Back to top

Image: Bigstock

Reasons Why You Should Retain Rollins Stock in Your Portfolio Now

Read MoreHide Full Article

Key Takeaways

  • ROL's Q2 revenues rose 12.1% to $1B, led by 7.3% organic growth across all segments.
  • The company completed 44 acquisitions in 2024, expanding its global presence to 70 countries.
  • ROL's Q2 2025 expenses rose 12.9%, while liquidity stayed weak with a 0.68 current ratio.

Rollins, Inc. (ROL - Free Report) has had a mixed run over the past year. The stock has rallied 13.1% compared with the industry's 15.2% growth and the S&P 500’s 16.6% rise.

Zacks Investment Research
Image Source: Zacks Investment Research

The company’s 2025 and 2026 earnings are expected to increase 12.12% and 11%, respectively, year over year.

ROL Thrives on Growth, Efficiency and Acquisitions

Rollins’ top line is bolstered by robust segmental performance and a strong demand environment. The company delivered solid second-quarter results, with revenues reaching $1 billion, up 12.1% year over year, driven by 7.3% organic growth. Improvement was observed across its key segments: residential (11.6%), commercial (11.4%), and termite and ancillary (13.9%).

The company is boosting its operational efficiency by strengthening its platform to drive cross-selling, reduce costs and deliver faster, more effective customer service. Leveraging real-time service tracking and advanced customer communication technologies, it gains a competitive edge through superior service delivery and higher customer satisfaction. ROL’s proprietary Branch Operating Support System streamlines service tracking, payments and route management, cutting costs and improving customer retention.

ROL's expansion strategy is primarily driven by acquisitions, which have significantly strengthened the company’s global presence and fueled revenue growth. Currently operating in around 70 countries, Rollins has completed 44 acquisitions in 2024, 24 in 2023, 31 in 2022 and 39 in 2021, highlighting its consistent focus on growth through strategic M&A (merger & acquisition) initiatives.

Rollins also demonstrates its commitment to shareholders through consistent dividend payments, reflecting confidence in business performance. The company paid dividends of $298 million, $264.3 million, $211.6 million and $208.7 million in 2024, 2023, 2022 and 2021, respectively. In the second quarter of 2025, ROL paid dividends worth $79.46 million.

ROL: Key Risks to Watch

Rollins’ operating expenses have steadily increased from $2.20 billion in 2022 to $2.49 billion in 2023 and $2.73 billion in 2024. This upward trend continued in the second quarter of 2025, with expenses jumping 12.9% year over year, signaling mounting cost pressures that could weigh on margins and profitability if not managed effectively.

Moreover, Rollins’ current ratio (a measure of liquidity) at the end of the second quarter was 0.68, which was lower than the industry's 0.69. A current ratio of less than one indicates that the company may have problems paying off its short-term obligations.

ROL’s Zacks Rank and Stocks to Consider

ROL currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader Zacks Business Services sector are Maximus (MMS - Free Report) and AppLovin  APP)   

Maximus sports a Zacks Rank of #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here    

MMS has an encouraging earnings surprise history, having outpaced the Zacks Consensus Estimate in three of the trailing four quarters and missing once. The average beat is 29.3%.

AppLovin also sports a Zacks Rank of 1

APP has an encouraging earnings surprise history, outperforming the Zacks Consensus Estimate in each of the trailing four quarters. The average beat is 22.36%. 


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Rollins, Inc. (ROL) - free report >>

Maximus, Inc. (MMS) - free report >>

AppLovin Corporation (APP) - free report >>

Published in