Rollins
Runs Orkin and regional pest-control brands across recurring residential, commercial, and termite services.
Something off on this page? Send us feedback.
Profile
Sells recurring residential, commercial, and termite pest-control services through Orkin and a portfolio of regional brands, using company-owned branches and franchises. Most revenue comes from scheduled service agreements, and the business remains heavily concentrated in the United States within a single reportable segment.
Provides residential pest control, commercial pest management, and termite and ancillary services through Orkin and regional brands including HomeTeam Pest Defense, Clark Pest Control, Fox Pest Control, Saela Pest Control, and Romex Pest Control. Company-owned branches and franchises serve customers primarily in the United States, with additional operations and franchises across Canada, Australia, Europe, Asia, and other international markets.
Scheduled service agreements generate most revenue, while one-time treatments and ancillary work such as wildlife exclusion, moisture remediation, and insulation broaden each customer relationship. A multi-brand acquisition model adds local businesses while centralized routing, scheduling, and training systems support dense service networks. The business operates as a single reportable segment; pesticide use, hazardous-material handling, licensing, and franchise practices are governed by local and national regulation.
Company facts
Key statistics
Year to date −38.3% · Average volume (30d) 5.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Argus Research | Downgrade | Buy | Hold | ||
| Jul 24, 2026 | UBS | Reiterate | Neutral | $50 | $43 | |
| Jul 24, 2026 | Barclays | Reiterate | Overweight | $72 | $45 | |
| Jul 24, 2026 | Wells Fargo | Downgrade | Overweight | Underweight | $46 | $32 |
| Jul 24, 2026 | JP Morgan | Downgrade | Overweight | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $0.34 | $0.32 | −4.7% | $1.09B | $1.08B | −1.4% | −9.27% |
| Apr 22, 2026Q1 FY26 | $0.24 | $0.24 | 0.0% | $895.5M | $906.4M | +1.2% | +3.02% |
| Feb 11, 2026Q4 FY25 | $0.26 | $0.25 | −5.6% | $926.8M | $912.9M | −1.5% | −10.53% |
| Oct 29, 2025Q3 FY25 | $0.33 | $0.35 | +6.7% | $1.02B | $1.03B | +0.5% | +7.28% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $822.5M | $999.5M | $1.03B | $912.9M | $906.4M | $1.08B | |
| Gross profit | $422.4M | $537.7M | $558.7M | $433.8M | $460.9M | $536.3M | |
| Operating income | $142.6M | $198.3M | $225.0M | $161.2M | $145.5M | $201.4M | |
| Net income | $105.2M | $141.5M | $163.5M | $116.4M | $107.8M | $143.9M | |
| Diluted EPS | $0.22 | $0.29 | $0.34 | $0.24 | $0.22 | $0.30 | |
| Gross margin | 51.4% | 53.8% | 54.4% | 47.5% | 50.8% | 49.7% | |
| Operating margin | 17.3% | 19.8% | 21.9% | 17.7% | 16.1% | 18.7% |
Fiscal years (4-quarter sums)FY21 $2.42B · FY22 $2.70B · FY23 $3.07B · FY24 $3.39B · FY25 $3.76B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $109.1M · Total debt $1.12B · Total assets $3.35B · Shareholders' equity $1.43B
Dividends
Raised for 5 straight years — most recently to $0.1825 from $0.165 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 10, 2026 | Aug 10 | Sep 10 | $0.1825 | |
| May 11, 2026 | May 11 | Jun 10 | $0.1825 | |
| Feb 25, 2026 | Feb 25 | Mar 10 | $0.1825 | |
| Nov 10, 2025 | Nov 10 | Dec 10 | $0.1825 | raised from $0.165 |
| Aug 11, 2025 | Aug 11 | Sep 10 | $0.165 | |
| May 12, 2025 | May 12 | Jun 10 | $0.165 | |
| Feb 25, 2025 | Feb 25 | Mar 10 | $0.165 | |
| Nov 12, 2024 | Nov 12 | Dec 10 | $0.165 | raised from $0.15 |
Ownership
Shares outstanding 481.15M · Float 308.74M · 64.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lor Inc · 10 percent owner | 145.28M | 30.20% | Form 4 | Nov 12, 2025 |
| BlackRock, Inc. | 28.85M | 6.00% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 19.80M | 4.11% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 16.98M | 3.53% | 13F | Aug 13, 2026 |
| State Street Corp | 13.56M | 2.82% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 25, 2026 | Elizabeth B. Chandler | officer: CLO, GC, CORPORATE SECRETARY | −14,201 | $59.36 |
| Jan 28, 2026 | John F. Wilson | director, officer: EXECUTIVE CHAIRMAN | −5,344 | $62.83 |
| Jan 28, 2026 | Jerry Jr. Gahlhoff | director, officer: PRESIDENT & CEO | −1,307 | $62.83 |
| Jan 28, 2026 | Thomas D. Tesh | officer: Chief Admin. Officer | −323 | $62.83 |
| Jan 28, 2026 | Elizabeth B. Chandler | officer: CLO, GC, CORPORATE SECRETARY | −1,329 | $62.83 |
Peers
- Rentokil Initial (ADR)
Largest global pest control operator after 2022 Terminix acquisition.
- Ecolab
Commercial pest elimination embedded in a $15.7B water and hygiene platform.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rollins | $36.24 | −0.38% | $17.50B | 33.1 | 30.4 | 4.5 | +7.9% |
| Rentokil Initial (ADR) | $23.53 | +0.02% | $11.84B | 50.1 | — | 1.4 | −21.7% |
| Ecolab | $275.05 | −4.11% | $80.70B | 38.5 | 33.2 | 4.8 | +9.7% |
| Median | 44.3 | 33.2 | 3.1 | −6.0% |