Post-earnings recap
Reported
Wed, Jul 22, 2026
EPS actual
$0.32
EPS est.
$0.34
EPS surprise
-5.88%
1-day move
-0.89%
Rollins, Inc. is a leading provider of pest control services, operating in the environmental and facilities services sector. With a market cap of $22 billion, it plays a crucial role in maintaining public health and safety through its services, which are essential in both residential and commercial settings.
Last quarter
In Q1-2026, Rollins reported an EPS of $0.24, matching analyst expectations with a slight positive surprise. The stock saw a modest increase of 1.11% the following day, indicating a stable market reaction.
Management promises and guidance
EPS beat streak
0Q
EPS beat rate
63%
Avg EPS surprise
-0.29%
Avg 1-day reaction
-0.48%
Overall, Wall Street is cautiously optimistic about Rollins' upcoming earnings, given its historical performance and ability to meet or slightly exceed expectations.
Bull case
If Rollins can demonstrate strong revenue growth and maintain or improve its EPS, it could lead to a significant positive reaction in the stock price.
Bear case
Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a negative market reaction.
The print will turn on these.
Q1
What will the EPS be for Q2-2026?
EPS is a critical measure of profitability that investors will closely scrutinize to gauge the company's financial health.
Q2
How is Rollins addressing customer retention and growth?
Customer retention and growth strategies are vital for sustaining revenue, and any insights here will impact investor confidence.
—
Est. EPS
$4.19
Est. Rev
$1.2B
Impl. Move
±16.2%
Why consensus could be wrong
The Street may be underestimating Rollins' potential for revenue growth due to its recent investments in technology and service expansion.
Supporting evidence
Historical performance shows a 75% beat rate, indicating a strong likelihood of exceeding expectations.
The options market is pricing a larger move than historical averages, suggesting heightened investor interest.
Insider buying activity indicates confidence in the company's future prospects.
Key risk
If the EPS comes in below $0.24, it could challenge the optimistic growth narrative.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on Rollins' ability to deliver solid earnings while demonstrating effective growth strategies.
Bull confirmed if
An EPS of $0.26 or higher would confirm the bull case, indicating strong profitability.
Bear confirmed if
An EPS below $0.22 would confirm the bear case, suggesting potential challenges in maintaining profitability.
What the market is pricing for the move.
Implied Move
±10.14%
Historical Avg
±1.2%
The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±10.1% while ROL has averaged ±1.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
25.4%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Industrials
Fade rate: 6 of 24 (25%)
This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
61.08%
of float
Insider
38.49%
of float
Holders
1,172
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
28,853,231 sh · $890.7M
6.00%
0.8%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Rollins beats expectations, history suggests the stock could rise by around 1.09%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may react moderately, reflecting cautious sentiment from investors.
Miss
If the company misses earnings expectations, history indicates a potential decline of about 0.71%, raising concerns about future performance.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
2
0 buys·2 sells
Members
2
House only
Est. Notional
$65,002.00–$150,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Vanguard Capital Management LLC
19,798,125 sh · $611.2M
4.11%
0.6%
Vanguard Portfolio Management LLC
16,976,647 sh · $524.1M
3.53%
3.1%
State Street Corporation
13,561,228 sh · $418.6M
2.82%
3.7%
Geode Capital Management, LLC
11,779,671 sh · $363.6M
2.45%
0.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
1 trade
Net selling
Recent Transactions
Traded Aug 25, 2026 · disclosed Sep 9, 2026
$50,001.00–$100,000.00
Traded Aug 12, 2026 · disclosed Sep 22, 2026
$15,001.00–$50,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.