# Rollins, Inc. (ROL)

> Source: Nexqual · https://nexqual.com/ROL · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Rollins, Inc. (ROL), nexqual.com/ROL" · informational, not investment advice.

**Price:** USD 35.31 (+5.56% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 33.45 · day 31.8–35.45 · 52w 29.29–66.14 · market cap $17.0B · NYQ

## Key facts
- Last four reported quarters (through Sep 30, 2026): revenue $3.99B, net income $526M (13.2% margin), free cash flow $672M (SEC filings).
- Valuation: P/E 32.3x (avg 50.8x at the last 3 fiscal year-ends), EV/EBITDA 20.4x, net debt $598M.
- 4 of 80 tracked superinvestors hold ROL (13F, Q2 2026): 1 new, 1 added, 1 reduced, 1 unchanged.
- Total return with dividends: 1Y -36.9% vs S&P 500 +14.9%; 5Y -3.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-21, EPS estimate USD 0.26, revenue estimate $972M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.42B | $2.70B | $3.07B | $3.39B | $3.76B | $3.99B |
| Operating income | $448M | $493M | $583M | $657M | $726M | $730M |
| Net income | $357M | $369M | $435M | $466M | $527M | $526M |
| EPS (diluted) | $0.72 | $0.75 | $0.89 | $0.96 | $1.09 | — |
| Free cash flow | $375M | $435M | $496M | $580M | $650M | $672M |
| Operating margin | 18.5% | 18.3% | 19.0% | 19.4% | 19.3% | 18.3% |
| Net margin | 14.7% | 13.7% | 14.2% | 13.8% | 14.0% | 13.2% |
| Revenue growth | +12.2% | +11.2% | +14.0% | +10.3% | +11.0% | — |
| Cash + short-term investments | $105M | $95.3M | $104M | $89.6M | $100M | — |
| Total debt | — | — | — | $395M | $610M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Sep 30, 2026)
P/E 32.3x · P/S 4.3x · EV/EBITDA 20.4x · EV/Sales 4.4x · P/FCF 25.3x · P/B 12.2x · FCF yield 3.95% · Earnings yield 3.10% · Dividend yield (paid, TTM) 2.07% · Buyback yield (TTM) 2.12% · Net debt $598M · EV $17.6B
P/E at fiscal year-ends: Dec 2025 55.2x, Dec 2024 48.1x, Dec 2023 49.2x.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold ROL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.57% | $66.4M | Reduced -26.9% |
| Thomas Gayner | Markel Group | 0.48% | $63.3M | Added +1.2% |
| Henry Ellenbogen | Durable Capital Partners | 0.47% | $48.7M | New position |
| Terry Smith | Fundsmith | 0.19% | $25.9M | Unchanged |

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Canaccord Genuity | Target lowered | Hold | $45 → $36 |
| 2026-10-19 | Bernstein | Target lowered | Market Perform | $42 → $35 |
| 2026-10-15 | Citigroup | Target lowered | Neutral | $46 → $32 |
| 2026-10-14 | UBS | Target lowered | Neutral | $43 → $36 |
| 2026-10-13 | JP Morgan | Target lowered | Neutral | $40 → $35 |
| 2026-10-13 | Morgan Stanley | Target lowered | Overweight | $45 → $43 |
| 2026-09-29 | Morgan Stanley | Target lowered | Overweight | $60 → $45 |
| 2026-09-29 | Wells Fargo | Target lowered | Underweight | $32 → $27 |
| 2026-09-29 | BNP Paribas | Target lowered | Neutral | $44 → $35 |
| 2026-09-24 | Piper Sandler | Downgrade | Overweight → Neutral | $46 → $33 |
| 2026-08-05 | Argus Research | Downgrade | Buy → Hold |  |
| 2026-07-25 | UBS | Target lowered | Neutral | $50 → $43 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -36.9% | -3.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -37.0% | -0.7% |
| Volatility (annualized) | 29.6% | 25.7% |
| Max drawdown | -54.2% (Feb 2026→Oct 2026) | -53.2% (Feb 2026→Sep 2026) |

## Peers (Personal Services)
SCI (Service Corporation Internation) USD 83.69 +3.12% · HRB (H&R Block, Inc.) USD 50.08 +4.70% · FTDR (frontdoor, inc.) USD 86.03 +6.41% · BFAM (Bright Horizons Family Solution) USD 70.94 +6.01% · ANDG (Andersen Group Inc.) USD 63.54 +4.30% · CSV (Carriage Services, Inc.) USD 36.98 +3.64%

## More
Full page: https://nexqual.com/ROL · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-09-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Residential revenues | $499.7M | 45.9% | +4.9% |
| Commercial revenues | $360.7M | 33.1% | +7.7% |
| Termite and ancillary revenues | $217.9M | 20.0% | +6.5% |
| Other revenues | $6.7M | 0.6% | +14.1% |
| Franchise revenues | $4.6M | 0.4% | +7.8% |
| Total revenue | $1.09B | 100% | — |

## Revenue by region (quarter ended 2026-09-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $1.01B | 93.0% | +6.3% |
| Other countries | $76.6M | 7.0% | +4.4% |
| Total revenue | $1.09B | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-12-31) | $0.26 | $0.27 | -3.4% | $972.0M | 14 |
| Next quarter (ends 2027-03-31) | $0.24 | $0.25 | -2.0% | $973.1M | 12 |
| Current fiscal year (ends 2026-12-31) | $1.15 | $1.17 | -2.1% | $4.05B | 18 |
| Next fiscal year (ends 2027-12-31) | $1.25 | $1.31 | -4.5% | $4.37B | 19 |

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 30.3% | ±7.2% |
| 2026-12-18 | 56 | 28.5% | ±8.9% |
| 2027-01-15 | 84 | 30.8% | ±11.8% |
| 2027-02-19 | 119 | 35.3% | ±15.9% |
| 2027-05-21 | 210 | 36.1% | ±21.4% |