ROL

Rollins reported Q3 2026 revenue of $1.09 billion, up 6.2% year-over-year, but missed the consensus estimate of $1.13 billion by 3.15%. EPS came in at $0.34 versus the estimated $0.35, representing a 2.86% miss.

All three business segments (Residential, Termite and ancillary, and Commercial) underperformed analyst estimates. The stock has a Zacks Rank #4 (Sell) rating.

Rollins reported Q3 2026 organic revenue growth of 4.4%, but faced a residential customer acquisition slowdown due to AI-driven changes in search patterns. The company is adapting by shifting focus from digital search to relationship-based channels like direct sales and door-to-door marketing, while optimizing marketing spend rather than increasing budgets. Management expects the business to return to 7-8% organic growth long-term.

Rollins, Inc. reported disappointing Q3 2026 results with earnings declining 2.9% year-over-year to 34 cents per share, missing consensus estimates. While revenues grew 6.2% to $1.09 billion, operating margins contracted 140 basis points to 20.5% due to rising costs and weak residential customer acquisition.

Commercial and termite operations provided growth, but profitability suffered. The company is restructuring its marketing strategy and generated strong free cash flow of $235.5 million, up 28.8% year-over-year.

Rollins (ROL) is set to report Q3 2026 earnings on Oct. 21 with revenues expected to grow 9.6% to $1.13 billion across all segments. However, EPS is projected to remain flat at 35 cents as higher buyout and integration costs offset revenue gains. The company has an unimpressive earnings surprise history and carries a Zacks Rank #4 (Sell) with negative Earnings ESP of -1.45%.

Rollins (ROL) is expected to report flat earnings of $0.35 per share for Q3 2026 with 9.6% revenue growth when it releases results on October 21. However, the company faces headwinds with a negative Earnings ESP of -1.45%, a Zacks Rank #4 (Sell), and a history of missing consensus estimates, making an earnings beat unlikely.