ROL
FY2026 Q2 · Calendar Q3 2026
Rollins, Inc.
Rollins' Q2 2026 results fell short of consensus on both lines, with revenue of $1.08B (up 7.9% YoY, organic 5.7%) missing by ~1.4% and EPS of $0.32 missing by ~4.7%. The shortfall was concentrated in digitally-initiated residential demand at Orkin, a sharp contrast to Q1's 10.2% revenue growth and 6.6% organic growth. Management lowered full-year organic growth guidance from 7-8% to at least 6% while introducing a minimum 10% incremental margin commitment. The stock declined ~8% on 3.6x baseline volume. Multi-brand diversification through HomeTeam and Fox provided partial resilience with double-digit residential growth, and M&A including the Romex acquisition continues to contribute 2-3% of revenue growth, but the digital lead generation slowdown and its potential connection to AI/LLM search disruption introduce a new layer of uncertainty.
EPS surprise-4.7%
Market move-9.3%
