Rollins Inc.

1 day ago · 247wallst.com

Rollins just logged a milestone that spans two crashes and a pandemic, and three other unglamorous businesses share the same stubborn habit of growing no matter what the economy does.

6 days ago · seekingalpha.com

Rollins remains a 'Buy,' as I see it, as a wide moat business facing short-term marketing headwinds, not structural decline. ROL's residential revenue growth slowed due to AI and LLM-driven search changes, but management has identified the issue and is executing a targeted strategy. Despite Q3 organic growth deceleration and margin pressure, ROL continues disciplined M&A, dividend payouts, and share repurchases, reinforcing long-term capital allocation strength.

7 days ago · seekingalpha.com

Rollins receives a Hold rating at $34 due to high valuation amid growth slowdown and digital marketing headwinds. AI-driven shifts in consumer search behavior are pressuring Orkin's new customer inflow, particularly in residential pest control. Commercial and acquisition-driven growth remains resilient, but margin compression and weaker residential trends cloud the near-term outlook.

11 days ago · zacks.com

The headline numbers for Rollins (ROL) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

11 days ago · marketbeat.com

Rollins NYSE: ROL reported third-quarter revenue growth that fell short of management's expectations as changes in online search behavior continued to pressure residential customer acquisition. The pest-control company lowered its full-year organic-growth outlook and said it is adapting its digital marketing strategy to a customer-discovery environment increasingly shaped by artificial intelligence and large language models.

11 days ago · fool.com

Third-quarter organic revenue grew 4.4% as digital search lead volumes slowed. Direct sales and door-to-door channels delivered higher growth than digital channels.

11 days ago · zacks.com

Rollins' Q3 2026 earnings and revenues fall short of estimates as rising costs & weak residential demand pressure margins despite commercial & termite growth.

11 days ago · seekingalpha.com

Rollins, Inc. ( ROL ) Q3 2026 Earnings Call October 22, 2026 8:30 AM EDT Company Participants Lyndsey Burton - Vice President of Investor Relations Jerry Gahlhoff - Principal Executive Officer, President, CEO & Director William Harkins - Executive VP, CFO & Chief Accounting Officer Conference Call Participants Timothy Mulrooney - William Blair & Company L.L.C., Research Division Ronan Kennedy Gregory Parrish - Morgan Stanley, Research Division Curtis Nagle - BofA Securities, Research Division Tomohiko Sano - JPMorgan Chase & Co, Research Division Christina Johanna Bettink - BNP Paribas, Research Division Connor Cerniglia - Bernstein Institutional Services LLC, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Peter Keith - Piper Sandler & Co., Research Division Joshua Chan - UBS Investment Bank, Research Division Presentation Operator Greetings, and welcome to the Rollins, Inc. Third Quarter 2026 Earnings Conference Call.

12 days ago · zacks.com

Rollins (ROL) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.35 per share a year ago.

14 days ago · seekingalpha.com

Rollins is rated Buy with a $57 price target, offering contrarian value after underperformance and multiple earnings misses. 75% of ROL's business is recurring, underpinned by secular growth drivers like urbanization, global warming, and stringent food safety regulations. Key risks include margin pressure, potential post-lockup share sales by the Rollins family, and marketing funnel disruption from AI-driven search changes.