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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tim Mulrooney | William Blair | 10 | 10% |
| Ronan Kennedy | Barclays | 10 | 0% |
| George Tong | Goldman Sachs | 9 | 22% |
| Jason Haas | Wells Fargo | 8 | 0% |
| Joshua Chan | UBS | 8 | 0% |
| Peter Keith | Piper Sandler | 8 | 13% |
| Stephanie Moore | Jefferies | 5 | 0% |
| Dave Papadogonas | RBC Capital Markets | 5 | 0% |
| Yehuda Silverman | Morgan Stanley | 4 | 0% |
| Analyst | Wells Fargo | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 3 | 12 | 0% |
| Barclays | 2 | 12 | 0% |
| William Blair | 2 | 12 | 8% |
| Wells Fargo | 2 |
| 12 |
| 8% |
| Goldman Sachs | 2 | 11 | 18% |
| Morgan Stanley | 3 | 10 | 0% |
| Jefferies | 3 | 9 | 0% |
| RBC Capital Markets | 2 | 9 | 0% |
Rollins reported Q1 revenue growth of 10.2% with organic growth of 6.6%, as sequential acceleration to 8%+ organic growth in March demonstrated strengthening demand. Insurance and claims headwinds pressured margins, and fleet vehicle gains created a 50 basis point headwind expected to moderate in Q2. Orkin commercial added 80 more account managers year-over-year, and management reiterated 7-8% organic growth guidance.
Revenue Growth | Margin | Demand | Competitive Dynamics | Capex Investment | Cost Pressure | M&A | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 7 | 4 | 3 | 4 | 4 | 2 | |
| 2025Q1 | 7 | 2 | 6 | 3 | 3 | 2 | 4 | 7 |
| 2025Q2 | 6 | 7 | 4 | 3 | 4 | 1 | 2 | 1 |
| 2025Q3 | 6 | 7 | 5 | 5 | 2 | 3 | 2 | |
| 2025Q4 | 12 | 4 | 8 | 3 | 3 | 1 | 1 | |
| 2026Q1 | 10 | 8 | 8 | 5 | 1 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 7 | 6 | 6 | 12 | 10 |
| Margin | 7 | 2 | 7 | 7 | 4 | 8 |
| Demand | 4 | 6 | 4 | 5 | 8 | 8 |
| Competitive Dynamics | 3 | 3 | 3 | 5 | 3 | 5 |
| Capex Investment | 4 | 3 | 4 | 2 | 3 | 1 |
| Cost Pressure | 4 | 2 | 1 | 3 | 1 | 5 |
| M&A | 2 | 4 | 2 | 2 | 1 | 2 |
| Macroeconomic | 7 | 1 |