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ROROL

Rollins, Inc.

$ROL·$17B·Specialty Business Services·Industrials
$35.16-1.9%1Y-37.2%
Price updated 6m ago·X counts updated 2d ago
ROROL
$ROLRollins, Inc.
$35.17-1.94%76 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ROL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

76X posts · last 7 days
Aug 30Sep 6
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $ROL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ROL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-07

The move has stalled — likely just drifts unless something new shows up.

Rollins is the quality-pest-services compounder — at 2% of range, the Pomerantz investor investigation is the caveat.

Rollins is the Orkin-and-HomeTeam pest-control services franchise — one of the highest-quality specialty business services compounders in the market. The equity sits at just 2% of the 52-week range, which is unusual for a name of this quality.

  • The financials are what a compounder should look like — Q2 revenue up 7.9% YoY to $1.08B, gross margin 50%, operating margin 19%, ROE 37%, ROIC 20%; analyst estimates model FY26 EPS at $1.14 rising to $1.27 next year — an 11% growth ramp on a durable defensive franchise at ~33x forward.
  • The Pomerantz Law Firm investigation announced Aug 27 is the honest overhang — 'Investor Alert' investigation for claims on behalf of investors is not typically bullish, but the announcement predates any specific fraud allegation and the tape has held; BNY Mellon initiated a new position the same week.
  • Insider tape is a quiet single G-Gift from John Wilson (87,000 shares); nothing to argue for or against the tape, just routine gifting activity.

An October 28 print with organic growth stable and any updated Pomerantz-related disclosure is what breaks the stall. Another quarter of decelerating organic growth, or the Pomerantz investigation converting into a substantive complaint, is what keeps it compressed.

What to watch: October 28 Q3 earnings — organic revenue growth, EPS vs the $0.35 consensus, and any Pomerantz-related disclosure; a stable organic quarter plus benign disclosure breaks the stall, another decel or a Pomerantz escalation keeps it compressed.

On the calendar: 2026-10-28 — Q3 earnings

pomerantz investigationquality compoundernear 52w loworganic growth debate

Read the AI verdict on $ROL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Rollins, 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.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $ROL.

Specialty Business Services · Industrials

Specialty business-service providers benefit from outsourcing demand and AI-augmented service efficiency; pest control and uniform services are non-cyclical steady compounders. Vehicle-auction and insurance-assessment platforms serve the normalising auto market.

What this means for $ROL

Partial — Rollins pest control; recurring-revenue model, AI-route-optimisation, non-cyclical demand.

Industry benchmark

5-name peer basket
+25.5%YTD
+18.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
37.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$0.32$0.34-4.7%
Q1 2026Apr 22, 2026$0.24$0.23+3.9%
Q4 2025Feb 11, 2026$0.25$0.26-5.6%
Q3 2025Oct 29, 2025$0.35$0.33+6.7%
Next earningsWed, Oct 28·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B+7.9%49.7%18.7%$0.30$166.1M
Q1 FY26$906.4M+10.2%50.8%16.1%$0.22$111.2M
Q4 FY25$912.9M+9.7%47.5%17.7%$0.24$159.0M
Q3 FY25$1.0B+12.0%54.4%21.9%$0.34$182.8M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.1B – $4.2B$1.14$1.11 – $1.1813
FY27$4.4B$4.4B – $4.6B$1.27$1.23 – $1.3413
FY28$4.8B$4.6B – $4.9B$1.42$1.37 – $1.5212
FY29$5.2B$5.1B – $5.3B$1.58$1.54 – $1.6210
FY30$5.4B$5.3B – $5.5B$1.67$1.63 – $1.716

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-31.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 15 other (11 awards · 3 gifts · 1 inkind) in window

See when $ROL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change
8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
S-3ASRAuto-shelf registrationApr 29S-3ASR
3New insider — initial holdingsApr 283
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Patricia Rollins Named Vice President of Marketing to Drive the Next Phase of Growth at Thryvbusinesswire.com·5d agoTyson disputes claim by USDA's Rollins, says shuttered beef plants can go to any buyerreuters.com·7d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Rollins, Inc. - ROLprnewswire.com·12d agoBank of New York Mellon Corp Takes Position in Rollins, Inc. $ROLdefenseworld.net·13d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Rollins, Inc. - ROLglobenewswire.com·14d ago

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Voices on X · last 7 days

No standout posts about $ROL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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