Rollins stock falls as revenue misses estimates, pest control growth slows (ROL:NYSE)

Rollins Inc. (ROL) shares dropped 7.4% after reporting Q3 2026 earnings that missed revenue ($1.09B vs. $1.11B consensus) and EBITDA ($257M vs. $260.5M) estimates, with operating margin contracting to 20.5%. The company attributed challenges to residential customer acquisition and marketing strategy shifts. Despite a 10% dividend increase and $120M in share buybacks, investor sentiment remained negative, with the stock down over 40% in the past year.

Rollins Inc (NYSE: ROL) reported Q3 earnings of $0.34 per share, missing estimates by $0.01, and revenue of $1.09B, below the $1.11B forecast. Shares fell 7.4% after-hours. The pest control company cited challenges in residential customer acquisition and plans to adjust its marketing strategy. Organic revenue rose 4.4% YoY, while adjusted operating income declined 0.6%.

Rollins (NYSE: ROL) reported Q3 EPS of $0.34, missing estimates of $0.35, with revenue at $1.09B, below the $1.11B consensus. The stock is down 13.25% over 3 months and 41.01% over 12 months, with 14 negative EPS revisions in 90 days. InvestingPro rates its financial health as 'good performance'.

Rollins reported Q3 2026 revenue of $1.09B, missing estimates by 1.7% and showing 6.2% YoY growth. Adjusted EPS met expectations at $0.34, while adjusted EBITDA missed by 1.4%. Operating margin decreased to 20.5% YoY, but free cash flow margin increased to 21.6%. Organic revenue rose 4.4% YoY, also missing estimates. The stock price dropped following the results.

Rollins Inc. (ROL) reported Q3 profit of $157.9M, or 33 cents per share, missing analyst estimates of 35 cents. Revenue was $1.09B, below expectations of $1.13B. The company operates Orkin and other pest control services.

Rollins (ROL) reported Q3 Non-GAAP EPS of $0.34, meeting estimates, and revenue of $1.09B, missing by $20M. Adjusted EBITDA fell 0.7% Y/Y to $257M, with a margin contraction of 170 basis points.