Analyst Consensus ?
ConsensusHold22 ratings
Bullish627.3%
Neutral1463.6%
Bearish29.1%
Rollins, Inc. · ROL · FY2026 Q1 · Calendar Q2 2026
Rollins reaffirms growth outlook despite cost pressure
Rollins' Q1 results support a resilient-demand case: revenue and organic growth remained positive despite weather disruption, and management maintained its growth outlook. The counterweight is margin execution, as insurance, claims and fleet costs remain elevated.
Reported After market closeNYSEIndustrials
$14.63B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.24
Consensus $0.23
EPS surprise
+3.9%
Reported versus consensus
Reported revenue
$906.4M
Consensus $895.5M
Revenue surprise
+1.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.0%
Event window
SPY move
-0.4%
Same window
Abnormal move
+3.4%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-7.0%
Up to 20 sessions
ROLSPY benchmark
Ask FN2 about ROL FY2026 Q1
Transcript, numbers and history already loaded
Why did ROL rise 3.0% after beating EPS estimates in FY2026 Q1?What changed in ROL's guidance and outlook in FY2026 Q1?Give me the bull and bear case for ROL after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter added Romex Pest Control to the portfolio and highlighted 6.6% organic growth despite January weather softness. Management also identified higher insurance, claims and fleet costs as margin headwinds, with March showing an 8% organic growth rate.
Guidance delta
Management maintained FY2026 guidance for 7%-8% organic growth, with M&A expected to add 2%-3% to full-year growth.
Key takeaways
- Q1 revenue grew 10.2% year over year, with 6.6% organic growth despite unfavorable January weather.
- Higher insurance, claims and fleet costs pressured margins, while pricing and material-cost leverage provided offsets.
- The Romex acquisition and ancillary-service cross-selling remain part of the growth plan, while free cash flow conversion exceeded 100%.
Management priorities
- Integrate Romex Pest Control into the Rollins portfolio.
- Continue safety and driver-training programs to reduce insurance and claims costs.
- Use pricing adjustments and rate-card updates to offset fuel-cost fluctuations.
- Accelerate cross-selling of ancillary services across brands.
Follow ROL with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$30.4Current
$32Low
$53.1Average
$72High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 25, 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 |
|---|---|---|---|---|
| Piper Sandler | Neutral | Overweight | Downgrade | Sep 24, 2026 |
| Argus Research | Hold | Buy | Downgrade | Aug 5, 2026 |
| Wells Fargo | Underweight | Equal Weight | Downgrade | Jul 24, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 24, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Jul 24, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Jul 24, 2026 |
| BNP Paribas | Neutral | Neutral | 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 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 8, 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 $30.4. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Piper Sandler | Analyst unavailable | $33 | $32.49 | +8.6% | Sep 23, 2026 |
| UBS | Joshua Chan | $43 | $38.59 | +41.4% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $45 | $39.44 | +48.0% | Jul 24, 2026 |
| Wells Fargo | Jason Haas | $32 | $39.44 | +5.3% | Jul 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $45 | $38.62 | +48.0% | Jul 23, 2026 |
| Raymond James | Analyst unavailable | $35 | $43.47 | +15.1% | Jul 23, 2026 |
| RBC Capital | Ashish Sabadra | $40 | $43.47 | +31.6% | Jul 23, 2026 |
| UBS | Analyst unavailable | $50 | $44.29 | +64.5% | Jul 15, 2026 |
| Morgan Stanley | Greg Parrish | $65 | $43.62 | +113.8% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $44.54 | +51.3% | Jun 25, 2026 |
| Bernstein | Connor Cerniglia | $52 | $49.42 | +71.1% | May 29, 2026 |
| Redburn Partners | Analyst unavailable | $66 | $56.6 | +117.1% | Apr 27, 2026 |
| UBS | Analyst unavailable | $61 | $56.16 | +100.7% | Apr 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $51 | $56.99 | +67.8% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $67 | $56.99 | +120.4% | Apr 23, 2026 |
| UBS | Analyst unavailable | $58 | $54.8 | +90.8% | Apr 10, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $58.97 | +130.3% | Feb 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $52 | $58.69 | +71.1% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $67 | $57.07 | +120.4% | Feb 12, 2026 |
| Wells Fargo | Jason Haas | $56 | $65.6 | +84.2% | Feb 12, 2026 |
| UBS | Analyst unavailable | $65 | $63.11 | +113.8% | Jan 21, 2026 |
| RBC Capital | Ashish Sabadra | $70 | $60.71 | +130.3% | Dec 23, 2025 |
| Morgan Stanley | Toni Kaplan | $72 | $59.46 | +136.8% | Dec 17, 2025 |
| Barclays | Analyst unavailable | $72 | $60.34 | +136.8% | Dec 5, 2025 |
| Jefferies | Stephanie Moore | $66 | $57.61 | +117.1% | Nov 3, 2025 |
| Canaccord Genuity | Analyst unavailable | $55 | $57.79 | +80.9% | Oct 31, 2025 |
| Goldman Sachs | George Tong | $64 | $57.79 | +110.5% | Oct 30, 2025 |
| Wells Fargo | Analyst unavailable | $63 | $56.28 | +107.2% | Oct 28, 2025 |
| Goldman Sachs | George Tong | $61 | $55.47 | +100.7% | Apr 24, 2025 |
| Barclays | Analyst unavailable | $55 | $52.21 | +80.9% | Apr 4, 2025 |
| Barclays | Manav Patnaik | $50 | $47.86 | +64.5% | Nov 4, 2024 |
| Wells Fargo | Jason Haas | $54 | $47.78 | +77.6% | Aug 12, 2024 |
| Stifel Nicolaus | Michael Hoffman | $54 | $49.75 | +77.6% | Jun 20, 2024 |
| UBS | Joshua Chan | $49 | $44.35 | +61.2% | Apr 15, 2024 |
| RBC Capital | Ashish Sabadra | $52 | $43.8 | +71.1% | 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 |
|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| 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
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% 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 · 2026-09-25T05:10:58.967527+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-25T05:10:58.964296+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 2026-09-25. For educational purposes only; not investment advice.