The earnings call reflects a positive outlook for Rollins, with strong revenue growth across all major service lines and successful integration of the Saela acquisition. Cash flow improvements and record sales achievements further highlight the company's robust performance. However, margin pressures due to insurance claims and increased SG&A costs present challenges. Despite these challenges, the overall sentiment remains positive, driven by robust growth and strategic initiatives.

Company Guidance -

Q3 2025

During the Rollins, Inc. Second Quarter 2025 Earnings Conference Call, the company provided robust guidance and detailed performance metrics, highlighting a 12.1% increase in total revenue and a 7.3% organic growth. The Saela acquisition was noted as a significant contributor, exceeding expectations and enhancing Rollins' competitive advantages. The company reported gross margins of 53.8%, a GAAP earnings per share of $0.29, and an adjusted earnings per share of $0.30. Operating cash flow increased by 21%, while free cash flow was up by 23% year-over-year. Rollins expects continued organic growth of 7% to 8% and M&A growth of 3% to 4% for the year, with a cash flow conversion rate exceeding 100%. The company also emphasized operational efficiency, despite margin headwinds from insurance claims and reduced vehicle gains, while achieving improvements in employee retention and leveraging sales and marketing expenses.

Strong Revenue Growth

Rollins delivered total revenue growth of 12.1% year-over-year and organic growth of 7.3%. Double-digit growth was seen across all major service lines: residential revenues increased by 11.6%, commercial pest control rose by 11.4%, and termite and ancillary services increased by 13.9%.

Successful Saela Acquisition

The integration of Saela, acquired in April, has exceeded expectations, contributing positively to revenue and margin profiles with double-digit growth versus the prior year.

Improved Cash Flow

Operating cash flow increased by 21% in the quarter, reaching $175 million. Free cash flow was also up by over 23% compared to the same period last year.

Promising Commercial Segment Performance

Orkin Commercial delivered double-digit recurring growth, attributed to strategic resource additions, and remains the highest retention business among service lines.

Record Sales Achievements

June saw the achievement of daily sales records, driven by effective marketing adjustments and higher quality lead generation.

Rollins (ROL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ROL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.33 / -	0.28	―	―	―
Jul 23, 2025	2025 (Q2)	0.30 / 0.29	0.27	7.41% (+0.02)
Apr 23, 2025	2025 (Q1)	0.22 / 0.22	0.19	15.79% (+0.03)
Feb 12, 2025	2024 (Q4)	0.23 / 0.22	0.22	0.00% (0.00)
Oct 23, 2024	2024 (Q3)	0.30 / 0.28	0.26	7.69% (+0.02)
Jul 24, 2024	2024 (Q2)	0.27 / 0.27	0.22	22.73% (+0.05)
Apr 24, 2024	2024 (Q1)	0.20 / 0.19	0.18	5.56% (+0.01)
Feb 14, 2024	2023 (Q4)	0.21 / 0.22	0.17	29.41% (+0.05)
Oct 25, 2023	2023 (Q3)	0.25 / 0.26	0.22	18.18% (+0.04)
Jul 26, 2023	2023 (Q2)	0.23 / 0.22	0.2	10.00% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ROL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$55.00	$57.87	+5.22%
Apr 23, 2025	$54.62	$55.15	+0.97%
Feb 12, 2025	$49.65	$51.46	+3.65%
Oct 23, 2024	$49.15	$45.92	-6.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rollins (ROL) report earnings?

Rollins (ROL) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Rollins (ROL) earnings time?

Rollins (ROL) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ROL EPS forecast?

ROL EPS forecast for the fiscal quarter 2025 (Q3) is 0.33.

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