Analyst Consensus ?
ConsensusHold23 ratings
Bullish626.1%
Neutral1565.2%
Bearish28.7%
Rollins, Inc. · ROL · FY2024 Q4 · Calendar Q1 2025
Rollins pairs strong growth with investment and margin pressure
The supplied analysis supports a constructive operating thesis for Rollins: demand remained broad-based, pricing and acquisitions supported growth, and management maintained its 2025 outlook. The main qualification is that sales-force and other growth investments, legacy auto claims, technician retention and cost inflation create near-term execution and margin risks.
Reported After market closeNYSEIndustrials
$16.75B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.23
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $818.1M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.6%
Event window
SPY move
+1.1%
Same window
Abnormal move
+2.6%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
-1.0%
Up to 20 sessions
ROLSPY benchmark
Ask FN2 about ROL FY2024 Q4
Transcript, numbers and history already loaded
What drove ROL's +3.6% move after FY2024 Q4 earnings?What changed in ROL's guidance and outlook in FY2024 Q4?Give me the bull and bear case for ROL after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied analysis highlights 44 tuck-in acquisitions completed in 2024, new investment-grade ratings, and a $1 billion commercial paper program. It also describes increased investment in sales staffing, a dedicated commercial division and safety programs, while legacy auto claims continued to pressure margins.
Guidance delta
Management maintained guidance for 2025 organic growth of 7–8%, plus 2–3% growth from acquisitions.
Key takeaways
- The supplied analysis describes 10.3% FY2024 revenue growth to $3.4 billion and 8.5% Q4 organic growth.
- Residential, commercial and termite demand supported growth, with rodent calls highlighted as a driver.
- Sales-force expansion, a dedicated commercial division and safety programs increased investment.
- Legacy auto claims and growth investments pressured margins, while underlying incremental margin remained near 30%.
- Investment-grade ratings and a $1 billion commercial paper program support continued acquisition activity.
Management priorities
- Scale the commercial division and residential sales channels.
- Pursue 2–3% incremental growth from acquisitions in 2025.
- Maintain pricing discipline with CPI-plus increases.
- Modernize back-office functions to fund growth initiatives.
- Use improved credit access to support capital efficiency and M&A.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$34.82Current
$27Low
$48.05Average
$72High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Underweight | Underweight | Maintain | Oct 23, 2026 |
| UBS | Neutral | Neutral | Maintain | Oct 23, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Oct 23, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Oct 19, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 15, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 13, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 13, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | Sep 29, 2026 |
| Piper Sandler | Neutral | Overweight | Downgrade | Sep 24, 2026 |
| Argus Research | Hold | Buy | Downgrade | Aug 5, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 24, 2026 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Jul 23, 2026 |
| B of A Securities | Underperform | Buy | Downgrade | Jul 23, 2026 |
| Jefferies | Buy | Hold | Upgrade | Jun 2, 2025 |
| Stifel | Buy | Hold | Upgrade | Oct 20, 2023 |
| Buckingham Research | Neutral | Neutral | Maintain | Feb 4, 2020 |
| Buckingham | Neutral | Neutral | Maintain | Feb 4, 2020 |
| Stifel Nicolaus | Hold | Sell | Upgrade | Nov 6, 2019 |
| Nomura | Buy | Buy | Maintain | Apr 30, 2019 |
| Macquarie | Neutral | Neutral | Maintain | Apr 30, 2019 |
| William Blair | Outperform | Outperform | Maintain | Jan 30, 2018 |
| Sidoti & Co. | Neutral | Buy | Downgrade | Mar 21, 2016 |
| KeyBanc | Hold | Hold | Maintain | Apr 17, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $34.82. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Canaccord Genuity | Analyst unavailable | $33 | $35.31 | -5.2% | Oct 23, 2026 |
| Goldman Sachs | Analyst unavailable | $42 | $35.31 | +20.6% | Oct 22, 2026 |
| Canaccord Genuity | Brian McNamara | $36 | $32.83 | +3.4% | Oct 19, 2026 |
| Bernstein | Connor Cerniglia | $35 | $33.45 | +0.5% | Oct 19, 2026 |
| UBS | Analyst unavailable | $36 | $32.15 | +3.4% | Oct 14, 2026 |
| Wells Fargo | Jason Hass | $27 | $30.59 | -22.5% | Sep 29, 2026 |
| Piper Sandler | Analyst unavailable | $33 | $32.49 | -5.2% | Sep 23, 2026 |
| UBS | Joshua Chan | $43 | $38.59 | +23.5% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $45 | $39.44 | +29.2% | Jul 24, 2026 |
| Wells Fargo | Jason Haas | $32 | $39.44 | -8.1% | Jul 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $45 | $38.62 | +29.2% | Jul 23, 2026 |
| Raymond James | Analyst unavailable | $35 | $43.47 | +0.5% | Jul 23, 2026 |
| RBC Capital | Ashish Sabadra | $40 | $43.47 | +14.9% | Jul 23, 2026 |
| UBS | Analyst unavailable | $50 | $44.29 | +43.6% | Jul 15, 2026 |
| Morgan Stanley | Greg Parrish | $65 | $43.62 | +86.7% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $44.54 | +32.1% | Jun 25, 2026 |
| Bernstein | Connor Cerniglia | $52 | $49.42 | +49.3% | May 29, 2026 |
| Redburn Partners | Analyst unavailable | $66 | $56.6 | +89.5% | Apr 27, 2026 |
| UBS | Analyst unavailable | $61 | $56.16 | +75.2% | Apr 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $51 | $56.99 | +46.5% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $67 | $56.99 | +92.4% | Apr 23, 2026 |
| UBS | Analyst unavailable | $58 | $54.8 | +66.6% | Apr 10, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $58.97 | +101.0% | Feb 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $52 | $58.69 | +49.3% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $67 | $57.07 | +92.4% | Feb 12, 2026 |
| Wells Fargo | Jason Haas | $56 | $65.6 | +60.8% | Feb 12, 2026 |
| UBS | Analyst unavailable | $65 | $63.11 | +86.7% | Jan 21, 2026 |
| RBC Capital | Ashish Sabadra | $70 | $60.71 | +101.0% | Dec 23, 2025 |
| Morgan Stanley | Toni Kaplan | $72 | $59.46 | +106.8% | Dec 17, 2025 |
| Barclays | Analyst unavailable | $72 | $60.34 | +106.8% | Dec 5, 2025 |
| Jefferies | Stephanie Moore | $66 | $57.61 | +89.5% | Nov 3, 2025 |
| Canaccord Genuity | Analyst unavailable | $55 | $57.79 | +58.0% | Oct 31, 2025 |
| Goldman Sachs | George Tong | $64 | $57.79 | +83.8% | Oct 30, 2025 |
| Wells Fargo | Analyst unavailable | $63 | $56.28 | +80.9% | Oct 28, 2025 |
| Goldman Sachs | George Tong | $61 | $55.47 | +75.2% | Apr 24, 2025 |
| Barclays | Analyst unavailable | $55 | $52.21 | +58.0% | Apr 4, 2025 |
| Barclays | Manav Patnaik | $50 | $47.86 | +43.6% | Nov 4, 2024 |
| Wells Fargo | Jason Haas | $54 | $47.78 | +55.1% | Aug 12, 2024 |
| Stifel Nicolaus | Michael Hoffman | $54 | $49.75 | +55.1% | Jun 20, 2024 |
| UBS | Joshua Chan | $49 | $44.35 | +40.7% | Apr 15, 2024 |
| RBC Capital | Ashish Sabadra | $52 | $43.8 | +49.3% | Jul 13, 2023 |
Track every rating change on ROL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRollins, Inc. operates a network of subsidiaries that specialize in delivering pest and wildlife management solutions to a diverse clientele, encompassing both homeowners and commercial enterprises, throughout the United States and globally. For residential properties, the company offers comprehensive pest control, safeguarding homes from prevalent invaders such as rodents, insects, and other nuisance animals. Furthermore, it devises tailored pest management strategies for various business sectors, including healthcare, foodservice, and logistics. Beyond standard pest solutions, Rollins, Inc. also provides a range of termite defense options, from conventional treatments to baiting systems, alongside other complementary services. The firm serves its customers directly through its own operations as well as through its extensive franchisee network. Established in 1948, Rollins, Inc. maintains its headquarters in Atlanta, Georgia.
Historical context
All ROL earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| FIX Comfort Systems USA, Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.2% | -8.5% | Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints |
| BE Bloom Energy Corporation | FY2026 Q3 · Calendar Q4 2026 | +36.0% | -8.7% | Bloom Energy Raises Outlook as AI Power Demand Drives Expansion |
| SNA Snap-on Incorporated | FY2026 Q3 · Calendar Q4 2026 | -5.9% | -3.4% | Snap-on: C&I strength offsets organic sales pressure in Q3 |
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +1.7% | Honeywell Raises 2026 Outlook as Backlog and Forge Support Growth |
| LMT Lockheed Martin Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +7.0% | Lockheed Martin: backlog and guidance rise, with execution risks |
| NSC Norfolk Southern Corporation | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +3.1% | Norfolk Southern posts strong Q3 as capex outlook rises |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the ROL recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-29T00:04:08.037886+00:00
- Polygon adjusted daily market bars · 2026-10-24T19:20:42.757794+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T19:20:42.754991+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-24. For educational purposes only; not investment advice.