Rollins Q4 revenue misses estimates

Rollins

11/02/2026 21:12

Overview

Pest control firm's Q4 revenue rose 9.7% yr/yr but missed analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company achieved double-digit revenue, earnings, and cash flow growth for FY 2025

Outlook

Rollins anticipates organic growth supported by healthy pest control markets in 2026

Company plans focus on pricing and modernization to improve margins

Rollins expects strong cash flow to enable balanced capital allocation strategy

Result Drivers

ORGANIC GROWTH - Rollins reported organic revenue growth of 5.7% in Q4, driven by stability in recurring and ancillary service lines, despite weather-related impacts on one-time business

ACQUISITIONS - Acquisition-related revenues contributed 4.0% to Q4 growth, reflecting the company's strategic and disciplined approach to acquisitions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$913 mln
$926.76 mln (10 Analysts)
Q4 Adjusted EPS
Miss
$0.25
$0.27 (12 Analysts)
Q4 EPS
$0.24
Q4 Net Income
$116 mln
Q4 Adjusted EBITDA
Miss
$194 mln
$210.11 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 5 "hold" and 1 "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 $68.00, about 4.7% above its February 10 closing price of $64.97

The stock recently traded at 51 times the next 12-month earnings vs. a P/E of 46 three months ago

Press Release: ID:nPn8JJJSZa

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(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.)