$ROL

Rollins earnings missed, revenue fell short of estimates

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'.

Original reporting
Published Oct 21, 2026, 8:37 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 8:47 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$ROL
Bearish
high confidence
Mentioned
$ROL
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$ROLBearishMed
01

Why it matters

The immediate trading focus is the gap versus consensus on both EPS and revenue, which typically drives revisions to near-term estimates and sentiment.

02

Market read

A straightforward earnings miss (EPS and revenue) that can drive estimate cuts and near-term positioning changes.

03

What to watch

The article omits guidance, margin commentary, and management commentary, which are often the real drivers of follow-through after an earnings miss.

Relevance 8/10Novelty 7/10Timing: after-hours/earnings release window (published same day)

Background

The article reports Rollins’s Q3 results and compares them to analyst consensus, noting the stock’s recent underperformance.

Company-level read

Ticker impact

$ROLBearishHigh confidence
Context

Rollins reported Q3 EPS of $0.34 vs $0.35 consensus and revenue of $1.09B vs $1.11B, signaling an earnings miss and demand softness.

Expected impact

Likely downside bias as the market digests the EPS and revenue shortfalls relative to estimates.

Evidence & confidence

The article provides the company’s own quarterly EPS and revenue versus consensus, which are direct drivers of post-earnings repricing.

Market effects

Limited sector read-through because the piece is single-company earnings with no broader industry datapoints.

No clear regional spillover beyond US small/mid-cap earnings sentiment.

Minimal global relevance; no international operations or macro linkage beyond general market context.

Counterpoint

If the miss is modest versus consensus and the company’s financial health is described as “good performance,” the stock could stabilize on valuation or guidance not discussed here.

Key entities

  • Rollins

    US-listed pest control company reporting Q3 EPS and revenue versus consensus.

Related articles

$ROLHighAI 8/10

Why is Rollins stock sliding today?

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.

$ROLMedAI 9/10

Rollins falls 7% on third quarter earnings and revenue miss

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%.

$ROLMedAI 8/10

Rollins (NYSE:ROL) misses Q3 2026 sales expectations, stock drops

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.

$ROLMedAI 8/10

Rollins: Q3 Earnings Snapshot

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.