Rollins, Inc. (ROL)

NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-10-15

$33.45-1.30%

Close 2026-10-16 · 1-day change

Read the published Living FV report summary

Investment OutlookAs of Oct 15, 2026

What could strengthen or challenge Rollins, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

+1.1%

+10% or more+5%0%−5%−10% or less

1.27 → 1.29 EPS · FY ending Dec 31, 2027 · 12 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 15, 2026 to Oct 15, 2026: (new ÷ prior − 1). Contributor count changed from 12 to 12; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Living FV™

Living Fair Value by QuarterlyIQ

A valuation that evolves as the business changes.

A published Living FV snapshot is not available yet. The valuation workflow remains discoverable; a market target cannot supply the missing evidence.

View Living FV report and workflow

What the Thesis Depends On

Three key conditions need to be met for the investment thesis to play out.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
EPS growth reflecting operational execution	The company maintains steady earnings with a recent EPS of $0.24.	Broken	EPS falls below $1.0 in FY26	Diluted EPS: $0.30 per share FY2026-Q2; GAAP. Published target: >=$1.24 EPS for FY26. Target period is not explicitly aligned with this observation. Source published Jul 23, 20260.3 USD/share · source valueSource reportLast status assessment Oct 15, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: a9a6a069-d1b3-49b0-99de-e7f76d2151a6. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth from organic and acquisition sources	A primary condition in Rollins, Inc.'s published investment case. The stated target is >=10% YoY revenue growth.	Broken	YoY revenue growth falls below 7% next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in all 6 quarters from 2025-Q1 through 2026-Q2. Revenue grew from $822M in 2025-Q1 to $1.08B in 2026-Q2, with organic revenue growth around 6% in recent quarters. Management consistently emphasizes organic growth and disciplined acquisitions, and the financials show delivering growth aligned with this priority. Delivery assessment Oct 15, 2026
Profit margin improvement during peak season	Profit margins show slight improvement during peak season.	Under Pressure	Operating income growth falls below 0% next year	Operating income growth: 1.53% FY2026-Q2; GAAP. Published target: >=2% operating income growth. Target period is not explicitly aligned with this observation. Source published Jul 23, 20261.525717 percent · calculatedSource reportLast status assessment Oct 15, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: a9a6a069-d1b3-49b0-99de-e7f76d2151a6. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 5 quarters from 2025-Q2 through 2026-Q2. Operating margin declined from 19.8% in 2025-Q2 to 18.7% in 2026-Q2, and adjusted operating margin similarly declined. Despite management's focus on improving profitability during peak season, margin performance has been declining, indicating limited progress on this priority. Delivery assessment Oct 15, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$1.29

$1.39 → $1.29 · observed estimates

FY2027 revenue$4.43B

$4.49B → $4.43B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$1.39	$4,487,174,130	19 / 17
2026-07-25	$1.31	$4,448,409,090	19 / 17
2026-07-26	$1.31	$4,448,409,090	19 / 17
2026-07-27	$1.29	$4,444,898,039	12 / 13
2026-07-28	$1.31	$4,448,409,090	19 / 17
2026-07-29	$1.31	$4,448,409,090	19 / 17
2026-07-30	$1.29	$4,444,898,039	12 / 13
2026-07-31	$1.31	$4,448,409,090	19 / 17
2026-08-01	$1.29	$4,444,898,039	12 / 13
2026-08-02	$1.31	$4,448,409,090	19 / 17
2026-08-03	$1.29	$4,444,898,039	12 / 13
2026-08-04	$1.29	$4,444,898,039	12 / 13
2026-08-05	$1.31	$4,448,391,440	19 / 17
2026-08-06	$1.31	$4,448,391,440	19 / 17
2026-08-08	$1.28	$4,444,889,220	12 / 13
2026-08-09	$1.30	$4,448,391,440	19 / 17
2026-08-10	$1.30	$4,448,391,440	19 / 17
2026-08-12	$1.28	$4,444,889,220	12 / 13
2026-08-13	$1.30	$4,448,391,440	19 / 17
2026-08-14	$1.28	$4,444,889,220	12 / 13
2026-08-15	$1.28	$4,444,889,220	12 / 13
2026-08-16	$1.28	$4,444,889,220	12 / 13
2026-08-17	$1.28	$4,444,889,220	12 / 13
2026-08-18	$1.28	$4,444,889,220	12 / 13
2026-08-19	$1.28	$4,444,889,220	12 / 13
2026-08-20	$1.27	$4,441,817,675	12 / 13
2026-08-21	$1.27	$4,441,817,675	12 / 13
2026-08-22	$1.27	$4,440,995,340	12 / 13
2026-08-23	$1.27	$4,440,995,340	12 / 13
2026-08-24	$1.27	$4,440,995,340	12 / 13
2026-08-25	$1.27	$4,441,026,465	12 / 13
2026-08-26	$1.27	$4,441,026,465	12 / 13
2026-08-27	$1.27	$4,441,026,465	12 / 13
2026-08-28	$1.27	$4,441,026,465	12 / 13
2026-08-29	$1.27	$4,441,026,465	12 / 13
2026-08-30	$1.27	$4,441,026,465	12 / 13
2026-08-31	$1.27	$4,441,026,465	12 / 13
2026-09-01	$1.27	$4,441,026,465	12 / 13
2026-09-02	$1.27	$4,441,026,465	12 / 13
2026-09-03	$1.27	$4,441,026,465	12 / 13
2026-09-04	$1.27	$4,441,026,465	12 / 13
2026-09-05	$1.27	$4,441,026,465	12 / 13
2026-09-06	$1.27	$4,441,026,465	12 / 13
2026-09-07	$1.27	$4,441,026,465	12 / 13
2026-09-08	$1.27	$4,441,026,465	12 / 13
2026-09-09	$1.27	$4,441,026,465	12 / 13
2026-09-10	$1.27	$4,441,026,465	12 / 13
2026-09-11	$1.27	$4,441,026,465	12 / 13
2026-09-12	$1.27	$4,441,026,465	12 / 13
2026-09-13	$1.27	$4,441,026,465	12 / 13
2026-09-14	$1.27	$4,441,026,465	12 / 13
2026-09-15	$1.27	$4,441,026,465	12 / 13
2026-09-16	$1.28	$4,440,995,340	12 / 13
2026-09-17	$1.28	$4,440,995,340	12 / 13
2026-09-18	$1.28	$4,440,995,340	12 / 13
2026-09-19	$1.28	$4,440,995,340	12 / 13
2026-09-20	$1.28	$4,440,995,340	12 / 13
2026-09-21	$1.28	$4,440,995,340	12 / 13
2026-09-22	$1.28	$4,440,995,340	12 / 13
2026-09-23	$1.28	$4,440,995,340	12 / 13
2026-09-24	$1.28	$4,440,995,340	12 / 13
2026-09-25	$1.29	$4,438,567,675	12 / 13
2026-09-26	$1.29	$4,438,567,675	12 / 13
2026-09-27	$1.29	$4,438,567,675	12 / 13
2026-09-28	$1.29	$4,438,567,675	12 / 13
2026-09-29	$1.29	$4,438,567,675	12 / 13
2026-09-30	$1.29	$4,438,567,675	12 / 13
2026-10-01	$1.29	$4,433,667,882	12 / 13
2026-10-02	$1.29	$4,433,699,007	12 / 13
2026-10-03	$1.29	$4,433,699,007	12 / 13
2026-10-04	$1.29	$4,433,699,007	12 / 13
2026-10-05	$1.29	$4,433,699,007	12 / 13
2026-10-06	$1.29	$4,432,938,819	12 / 13
2026-10-07	$1.29	$4,432,938,819	12 / 13
2026-10-08	$1.29	$4,432,938,819	12 / 13
2026-10-09	$1.29	$4,432,938,819	12 / 13
2026-10-10	$1.29	$4,432,938,819	12 / 13
2026-10-11	$1.29	$4,432,938,819	12 / 13
2026-10-12	$1.29	$4,432,938,819	12 / 13
2026-10-13	$1.29	$4,432,938,819	12 / 13
2026-10-14	$1.29	$4,432,961,860	12 / 13
2026-10-15	$1.29	$4,430,914,940	12 / 13

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	12	7	1
2026-06-01	12	7	0
2026-07-01	12	8	2
2026-08-01	9	9	2
2026-09-01	9	10	2
2026-10-01	7	10	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 7 Buy / Strong Buy · 10 Hold · 2 Sell / Strong Sell

0 upgrades1 downgrades6 maintains

Recent actions · Sep 16–Oct 15 · 7 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

UBSOct 14 · prior Jul 24

$43.00 → $36.00-16.3%

Wells FargoSep 29 · prior Jul 24

$32.00 → $27.00-15.6%

Piper SandlerSep 23

$33.00New observation · no comparable prior

$0$23.65$47.30

0 raises · 2 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 16, 2026–Oct 15, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

EPS growth reflecting operational executionPublished status: Broken
Revenue growth from organic and acquisition sourcesPublished status: Broken
Profit margin improvement during peak seasonPublished status: Under Pressure

Next proof point

Oct 21, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.1%Typical daily move · historical

Downside history

-54.6%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Rollins, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 10, 2026

What kind of bet this is

ROL is positioned as a stable player in the industrials sector, focusing on organic growth and acquisitions. The current thesis reflects a medium confidence level, supported by recent revenue growth but tempered by profitability concerns.

What's priced into Rollins, Inc.

The market appears to have a neutral view on ROL's valuation, with expectations slightly below average compared to peers. The low fragility tier suggests that the stock is not overly sensitive to negative news at this time.

What the fundamentals likely do

Management is on track with its focus on organic growth and balanced capital allocation, which has resulted in increased revenue. However, profitability improvements have lagged, and there is a risk of continued earnings misses in the near term.

What Rollins, Inc. hinges on

The future performance of ROL will depend on guidance updates from management and the performance of sector bellwethers like CTAS, CPRT, and RBA. Positive momentum in these companies could support ROL, while negative trends may pose risks.