Rollins, Inc. (ROL) Stock Analysis
Consumer Cyclical · Personal Services
Sell if holding. Momentum 4.2/10 is below the 5.0 floor at $46.90 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Below 200-MA, MA slope -1.6%/30d (confirmed downtrend); Weak growth.
Rollins provides pest control and termite protection to 2+ million residential and commercial customers from 800+ locations in ~70 countries under brands including Orkin and HomeTeam Pest Defense. Revenue of $3.76B in 2025 was driven by recurring contracted services (~75% of... Read more
Sell if holding. Momentum 4.2/10 is below the 5.0 floor at $46.90 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Below 200-MA, MA slope -1.6%/30d (confirmed downtrend); Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.2/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
About Rollins, Inc.
About Rollins, Inc.
Rollins delivered $3.76 billion in consolidated net revenues in 2025 across more than 800 company-owned and franchised locations serving approximately 70 countries, up from $3.39 billion in 2024. The company serves more than 2 million residential and commercial customers through three service lines — residential pest control, commercial workplace solutions for sectors including healthcare, food service, and logistics, and termite and ancillary protection — with approximately 75% of revenue coming from recurring scheduled service agreements as of December 31, 2025. Rollins employed 21,946 people worldwide.
Rollins generates revenue through scheduled service contracts (75% of 2025 business), ancillary services such as rodent exclusion and crawlspace encapsulation (10%), and one-time treatments (15%). The recurring contract model limits churn and provides forward revenue visibility. The company operates through a portfolio of brands including Orkin, Clark Pest Control, HomeTeam Pest Defense, Fox Pest Control, and Saela Pest Control, distributing services through company-owned locations as well as 131 domestic and 66 international franchise agreements as of December 31, 2025. Rollins completed 26 acquisitions in 2025 and 94 over the past three years, targeting companies with loyal local customer bases. Competitors in the fragmented pest control market include Rentokil, Ecolab, and Anticimex, plus numerous regional and local operators. Chemical inputs are sourced from a national network of distributors, with the filing noting alternatives are generally available.
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Labor availability could weigh on margins more directly than for capital-intensive peers. The 10-K identifies two compounding pressures: ongoing labor shortages that could limit capacity and force up overtime costs, and National Labor Relations Board rule changes enabling expedited union elections that have already increased organizing activity at some Rollins brands. With less than 2% of U.S. employees currently covered by collective bargaining agreements, successful union campaigns at scale could structurally increase labor costs, reduce operating efficiency, and impair the route-density advantage that underpins the company's margin model.
See also: Consumer Cyclical · Personal Services
From Rollins, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-15Recent Developments — Rollins, Inc.
Material events (past 30 days)
- 8K May 27, 2026 MEDIUM Item 5.02: CFO Kenneth Krause resigned effective June 15, 2026 to pursue another opportunity; no disagreement cited. William Harkins, current CAO since March 2025, appointed CFO effective June 15, 2026.
Latest news
- NEWS Rollins (NYSE:ROL) Posts Better-Than-Expected Sales In Q1 CY2026 - TradingView — TradingView positive
- NEWS Rollins (NYSE:ROL) Posts Better-Than-Expected Sales In Q1 CY2026 - FinancialContent — FinancialContent positive
- NEWS Rollins Inc. (ROL) Releases Q1 2026 Earnings: Revenue Up, EPS Flat, Cash Down - Quiver Quantitative — Quiver Quantitative positive
- NEWS Rollins (ROL) Faces FTC Action Over Noncompete Agreements - GuruFocus — GuruFocus negative
- NEWS Rollins Gears Up to Report Q1 Earnings: What's in the Cards? - TradingView — TradingView neutral
Generated 2026-06-17T08:56:48Z.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
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Verdict History
Frequently Asked Questions
Sell if holding. Momentum 4.2/10 is below the 5.0 floor at $46.90 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Below 200-MA, MA slope -1.6%/30d (confirmed downtrend); Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $43.92. Score 5.2/10, moderate confidence.
Take-profit target: $56.64 (+20.8% upside). Prior stop was $43.92. Stop-loss: $43.92.
Weak growth; Below 200-MA, MA slope -1.6%/30d (confirmed downtrend).
Rollins, Inc. trades at a P/E of 43.3 (forward 33.8). TrendMatrix value score: 4.1/10. Verdict: Sell.
23 analysts cover ROL with a consensus score of 3.9/5. Average price target: $63.
What does Rollins, Inc. do?Rollins provides pest control and termite protection to 2+ million residential and commercial customers from 800+...
Rollins provides pest control and termite protection to 2+ million residential and commercial customers from 800+ locations in ~70 countries under brands including Orkin and HomeTeam Pest Defense. Revenue of $3.76B in 2025 was driven by recurring contracted services (~75% of business), which provide predictable revenue streams.