The earnings call reflects a predominantly positive sentiment with strong revenue growth, successful acquisition integration, and improved margins. While there are some minor challenges related to fleet expenses and people costs, these are overshadowed by the overall strong performance and strategic achievements.
Company Guidance
During the Rollins, Inc. Third Quarter 2025 Earnings Conference Call, management reported strong performance metrics, highlighting a 12% total revenue growth with 7.2% organic growth. The company achieved an adjusted EBITDA margin improvement of 120 basis points, reaching 25.2%, and GAAP earnings growth of over 21% to $0.34 per share. Free cash flow increased by 31%, and the company announced an 11% increase in its quarterly cash dividend. Rollins also noted double-digit growth in residential (11.2%), commercial pest control (11.8%), and termite and ancillary services (15.2%). The effective tax rate decreased to 24.8% from 26.1% the previous year. The integration of acquisitions like Saela contributed positively, with Saela exceeding performance expectations. Rollins remains optimistic about continuing organic growth in the 7% to 8% range and aims for 3% to 4% growth from M&A, focusing on further margin improvements and strong cash flow conversion above 100% for the year.
Strong Revenue Growth
Rollins delivered total revenue growth of 12% and organic growth of 7.2% in Q3 2025, with notable achievements in commercial pest control and termite and ancillary services.
Successful Acquisition Integration
The integration of Saela has exceeded expectations, contributing significantly to revenue and being slightly accretive to EPS on a GAAP basis.
Improved EBITDA Margins
Adjusted EBITDA margin improved by 120 basis points to 25.2%, driven by direct cost leverage and favorable adjustments related to auto and medical claims.
Increased Cash Flow
Operating cash flow increased by 30% and free cash flow was up 31% versus the same period a year ago, enabling a strong increase in dividend payouts.
Strategic Investments
Continued investments in the commercial division and strategic M&A opportunities are driving growth and improving market position.
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
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
Oct 29, 2025
$53.87
$57.79
+7.28%
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%
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 Feb 18, 2026, Before Open (Confirmed).
What is Rollins (ROL) earnings time?
Rollins (ROL) earnings time is at Feb 18, 2026, 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.