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Wire

Rollins' Q2 Organic Growth, Margins to Accelerate Despite Higher Fuel Costs, RBC Says

Rollins' (ROL) organic growth in Q2 is likely to accelerate along with incremental margins despite near-term pressures from elevated fuel costs, RBC Capital Markets analysts said in a note emailed Thursday.Analysts said that Google search trends for "Pest Control" remain elevated compared with historical levels, with unique visits to pest control websites up 23% in April from a year earlier.RBC said that warmer and drier weather conditions in March and April have also likely increased pest activity, further supporting industry tailwinds.For Rollins, analysts expect margin expansion into the high-20% range in Q2, driven by accelerating organic growth, normalization of insurance and claims expenses, and operating leverage from higher volumes.RBC maintained its outperform rating and a $67 price target on the stock.Price: $46.37, Change: $+0.58, Percent Change: +1.27%

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Research

Bernstein Downgrades Rollins to Market Perform From Outperform, Adjusts PT to $52 From $70

Rollins (ROL) has an average rating of overweight and mean price target of $63.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Rollins' Medium-Term Outlook Backed by Pricing, Recurring Revenue, Acquisitions, RBC Says

Rollins' (ROL) medium-term outlook, shared at its investor day, is backed by steady growth from pricing, recurring revenue, and acquisitions, RBC Capital Markets said in a note Thursday.The company reaffirmed 2026 guidance of 7% to 8% organic revenue growth, 2% to 3% merger and acquisition contribution, and 25% to 30% adjusted incremental margins, while maintaining a medium-term outlook for above-market growth, double-digit earnings and free cash flow growth, 30% to 35% incremental earnings before interest, taxes, depreciation and amortization margins, and over 100% free cash flow conversion, the analyts said.The company projects double-digit earnings growth to be supported by gross margin gains from consumer price index-plus pricing, lower technician turnover, procurement and fleet efficiencies, and selling, general and administrative expense reduction from back-office modernization and a shared services operating model, the analysts added.The analysts said they model total revenue growth of about 9.7% year-over-year to $4.13 billion, including 7.1% organic growth, driven by Residential revenue of $1.84 billion, Commercial revenue of $1.37 billion, and Termite revenue of $875 million. They also estimate adjusted EBITDA of $946 million with a 22.9% margin, and adjusted earnings per share of $1.23 versus consensus of $1.24.RBC has an outperform rating and a $67 price target on Rollins.Price: $53.62, Change: $+0.20, Percent Change: +0.37%

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Wire

Rollins Seen Reaffirming 2026 Outlook on Pricing Power, Customer Growth, RBC Says

Rollins (ROL) is expected to reaffirm its 2026 and medium-term outlook, supported by pricing power, customer wins and operational leverage across its pest-control businesses, RBC Capital Markets said Tuesday in a report.At an investor day on Thursday, Rollins is expected to reiterate 2026 guidance of 7% to 8% organic revenue growth, 2% to 3% growth in mergers and acquisitions, and 25% to 30% adjusted incremental margins, the report said.RBC also expects the company to restate its medium-term target for above market revenue growth, double-digit earnings growth and 30% to 35% incremental adjusted EBITDA margins.Rollins operates in a large, underpenetrated industry with favorable pricing dynamics and is positioned to expand its customer base through its diversified brand portfolio and multichannel distribution, RBC said.Efficiency gains from routing and scheduling optimization, back-office modernization, and other cost controls are also expected to support operational leverage, the report said.RBC maintained its outperform rating on Rollins stock and its $67 price target.Price: $52.50, Change: $-0.48, Percent Change: -0.92%

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Research

Rothschild & Co Redburn Upgrades Rollins to Buy From Neutral, Adjusts PT to $66 From $51.90

Rollins (ROL) has an average rating of overweight and mean price target of $65.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

UBS Adjusts Price Target on Rollins to $61 From $58, Maintains Neutral Rating

Rollins (ROL) has an average rating of overweight and mean price target of $64.26, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $56.32, Change: $-0.67, Percent Change: -1.18%

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Research

Research Alert: Rollins Prints Mixed Q1 As Margins Fail To Impress

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ROL's Q1 results were mixed, achieving revenue growth of 10.2% Y/Y split between 6.6% organic growth and 3.6% from acquisitions. However, margin compression remained a headwind, with adjusted operating margin declining 100 bps to 16.9%. ROL faced challenges balancing growth investments while defending profitability, with the termite business remaining the standout performer at 13.5% revenue growth and 9.8% organic expansion, outpacing residential services which rose 9.3% overall but just 4.2% organically. Management attributed margin pressures to insurance/claims costs, people costs, and selling investments, with employee expenses rising to 32.0% of revenue from 31.8% and insurance costs increasing to 2.3% from 2.0%. Cash flows weakened significantly, with operating cash flow declining 19.4% and free cash flow down 20.6%, impacted by timing factors, a $40M tax credit strategy, and $9M from interest payment transitions. We see previous share price highs being elusive until margins show signs of stabilization.

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Wire

Rollins Keeps Quarterly Dividend at $0.1825 per Share, Payable June 10 to Holders of Record May 11

Rollins Keeps Quarterly Dividend at $0.1825 per Share, Payable June 10 to Holders of Record May 11

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Research

Loop Capital Initiates Rollins at Hold With $56 Price Target

Rollins (ROL) has an average rating of overweight and mean price target of $64.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Rollins Seen Facing Softer Q1 Growth on Weather Impact, UBS Says

Rollins (ROL) is expected to deliver softer growth in Q1 given choppier weather conditions early in the quarter, UBS Securities said Friday in a note.The choppier first half of Q1 may impact overall growth somewhat, but retention for existing customers is expected to remain strong, with pricing also seeing very little pushback, according to the note.UBS highlighted lower digital advertising spend in early Q1 which suggests a delayed seasonal ramp that could reflect weather conditions and competitive activity.The brokerage estimates Q1 organic growth of 5.9%, down from a prior estimate of 6.7%. The firm now expects Q1 adjusted EBITDA of $188 million, down from $190 million and slightly ahead of the Street estimate of $187 million.UBS said a second consecutive weaker growth quarter from a company that has historically been a high-quality compounder could be somewhat challenging from a narrative perspective, especially as Rentokil shows signs of stabilizing growth.The brokerage expects Rollins to reaffirm the 7% to 8% organic growth guidance for 2026. It lowered its 2026 organic growth estimate to 7.1% from 7.3% and reduced its 2026 EPS estimate to $1.22 from $1.25 and its 2027 EPS estimate to $1.32 from $1.35.UBS has a neutral rating on Rollins and lowered its price target to $58 from $62.Price: $54.57, Change: $-1.23, Percent Change: -2.20%

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