Rollins operates multiple brands including Orkin, HomeTeam Pest Defense, Northwest Exterminating, and Fox Pest Control to capture different market segments while centralizing back-office efficiencies. The company is a capital-light 'compounding machine' that leverages a 20%+ ROIC and a disciplined M&A strategy to dominate the pest control industry. Recurring and ancillary services represent over 80% of total revenue and grew over 7% organically.
Cyborg Score Rationale
Rollins has been a perennial outperformer delivering ~31.6% 1-year performance, significantly outpacing the broader S&P 500. Wall Street is bullish on ROL with 11 Buy and 5 Hold ratings, 0 Sell ratings. The company demonstrates strong profitability with 19.47% operating margin and 52.86% gross margin.
Top Insights
Climate change extending pest seasons and urbanization creating ideal conditions for pest infestations are driving macro tailwinds for the industry
Industry consolidation opportunity with over 20,000 'mom-and-pop' shops in the U.S. providing deep pipeline for acquisitions
Growth opportunities in international expansion in Asia and South America, plus commercial upsell for integrated facility services
Consistent 12.4% 3-year revenue growth with conservative 0.6 debt-to-equity ratio demonstrates financial discipline
Named Competitors
Terminix — Residential and commercial pest control services
Ehrlich — Pest control and hygiene services provider
Truly Nolen — Regional pest control operator
Regional operators — Fragmented pest control service providers
Recent Developments
(February 2026) Reported Q4 2025 revenue of $913M (+9.7%) and full-year 2025 net income up 12.9% with 24th consecutive year of revenue growth
(February 2026) Management guides 2026 with healthy core markets, organic growth supported by pricing and modernization, and improving margin profile
(2025) Invested $309.5M in acquisitions contributing 4.1% to revenue growth while maintaining strong $678M operating cash flow
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