Rollins, Inc. (ROL) Earnings Call Transcripts

Rollins, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Rollins, Inc. reported revenue of $1.8 billion, reflecting a 7.9% increase year-over-year, but fell short of expectations due to slower growth in its residential pest control segment. Earnings per share (EPS) came in at $0.30, a 6.7% increase from the prior year, but also below market expectations. Management revised its full-year organic growth guidance to at least 6%, down from previous expectations of 7% to 8%, citing a challenging demand environment, particularly in residential services, while maintaining a long-term growth outlook.

Reported metrics

Guidance from management

Management updated their full-year organic growth expectation to at least 6% and maintained their outlook for 2% to 3% growth from acquisitions. They expect incremental margins of at least 10% for 2026, with improvements weighted towards Q4.

What management said

We've not seen any hesitancy from our customers on pricing. And as I mentioned in the remarks, our customer retention remains strong. We have also some parts of the business that have made improvement -- slight improvements in customer retention in the second quarter. So those 2 elements aren't drivers of anything that gives us any pause or any cause for concern.

And across the other -- the specialty brands, that business performed quite well, right, where there's proactive protection-focused sales relationships at the doorstep, for example, with the big Box [indiscernible].

What analysts pressed on

Analysts expressed concerns regarding the slowdown in residential demand and its impact on future growth. Questions were raised about the effectiveness of digital marketing strategies and whether the company is losing market share to competitors.

Main topics on the call

• Slower Residential Growth — Management noted that 'the primary driver was slower growth in portions of our residential business', particularly affecting brands like Orkin. While some brands experienced organic growth above 7%, the overall residenti...
• Strong Performance in Commercial and Ancillary Services — Commercial pest control revenues increased by 8.6%, and termite and ancillary services grew by 10.5%. Management highlighted that 'strategic investments we have made in support of these service areas continue to pay off'...
• Margin Pressures — Gross margin decreased by 100 basis points to 52.8% due to higher medical-related costs and fuel headwinds. Management indicated that 'lower-than-expected volume in the quarter' contributed to margin pressures.
• Improved Lead Flow in July — Management reported that inbound lead flow and call center volumes improved towards the end of June and have continued positively into July, stating, 'we were encouraged that inbound lead flow... improved'.

Read the full Rollins, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 53 Rollins, Inc. earnings call transcripts on record, spanning January 29, 2020 to July 23, 2026. Based on this history, Rollins, Inc. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ROL

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

53

First call

January 29, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly