ROLRollins, Inc.
Rollins, Inc. (ROL) is a U.S.-based IT services provider with a focus on outsourced IT infrastructure and application development. The company’s next catalyst is Oct 2, 2026 — Why Did BSX, LI, ROL Stocks Move?, which will test the market’s reaction to macroeconomic shifts and sector-specific volatility. The event will likely highlight the interplay between geopolitical uncertainty and the broader IT services sector.
- Revenue reached $4.01B in the latest period, with a 11.0% YoY growth.
- Free cash flow (TTM) stood at $1.19B, reflecting strong operational discipline.
- Net margin (TTM) was 13.9%, with diluted EPS of $0.30.
The Read
5% after missing Q4 2025 EPS and revenue estimates, then declining around 3.
The schedule
- Thu22Oct
This earnings print will test the company's ability to maintain margins and revenue growth amid macroeconomic headwinds, particularly with the Fed Funds Rate at 3.63% and a weak 10Y-2Y Treasury Spread of 0.41%. The outcome will also reflect the impact of recent macro trends on the construction and home improvement sectors.
- Tue9Feb
This earnings print will test the company's ability to sustain growth and manage costs in a challenging macroeconomic environment, particularly with the Fed Funds Rate at 3.63% and a weak 10Y-2Y Treasury Spread of 0.41%.
- Tue11May
This earnings print will test the company's ability to maintain margins and revenue growth amid macroeconomic headwinds, particularly with the Fed Funds Rate at 3.63% and a weak 10Y-2Y Treasury Spread of 0.41%. The outcome will also reflect the impact of recent macro trends on the construction and home improvement sectors.
- Thu22Jul
This earnings print will test the company's ability to maintain margins and revenue growth amid macroeconomic headwinds, particularly with the Fed Funds Rate at 3.63% and a weak 10Y-2Y Treasury Spread of 0.41%. The outcome will also reflect the impact of recent macro trends on the construction and home improvement sectors.
Past
- Fri2Oct
This news event will test the market's reaction to macroeconomic sentiment and sector-specific catalysts, particularly in light of the recent macro headwinds and valuation contraction.
- Thu23Jul
Actual outcome: Bear · $38.35 at outcome
Rollins reported Q2 2026 EPS of $0.30, meeting estimates, but missed revenue and profit expectations due to weakness in its non-recurring residential pest control business. The stock declined as the company revealed a 110 basis point contraction in operating margins, which prompted analyst downgrades and a flurry of securities fraud investigations.
Market evaluation of Q2 organic growth, wage inflation impact, and margin expansion given the high trailing multiple.
- Wed25Mar
Actual outcome: Bear · $54.23 at outcome
Rollins fell below the bear floor as the market-wide reassessment of high-multiple stocks intensified, leading to valuation contraction despite the company's reputation as a defensive 'safe haven.' While management highlighted the essential nature of pest control services at the JPMorgan Industrials Conference, the stock succumbed to macro pressures from stabilizing high interest rates and tariff concerns.
- Thu12Feb
Actual outcome: Bear · $58.06 at outcome
The stock fell 1.1% following the earnings release, which showed an EPS actual of 0.24, matching the estimate. However, the price dropped below the bear floor of $61.00, indicating a bearish outcome. The lack of positive guidance and the absence of strategic developments likely contributed to the downward pressure.
