Rollins, Inc. · ROL · Next earnings

Rollins, Inc. reports Wednesday, Feb 10, 2027

ROL reports after market close with consensus EPS at $0.26 and revenue at $968.0M. Last quarter: Rollins lowers growth outlook as AI search pressures residential demand

Reports After market close97 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.26 Calendar consensus
Consensus revenue $968.0M Calendar consensus
Report date Feb 10, 2027 Wednesday, date estimated
Session After market close 97 days away

Where ROL left off: FY2026 Q3

Full report

Rollins lowers growth outlook as AI search pressures residential demand

EPS surprise -1.4% Reported $0.34 vs $0.34
Revenue surprise -1.4% Reported $1.09B vs $1.11B
Stock move +5.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year organic growth guidance was lowered to 4%-6% from 6%; incremental margin expectations range from slightly positive to 10%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further volatility in AI-driven residential lead volumes.
  • Higher insurance, claims, and fuel costs, plus staffing constraints, could pressure margins.
  • The effectiveness of new AI advertising channels and potential FTC non-compete scrutiny remain uncertain.

Questions analysts left open

  • Residential lead-flow trends may remain volatile as AI and LLM search change customer discovery.
  • The relative performance of specialty brands versus Orkin remains important to the growth outlook.
  • The effectiveness of new AI-platform advertising and the required marketing spend are uncertain.

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Recent ROL quarters

All ROL earnings
+5.6%FY2026 Q3-9.3%FY2026 Q2+3.0%FY2026 Q1-10.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.