Rollins, Inc. Overview
Pro stress-test →Rollins operates in pest control with a fortress-like business model anchored by its flagship brand, Orkin. FY2025 revenue was $3.76B with organic growth of 6.9%, and net income grew 12.9% to $527M. The company maintains double-digit growth capability despite mixed global economic signals.
Strategic Profile
Pro stress-test →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.
Competitive Landscape
Pro stress-test →Wall Street broadly bullish with analysts viewing Rollins as a 'core holding' and pointing to a 'Rollins Premium' reflecting investor preference for management consistency. The pest control industry remains highly fragmented with regional and national players competing primarily on service quality and price. Large institutional players increased weightings in ROL throughout 2025 as a hedge against potential 2026 recessionary pressures.
Industry Context
Rollins, Inc. operates in Pest Control & Sanitation Services.
Key facts
Founded: 1948 · Headquarters: Atlanta, US · Employees: 21,946 · Revenue: $3.76B · Market cap: $28.3B