What is the 13F Pro Quality Score for ROL?

13F Pro ranks ROLLINS INC (ROL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ROL's current score at https://13fpro.ai/research/ROL (free sign-up required for the full ranking).

Where does 13F Pro source ROL data?

All ROLLINS INC fundamentals and ownership data come directly from SEC EDGAR. ROLLINS INC files with the SEC under CIK 84839. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ROL in?

ROLLINS INC (ROL) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives ROL's revenue?

Per ROLLINS INC's latest 10-Q filed with the SEC on 2026-04-23, the biggest revenue drivers are: Residential revenues ($389.5M, +9.3% YoY); Commercial revenues ($311.7M, +9.6% YoY); Termite and ancillary revenues ($195.4M, +13.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/ROL.

What are ROL's largest expenses?

ROLLINS INC's latest 10-Q reports these as the largest expense items: Depreciation and amortization ($32.5M, +11.3% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is ROL research updated on 13F Pro?

ROL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ROLLINS INC(ROL)Stock Analysis

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13F Pro Quality Score

73.2/100

Rank #204 of 2,879 stocksTOP 10%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

66.7/100

Profitability

74.0/100

Balance Sheet

94.5/100

Earnings Quality

56.7/100

Free Cash Flow

74.1/100

Institutional Flow

63.8/100

Revenue Scale

73.4/100

Dilution Risk

55.7/100

ROL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ROLLINS INC (ROL), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ROL at 73.2/100 on a 32-signal composite quality model, placing it at rank #204 of 2,879 stocks — the top 10% of the AI-ranked universe. ROL scores in the top quartile across balance sheet strength (94.5). Based on the latest XBRL financial filings (Q1 2026), ROLLINS INC reports quarterly revenue of $906.4M, net income of $107.8M, an operating margin of 16.1%. Top institutional holders of ROL by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ROL trades on the NYSE exchange and files with the SEC under CIK 84839. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROLLINS INC directly from SEC EDGAR. ROLLINS INC's 13F Pro composite quality score has ranged between 8 and 76 since 2021, currently 73.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about ROLLINS INC

Quirks, history, and lore behind ROL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · listed on the NYSE · headquartered in Atlanta, Georgia · operates across North America and internationally.
2
The Numbers
Annual revenue in the low billions of dollars, with a business model built on recurring service contracts that keep cash flows remarkably steady year after year.
3
The History
Founded in the early 20th century, the company grew quietly for decades before becoming a publicly traded giant in its niche — one of the oldest and largest in the field.
4
The Secret
Its core business is keeping unwanted creatures out of homes and businesses — a decidedly unglamorous industry that turns out to be recession-proof and wildly profitable.
5
The Lore
The founding Rollins family still holds a significant stake, and the company owns household names like Orkin — one of the most recognized brands in the pest control world.
6
The Giveaway
If there's a cockroach in your kitchen or termites in your walls, this Atlanta-based company — parent of Orkin — has been the one America calls for over a century.

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What's Driving ROL's Business? Latest 10-Q Breakdown

AI-extracted from ROLLINS INC's 10-Q filed 2026-04-23 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Rollins delivered Q1 revenues of $906.4M (+10.2% YoY), marking 98 consecutive quarters of growth, with organic revenue up 6.6% and acquisitions contributing 3.6%, though operating margin compressed 120 basis points to 16.1% due to higher insurance claims and labor costs.

Biggest Revenue Drivers

Total revenue: $906.4M+10.2% YoY

Residential revenues$389.5M+9.3% YoY

Organic residential growth of 4.2%, with acquisitions contributing 5.1%.

Commercial revenues$311.7M+9.6% YoY

Organic commercial growth of 7.7%, with acquisitions adding 1.9%.

Termite and ancillary revenues$195.4M+13.5% YoY

Organic termite and ancillary growth of 9.8%, with acquisitions contributing 3.7%.

Franchise and other revenues$9.8M+0.7% YoY

Minimal organic growth with no acquisition contribution.

Largest Expense Items

Depreciation and amortization$32.5M+11.3% YoY

Increase due to higher amortization of intangible assets from acquisitions, notably Saela.

Margins: Gross margin declined 60 basis points to 50.8% primarily from 30 basis points of higher insurance claims, 20 basis points of elevated fleet costs from lower vehicle gains, and 20 basis points of higher employee expenses. Operating margin compressed 120 basis points to 16.1% due to combined pressure from higher insurance and claims costs, selling and marketing expenses, and fleet expenses across both COGS and SG&A.

Watch Items from the Filing

Operating margin compression of 120 basis points YoY to 16.1% driven by insurance claims degradation, higher labor costs, and fleet expense pressures, partially offset by adjusted operating margin of 16.9%.
Operating cash flow declined 19.4% YoY to $118.4M, primarily due to $39.5M timing impact from tax credit planning strategy and $8.8M from semi-annual interest payments on 2035 Senior Notes.
Two major acquisitions completed in Q1 2026: Saela Holdings ($207.2M, April 2025) and three smaller acquisitions ($20.5M in Q1), with Romex Pest Control ($90M purchase + $10M contingent) acquired April 1, 2026.
FTC Consent Order restricting non-compete enforcement finalized; management expects immaterial impact but ongoing compliance required and subject to public comment finalization.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$906.4M

Net Income

Q1 2026

$107.8M

Free Cash Flow

Q1 2026

$111.2M

Operating Margin

Q1 2026

16.1%

D/E Ratio

Q1 2026

0.47

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+22.4% YoY

$3.76BFY 2025

FY21 $2.42BFY22 $2.70BFY23 $3.07BFY25 $3.76B

Net Income

+21.1% YoY

$526.7MFY 2025

FY21 $356.6MFY22 $368.6MFY23 $435.0MFY25 $526.7M

Operating Income

+24.5% YoY

$726.1MFY 2025

FY21 $447.6MFY22 $493.4MFY23 $583.2MFY25 $726.1M

EPS (Diluted)

+22.5% YoY

$1.09FY 2025

FY21 $0.72FY22 $0.75FY23 $0.89FY25 $1.09

Total Assets

+21.0% YoY

$3.14BFY 2025

FY21 $2.02BFY22 $2.12BFY23 $2.60BFY25 $3.14B

Total Debt

$609.8MFY 2025

FY21 —FY22 —FY23 —FY25 $609.8M

Op. Cash Flow

+28.3% YoY

$678.1MFY 2025

FY21 $401.8MFY22 $465.9MFY23 $528.4MFY25 $678.1M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$3.76B +22.4%	$3.07B +14.0%	$2.70B +11.2%	$2.42B +12.2%	$2.16B +7.2%	$2.02B
Net Income	$526.7M +21.1%	$435.0M +18.0%	$368.6M +3.4%	$356.6M +33.7%	$266.8M +31.2%	$203.3M
Operating Income	$726.1M +24.5%	$583.2M +18.2%	$493.4M +10.2%	$447.6M +19.0%	$376.1M +18.5%	$317.4M
EPS (Diluted)	$1.09 +22.5%	$0.89 +18.7%	$0.75 +4.2%	$0.72 +100.0%	$0.36 +31.7%	$0.27
Total Assets	$3.14B +21.0%	$2.60B +22.3%	$2.12B +5.0%	$2.02B +9.5%	$1.85B +5.8%	$1.74B
Total Debt	$609.8M	—	—	—	—	$203.0M
Operating Cash Flow	$678.1M +28.3%	$528.4M +13.4%	$465.9M +16.0%	$401.8M -7.8%	$435.8M +36.4%	$319.6M

AI Insight: ROL Financial Trends

ROL revenue and profitability stabilized around $900M–$950M post-acquisition, but Q1 2026 cash generation deteriorated sharply.

• Revenue grew 13.4% from Q2 2024 ($892M) to Q2 2025 ($1,000M), then normalizing to $906M–$913M by Q4 2025–Q1 2026.

• Operating margin expanded from 20.4% (Q2 2024) to 24.7% (Q2 2025), remaining elevated at 21.9%–23.5% through Q4 2025.

• Operating cash flow declined 19.3% from $191M (Q3 2025) to $118M (Q1 2026), lowest in trailing eight quarters.

⚠ Total debt rose 34.2% from $485M (Q1 2025) to $651M (Q1 2026), highest in dataset; debt-to-equity jumped to 47%.

⚠ Net income margin compressed to 11.9% in Q1 2026 versus 14.1%–16.0% in prior-year quarters.

AI Insight: ROL Ratio Trends

Operating margin compressed to 16.1% in Q1 2026, lowest in two years, driven by seasonal weakness and deteriorating returns across all metrics.

• Operating margin declined 1.4pp QoQ to 16.1% in Q1 2026, extending downtrend from Q3 2025 peak of 21.9%.

• ROIC fell to 28.6% in Q1 2026 from 44.6% in Q3 2025, a 16pp contraction over two quarters.

• Debt-to-equity rose to 0.47 in Q1 2026 from 0.32 in Q3 2025, reversing deleveraging progress.

⚠ Q1 seasonality pattern repeats: operating margin and returns spike in Q3, crater in Q4–Q1. Verify underlying operational health.

⚠ Net profit margin at 11.9% in Q1 2026 matches Q1 2025 trough. Monitor whether Q2–Q3 2026 recovery materializes.

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Available Research

13F Pro tracks comprehensive data for ROLLINS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ROL

BlackRock, Inc.
$1.5B28,620,112 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.1B19,683,655 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$879.0M16,458,385 sh
STATE STREET CORP
$698.2M13,073,182 sh
GEODE CAPITAL MANAGEMENT, LLC
$622.8M11,690,092 sh
FMR LLC
$617.5M11,561,752 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$518.2M9,701,438 sh
Invesco Ltd.
$350.6M6,563,587 sh
MORGAN STANLEY
$292.0M5,466,561 sh
Select Equity Group, L.P.
$254.6M4,767,122 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	28,620,112
VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	19,683,655
VANGUARD PORTFOLIO MANAGEMENT LLC	$879.0M	16,458,385
STATE STREET CORP	$698.2M	13,073,182
GEODE CAPITAL MANAGEMENT, LLC	$622.8M	11,690,092
FMR LLC	$617.5M	11,561,752
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$518.2M	9,701,438
Invesco Ltd.	$350.6M	6,563,587
MORGAN STANLEY	$292.0M	5,466,561
Select Equity Group, L.P.	$254.6M	4,767,122

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Is ROL a good stock to buy?

13F Pro's AI-powered analysis of ROLLINS INC (ROL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROL are available on the ROL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ROL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROLLINS INC's investment landscape.