Rollins, Inc.
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+ FollowMarket Cap$18.26B
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Earnings Call Q2 2026
July 23, 2026 - AI Summary
Q2 results missed expectations (key negative):
- Total revenue +7.9% YoY, but organic +5.7%, below expectations.
- The miss was driven mainly by slower growth in parts of residential pest control, especially brands relying more on consumer-initiated demand (notably Orkin).
- Lead environment worsened as the quarter progressed, with improvement only toward late June / early July.
Diversification worked—but Orkin drag mattered (mixed / good + bad):
- Growth by segment (reported):
- Residential +6.6% (organic +3.6%)
- Commercial pest control +8.6% (organic +7.2%)
- Termite & ancillary +10.5% (organic +8.9%)
- Management said customer retention remains strong and pricing response has been favorable—so the issue is primarily top-of-funnel demand/lead flow, not churn or price resistance.
- Examples of relative strength: Home Team double-digit residential growth and Fox high-teens organic growth via door-to-door models.
- Onetime/“occasional” pest categories were the weak spot (e.g., rodent and carpenter ant down, and mosquito calls significantly down YoY), implying weaker pest pressure/season timing rather than customer refusal.
Margins pressured by volume + cost headwinds (negative, with some mitigants):
- Gross margin 52.8%, down 100 bps YoY.
- Headwinds described:
- Service salary deleverage + medical-related costs = ~70 bps pressure
- Fleet/fuel = ~20 bps pressure
- Fuel was ~1.8% of sales in Q2, expected to stay below 2% for 2026 (fuel costs up, but mitigated by routing efficiency).
- Higher medical costs remain a theme; they also discussed the need to drive lower-cost medical options (telehealth/clinics).
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$49.16
26.4% upside
Current Fair Value
26.4% upsideUndervalued by 26.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.26 Billion |
|---|---|
| Enterprise Value | $19.45 Billion |
| Annual dividend | $0.73 |
| Dividend yield | 1.92% |
| Earnings per Share | $1.09 |
| Beta | 0.73 |
| Outstanding Shares | 478,970,000 |
Return
| Return on Equity | 37.84% |
|---|---|
| Return on Assets | 15.66% |
| Return on Invested Capital | 30.81% |
Valuation & Multiples
| P/E Ratio | 34.82 |
|---|---|
| PEG | -1016.69 |
| Price to Sales | 4.86 |
| Price to Book Ratio | 19.44 |
| Enterprise Value to Revenue | 4.88 |
| Enterprise Value to EBIT | 26.61 |
| Enterprise Value to Net Income | 36 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.95 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.36
Consensus analyst estimateRevenue Estimate
$1.11 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 10, 2027
EPS Estimate
$0.26
Consensus analyst estimateRevenue Estimate
$966.97 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 48.76% |
|---|---|
| Total Calls | 500▼ 99.96% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 12.33%▼ 47.00% |
|---|---|
| Total Invested | $1.84B▼ 84.57% |
| Investors Holding | 357▼ 489.00% |
About Rollins, Inc.
CEO: Gary Rollins
