Rollins is a pest control services company with a wide economic moat, 39% return on equity, and 34% analyst upside to consensus targets, currently in a technical downtrend with RSI near oversold territory that may represent an accumulation opportunity for investors who believe the moat is intact.
Thesis pillars
- Technical Downtrend Rsi Oversold↓Deteriorating
- 34 Pct Analyst Upside Quality Discount→Stable
- Wide Economic Moat High Roe→Stable
- +1 more pillar — see the Why tab for full reasoning
Rollins, Inc. (ROL) Stock Analysis
Falling Knife setup
Consumer Cyclical · Personal Services
Sell if holding. At $38.52, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.4%; Consecutive earnings misses (2).
Rollins provides pest and wildlife control services and termite protection to more than 2 million residential and commercial customers across more than 800 locations in approximately 70 countries. The company generated $3.76 billion in net revenues in 2025, with approximately... Read more
Sell if holding. At $38.52, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.4%; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 34, MACD bearish. Score 5.3/10, moderate confidence.
Passes 5/9 gates (clean insider activity, news boost analyst cluster(6), earnings proximity 95d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: speculative.
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 2026-07-26Recent Developments — Rollins, Inc.
Latest news
- NEWS Rollins misses profit estimates as residential pest control demand slows, shares tumble (ROL:NYSE) - Seeking Alpha — Seeking Alpha negative
- NEWS Rollins (NYSE:ROL) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops - StockStory — StockStory negative
- NEWS Rollins (NYSE:ROL) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops - Yahoo Finance — Yahoo Finance negative
- NEWS ROLLINS ($ROL) Releases Q2 2026 Earnings - Quiver Quantitative — Quiver Quantitative neutral
- NEWS Earnings Flash (ROL) Rollins, Inc. Posts Q2 Adjusted EPS $0.32 per Share, vs. FactSet Est of $0.34 - marketscreener.com — marketscreener.com negative
Generated 2026-07-26T08:02:05Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWGeographicinternational operations7.0%10-K Item 1A: 'approximately 7% of our 2025 revenues derived from our international operations'
Material Events(8-K, last 90d)
- 2026-05-27Item 5.02MEDIUMCFO 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.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $38.52, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.4%; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 34, MACD bearish. Prior stop was $35.86. Score 5.3/10, moderate confidence.
Take-profit target: $41.03 (+6.4% upside). Prior stop was $35.86. Stop-loss: $35.86.
Thin upside margin: 6.4%; Consecutive earnings misses (2); Weak growth.
Rollins, Inc. trades at a P/E of 36.0 (forward 29.4). TrendMatrix value score: 4.2/10. Verdict: Sell.
23 analysts cover ROL with a consensus score of 3.9/5. Average price target: $46.
What does Rollins, Inc. do?Rollins provides pest and wildlife control services and termite protection to more than 2 million residential and...
Rollins provides pest and wildlife control services and termite protection to more than 2 million residential and commercial customers across more than 800 locations in approximately 70 countries. The company generated $3.76 billion in net revenues in 2025, with approximately 75% from recurring scheduled service agreements.