Analyst Consensus ?
ConsensusHold22 ratings
Bullish627.3%
Neutral1463.6%
Bearish29.1%
Rollins, Inc. · ROL · FY2025 Q2 · Calendar Q3 2025
Rollins: Strong growth, acquisition momentum, and insurance-cost risks
The quarter supports a constructive operating case: Rollins combined 12.1% revenue growth with broad service-line momentum, strong commercial retention, and early Saela accretion. The evidence is balanced by insurance-claim volatility, digital lead uncertainty, and the need to convert sales and marketing investment into sustained margin improvement.
Reported After market closeNYSEIndustrials
$14.60B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.30
Consensus $0.30
EPS surprise
-0.9%
Reported versus consensus
Reported revenue
$999.5M
Consensus $989.1M
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+5.2%
Event window
SPY move
+0.0%
Same window
Abnormal move
+5.2%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
-0.1%
Up to 20 sessions
ROLSPY benchmark
Ask FN2 about ROL FY2025 Q2
Transcript, numbers and history already loaded
Why did ROL rise 5.2% after missing EPS estimates in FY2025 Q2?What changed in ROL's guidance and outlook in FY2025 Q2?Give me the bull and bear case for ROL after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds evidence of 12.1% year-over-year revenue growth, double-digit Saela growth with early margin accretion, and double-digit commercial recurring growth. It also identifies a $6 million legacy auto-claim reserve adjustment and management's response to generative-AI-related changes in search and lead generation.
Guidance delta
Maintained: management continued to target 7–8% organic revenue growth and 3–4% growth from M&A for full-year 2025.
Key takeaways
- Revenue grew 12.1% year over year, with solid organic growth across residential, commercial, and termite services.
- Gross margin was 53.8%, while insurance claims and reduced vehicle gains pressured results.
- Saela delivered double-digit growth and margin accretion in its first quarter of ownership.
- Commercial pest control posted double-digit recurring growth and was described as the highest-retention segment.
- A $6 million legacy auto-claim reserve adjustment highlighted long-tail liability volatility.
Management priorities
- Integrate Saela and pursue additional bolt-on acquisitions.
- Invest in commercial operations, sales staffing, and marketing to support recurring growth.
- Target incremental margins of 25–30% and cash-flow conversion above 100%.
- Maintain disciplined capital allocation, dividend growth, and low leverage.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$30.87Current
$27Low
$51.86Average
$72High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 8, 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 | Sep 29, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 29, 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 |
| UBS | Neutral | Neutral | Maintain | Jul 24, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Jul 24, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Jul 24, 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 |
| Bernstein | Market Perform | Outperform | Downgrade | May 29, 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 $30.87. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Jason Hass | $27 | $30.59 | -12.5% | Sep 29, 2026 |
| Piper Sandler | Analyst unavailable | $33 | $32.49 | +6.9% | Sep 23, 2026 |
| UBS | Joshua Chan | $43 | $38.59 | +39.3% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $45 | $39.44 | +45.8% | Jul 24, 2026 |
| Wells Fargo | Jason Haas | $32 | $39.44 | +3.7% | Jul 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $45 | $38.62 | +45.8% | Jul 23, 2026 |
| Raymond James | Analyst unavailable | $35 | $43.47 | +13.4% | Jul 23, 2026 |
| RBC Capital | Ashish Sabadra | $40 | $43.47 | +29.6% | Jul 23, 2026 |
| UBS | Analyst unavailable | $50 | $44.29 | +62.0% | Jul 15, 2026 |
| Morgan Stanley | Greg Parrish | $65 | $43.62 | +110.6% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $44.54 | +49.0% | Jun 25, 2026 |
| Bernstein | Connor Cerniglia | $52 | $49.42 | +68.4% | May 29, 2026 |
| Redburn Partners | Analyst unavailable | $66 | $56.6 | +113.8% | Apr 27, 2026 |
| UBS | Analyst unavailable | $61 | $56.16 | +97.6% | Apr 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $51 | $56.99 | +65.2% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $67 | $56.99 | +117.0% | Apr 23, 2026 |
| UBS | Analyst unavailable | $58 | $54.8 | +87.9% | Apr 10, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $58.97 | +126.8% | Feb 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $52 | $58.69 | +68.4% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $67 | $57.07 | +117.0% | Feb 12, 2026 |
| Wells Fargo | Jason Haas | $56 | $65.6 | +81.4% | Feb 12, 2026 |
| UBS | Analyst unavailable | $65 | $63.11 | +110.6% | Jan 21, 2026 |
| RBC Capital | Ashish Sabadra | $70 | $60.71 | +126.8% | Dec 23, 2025 |
| Morgan Stanley | Toni Kaplan | $72 | $59.46 | +133.2% | Dec 17, 2025 |
| Barclays | Analyst unavailable | $72 | $60.34 | +133.2% | Dec 5, 2025 |
| Jefferies | Stephanie Moore | $66 | $57.61 | +113.8% | Nov 3, 2025 |
| Canaccord Genuity | Analyst unavailable | $55 | $57.79 | +78.2% | Oct 31, 2025 |
| Goldman Sachs | George Tong | $64 | $57.79 | +107.3% | Oct 30, 2025 |
| Wells Fargo | Analyst unavailable | $63 | $56.28 | +104.1% | Oct 28, 2025 |
| Goldman Sachs | George Tong | $61 | $55.47 | +97.6% | Apr 24, 2025 |
| Barclays | Analyst unavailable | $55 | $52.21 | +78.2% | Apr 4, 2025 |
| Barclays | Manav Patnaik | $50 | $47.86 | +62.0% | Nov 4, 2024 |
| Wells Fargo | Jason Haas | $54 | $47.78 | +74.9% | Aug 12, 2024 |
| Stifel Nicolaus | Michael Hoffman | $54 | $49.75 | +74.9% | Jun 20, 2024 |
| UBS | Joshua Chan | $49 | $44.35 | +58.7% | Apr 15, 2024 |
| RBC Capital | Ashish Sabadra | $52 | $43.8 | +68.4% | Jul 13, 2023 |
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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
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| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-08T01:20:44.630689+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-08T01:20:44.627928+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 2026-10-08. For educational purposes only; not investment advice.