Rollins, Inc. (ROL)

Rollins, Inc. reported strong financial results for Q4 and full year 2024, with revenue increases. William (Will) Harkins was hired as Chief Accounting Officer, and the company launched a commercial paper program. Rollins acquired Saela Holdings, LLC, expecting to expand its presence in the Pacific Northwest, Mountain West, and Midwestern United States. Jefferies upgraded its outlook for Rollins from "Hold" to "Buy", and Wells Fargo maintained an "Overweight" recommendation. Canaccord Genuity initiated coverage with a "Hold" recommendation. The company's stock price increased, and revenue expectations for FY2025 were revised upward. Rollins also reported strong Q1 2025 results with total revenue growth.

Rollins, Inc.'s business is affected by seasonal variations in demand for pest and termite control services. Peak seasons occur during spring and summer due to increased pest activity, leading to revenue fluctuations. To mitigate these fluctuations, Rollins is adopting technology-driven solutions and investing in non-toxic treatments.

Rollins, Inc. is a global leader in pest control services, headquartered in Atlanta, Georgia. The company operates within the Industrials sector, providing pest, termite, and wildlife control services to residential and commercial customers. Rollins operates through a network of subsidiaries and franchises, including brands such as Orkin and HomeTeam Pest Defense. The company is focused on expanding its offerings to include sustainable pest control solutions and advanced digital monitoring systems.

Rollins, Inc. has a significant international presence, providing services across North America, Australia, and Europe, with international franchises extending to Central America, the Caribbean, the Middle East, Asia, the Mediterranean, Africa, and Mexico. The company operates from over 900 locations globally, with the United States accounting for the majority of its net sales.

Rollins, Inc. maintains a positive brand reputation through its strong brand portfolio, innovative solutions, and customer-centric approach. The company has focused on growth and sustainability initiatives, launching new pest control products and services in 2024. Rollins is committed to reducing chemical pesticide use and investing in eco-friendly solutions and digital monitoring systems. No significant negative events impacting its brand reputation were found.

Rollins, Inc. is primarily owned by institutional shareholders and company insiders. The company has 1,384 institutional owners and shareholders, collectively holding over 288 million shares. Major institutional owners include Vanguard Group Inc and BlackRock, Inc. Key individual shareholders include Gary W. Rollins and R. Randall Rollins, along with various Rollins family trusts.