Analyst Consensus ?
ConsensusHold22 ratings
Bullish627.3%
Neutral1463.6%
Bearish29.1%
Rollins, Inc. · ROL · FY2025 Q3 · Calendar Q4 2025
Rollins Q3: Organic Growth and Margins Strengthen as Saela Outperforms
The supplied Q3 analysis supports the view that resilient demand and earnings growth can reinforce Rollins's operating trajectory: organic growth remained solid, margins expanded, cash flow improved, and Saela outperformed its initial revenue expectations. The main tests are whether residential momentum persists, pricing remains accepted, and margin gains continue despite fleet, claims, weather, and competitive pressures.
Reported After market closeNYSEIndustrials
$14.51B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.35
Consensus $0.33
EPS surprise
+6.7%
Reported versus consensus
Reported revenue
$1.03B
Consensus $1.02B
Revenue surprise
+0.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+7.3%
Event window
SPY move
-1.1%
Same window
Abnormal move
+8.4%
Stock minus SPY
Volume
2.3×
Versus trailing sessions
Subsequent drift
+6.4%
Up to 20 sessions
ROLSPY benchmark
Ask FN2 about ROL FY2025 Q3
Transcript, numbers and history already loaded
Why did ROL rise 7.3% after beating EPS estimates in FY2025 Q3?What changed in ROL's guidance and outlook in FY2025 Q3?Give me the bull and bear case for ROL after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, Q3 showed higher reported organic growth at 7.2%, adjusted EBITDA margin expansion to 25.2%, free cash flow growth of about 30%, and Saela tracking above its initial first-year revenue expectation. Management maintained its FY2025 growth targets and continued to emphasize commercial investment, pricing, productivity, and disciplined M&A.
Guidance delta
Management maintained its FY2025 targets of 7–8% organic growth and 3–4% growth from acquisitions; no change was identified in the supplied analysis.
Key takeaways
- Q3 revenue grew 12% year over year, including 7.2% organic growth across service lines.
- Adjusted EBITDA margin expanded 120 basis points to 25.2%, while free cash flow grew about 30%.
- Saela's first-year revenue is tracking in the mid-70s percentage range, above the originally projected mid-60s range.
- Commercial pest control delivered double-digit recurring growth, while leverage remained low at 0.8x.
- The quarterly dividend increased 11% this week, and operating cash flow conversion reached 112%.
Management priorities
- Continue investing in the commercial division and sales productivity.
- Expand the Collab talent-development program for more than 2,000 people leaders.
- Maintain disciplined capital allocation through dividend growth, modest share repurchases, and strategic M&A.
- Use pricing and cost efficiencies to improve margins.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$30.16Current
$27Low
$51.86Average
$72High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 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 $30.16. 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 | -10.5% | Sep 29, 2026 |
| Piper Sandler | Analyst unavailable | $33 | $32.49 | +9.4% | Sep 23, 2026 |
| UBS | Joshua Chan | $43 | $38.59 | +42.6% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $45 | $39.44 | +49.2% | Jul 24, 2026 |
| Wells Fargo | Jason Haas | $32 | $39.44 | +6.1% | Jul 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $45 | $38.62 | +49.2% | Jul 23, 2026 |
| Raymond James | Analyst unavailable | $35 | $43.47 | +16.0% | Jul 23, 2026 |
| RBC Capital | Ashish Sabadra | $40 | $43.47 | +32.6% | Jul 23, 2026 |
| UBS | Analyst unavailable | $50 | $44.29 | +65.8% | Jul 15, 2026 |
| Morgan Stanley | Greg Parrish | $65 | $43.62 | +115.5% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $44.54 | +52.5% | Jun 25, 2026 |
| Bernstein | Connor Cerniglia | $52 | $49.42 | +72.4% | May 29, 2026 |
| Redburn Partners | Analyst unavailable | $66 | $56.6 | +118.8% | Apr 27, 2026 |
| UBS | Analyst unavailable | $61 | $56.16 | +102.3% | Apr 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $51 | $56.99 | +69.1% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $67 | $56.99 | +122.1% | Apr 23, 2026 |
| UBS | Analyst unavailable | $58 | $54.8 | +92.3% | Apr 10, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $58.97 | +132.1% | Feb 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $52 | $58.69 | +72.4% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $67 | $57.07 | +122.1% | Feb 12, 2026 |
| Wells Fargo | Jason Haas | $56 | $65.6 | +85.7% | Feb 12, 2026 |
| UBS | Analyst unavailable | $65 | $63.11 | +115.5% | Jan 21, 2026 |
| RBC Capital | Ashish Sabadra | $70 | $60.71 | +132.1% | Dec 23, 2025 |
| Morgan Stanley | Toni Kaplan | $72 | $59.46 | +138.7% | Dec 17, 2025 |
| Barclays | Analyst unavailable | $72 | $60.34 | +138.7% | Dec 5, 2025 |
| Jefferies | Stephanie Moore | $66 | $57.61 | +118.8% | Nov 3, 2025 |
| Canaccord Genuity | Analyst unavailable | $55 | $57.79 | +82.4% | Oct 31, 2025 |
| Goldman Sachs | George Tong | $64 | $57.79 | +112.2% | Oct 30, 2025 |
| Wells Fargo | Analyst unavailable | $63 | $56.28 | +108.9% | Oct 28, 2025 |
| Goldman Sachs | George Tong | $61 | $55.47 | +102.3% | Apr 24, 2025 |
| Barclays | Analyst unavailable | $55 | $52.21 | +82.4% | Apr 4, 2025 |
| Barclays | Manav Patnaik | $50 | $47.86 | +65.8% | Nov 4, 2024 |
| Wells Fargo | Jason Haas | $54 | $47.78 | +79.0% | Aug 12, 2024 |
| Stifel Nicolaus | Michael Hoffman | $54 | $49.75 | +79.0% | Jun 20, 2024 |
| UBS | Joshua Chan | $49 | $44.35 | +62.5% | Apr 15, 2024 |
| RBC Capital | Ashish Sabadra | $52 | $43.8 | +72.4% | 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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Latest beats and misses
Who reports nextBeat on EPS
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- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the ROL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-03T07:56:11.570256+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T07:56:11.567245+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 2026-10-03. For educational purposes only; not investment advice.