Analyst Consensus ?
ConsensusHold23 ratings
Bullish626.1%
Neutral1565.2%
Bearish28.7%
Rollins, Inc. · ROL · FY2026 Q3 · Calendar Q4 2026
Rollins lowers growth outlook as AI search pressures residential demand
Rollins' resilient recurring base, door-to-door channels, and cash generation provide support, but the current evidence is mixed: AI/LLM-driven changes to residential lead generation have weakened near-term growth and prompted lower guidance.
Reported After market closeNYSEIndustrials
$16.09B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.34
Consensus $0.34
EPS surprise
-1.4%
Reported versus consensus
Reported revenue
$1.09B
Consensus $1.11B
Revenue surprise
-1.4%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+5.6%
Event window
SPY move
-1.2%
Same window
Abnormal move
+6.7%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
ROLSPY benchmark
Ask FN2 about ROL FY2026 Q3
Transcript, numbers and history already loaded
Why did ROL rise 5.6% after missing EPS estimates in FY2026 Q3?What changed in ROL's guidance and outlook in FY2026 Q3?Give me the bull and bear case for ROL after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The main change was a lowered full-year organic-growth outlook to 4%-6%, following residential acquisition pressure attributed to AI/LLM search fragmentation. Management also detailed a three-priority digital acquisition response and reported seven Q3 acquisitions totaling $27 million.
Guidance delta
Full-year organic growth guidance was lowered to 4%-6% from 6%; incremental margin expectations range from slightly positive to 10%.
Key takeaways
- Q3 revenue growth was 6.2%, but residential customer acquisition weakened as AI and LLM search fragmented lead generation.
- HomeTeam and Fox door-to-door channels delivered double-digit growth, while the recurring residential base remained healthy.
- Management is responding with better local digital visibility, pricing transparency, expanded AI-platform advertising, and disciplined marketing tests.
Management priorities
- Improve local search visibility and pricing transparency.
- Test and reallocate marketing spend, including paid advertising on ChatGPT and Google Gemini.
- Maintain cost discipline while pursuing accretive acquisitions and returning capital through dividend growth and share repurchases.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$35.31Current
$27Low
$49.73Average
$72High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 22, 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 |
|---|---|---|---|---|
| Canaccord Genuity | Hold | Hold | Maintain | Oct 19, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Oct 19, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 15, 2026 |
| UBS | Neutral | Neutral | Maintain | Oct 14, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 13, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 13, 2026 |
| Wells Fargo | Underweight | Underweight | 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 |
| 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 $35.31. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Canaccord Genuity | Brian McNamara | $36 | $32.83 | +2.0% | Oct 19, 2026 |
| Bernstein | Connor Cerniglia | $35 | $33.45 | -0.9% | Oct 19, 2026 |
| UBS | Analyst unavailable | $36 | $32.15 | +2.0% | Oct 14, 2026 |
| Wells Fargo | Jason Hass | $27 | $30.59 | -23.5% | Sep 29, 2026 |
| Piper Sandler | Analyst unavailable | $33 | $32.49 | -6.5% | Sep 23, 2026 |
| UBS | Joshua Chan | $43 | $38.59 | +21.8% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $45 | $39.44 | +27.4% | Jul 24, 2026 |
| Wells Fargo | Jason Haas | $32 | $39.44 | -9.4% | Jul 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $45 | $38.62 | +27.4% | Jul 23, 2026 |
| Raymond James | Analyst unavailable | $35 | $43.47 | -0.9% | Jul 23, 2026 |
| RBC Capital | Ashish Sabadra | $40 | $43.47 | +13.3% | Jul 23, 2026 |
| UBS | Analyst unavailable | $50 | $44.29 | +41.6% | Jul 15, 2026 |
| Morgan Stanley | Greg Parrish | $65 | $43.62 | +84.1% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $44.54 | +30.3% | Jun 25, 2026 |
| Bernstein | Connor Cerniglia | $52 | $49.42 | +47.3% | May 29, 2026 |
| Redburn Partners | Analyst unavailable | $66 | $56.6 | +86.9% | Apr 27, 2026 |
| UBS | Analyst unavailable | $61 | $56.16 | +72.8% | Apr 24, 2026 |
| Canaccord Genuity | Analyst unavailable | $51 | $56.99 | +44.4% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $67 | $56.99 | +89.7% | Apr 23, 2026 |
| UBS | Analyst unavailable | $58 | $54.8 | +64.3% | Apr 10, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $58.97 | +98.2% | Feb 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $52 | $58.69 | +47.3% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $67 | $57.07 | +89.7% | Feb 12, 2026 |
| Wells Fargo | Jason Haas | $56 | $65.6 | +58.6% | Feb 12, 2026 |
| UBS | Analyst unavailable | $65 | $63.11 | +84.1% | Jan 21, 2026 |
| RBC Capital | Ashish Sabadra | $70 | $60.71 | +98.2% | Dec 23, 2025 |
| Morgan Stanley | Toni Kaplan | $72 | $59.46 | +103.9% | Dec 17, 2025 |
| Barclays | Analyst unavailable | $72 | $60.34 | +103.9% | Dec 5, 2025 |
| Jefferies | Stephanie Moore | $66 | $57.61 | +86.9% | Nov 3, 2025 |
| Canaccord Genuity | Analyst unavailable | $55 | $57.79 | +55.8% | Oct 31, 2025 |
| Goldman Sachs | George Tong | $64 | $57.79 | +81.3% | Oct 30, 2025 |
| Wells Fargo | Analyst unavailable | $63 | $56.28 | +78.4% | Oct 28, 2025 |
| Goldman Sachs | George Tong | $61 | $55.47 | +72.8% | Apr 24, 2025 |
| Barclays | Analyst unavailable | $55 | $52.21 | +55.8% | Apr 4, 2025 |
| Barclays | Manav Patnaik | $50 | $47.86 | +41.6% | Nov 4, 2024 |
| Wells Fargo | Jason Haas | $54 | $47.78 | +52.9% | Aug 12, 2024 |
| Stifel Nicolaus | Michael Hoffman | $54 | $49.75 | +52.9% | Jun 20, 2024 |
| UBS | Joshua Chan | $49 | $44.35 | +38.8% | Apr 15, 2024 |
| RBC Capital | Ashish Sabadra | $52 | $43.8 | +47.3% | 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 |
|---|---|---|---|---|
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +1.7% | Honeywell raises 2026 outlook as backlog and Forge support growth |
| URI United Rentals, Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.3% | +3.9% | United Rentals Q3: Records, Raised Guidance and Strong Specialty Demand |
| LMT Lockheed Martin Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +7.0% | Lockheed raises 2026 sales outlook as backlog reaches $292 billion |
| LUV Southwest Airlines Co. | FY2026 Q3 · Calendar Q4 2026 | +15.6% | +4.3% | Southwest maintains guidance as demand and loyalty initiatives support Q3 |
| GGG Graco Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.5% | -16.6% | Graco posts record Q3 sales as backlog grows, but industrial timing stays measured |
| NSC Norfolk Southern Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +2.4% | Norfolk Southern highlights growth, productivity, and higher planned capex |
Latest beats and misses
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Missed on EPS
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- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
Get the ROL recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-10-22T17:10:15.128297+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-22T21:10:42.958499+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T21:10:42.955836+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 2026-10-22. For educational purposes only; not investment advice.