Rollins Misses Q4 Estimates with $0.25 EPS, $912.9M Revenue
Rollins reported Q4 EPS of $0.25, missing the $0.27 consensus estimate (-7.99% surprise), while revenue of $912.9 million fell 1% short of the $921 million forecast despite a 9.7% year-over-year increase from $832.2 million. Consensus EPS for Q1 stands at $0.25 on $908.5 million sales.
1. Q4 Earnings and Revenue Performance
Rollins reported Q4 adjusted EPS of $0.25, missing the $0.27 consensus (-7.99% surprise), and posted $912.9 million in revenue, 1% below forecasts but up 9.7% from $832.2 million year-ago.
2. Historical Estimate Trends
Over the last four quarters, Rollins has beaten EPS estimates twice and revenue estimates three times; the prior quarter saw a 9.38% positive EPS surprise with $0.35 reported against $0.32 expected.
3. Future Outlook and Guidance
Analysts currently project Q1 2026 EPS of $0.25 on $908.5 million in sales and full-year EPS of $1.26 on $4.12 billion in revenue, reflecting mixed estimate revisions ahead of management commentary.
4. Stock Performance and Industry Context
Rollins shares are up 8.3% year-to-date versus a 1.4% gain for the S&P 500; the company sits in the top 36% of its maintenance services industry and holds a neutral Zacks Rank of 3.