Pest control provider Rollins Q1 revenue beats on strong demand

Rollins

22/04/2026 21:13

Overview

US pest control provider's Q1 revenue rose 10%, beating analyst expectations

Adjusted EPS for Q1 met analyst consensus, rising 9% yr/yr

Q1 adjusted EBITDA grew 4% but missed analyst estimates

Outlook

Company expects improving profitability in underlying operations as it enters peak season

Rollins says it is well-positioned from a staffing and service perspective for peak season

Company continues to invest in organic demand generation and strategic M&A

Result Drivers

DEMAND ACCELERATION - Co said strong acceleration of demand in March drove improvement in organic growth profile

MARGIN PRESSURE - Margin performance was muted by higher insurance and claims costs and deleverage from people costs and selling investments on lower volume early in the quarter

INVESTMENTS AND ACQUISITIONS - Co continued to invest in organic demand generation and completed acquisitions, including Romex, to strengthen its brand portfolio

Company press release: ID:nPn5JpvJta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$906 mln
$894.62 mln (11 Analysts)
Q1 Adjusted EPS
Meet
$0.24
$0.24 (13 Analysts)
Q1 EPS
$0.22
Q1 Net Income
$108 mln
Q1 Adjusted EBITDA
Miss
$179 mln
$186.90 mln (11 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Rollins Inc is $66.00, about 20.6% above its April 21 closing price of $54.71

The stock recently traded at 42 times the next 12-month earnings vs. a P/E of 47 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)