HomeTeam has installed over 2 million homes with Taexx®, a built-in pest control networked system. The company offers termite protection services and innovative pest control. The company has over 58 locations throughout the United States and partners with homeowners and homebuilders to provide more than 2,000,000 services a year. HomeTeam is a wholly owned subsidiary of Atlanta-based Rollins, Inc. (NYSE: ROL). You can learn more about Rollins and HomeTeam at www.rollins.com and www.pestdefense.com.

About Rollins, Inc.
Rollins Inc. (ROL) is a premier global consumer and commercial services company. Through its family of leading brands, the Company and its franchises provide essential pest control services and protection against termite damage, rodents, and insects to more than 2.8 million customers in North America, South America, Europe, Asia, Africa, and Australia, with approximately 22,000 employees from more than 850 locations. Rollins is parent to Aardwolf Pestkare, Clark Pest Control, Crane Pest Control, Critter Control, Fox Pest Control, HomeTeam Pest Defense, Industrial Fumigant Company, McCall Service, MissQuito, Northwest Exterminating, OPC Pest Services, Orkin, Orkin Australia, Orkin Canada, PermaTreat, Safeguard, Saela Pest Control, Trutech, Waltham Services, Western Pest Services, and more. You can learn more about Rollins and its subsidiaries by visiting www.rollins.com.

Contact: Marketing & Communications Team
[email protected]

SOURCE HomeTeam Pest Defense

Shares of Rollins, Inc. (NYSE:ROL – Get Free Report) hit a new 52-week low on Tuesday . The company traded as low as $35.92 and last traded at $35.97, with a volume of 3946446 shares changing hands. The stock had previously closed at $36.20.

Analysts Set New Price Targets Several research firms have recently issued reports on ROL. BNP Paribas Exane cut their price target on Rollins from $63.00 to $44.00 and set a “hold” rating for the company in a research note on Friday, July 24th. Raymond James Financial set a $35.00 target price on shares of Rollins in a report on Thursday, July 23rd. Barclays set a $45.00 target price on shares of Rollins and gave the stock an “overweight” rating in a research report on Friday, July 24th. Royal Bank Of Canada lowered Rollins from an “outperform” rating to a “sector perform” rating and decreased their price objective for the company from $52.00 to $40.00 in a research note on Thursday, July 23rd. Finally, Zacks Research downgraded shares of Rollins from a “hold” rating to a “strong sell” rating in a research note on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $48.71.

Get Our Latest Stock Analysis on Rollins

Rollins Trading Down 0.6% The company has a debt-to-equity ratio of 0.34, a current ratio of 0.63 and a quick ratio of 0.58. The business has a fifty day moving average of $42.13 and a 200-day moving average of $50.97. The stock has a market capitalization of $17.31 billion, a price-to-earnings ratio of 32.70, a price-to-earnings-growth ratio of 3.95 and a beta of 0.75. Rollins (NYSE:ROL – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $0.32 earnings per share for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.02). The company had revenue of $1.08 billion during the quarter, compared to the consensus estimate of $1.09 billion. Rollins had a net margin of 13.55% and a return on equity of 38.81%. The firm’s revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.30 earnings per share. On average, equities analysts anticipate that Rollins, Inc. will post 1.19 earnings per share for the current fiscal year.

Rollins Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be paid a $0.1825 dividend. The ex-dividend date is Monday, August 10th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 2.0%. Rollins’s dividend payout ratio is currently 66.36%.

Hedge Funds Weigh In On Rollins A number of institutional investors and hedge funds have recently added to or reduced their stakes in ROL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Rollins by 5.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,812 shares of the business services provider’s stock valued at $1,663,000 after acquiring an additional 1,620 shares in the last quarter. Empowered Funds LLC raised its position in shares of Rollins by 16.7% during the 1st quarter. Empowered Funds LLC now owns 6,427 shares of the business services provider’s stock valued at $347,000 after acquiring an additional 918 shares during the last quarter. Woodline Partners LP boosted its holdings in Rollins by 40.7% during the first quarter. Woodline Partners LP now owns 23,728 shares of the business services provider’s stock worth $1,282,000 after buying an additional 6,859 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in Rollins by 75.8% during the first quarter. Geneos Wealth Management Inc. now owns 870 shares of the business services provider’s stock valued at $47,000 after purchasing an additional 375 shares during the period. Finally, First Trust Advisors LP grew its holdings in shares of Rollins by 185.0% in the 2nd quarter. First Trust Advisors LP now owns 368,718 shares of the business services provider’s stock valued at $20,803,000 after buying an additional 239,361 shares during the period. 51.79% of the stock is currently owned by institutional investors and hedge funds.

Rollins Company Profile (Get Free Report)

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

Featured Stories Five stocks we like better than Rollins Commodities Are Booming, But These 3 ETFs Tell Different Stories 3 Active ETFs Making Big Moves in August This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem Birkenstock Beats the Skeptics—But Not on EPS Receive News & Ratings for Rollins Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Rollins and related companies with MarketBeat.com's FREE daily email newsletter.

Rollins is reiterated as a Buy, with valuation and margin of safety improving amid recent share price declines. Despite near-term consumer weakness and margin pressures, ROL maintains robust M&A activity and expects >6% organic growth with margin improvement in H2. ROL's strong balance sheet and financial flexibility position it to capitalize on macro weakness and pursue accretive acquisitions.

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Rollins, Inc. ("Rollins" or the "Company") (NYSE: ROL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Rollins and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 22, 2026, Rollins announced its financial results for the second quarter of fiscal year 2026.  Among other items, the Company reported that its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and an operating cash flow of $173 million for the quarter, a decrease of 1.5% compared to the prior year.  In an accompanying earnings call, CEO Jerry Gahlhoff said that "second quarter results did not meet our expectations," in part because "the lead environment got progressively worse as we moved through the quarter."  Gahlhoff further stated that "we just had fewer people year-over-year, actively searching the digital channel for pest control needs.  That's the conclusion that we came to that it just seemed fewer." 

On this news, Rollins's stock price fell $4.03 per share, or 9.27%, to close at $39.44 per share on July 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Posted by Defense World Staff on Aug 10th, 2026

Dudley & Shanley Inc. raised its stake in Rollins, Inc. (NYSE:ROL – Free Report) by 8.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 495,655 shares of the business services provider’s stock after buying an additional 39,925 shares during the quarter. Rollins comprises about 3.1% of Dudley & Shanley Inc.’s portfolio, making the stock its 18th biggest holding. Dudley & Shanley Inc. owned about 0.10% of Rollins worth $20,689,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. LRI Investments LLC raised its stake in shares of Rollins by 8.7% in the 4th quarter. LRI Investments LLC now owns 2,293 shares of the business services provider’s stock valued at $138,000 after acquiring an additional 183 shares during the period. Sequoia Financial Advisors LLC boosted its position in shares of Rollins by 1.1% during the first quarter. Sequoia Financial Advisors LLC now owns 16,365 shares of the business services provider’s stock worth $874,000 after buying an additional 183 shares during the period. IFM Investors Pty Ltd grew its stake in shares of Rollins by 0.3% in the first quarter. IFM Investors Pty Ltd now owns 57,895 shares of the business services provider’s stock valued at $3,092,000 after buying an additional 185 shares in the last quarter. New Mexico Educational Retirement Board raised its holdings in shares of Rollins by 1.6% in the 4th quarter. New Mexico Educational Retirement Board now owns 12,875 shares of the business services provider’s stock valued at $773,000 after buying an additional 200 shares during the period. Finally, Inspire Investing LLC lifted its stake in Rollins by 3.9% during the 4th quarter. Inspire Investing LLC now owns 5,457 shares of the business services provider’s stock worth $328,000 after acquiring an additional 203 shares in the last quarter. Hedge funds and other institutional investors own 51.79% of the company’s stock.

Rollins Price Performance ROL stock opened at $37.81 on Monday. The business’s 50-day moving average is $43.29 and its two-hundred day moving average is $52.10. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.63 and a quick ratio of 0.58. The firm has a market capitalization of $18.19 billion, a P/E ratio of 34.37, a P/E/G ratio of 4.12 and a beta of 0.75. Rollins, Inc. has a 1 year low of $36.35 and a 1 year high of $66.14.

Rollins (NYSE:ROL – Get Free Report) last announced its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $0.32 EPS for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.02). The company had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.09 billion. Rollins had a return on equity of 38.81% and a net margin of 13.55%.The business’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.30 earnings per share. Analysts anticipate that Rollins, Inc. will post 1.19 earnings per share for the current fiscal year.

Rollins Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be given a $0.1825 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.9%. Rollins’s dividend payout ratio is currently 66.36%.

Analyst Upgrades and Downgrades Several equities analysts have weighed in on ROL shares. Wells Fargo & Company downgraded Rollins from an “overweight” rating to an “underweight” rating and dropped their target price for the company from $46.00 to $32.00 in a research report on Friday, July 24th. Raymond James Financial set a $35.00 price objective on shares of Rollins in a research note on Thursday, July 23rd. JPMorgan Chase & Co. restated an “underweight” rating and issued a $45.00 price objective (down from $70.00) on shares of Rollins in a report on Friday, July 24th. UBS Group reiterated a “neutral” rating and set a $43.00 target price (down from $50.00) on shares of Rollins in a report on Friday, July 24th. Finally, Sanford C. Bernstein cut shares of Rollins from an “outperform” rating to a “market perform” rating and decreased their price target for the company from $70.00 to $52.00 in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Rollins currently has an average rating of “Hold” and a consensus target price of $48.71.

View Our Latest Stock Analysis on Rollins

About Rollins (Free Report)

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

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NEW YORK, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Rollins, Inc. (“Rollins” or the “Company”) (NYSE: ROL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Rollins and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 22, 2026, Rollins announced its financial results for the second quarter of fiscal year 2026.  Among other items, the Company reported that its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and an operating cash flow of $173 million for the quarter, a decrease of 1.5% compared to the prior year.  In an accompanying earnings call, CEO Jerry Gahlhoff said that “second quarter results did not meet our expectations,” in part because “the lead environment got progressively worse as we moved through the quarter.”  Gahlhoff further stated that “we just had fewer people year-over-year, actively searching the digital channel for pest control needs.  That’s the conclusion that we came to that it just seemed fewer.” 

On this news, Rollins’s stock price fell $4.03 per share, or 9.27%, to close at $39.44 per share on July 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

[url="]Schall, Brown and Schwartz[/url] LLP (“SBS”), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of inv

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: The contents of this article, my previous articles, and my comments are for informational purposes only and may not be considered investment and/or tax advice. I am a private investor from Europe and share my investing journey here on Seeking Alpha. I am neither a licensed investment advisor nor a licensed tax advisor. Furthermore, I am not an expert on taxes and related laws—neither in relation to the U.S. nor other geographies/jurisdictions. It is not my intention to give financial and/or tax advice, and I am in no way qualified to do so. Although I do my best to make sure that what I write is accurate and well-researched, I cannot be held responsible and accept no liability whatsoever for any errors, omissions, or consequences resulting from the enclosed information. The writing reflects my personal opinion at the time of writing. If you intend to invest in the stocks or other investment vehicles mentioned in this article—or in any investment vehicle generally—please consult your licensed investment advisor. If uncertain about tax-related implications, please consult your licensed tax advisor.

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, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Rollins, Inc. ("Rollins" or the "Company") (NYSE: ROL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Rollins and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 22, 2026, Rollins announced its financial results for the second quarter of fiscal year 2026.  Among other items, the Company reported that its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and an operating cash flow of $173 million for the quarter, a decrease of 1.5% compared to the prior year.  In an accompanying earnings call, CEO Jerry Gahlhoff said that "second quarter results did not meet our expectations," in part because "the lead environment got progressively worse as we moved through the quarter."  Gahlhoff further stated that "we just had fewer people year-over-year, actively searching the digital channel for pest control needs.  That's the conclusion that we came to that it just seemed fewer." 

On this news, Rollins's stock price fell $4.03 per share, or 9.27%, to close at $39.44 per share on July 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Key Takeaways Rollins shares fell 38% in six months, yet still trade at 30.35X forward earnings.Second-quarter adjusted EPS missed by 5.9% as operating margin fell 110 basis points to 18.7%.A $33 price target versus a $39.01 share price signals more downside despite healthy cash flow. Rollins, Inc. (ROL - Free Report) has endured a sharp reset, but a lower share price has not automatically made the stock inexpensive. The core question is whether the pullback compensates investors for weaker near-term earnings signals.

The answer still looks cautious. Rollins retains durable service-market qualities, but earnings misses, margin compression and a premium valuation limit the case for a fresh entry point.

ROL Shares Have Fallen but Remain ExpensiveRollins shares have dropped 38% in the past six months and 31.5% over the trailing 12-month period. That decline has brought the stock closer to the lower end of its five-year valuation range.

The reset has not removed the premium. ROL trades at 30.35X forward 12-month earnings, compared with 17.9X for the Zacks sector and 20.11X for the S&P 500 Index. Rentokil Initial plc (RTO - Free Report) , a global pest-control operator, offers investors another way to evaluate demand and valuation in the pest-services market.

Rollins Misses Earnings and Revenue EstimatesRollins reported second-quarter 2026 adjusted earnings of 32 cents per share, missing the consensus mark by 5.9%. Revenues of $1.08 billion missed the consensus mark by 1.7%.

The quarter was not uniformly weak. Adjusted earnings still increased 6.7% year over year, while revenues rose 7.9%. That mix points to a company still growing, but not at the level investors expected for a premium-valued stock.

ROL Margin Compression Clouds the Growth StoryRevenue growth did not translate into comparable profit growth. Operating income increased only 1.5% year over year, while operating margin contracted 110 basis points to 18.7%.

Management said demand trends softened while the cost structure remained positioned for stronger growth entering peak season. That mismatch pressured profitability, especially as the company continued to support customer acquisition, salesforce expansion and marketing initiatives. Ecolab Inc. (ECL - Free Report) , which operates in institutional hygiene and pest-elimination markets, provides a relevant comparison for investors assessing route-based service models with cost and labor sensitivity.

Rollins Balances Cash Flow Against Debt RisksRollins generated operating cash flow of $172.5 million in the quarter. Free cash flow totaled $166.1 million, down 1.2% from the prior-year period but still showing healthy cash conversion.

Capital allocation remained active. The company spent $117 million on acquisitions and paid $88.1 million in dividends. Those uses support growth and shareholder returns, but they sit alongside $487.1 million of long-term debt and a current ratio below 1, keeping liquidity risk in the discussion.

ROL’s Price Target Suggests More DownsideThe $33 price target stands below the reported share price of $39.01. That implies more potential downside over the six-to-12-month horizon despite the recent decline.

The target is not based on a bargain multiple. It reflects 25.78X forward 12-month earnings, which still represents a premium valuation. That matters because weaker near-term demand and earnings revisions reduce the margin of safety for investors buying the dip.

Rollins Ratings Reinforce a Defensive StanceThe bottom line is that Rollins’ decline has improved the entry price, but not enough to offset the earnings and valuation concerns. The stock currently carries a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

Zacks Consensus Estimate for fiscal 2026 earnings has moved 3.7% lower over the past four weeks. 

ROL has a Value Score of D, a Growth Score of B and a Momentum Score of B, with a VGM Score of C. The B grades reflect that Rollins still has favorable growth and momentum characteristics, but the weak Value Score and poor Zacks Rank argue for caution. For now, operational quality alone does not make the shares attractive at the current valuation.

Vzhledem k tomu, že technologický sektor čelí zvýšené volatilitě a investoři stále častěji zpochybňují vysoké valuace některých AI titulů, doporučují stratégové Morgan Stanley zaměřit se na kvalitní společnosti s robustním cash flow, silnými rozvahami a stabilní ziskovostí. Do konce roku nadále očekává růst amerických akcií, byť s odlišnými lídry, než jací dominovali dosavadní AI rally.

V úterý posílil index Dow Jones Industrial Average, zatímco Nasdaq Composite oslabil. ETF Technology Select Sector SPDR Fund (XLK), které sleduje technologický sektor, kleslo na nejnižší úroveň od 7. května. Naopak rostly akcie ze zdravotnictví a finančního sektoru. Přesun investorů ke kvalitním společnostem představuje „klasickou přechodovou fázi uprostřed hospodářského cyklu, kdy ekonomika dozrává,“ uvedl hlavní americký akciový stratég Morgan Stanley Mike Wilson.

Krátkodobě nelze podle Wilsona vyloučit konsolidaci nebo i další pokles směrem k 7 000 bodům na indexu S&P 500, pokud by konflikt na Blízkém východě dále eskaloval nebo by Fed dnes nečekaně zvýšil sazby. Rotace směrem ke kvalitním titulům by však měla ve výsledku podpořit odolnost indexu i širší účast jednotlivých sektorů na růstu, byť s jinými lídry než doposud, domnívá se Wilson s tím, že hranice 7 000 bodů by měla být „ubráněna“ a do konce roku by mohl index vzrůst až k 8 000 bodům, cituje CNBC.

V současném prostředí Morgan Stanley preferuje společnosti s vysokým výnosem volného cash flow, nízkou kolísavostí zisku na akcii (EPS), silnými rozvahami a vysokými maržemi. Wilson a jeho tým proto vybrali kvalitní společnosti, na které má banka doporučení Overweight, u nichž mnohé z těchto firem vyplácejí dividendy. CNBC zveřejnila dividendové tituly, které tímto sítem prošly:

Ticker  Akcie Sektor Letošní výnos Dividendový výnos KO Coca-Cola Spotřeba 25,66% 2,41% CL Colgate-Palmolive Spotřeba 18,51% 2,26% SLB SLB Energetika 30,98% 2,35% TRGP Targa Resources Energetika 42,07% 1,91% LNC Lincoln National Finance -4,06% 4,21% GILD Gilead Sciences Zdravotnictví 9,92% 2,43% NOC Northrop Grumman Průmysl -3,57% 1,80% ROL Rollins Průmysl -35,20% 1,88% Coca Cola nabízí dividendový výnos 2,41 %. Včera vzrostly její akcie o více než 4 % po zveřejnění výsledků hospodaření za druhý kvartál, kdy tento nápojový gigant překonal očekávání trhu jak na úrovni tržeb, tak zisku a zároveň zvýšil celoroční výhled. Morgan Stanley na ni minulý měsíc potvrdila doporučení Overweight.

„Coca Cola zůstává naším nejatraktivnějším tipem. Nadprůměrný dlouhodobý růst organických tržeb podporuje několik pozitivních krátkodobých faktorů, včetně zrychlujícího růstu značky Fairlife v USA díky navyšování výrobních kapacit. Zároveň si Coca Cola udržuje silnou cenotvorbu ve srovnání s ostatními výrobci spotřebního zboží. Domníváme se, že její konkurenční výhoda vůči klíčovým rivalům, jako jsou PepsiCo a Keurig Dr Pepper, se dále zvyšuje,“ uvedl analytik Dara Mohsenian v komentáři z 10. června. Akcie Coca Coly od začátku roku vzrostly o 26 %.

Na seznam kvalitních dividendových titulů Morgan Stanley se dostala také společnost Colgate-Palmolive, která nabízí dividendový výnos 2,26 %. Výrobce produktů osobní hygieny a péče o domácnost zveřejní výsledky za druhé čtvrtletí v pátek. Morgan Stanley u něj v květnu potvrdila doporučení Overweight a podle analytika Dary Mohseniana se dlouhodobý výhled firmy zlepšuje. „I po solidním růstu akcií od začátku roku nadále vidíme prostor pro růst valuace,“ uvedl Mohsenian ve zprávě klientům. Akcie Colgate Palmolive od začátku roku 2026 vzrostly přibližně o 18 %.

Společnost SLB, dříve Schlumberger, je poskytovatelem služeb pro ropný a plynárenský průmysl a letos si připsala růst o 31 %. Firma navíc nedávno zveřejnila výsledky za druhé čtvrtletí, které překonaly očekávání trhu na úrovni tržeb i zisku. Podle společnosti vyšší aktivita těžby na moři více než vykompenzovala narušení způsobená situací na Blízkém východě.

„Bez efektů Blízkého východu rostly tržby mezikvartálně ve všech divizích. Podpořila je vyšší aktivita v offshore projektech, oživení těžby z nekonvenčních ložisek v USA a silná poptávka po řešeních pro těžbu a zvyšování výtěžnosti ložisek,“ uvedl CEO Olivier Le Peuch. SLB nabízí dividendový výnos 2,35 %.

Targa Resources je jedna z největších severoamerických midstream energetických společností, která zajišťuje těžbu, zpracování, přepravu a skladování ropy a zemního plynu a měla by těžit z nárůstu těžby v Permské pánvi. Podle dat Bloombergu u ní 20 analytiků drží doporučení „buy“, 4 „hold“ s průměrnou cílovou cenou 289,40 USD/akcie, která naznačuje potenciální zhodnocení o 10,6 %. Letos si připsala již přes 40 % a dividendový výnos u ní činí 1,9 %.

Lincoln National je finanční společnost, která nabízí dividendový výnos 4,2 %. Bloomberg u ní monitoruje 6 nákupních doporučení, 6 doporučení držet a 2 prodejní doporučení. Cílová cena 44,31 USD představuje potenciální výnos 3,5 %, přičemž za letošní rok odepsala 4 %. Výsledky bude firma reportovat zítra a trh počítá s poklesem upraveného zisku na akcii asi o 15 %, ale se zdravým momentem u výnosů a snižováním nákladů.

Mezi další kvalitní dividendové tituly zařadila Morgan Stanley také Gilead Sciences, která zveřejní své nejnovější výsledky příští týden. Morgan Stanley ve zprávě z počátku měsíce uvedl, že letos očekává tržby z preventivní HIV injekce Yeztugo od společnosti Gilead Sciences 1,1 miliardy dolarů, tj. nad tržním konsensem 1,05 miliardy dolarů i oficiálním výhledem Gileadu, který počítá s 1 miliardou dolarů. Akcie Gilead Sciences, která nabízí dividendový výnos 2,43 %, letos vzrostly téměř o 10 %.

Northrop Grumman, jeden z největších světových obranných a letecko-kosmických koncernů, nabízí dividendový výnos 1,80 %. V průzkumu Bloombergu u něj má 14 analytiků doporučení koupit a 9 držet. Průměrná cílová cena 650,5 USD nabízí 18,4% možný výnos a za letošní rok akcie firmy klesly o necelá 4 %. Trh u firmy očekává růst tržeb o vysoká jednociferná čísla díky rekordním nevyřízeným objednávkám za 105 miliard dolarů.

Rollins, přední světová firma v oblasti hubení škůdců, nabízí dividendový výnos 1,9 % a od začátku roku tato akcie odepsala více než třetinu své hodnoty. Bloomberg u ní monitoruje 8 doporučení koupit, 8 držet a 3 prodat. Průměrná cílová cena 43,56 USD nabízí možnost 11,7% zisku. UBS nicméně upozorňuje, že tržby za 2Q byly slabší, než očekával trh, i přes snížené odhady a že může ještě nějakou dobu trvat, než se plně obnoví organický růst.

Posted by Defense World Staff on Jul 27th, 2026

First Trust Advisors LP grew its position in shares of Rollins, Inc. (NYSE:ROL – Free Report) by 10.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 977,008 shares of the business services provider’s stock after acquiring an additional 95,588 shares during the quarter. First Trust Advisors LP owned about 0.20% of Rollins worth $52,182,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in Rollins by 4.3% in the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock worth $2,297,717,000 after purchasing an additional 1,562,241 shares during the last quarter. State Street Corp lifted its position in Rollins by 4.7% during the fourth quarter. State Street Corp now owns 12,850,361 shares of the business services provider’s stock valued at $771,279,000 after purchasing an additional 575,946 shares during the last quarter. Geode Capital Management LLC lifted its position in Rollins by 6.6% during the fourth quarter. Geode Capital Management LLC now owns 10,163,847 shares of the business services provider’s stock valued at $608,256,000 after purchasing an additional 626,866 shares during the last quarter. Invesco Ltd. grew its stake in shares of Rollins by 8.2% in the 4th quarter. Invesco Ltd. now owns 6,089,189 shares of the business services provider’s stock worth $365,473,000 after buying an additional 461,869 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Rollins in the 4th quarter worth $244,669,000. 51.79% of the stock is currently owned by institutional investors.

Key Rollins News Here are the key news stories impacting Rollins this week:

Positive Sentiment: Management said termite and ancillary services continued to post solid growth, and lead volumes improved toward late June and early July, which could support a recovery in coming quarters. Positive Sentiment: Several analysts still see upside from current levels despite trimming targets, including Piper Sandler maintaining an overweight rating and BNP Paribas Exane keeping a neutral view with a higher target than the stock’s recent trading level. Neutral Sentiment: Rollins has been described as balancing solid Q2 growth with a softer outlook, suggesting the quarter was mixed rather than uniformly negative. Neutral Sentiment: Ongoing media coverage around the earnings call and transcript is reinforcing investor focus on management’s commentary about demand trends and margin performance. Negative Sentiment: Rollins reported Q2 earnings of $0.32 per share, below the consensus estimate of $0.34, and revenue of about $1.08 billion also came in slightly short of expectations. Negative Sentiment: Analysts turned more cautious after the report, with JPMorgan reaffirming an underweight rating and sharply lowering its price target, while Bank of America also cut its target and kept a neutral stance. Negative Sentiment: Commentary around slower residential demand and a “downbeat” earnings release has added to the selloff, as the market appears to be recalibrating expectations after a period of high optimism. Wall Street Analysts Forecast Growth Several analysts have recently issued reports on ROL shares. Bank of America restated a “neutral” rating and set a $35.00 target price (down from $55.00) on shares of Rollins in a research report on Thursday. Barclays set a $45.00 price objective on Rollins and gave the stock an “overweight” rating in a research note on Friday. BNP Paribas Exane lowered their price objective on Rollins from $63.00 to $44.00 and set a “neutral” rating for the company in a research note on Friday. Sanford C. Bernstein cut Rollins from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $70.00 to $52.00 in a report on Friday, May 29th. Finally, Wells Fargo & Company downgraded Rollins from an “overweight” rating to an “underweight” rating and cut their target price for the company from $46.00 to $32.00 in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Rollins currently has an average rating of “Hold” and an average price target of $48.71.

Check Out Our Latest Analysis on Rollins

Rollins Price Performance ROL opened at $38.59 on Monday. The business has a fifty day moving average of $46.11 and a 200 day moving average of $53.72. The stock has a market cap of $18.57 billion, a P/E ratio of 35.08, a PEG ratio of 4.14 and a beta of 0.75. The company has a quick ratio of 0.58, a current ratio of 0.63 and a debt-to-equity ratio of 0.34. Rollins, Inc. has a 52-week low of $36.59 and a 52-week high of $66.14.

Rollins (NYSE:ROL – Get Free Report) last released its earnings results on Wednesday, July 22nd. The business services provider reported $0.32 earnings per share for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.02). Rollins had a return on equity of 38.81% and a net margin of 13.55%.The business had revenue of $1.08 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same quarter in the previous year, the business earned $0.30 EPS. The business’s revenue for the quarter was up 7.9% on a year-over-year basis. As a group, sell-side analysts anticipate that Rollins, Inc. will post 1.21 EPS for the current year.

Rollins Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a $0.1825 dividend. The ex-dividend date is Monday, August 10th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.9%. Rollins’s dividend payout ratio is presently 66.36%.

Rollins Profile (Free Report)

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

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LOS ANGELES, July 25, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Rollins, Inc. (“ROL” or the “Company”) (NYSE: ROL) investors concerning the Company’s possible violations of the federal securities laws.

IF YOU ARE AN INVESTOR WHO LOST MONEY ON ROLLINS, INC. (ROL), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.

What Happened?
On July 22, 2026, Rollins announced second quarter earnings for fiscal year 2026. Among other things, the Company reported its quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025, and its operating cash flow was $173 million for the quarter, a decrease of 1.5% compared to the prior year.

In the accompanying earnings call, Rollins CEO, Jerry Gahlhoff, admitted “second quarter results did not meet our expectations,” in part because “the lead environment got progressively worse as we moved through the quarter.” Gahlhoff further admitted “we just had fewer people year-over-year, actively searching the digital channel for pest control needs. That's the conclusion that we came to that it just seemed fewer."

On this news, shares of Rollins fell $4.03 or 9.27%, to close at $39.44 on July 23, 2026, thereby injuring investors.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email:  [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

Whistleblower Notice
Persons with non-public information regarding ROL should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].

About Glancy Prongay Wolke & Rotter LLP
GPWR is a premier law firm with decades of experience representing investors and consumers in securities litigation and other complex class action litigation. Recognizing the firm’s recent successes, GPWR was named one of Law360’s Securities Groups of the Year and ranked second-highest in total investor recoveries by Institutional Shareholder Services Securities Class Action Services in 2025. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money. Prior results do not guarantee a similar outcome.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles, CA 90067
Charles Linehan
Email:  [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.

LOS ANGELES, July 24, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz announces an investigation of Rollins, Inc. (“ROL” or the “Company”) (NYSE: ROL) on behalf of investors concerning the Company's possible violations of federal securities laws.

Rollins NYSE: ROL reported second-quarter 2026 results that management said fell short of expectations, as slower growth in parts of its residential pest control business offset stronger performance in commercial, termite and ancillary services.

Rollins, Inc. (ROL) Q2 2026 Earnings Call Transcript

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Rollins (ROL - Free Report) reported $1.08 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.9%. EPS of $0.32 for the same period compares to $0.30 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.1 billion, representing a surprise of -1.73%. The company delivered an EPS surprise of -5.88%, with the consensus EPS estimate being $0.34.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Rollins performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Residential: $485.85 million versus the three-analyst average estimate of $494.3 million. The reported number represents a year-over-year change of +6.6%.Revenues- Termite and ancillary: $234.15 million compared to the $240.14 million average estimate based on three analysts. The reported number represents a change of +10.5% year over year.Revenues- Commercial: $347.91 million versus the three-analyst average estimate of $351.77 million. The reported number represents a year-over-year change of +8.6%.View all Key Company Metrics for Rollins here>>>

Shares of Rollins have returned -1.8% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

99th Consecutive Quarter of Revenue Growth

, /PRNewswire/ -- Rollins, Inc. (NYSE:ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, reported unaudited financial results for the second quarter of 2026.

Key Highlights

Second quarter revenues were $1.1 billion, an increase of 7.9% over the second quarter of 2025 with organic revenues* increasing 5.7%. Quarterly operating income was $201 million, an increase of 1.5% over the second quarter of 2025. Quarterly operating margin was 18.7%, a decrease of 110 basis points compared to the second quarter of 2025. Adjusted operating income* was $210 million, an increase of 2.0% over the prior year. Adjusted operating margin* was 19.5%, a decrease of 110 basis points compared to the prior year. Quarterly net income was $144 million, an increase of 1.7% over the prior year. Adjusted net income* was $152 million, an increase of 3.4% over the prior year. Adjusted EBITDA* was $236 million, an increase of 2.2% over the prior year. Adjusted EBITDA margin* was 21.9%, a decrease of 120 basis points versus the second quarter of 2025. Quarterly EPS was $0.30 per diluted share, a 3.4% increase over the prior year EPS of $0.29. Adjusted EPS* was $0.32 per diluted share, an increase of 6.7% over the prior year. Operating cash flow was $173 million for the quarter, a decrease of 1.5% compared to the prior year. Free cash flow* was $166 million for the quarter, a decrease of 1.2% compared to the prior year. The Company invested $117 million in acquisitions, $6 million in capital expenditures, and paid dividends totaling $88 million. *Amounts are non-GAAP financial measures. See the schedules below for a discussion of non-GAAP financial metrics including a reconciliation to the most directly comparable GAAP measure.

Management Commentary

"Our second quarter results fell short of our expectations due to slower growth in parts of our residential pest control business, specifically brands more reliant on consumer-initiated demand through search, digital media and inbound calls, as lead volume declined in the quarter. Meanwhile, areas of the business that leverage relationship-based channels, such as home builders and door-to-door sales, delivered solid organic growth in the quarter, reinforcing the importance of our diversified, multi-brand approach. Although we remain cautious regarding near-term demand trends, lead volume improved toward the end of June and has maintained this momentum through the first few weeks of July," said Jerry Gahlhoff, Jr., President and Chief Executive Officer.

"Demand trends softened during the quarter, while our cost structure remained positioned for a stronger growth environment entering peak season. As a result, our margin performance was below our expectations. We have implemented organizational and operational changes to improve local execution, strengthen accountability, and better align resources with current demand conditions, while continuing to invest in areas that will drive long-term growth. Despite near-term challenges, our balance sheet remains strong, cash flow generation is healthy, and we have significant flexibility to reinvest in our business through our disciplined and balanced approach to capital allocation," said Will Harkins, Executive Vice President and Chief Financial Officer.  

Three and Six Months Ended Financial Highlights

Three Months Ended June 30,

Six Months Ended June 30,

Variance

Variance

(unaudited, in thousands, except per
share data and margins)

2026

2025

$

%

2026

2025

$

%

GAAP Metrics

Revenues

$  1,078,576

$ 999,527

$ 79,049

7.9 %

$       1,985,000

$           1,822,031

$         162,969

8.9 %

Gross profit (1)

$     569,946

$ 537,666

$ 32,280

6.0 %

$       1,030,848

$              960,036

$           70,812

7.4 %

Gross profit margin (1)

52.8 %

53.8 %

(100) bps

51.9 %

52.7 %

(80) bps

Operating income

$     201,359

$ 198,333

$   3,026

1.5 %

$          346,845

$              340,981

$             5,864

1.7 %

Operating margin

18.7 %

19.8 %

(110) bps

17.5 %

18.7 %

(120) bps

Net income

$     143,910

$ 141,489

$   2,421

1.7 %

$          251,748

$              246,737

$             5,011

2.0 %

EPS

$           0.30

$       0.29

$     0.01

3.4 %

$                0.52

$                    0.51

$               0.01

2.0 %

Net cash provided by operating
activities

$     172,506

$ 175,122

$  (2,616)

(1.5) %

$          290,873

$              322,014

$          (31,141)

(9.7) %

Non-GAAP Metrics

Adjusted operating income (2)

$     209,939

$ 205,900

$   4,039

2.0 %

$          362,732

$              352,769

$             9,963

2.8 %

Adjusted operating margin (2)

19.5 %

20.6 %

(110) bps

18.3 %

19.4 %

(110) bps

Adjusted net income (2)

$     151,927

$ 146,902

$   5,025

3.4 %

$          265,156

$              254,775

$           10,381

4.1 %

Adjusted EPS (2)

$           0.32

$       0.30

$     0.02

6.7 %

$                0.55

$                    0.53

$               0.02

3.8 %

Adjusted EBITDA (2)

$     236,292

$ 231,152

$   5,140

2.2 %

$          415,761

$              403,009

$           12,752

3.2 %

Adjusted EBITDA margin (2)

21.9 %

23.1 %

(120) bps

20.9 %

22.1 %

(120) bps

Free cash flow (2)

$     166,077

$ 168,046

$  (1,969)

(1.2) %

$          277,305

$              308,157

$          (30,852)

(10.0) %

(1) Exclusive of depreciation and amortization

(2) Amounts are non-GAAP financial measures. See the appendix to this release for a discussion of non-GAAP financial metrics including a reconciliation to the most directly comparable GAAP measure.

The following table presents financial information, including our significant expense categories, for the three and six months ended June 30, 2026 and 2025:

Three Months Ended June 30,

Six Months Ended June 30,

(unaudited, in thousands)

2026

2025

2026

2025

$

% of
Revenue

$

% of
Revenue

$

% of
Revenue

$

% of
Revenue

Revenue

$           1,078,576

100.0 %

$ 999,527

100.0 %

$           1,985,000

100.0 %

$           1,822,031

100.0 %

Less:

Cost of services provided (exclusive of

Employee expenses

328,787

30.5 %

298,354

29.8 %

618,509

31.2 %

560,077

30.7 %

Materials and supplies

66,339

6.2 %

59,500

6.0 %

119,556

6.0 %

107,991

5.9 %

Insurance and claims

21,932

2.0 %

20,734

2.1 %

43,079

2.2 %

37,258

2.0 %

Fleet expenses

46,959

4.4 %

41,834

4.2 %

89,131

4.5 %

78,691

4.3 %

Other cost of services provided (1)

44,613

4.1 %

41,439

4.1 %

83,877

4.2 %

77,978

4.3 %

Total cost of services provided (exclusive of
depreciation and amortization below)

508,630

47.2 %

461,861

46.2 %

954,152

48.1 %

861,995

47.3 %

Sales, general and administrative:

Selling and marketing expenses

151,967

14.1 %

140,177

14.0 %

263,966

13.3 %

238,428

13.1 %

Administrative employee expenses

95,733

8.9 %

89,303

8.9 %

185,482

9.3 %

170,783

9.4 %

Insurance and claims

13,239

1.2 %

12,939

1.3 %

25,822

1.3 %

22,943

1.3 %

Fleet expenses

11,775

1.1 %

10,443

1.0 %

22,037

1.1 %

19,846

1.1 %

Other sales, general and administrative (2)

62,263

5.8 %

54,734

5.5 %

120,588

6.1 %

106,109

5.8 %

Total sales, general and administrative

334,977

31.1 %

307,596

30.8 %

617,895

31.1 %

558,109

30.6 %

Depreciation and amortization

33,610

3.1 %

31,737

3.2 %

66,108

3.3 %

60,946

3.3 %

Interest expense, net

9,391

0.9 %

7,380

0.7 %

18,242

0.9 %

13,176

0.7 %

Other (income) expense, net

2,214

0.2 %

(292)

— %

1,751

0.1 %

(984)

(0.1) %

Income tax expense

45,844

4.3 %

49,756

5.0 %

75,104

3.8 %

82,052

4.5 %

Net income

$              143,910

13.3 %

$ 141,489

14.2 %

$              251,748

12.7 %

$              246,737

13.5 %

1) Other cost of services provided includes facilities costs, professional services, maintenance & repairs, software license costs, and other expenses directly related to providing services.

2) Other sales, general and administrative includes facilities costs, professional services, maintenance & repairs, software license costs, bad debt expense, and other administrative expenses.

About Rollins, Inc.:
Rollins, Inc. (ROL) is a premier global consumer and commercial services company. Through its family of leading brands, the Company and its franchises provide essential pest control services and protection against termite damage, rodents, and insects to more than 2.8 million customers in North America, South America, Europe, Asia, Africa, and Australia, with approximately 22,000 employees from more than 850 locations. Rollins is parent to numerous brands, including Aardwolf Pestkare, Clark Pest Control, Crane Pest Control, Critter Control, Fox Pest Control, HomeTeam Pest Defense, Industrial Fumigant Company, MissQuito, Northwest Exterminating, OPC Pest Services, Orkin, Orkin Australia, Orkin Canada, Orkin UK, Safeguard, Romex Pest Control, Saela Pest Control, Trutech, Waltham Services, and Western Pest Services. You can learn more about Rollins and its subsidiaries by visiting www.rollins.com. 

Cautionary Statement Regarding Forward-Looking Statements
This press release 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 projections about future events and financial trends affecting the operating results and financial condition of our business. Although we believe that these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions, or expectations. Generally, statements that do not relate to historical facts, including statements concerning possible or assumed future actions, business strategies, events or results of operations, are forward-looking statements. The words "believe," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "possible," "potential," "predict," "should," "will," "would," and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements in this press release include, but are not limited to, statements regarding: the Company's expectations with respect to financial and business performance; near-term demand trends; lead volumes and consumer-initiated demand through search, digital media, inbound calls, and other channels; the sustainability of any improvement in lead volumes or demand trends experienced toward the end of the second quarter of 2026 or during the first weeks of July 2026; the performance and growth of relationship-based channels, including home builder and door-to-door sales channels; the benefits of the Company's diversified, multi-brand approach; seasonal profitability, margin performance, margin trends, and the alignment of the Company's cost structure with demand conditions; the expected effects of organizational and operational changes, including efforts to improve local execution, strengthen accountability, and align resources with demand conditions; investments intended to support long-term growth; the strength of the Company's balance sheet; cash flow generation; financial flexibility; capital allocation, including reinvestment in the business, acquisitions, capital expenditures, dividends, and share repurchases; and the Company's ability to execute its strategy and continue to grow.

These forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts, and assumptions, and involve a number of judgments, risks and uncertainties. Important factors could cause actual results to differ materially from those indicated or implied by forward-looking statements including, but not limited to, those set forth in the sections entitled "Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and may also be described from time to time in our future reports filed with the SEC.

Accordingly, forward-looking statements should not be relied upon as representing our views as of any subsequent date, and we do not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required by law.

Conference Call
Rollins will host a conference call on Thursday, July 23, 2026 at 8:30 a.m. Eastern Time to discuss the second quarter 2026 results. The conference call will also broadcast live over the internet via a link provided on the Rollins, Inc. website at www.rollins.com. Interested parties can also dial into the call at 1-877-869-3839 (domestic) or +1-201-689-8265 (internationally) with conference ID of 13761216. For interested individuals unable to join the call, a replay will be available on the website for 180 days.

ROLLINS, INC. AND SUBSIDIARIES

CONDENSED CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

(in thousands)

(unaudited)

June 30,
2026

December 31,
2025

ASSETS

Cash and cash equivalents

$     109,085

$        100,004

Trade receivables, net

238,989

202,518

Financed receivables, short-term, net

49,261

44,723

Materials and supplies

42,807

42,982

Other current assets

150,259

82,455

Total current assets

590,401

472,682

Equipment and property, net

126,689

126,187

Goodwill

1,449,382

1,374,664

Intangibles, net

601,532

582,384

Operating lease right-of-use assets

408,136

424,528

Financed receivables, long-term, net

118,181

110,057

Other assets

60,611

50,021

Total assets

$  3,354,932

$     3,140,523

LIABILITIES

Short-term debt

$     215,918

$        123,683

Accounts payable

79,759

44,361

Accrued insurance – current

48,706

44,123

Accrued compensation and related liabilities

132,197

128,259

Unearned revenues

196,468

187,670

Operating lease liabilities – current

138,677

137,410

Other current liabilities

126,376

120,019

Total current liabilities

938,101

785,525

Accrued insurance, less current portion

92,394

79,157

Operating lease liabilities, less current portion

273,601

290,765

Long-term debt

487,107

486,147

Other long-term accrued liabilities

134,132

124,608

Total liabilities

1,925,335

1,766,202

STOCKHOLDERS' EQUITY

Common stock

481,124

481,194

Retained earnings and other equity

948,473

893,127

Total stockholders' equity

1,429,597

1,374,321

Total liabilities and stockholders' equity

$  3,354,932

$     3,140,523

ROLLINS, INC. AND SUBSIDIARIES

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(in thousands except per share data)

(unaudited)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

REVENUES

Customer services

$  1,078,576

$     999,527

$  1,985,000

$  1,822,031

COSTS AND EXPENSES

Cost of services provided (exclusive of
depreciation and amortization below)

508,630

461,861

954,152

861,995

Sales, general and administrative

334,977

307,596

617,895

558,109

Depreciation and amortization

33,610

31,737

66,108

60,946

Total operating expenses

877,217

801,194

1,638,155

1,481,050

OPERATING INCOME

201,359

198,333

346,845

340,981

Interest expense, net

9,391

7,380

18,242

13,176

Other (income) expense, net

2,214

(292)

1,751

(984)

CONSOLIDATED INCOME BEFORE INCOME
TAXES

189,754

191,245

326,852

328,789

PROVISION FOR INCOME TAXES

45,844

49,756

75,104

82,052

NET INCOME

$     143,910

$     141,489

$     251,748

$     246,737

NET INCOME PER SHARE - BASIC AND
DILUTED

$           0.30

$           0.29

$           0.52

$           0.51

Weighted average shares outstanding - basic

481,375

484,643

481,380

484,530

Weighted average shares outstanding - diluted

481,389

484,674

481,397

484,559

DIVIDENDS PAID PER SHARE

$       0.1825

$       0.1650

$       0.3650

$       0.3300

ROLLINS, INC. AND SUBSIDIARIES

CONDENSED CONSOLIDATED CASH FLOW INFORMATION

(in thousands)

(unaudited)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

OPERATING ACTIVITIES

Net income

$    143,910

$     141,489

$    251,748

$     246,737

Depreciation and amortization

33,610

31,737

66,108

60,946

Change in working capital and other operating
activities

(5,014)

1,896

(26,983)

14,331

Net cash provided by operating activities

172,506

175,122

290,873

322,014

INVESTING ACTIVITIES

Acquisitions, net of cash acquired

(116,767)

(226,387)

(135,255)

(253,578)

Capital expenditures

(6,429)

(7,076)

(13,568)

(13,857)

Other investing activities, net

1,554

2,939

2,614

4,344

Net cash used in investing activities

(121,642)

(230,524)

(146,209)

(263,091)

FINANCING ACTIVITIES

Net borrowings (repayments)

51,992

59,989

101,488

155,204

Payment of dividends

(88,092)

(79,463)

(175,941)

(159,373)

Cash paid for common stock purchased

(20,476)

(251)

(42,826)

(14,922)

Other financing activities, net

(1,954)

(4,233)

(17,443)

(9,479)

Net cash used in financing activities

(58,530)

(23,958)

(134,722)

(28,570)

Effect of exchange rate changes on cash and
cash equivalents

208

1,218

(861)

3,052

Net increase (decrease) in cash and cash
equivalents

$       (7,458)

$      (78,142)

$        9,081

$       33,405

APPENDIX

Reconciliation of GAAP and non-GAAP Financial Measures

A non-GAAP financial measure is a numerical measure of financial performance, financial position, or cash flows that either 1) excludes amounts, or is subject to adjustments that have the effect of excluding amounts, that are included in the most directly comparable measure calculated and presented in accordance with GAAP in the statement of operations, balance sheet or statement of cash flows, or 2) includes amounts, or is subject to adjustments that have the effect of including amounts, that are excluded from the most directly comparable measure so calculated and presented.

These measures should not be considered in isolation or as a substitute for revenues, net income, earnings per share or other performance measures prepared in accordance with GAAP. Management believes all of these non-GAAP financial measures are useful to provide investors with information about current trends in, and period-over-period comparisons of, the Company's results of operations. An analysis of any non-GAAP financial measure should be used in conjunction with results presented in accordance with GAAP.

The Company has used the following non-GAAP financial measures in this earnings release:

Organic revenues

Organic revenues are calculated as revenues less the revenues from acquisitions completed within the prior 12 months and excluding the revenues from divested businesses. Acquisition revenues are based on the trailing 12-month revenue of our acquired entities. Management uses organic revenues, and organic revenues by type to compare revenues over various periods excluding the impact of acquisitions and divestitures.

Adjusted operating income and adjusted operating margin

Adjusted operating income and adjusted operating margin are calculated by adding back to operating income those expenses associated with the amortization of intangible assets and adjustments to the fair value of contingent consideration resulting from the acquisitions of Fox Pest Control, Saela Pest Control and Romex Pest Control. Adjusted operating margin is calculated as adjusted operating income divided by revenues. Management uses adjusted operating income and adjusted operating margin as measures of operating performance because these measures allow the Company to compare performance consistently over various periods.

Adjusted net income and adjusted EPS

Adjusted net income and adjusted EPS are calculated by adding back to the GAAP measures amortization of intangible assets and adjustments to the fair value of contingent consideration resulting from the acquisitions of Fox Pest Control, Saela Pest Control and Romex Pest Control, excluding gains and losses on the sale of non-operational assets and gains on the sale of businesses, and by further subtracting the tax impact of those expenses, gains, or losses. Management uses adjusted net income and adjusted EPS as measures of operating performance because these measures allow the Company to compare performance consistently over various periods.

EBITDA, EBITDA margin, adjusted EBITDA, adjusted EBITDA margin, incremental EBITDA margin and adjusted incremental EBITDA margin

EBITDA is calculated by adding back to net income depreciation and amortization, interest expense, net, and provision for income taxes. EBITDA margin is calculated as EBITDA divided by revenues. Adjusted EBITDA and adjusted EBITDA margin are calculated by further adding back those expenses associated with the adjustments to the fair value of contingent consideration resulting from the acquisitions of Fox Pest Control, Saela Pest Control and Romex Pest Control, and excluding gains and losses on the sale of non-operational assets and gains on the sale of businesses. Management uses EBITDA, EBITDA margin, adjusted EBITDA and adjusted EBITDA margin as measures of operating performance because these measures allow the Company to compare performance consistently over various periods. Incremental EBITDA margin is calculated as the change in EBITDA divided by the change in revenue. Management uses incremental EBITDA margin as a measure of operating performance because this measure allows the Company to compare performance consistently over various periods. Adjusted incremental EBITDA margin is calculated as the change in adjusted EBITDA divided by the change in revenue. Management uses adjusted incremental EBITDA margin as a measure of operating performance because this measure allows the Company to compare performance consistently over various periods.

Free cash flow and free cash flow conversion

Free cash flow is calculated by subtracting capital expenditures from cash provided by operating activities. Management uses free cash flow to demonstrate the Company's ability to maintain its asset base and generate future cash flows from operations. Free cash flow conversion is calculated as free cash flow divided by net income.

Management uses free cash flow conversion to demonstrate how much net income is converted into cash. Management believes that free cash flow is an important financial measure for use in evaluating the Company's liquidity. Free cash flow should be considered in addition to, rather than as a substitute for, net cash provided by operating activities as a measure of our liquidity. Additionally, the Company's definition of free cash flow is limited, in that it does not represent residual cash flows available for discretionary expenditures, due to the fact that the measure does not deduct the payments required for debt service and other contractual obligations or payments made for business acquisitions. Therefore, management believes it is important to view free cash flow as a measure that provides supplemental information to our condensed consolidated statements of cash flows.

Adjusted sales, general and administrative ("SG&A")

Adjusted SG&A is calculated by removing the adjustments to the fair value of contingent consideration resulting from the acquisitions of Fox Pest Control, Saela Pest Control and Romex Pest Control. Management uses adjusted SG&A to compare SG&A expenses consistently over various periods.

Leverage ratio

Leverage ratio, a financial valuation measure, is calculated by dividing adjusted net debt by adjusted EBITDAR. Adjusted net debt is calculated by adding short-term debt and operating lease liabilities to total long-term debt less a cash adjustment of 90% of total consolidated cash. Adjusted EBITDAR is calculated by adding back to net income depreciation and amortization, interest expense, net, provision for income taxes, operating lease cost, and stock-based compensation expense. Management uses leverage ratio as an assessment of overall liquidity, financial flexibility, and leverage.

Set forth below is a reconciliation of the non-GAAP financial measures contained in this release to their most directly comparable GAAP measures.

(unaudited, in thousands, except per share data and margins)

Three Months Ended June 30,

Six Months Ended June 30,

Variance

Variance

2026

2025

$

%

2026

2025

$

%

Reconciliation of Revenues to Organic Revenues

Revenues

$  1,078,576

$ 999,527

79,049

7.9

$  1,985,000

$ 1,822,031

162,969

8.9

Revenues from acquisitions

(21,817)

—

(21,817)

2.2

(51,675)

—

(51,675)

2.8

Organic revenues

$  1,056,759

$ 999,527

57,232

5.7

$  1,933,325

$ 1,822,031

111,294

6.1

Reconciliation of Residential Revenues to Organic Residential Revenues

Residential revenues

$     485,845

$ 455,665

30,180

6.6

$     875,349

$    811,978

63,371

7.8

Residential revenues from
acquisitions

(13,950)

—

(13,950)

3.0

(32,095)

—

(32,095)

3.9

Residential organic revenues

$     471,895

$ 455,665

16,230

3.6

$     843,254

$    811,978

31,276

3.9

Reconciliation of Commercial Revenues to Organic Commercial Revenues

Commercial revenues

$     347,913

$ 320,490

27,423

8.6

$     659,639

$    604,847

54,792

9.1

Commercial revenues from
acquisitions

(4,467)

—

(4,467)

1.4

(9,838)

—

(9,838)

1.7

Commercial organic revenues

$     343,446

$ 320,490

22,956

7.2

$     649,801

$    604,847

44,954

7.4

Reconciliation of Termite and Ancillary Revenues to Organic Termite and Ancillary Revenues

Termite and ancillary revenues

$     234,151

$ 211,855

22,296

10.5

$     429,574

$    383,985

45,589

11.9

Termite and ancillary revenues from
acquisitions

(3,400)

—

(3,400)

1.6

(9,742)

—

(9,742)

2.6

Termite and ancillary organic
revenues

$     230,751

$ 211,855

18,896

8.9

$     419,832

$    383,985

35,847

9.3

Reconciliation of Franchise and Other Revenues to Organic Franchise and Other Revenues

Franchise and other revenues

$       10,667

$   11,517

(850)

(7.4)

$       20,438

$      21,221

(783)

(3.7)

Franchise and other revenues from
acquisitions

—

—

—

—

—

—

—

—

Franchise and other organic
revenues

$       10,667

$   11,517

(850)

(7.4)

$       20,438

$      21,221

(783)

(3.7)

Three Months Ended June 30,

Six Months Ended June 30,

Variance

Variance

2026

2025

$

%

2026

2025

$

%

Reconciliation of Operating Income and Operating Income Margin to Adjusted Operating Income and Adjusted Operating Margin

Operating income

$    201,359

$ 198,333

$    346,845

$    340,981

Acquisition-related expenses (1)

8,580

7,567

15,887

11,788

Adjusted operating income

$    209,939

$ 205,900

4,039

2.0

$    362,732

$    352,769

9,963

2.8

Revenues

$ 1,078,576

$ 999,527

$ 1,985,000

$ 1,822,031

Operating margin

18.7 %

19.8 %

17.5 %

18.7 %

Adjusted operating margin

19.5 %

20.6 %

18.3 %

19.4 %

Reconciliation of Net Income and EPS to Adjusted Net Income and Adjusted EPS

Net income

$    143,910

$ 141,489

$    251,748

$    246,737

Acquisition-related expenses (1)

8,580

7,567

15,887

11,788

Loss (gain) on sale of assets, net (2)

2,196

(292)

2,135

(984)

Tax impact of adjustments (3)

(2,759)

(1,862)

(4,614)

(2,766)

Adjusted net income

$    151,927

$ 146,902

5,025

3.4

$    265,156

$    254,775

10,381

4.1

EPS - basic and diluted

$          0.30

$       0.29

$          0.52

$          0.51

Acquisition-related expenses (1)

0.02

0.02

0.03

0.02

Loss (gain) on sale of assets, net (2)

—

—

—

—

Tax impact of adjustments (3)

(0.01)

—

(0.01)

(0.01)

Adjusted EPS - basic and diluted (4)

$          0.32

$       0.30

0.02

6.7

$          0.55

$          0.53

0.02

3.8

Weighted average shares outstanding
– basic

481,375

484,643

481,380

484,530

Weighted average shares outstanding
– diluted

481,389

484,674

481,397

484,559

Reconciliation of Net Income to EBITDA, Adjusted EBITDA, EBITDA Margin, Incremental EBITDA Margin, Adjusted EBITDA
Margin, and Adjusted Incremental EBITDA Margin

Net income

$    143,910

$ 141,489

$    251,748

$    246,737

Depreciation and amortization

33,610

31,737

66,108

60,946

Interest expense, net

9,391

7,380

18,242

13,176

Provision for income taxes

45,844

49,756

75,104

82,052

EBITDA

$    232,755

$ 230,362

2,393

1.0

$    411,202

$    402,911

8,291

2.1

Acquisition-related expenses (1)

1,341

1,082

2,424

1,082

Loss (gain) on sale of assets, net (2)

2,196

(292)

2,135

(984)

Adjusted EBITDA

$    236,292

$ 231,152

5,140

2.2

$    415,761

$    403,009

12,752

3.2

Revenues

$ 1,078,576

$ 999,527

79,049

$ 1,985,000

$ 1,822,031

162,969

EBITDA margin

21.6 %

23.0 %

20.7 %

22.1 %

Incremental EBITDA margin

3.0 %

5.1 %

Adjusted EBITDA margin

21.9 %

23.1 %

20.9 %

22.1 %

Adjusted incremental EBITDA margin

6.5 %

7.8 %

Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow and Free Cash Flow Conversion

Net cash provided by operating activities

$    172,506

$ 175,122

$    290,873

$    322,014

Capital expenditures

(6,429)

(7,076)

(13,568)

(13,857)

Free cash flow

$    166,077

$ 168,046

(1,969)

(1.2)

$    277,305

$    308,157

(30,852)

(10.0)

Free cash flow conversion

115.4 %

118.8 %

110.2 %

124.9 %

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Reconciliation of SG&A to Adjusted SG&A

SG&A

$           334,977

$            307,596

$           617,895

$            558,109

Acquisition-related expenses (1)

1,341

1,082

2,424

1,082

Adjusted SG&A

$           333,636

$            306,514

$           615,471

$            557,027

Revenues

$        1,078,576

$            999,527

$        1,985,000

$         1,822,031

Adjusted SG&A as a % of revenues

30.9 %

30.7 %

31.0 %

30.6 %

Period Ended
June 30, 2026

Period Ended
December 31, 2025

Reconciliation of Debt and Net Income to Leverage Ratio

Short-term debt (5)

$           215,918

$            123,683

Long-term debt (6)

500,000

500,000

Operating lease liabilities (7)

412,278

428,175

Cash adjustment (8)

(98,177)

(90,004)

Adjusted net debt

$        1,030,019

$            961,854

Net income

$           531,716

$            526,705

Depreciation and amortization

129,906

124,744

Interest expense, net

33,624

28,558

Provision for income taxes

167,273

174,221

Operating lease cost (9)

167,888

159,924

Stock-based compensation expense

41,393

39,707

Adjusted EBITDAR

$        1,071,800

$         1,053,859

Leverage ratio

1.0x

0.9x

(1) Consists of expenses resulting from the amortization of intangible assets and adjustments to the fair value of contingent consideration associated with the acquisitions of Fox Pest Control, Saela Pest Control and Romex Pest Control. While we exclude such expenses in this non-GAAP measure, the revenue from the acquired companies is reflected in this non-GAAP measure and the acquired assets contribute to revenue generation.

(2) Consists of the gain or loss on the sale of non-operational assets.

(3) The tax effect of the adjustments is calculated using the applicable statutory tax rates for the respective periods.

(4) In some cases, the sum of the individual EPS amounts may not equal total adjusted EPS calculations due to rounding.

(5) The Company's short-term borrowings are presented under the short-term debt caption of our condensed consolidated statement of financial position, net of unamortized discounts.

(6) As of June 30, 2026 and December 31, 2025, the Company had outstanding borrowings of $500 million from the issuance of our 2035 Senior Notes. These borrowings are presented under the long-term debt caption of our condensed consolidated statement of financial position, net of unamortized discount and unamortized debt issuance costs. As of June 30, 2026 and December 31, 2025, the Company had no outstanding borrowings under the Revolving Credit Facility.

(7) Operating lease liabilities are presented under the operating lease liabilities - current and operating lease liabilities, less current portion captions of our condensed consolidated statement of financial position.

(8) Represents 90% of cash and cash equivalents per our condensed consolidated statement of financial position as of both periods presented.

(9) Operating lease cost excludes short-term lease cost associated with leases that have a duration of 12 months or less.

For Further Information Contact
Lyndsey Burton (404) 888-2348

SOURCE Rollins, Inc.

California Public Employees Retirement System lessened its holdings in shares of Rollins, Inc. (NYSE: ROL) by 11.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 645,835 shares of the business services provider's stock after selling 87,257 shares during the period. California Public Employees

Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC decreased its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 17.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 438,205 shares of the business services provider’s stock after selling 91,994 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.09% of Rollins worth $23,440,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in shares of Rollins during the fourth quarter worth approximately $244,669,000. Pictet Asset Management Holding SA grew its position in Rollins by 188.2% during the first quarter. Pictet Asset Management Holding SA now owns 2,908,818 shares of the business services provider’s stock worth $155,335,000 after buying an additional 1,899,515 shares in the last quarter. Vanguard Group Inc. grew its position in Rollins by 4.3% during the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock worth $2,297,717,000 after buying an additional 1,562,241 shares in the last quarter. USS Investment Management Ltd increased its stake in Rollins by 55.9% during the 1st quarter. USS Investment Management Ltd now owns 3,131,337 shares of the business services provider’s stock worth $167,260,000 after acquiring an additional 1,123,237 shares during the period. Finally, Bessemer Group Inc. increased its stake in Rollins by 11,772.1% during the 4th quarter. Bessemer Group Inc. now owns 1,084,398 shares of the business services provider’s stock worth $65,086,000 after acquiring an additional 1,075,264 shares during the period. Institutional investors own 51.79% of the company’s stock.

Wall Street Analysts Forecast Growth A number of brokerages recently commented on ROL. Citigroup assumed coverage on Rollins in a research report on Wednesday, July 15th. They issued a “neutral” rating and a $46.00 price target on the stock. Sanford C. Bernstein cut shares of Rollins from an “outperform” rating to a “market perform” rating and cut their price objective for the stock from $70.00 to $52.00 in a research report on Friday, May 29th. Loop Capital started coverage on shares of Rollins in a research note on Monday, April 13th. They set a “hold” rating and a $56.00 price objective on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $67.00 target price on shares of Rollins in a report on Thursday, April 23rd. Finally, UBS Group set a $50.00 target price on shares of Rollins in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $60.87.

Get Our Latest Stock Report on Rollins

Rollins Stock Down 0.6% Shares of NYSE ROL opened at $44.82 on Tuesday. The company has a market cap of $21.58 billion, a price-to-earnings ratio of 41.12, a PEG ratio of 2.77 and a beta of 0.75. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 0.35. Rollins, Inc. has a 12 month low of $41.50 and a 12 month high of $66.14. The stock has a 50-day moving average price of $47.05 and a two-hundred day moving average price of $54.23.

Rollins (NYSE:ROL – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The business services provider reported $0.24 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.24. The company had revenue of $906.42 million for the quarter, compared to the consensus estimate of $895.17 million. Rollins had a net margin of 13.77% and a return on equity of 38.37%. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the company posted $0.22 EPS. As a group, analysts forecast that Rollins, Inc. will post 1.24 earnings per share for the current fiscal year.

Key Headlines Impacting Rollins Here are the key news stories impacting Rollins this week:

Positive Sentiment: Analysts expect Rollins’ second-quarter revenue and earnings to increase, supported by acquisitions, market expansion, cross-selling and pricing power. Rollins is Set to Report Q2 Earnings: Here’s What You Should Know Positive Sentiment: Another preview said investors should watch key operating metrics, signaling that results could show continued underlying business momentum. Rollins (ROL) Q2 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures Neutral Sentiment: A market commentary piece said Rollins’ revenue beat and rising EPS estimates are favorable for shareholders, but it was more interpretive than a new catalyst. What Rollins (ROL)’s Revenue Beat and Rising EPS Estimates Mean For Shareholders About Rollins (Free Report)

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

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