Rollins, Inc. · ROL · Next earnings

Rollins, Inc. reports Wednesday, Oct 28, 2026

ROL reports after market close with consensus EPS at $0.35 and revenue at $1.11B. Last quarter: Rollins Q2 2026: Revenue Misses as Digital Lead Slowdown Hits Orkin

Reports After market close38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.35 Calendar consensus
Consensus revenue $1.11B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where ROL left off: FY2026 Q2

Full report

Rollins Q2 2026: Revenue Misses as Digital Lead Slowdown Hits Orkin

EPS surprise -4.7% Reported $0.32 vs $0.34
Revenue surprise -1.4% Reported $1.08B vs $1.09B
Stock move -9.3% Event window
Subsequent drift -2.8% Up to 20 sessions

Full-year organic revenue growth guidance was lowered from 7-8% to at least 6%. The company introduced a minimum 10% incremental margin commitment as a new guidance element. M&A contribution of 2-3% of revenue growth was maintained. The transcript analysis classified overall guidance sentiment as raised, reflecting the addition of the incremental margin target even as the organic growth floor was reduced.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Variable consumer demand and slowdown in digital lead flow for residential pest control, particularly at Orkin.
  • Weather-related pest pressure variability, such as low mosquito activity, affecting seasonal demand.
  • Rising medical plan costs and fuel price headwinds pressuring margins.
  • Uncertainty around competitive dynamics and potential market-share shifts.
  • Potential impact of AI and LLM-based tools diverting consumers from professional pest-control services.

Questions analysts left open

  • Components of organic growth -- whether growth is driven by retention versus pricing.
  • Reasons behind the digital lead slowdown and whether AI or LLM search tools are a structural threat to lead generation.
  • Competitive landscape and possible market-share changes given the residential demand softness.
  • Ability to meet the 10% incremental margin guidance amid medical, fuel, and SG&A cost pressures.
  • Fuel and medical expense trends and their effect on profitability going forward.

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Recent ROL quarters

All ROL earnings
-9.3%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.