Feed / ROL

Rollins, Inc.

ROL

Consumer Cyclical · 34.57 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Rollins, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 1 activePest Control Services · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • Interest expense rose in the period and was attributed to higher average debt balances from increased borrowings under the company's commercial paper program.

Invalidation: The isolated read changes if ROL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Personal Services

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Interest expense rose in the period and was attributed to higher average debt balances from increased borrowings under the company's commercial paper program.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements101
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +11.0% year over year.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 303% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 185% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

34.57
6m-38.4%12m-39.7%24m-31.3%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.4B+12.2%$0.72+0.1%
2022-12-31$2.7B+11.2%$0.75+0.1%
2023-12-31$3.1B+14.0%$0.89-0.5%
2024-12-31$3.4B+10.3%$0.96-1.2%
2025-12-31$3.8B+11.0%$1.09-0.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Interest Expense, Net For the six months ended June 30, 2026, interest expense, net increased $5.1 million, compared to the six months ended June 30, 2025, primarily due to a higher average debt balance associated with higher borrowings under our commercial p…
10-Q · Jul 23, 2026
Demand and volumepositive · 5 filings
The increase in revenues was driven by demand from our customers across all major service offerings.
10-Q · Jul 23, 2026
Energy and commodity pricesmixed · 1 filings
As a percentage of revenue, SG&A increased 30 basis points to 31.1% from 30.8% in the prior year, primarily due to 10 basis points of higher selling and marketing costs and 10 basis points of higher fleet expenses associated with higher fuel costs.
10-Q · Jul 23, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.5× · EV/sales 4.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

34.57+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ROL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ROL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ROL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

COOTFiling-linked namepartnerFeb 12, 2026

5 Table of Contents Franchising Programs We have franchise programs through Orkin, Critter Control, MissQuito, and our Australian subsidiaries.

JPMJPMorgan Chase & Co.lenderApr 23, 2026

Revolving Credit Facility In February 2023, the Company entered into a credit agreement (the "Credit Agreement") with, among others, JPMorgan Chase Bank, N.A.

Depended on by

CTASCintas CorporationpartnerJul 28, 2025

The companies included in the peer group are ABM Industries, Inc., Aramark, Rollins, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ROL is currently a Leader in the organic co-movement group Pest Control Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ROL; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.