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Top analysts & firms

All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions

What does “challenging” mean?

Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Most active analysts

Analyst	Firm	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Jason Haas	Wells Fargo	13 questions · 15% challenging
Tim Mulrooney	William Blair	11 questions · 9% challenging
Ronan Kennedy	Barclays	10 questions · 0% challenging
George Tong	Goldman Sachs	10 questions · 20% challenging
Peter Keith	Piper Sandler	9 questions · 11% challenging
Joshua Chan	UBS	9 questions · 0% challenging
Stephanie Moore	Jefferies	5 questions · 0% challenging
Ashish Sabadra	RBC Capital Markets	5 questions · 20% challenging
Dave Papadogonas	RBC Capital Markets	5 questions · 0% challenging
Greg Parrish	Morgan Stanley	5 questions · 20% challenging

Most active firms

Firm	Analysts	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
UBS	3 analysts	13 questions · 0% challenging
Barclays	2 analysts	13 questions · 0% challenging
William Blair	2 analysts	13 questions · 8% challenging
Wells Fargo	1 analyst	13 questions · 15% challenging
Goldman Sachs	2 analysts	12 questions · 17% challenging
Morgan Stanley	3 analysts	11 questions · 9% challenging
RBC Capital Markets	2 analysts	10 questions · 10% challenging
Jefferies	3 analysts	10 questions · 0% challenging

Quarter in detail

· FY2026 Q1

Macro Signals

→Consumer Spending→Inflation→Labor Market

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.

Key Themes7

positive📊 company

Sequential Acceleration To 8%+ Organic Growth In March

Total revenue grew 10.2% with organic growth of 6.6% for the quarter, but March alone delivered approximately 12% total growth and over 8% organic growth. Organic growth improved 90 basis points versus Q4 2025.

Revenue GrowthDemand

negative📊 company

Insurance And Claims Headwind Pressures Margins

Insurance and claims at 3.7% of sales versus 2.9% in FY2025 and 3.2% in FY2024, creating 30 basis points of gross margin headwind and 20 basis points on SG&A. Legacy claims from post-COVID era continuing to mature.

Cost PressureMargin

mixed📊 company

Fleet Vehicle Gains Headwind Of 50bps To Moderate In Q2

Lower vehicle gains created 50 basis points of gross margin headwind in Q1, but management expects improvement starting in Q2 as the year-over-year comparison normalizes.

Cost PressureMargin

positive📊 company

Romex Acquisition Expands Regional Brand Portfolio

Acquired Romex Pest Control, a top 40 PCT company, providing entry into new markets with a strong people-focused culture. M&A contributed 3.6% of revenue growth in Q1.

M&ACompetitive Dynamics

mixed📊 company

Pre-Season Staffing Investment Pressures Short-Term Margins

Carrying higher technician headcount ahead of peak season created 20 basis points of service payroll headwinds. Management views this as the right long-term decision to avoid extreme hiring swings that drive turnover.

Labor MarketMargin

positive📊 company

Orkin Commercial Adding 80 More Account Managers Year-Over-Year

Started the year with almost 80 more commercial account sales managers versus prior year first quarter, delivering new customer wins across key verticals. Commercial organic growth of 7.7%.

Capex InvestmentRevenue Growth

positive📊 company

Tax Rate Improvement Delivering Meaningful Benefits

Effective tax rate of 21.3% versus 23.5% prior year, expected under 25% for the full year (down approximately 100 basis points from historical levels). Tax credit planning strategy impacting free cash flow timing.

MarginCapital Allocation

Q&A Topicsfrequency by quarter

	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

Analyst Q&A12 analysts · 22 questions · 5% challenge

Curtis NagleBank of America

if you'd be able to break out the growth rate for recurring and onetime in the quarter?

View in transcript →

could you give an update on -- the efforts to improve your retention rates going into the spring season

View in transcript →

Dave PapadogonasRBC Capital Markets

View Consumer Cyclical sector trends →View Personal Products & Services industry trends →

Rollins, Inc. ROL

Sector: Consumer Cyclical Industry: Personal Products & Services

High valuation · FY26 Q1

FY26 Q1, sector-relative: P/E 61x (90th), EV/Sales 29.4x (92nd).

CompanyFiscal year ends DecMost recent earnings call: Jul 23, 2026 (FY2026 Q2)Next earnings call: Oct 21, 2026

6/ 10

FY2026 Q1Mixed−2.0 vs FY2025 Q4

Calendar quarter Q1 2026Earnings call Apr 23, 2026

FY2026 Q1 in brief

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.

PositiveSequential Acceleration To 8%+ Organic Growth In March
NegativeInsurance And Claims Headwind Pressures Margins
MixedFleet Vehicle Gains Headwind Of 50bps To Moderate In Q2

Full narrative and all 7 themes ↓

ScoringBase 7 · revenue +10.2%Transcript 0EPS -1Guidance 0Final 6

Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →

Quarter

Score details · FY2026 Q1

calendar Q1 2026 · call Apr 23, 2026

Year over year · FY26 Q1 vs FY25 Q1: −1.0 ptsFY26 Q1 6 vs FY25 Q1 7
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters: 7%

Share price · trailing year

daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score

ROL $33.891Y -38.6%YTD -43.5%● earnings calls (score)

Sources. Tellvest earnings-call sentiment score for Rollins, Inc. (ROL), FY2026 Q1: 6/10. Scores: Rollins, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ROL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.

Key financials

FY2026 Q1 selectedReported GAAP figures from SEC filings

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Quarter	Revenue	Rev YoY	EPS	EPS YoY	Gross margin	Op margin	Net margin	FCF
FY2024 Q4	$832M	+10.4%	$0.22	0.0%	51.3%	18.1%	12.7%	$184M
FY2025 Q1	$823M	+9.9%	$0.22	+15.8%	51.4%	17.3%	12.8%	$140M
FY2025 Q2	$1000M	+12.1%	$0.29	+7.4%	53.8%	19.8%	14.2%	$168M
FY2025 Q3	$1.03B	+12.0%	$0.34	+21.4%	54.4%	21.9%	15.9%	$183M
FY2025 Q4	$913M	+9.7%	$0.24	+9.1%	47.5%	17.7%	12.8%	$159M
FY2026 Q1Selected	$906M	+10.2%	$0.22	0.0%	50.8%	16.1%	11.9%	$111M
FY2026 Q2	$1.08B	+7.9%	$0.30	+3.4%	49.7%	18.7%	13.3%	$166M

As stated by management

Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).

EPS: “Quarterly GAAP net income was $108 million or $0.22 per share”
Revenue: “we delivered revenue growth of 10.2% year-over-year. Organic growth of 6.6%”
Guidance: “We continue to expect organic growth in the 7% to 8% range for the year with growth from M&A up 2% to 3%”
Key metric: “We delivered operating cash flow of $118 million and free cash flow of $111 million”

Sector Peersas of Q1 2026

Consumer Cyclical

Company	Score	Rev YoY	Headline
ROL Rollins, Inc.	6	+10.2%	Sequential Acceleration to 8%+ Organic Growth in March
ABNB Airbnb	9	+17.9%	Strong Revenue Growth Exceeding Guidance
AMCR Amcor	6	+77.4%	First anniversary of Berry combination with synergies exceeding initial target
AMZN Amazon.com, Inc.	9	+16.6%	AWS Growth Accelerates to 28% on $150B Run Rate
APTV Aptiv	6	+5.4%	Versigent spin-off completed successfully on April 1
AZO AutoZone	6	+8.2%	Commercial Sales Decelerate to 9.8% on Severe Weather
BABA Alibaba Group Holding Limited	6	+2.9%	Alibaba closed fiscal 2026 with reported group revenue of RMB 243.4 billion, held to low single-digit GAAP growth by the divestitures of Sun Art and Intime; excluding those units, management said revenue grew 11% year-over-year
BALL Ball Corporation	7	+16.1%	Comparable Operating Earnings Grow 10% Exceeding 2x Leverage
BBY Best Buy	5	-1.0%	Better-than-expected profitability despite softer holiday demand
BKNG Booking Holdings	7	+16.2%	Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict
CASY Casey's General Stores, Inc.	8	+0.3%	CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit)
CAVA CAVA Group, Inc.	8	+20.9%	CAVA closed a record fiscal 2025 with fourth-quarter revenue up 21.2% to $272.8 million, capping a 22.5% full-year gain and its first year above $1 billion in revenue
CCL Carnival	5	+6.1%	Record first quarter results despite macro headwinds
CMG Chipotle Mexican Grill	5	+7.4%	Revenue growth of 7.4% with positive transaction growth
CPRT Copart	3	-3.6%	Revenue Declines as Insurance Volume Headwinds Persist
CVNA Carvana Co.	8	+52.0%	Record retail unit growth of 40% YoY to 187,393
DECK Deckers Brands	7	+9.6%	Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%)
DHI D. R. Horton	2	-2.3%	Net sales orders surged 11% year over year
DKNG DraftKings Inc.	9	+16.8%	DraftKings opened 2026 with first-quarter revenue up 17% year-over-year to more than $1.6 billion and adjusted EBITDA up 64% to $168 million, its second consecutive quarter of positive GAAP net income
DPZ Domino's	5	+3.5%	US SSS Decelerated to 0.9% Amid Macro and Competitive Pressure
DRI Darden Restaurants	5	+5.9%	Strong Q3 with same-restaurant sales of 4.2% exceeding industry by 540 basis points
EBAY eBay	8	+19.5%	Broad-Based GMV Acceleration to 14% on Strategic Priorities
EXPE Expedia Group	7	+14.7%	B2B Bookings Grew 22% Led by API and New Partnerships
F Ford Motor Company	9	+6.4%	Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit)
GM General Motors	7	-0.9%	EV Restructuring Charges Continue
GME GameStop Corp.	4	-13.9%	GameStop's fiscal 2025 fourth quarter (the 13 weeks ended January 31, 2026) paired a double-digit revenue decline with markedly stronger operating profitability
GPC Genuine Parts Company	6	+6.8%	Results Ahead of Expectations with Sequential Improvement Across All Segments
HAS Hasbro	8	+12.8%	Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record
HD The Home Depot, Inc.	6	-3.8%	Home Depot closed fiscal 2025 with fourth quarter total sales of $38.2 billion, a decrease of $1.5 billion or approximately 3.8% from last year, against a prior-year quarter that carried a 53rd week worth approximately $2.5 billion in sales; on a comparable 52-week basis total company comps were positive 0.4%, improving from negative 0.2% in November to positive 1.3% in January
HLT Hilton Worldwide	9	+9.0%	RevPAR acceleration broadens across all segments
HOG Harley-Davidson, Inc.	3	-11.8%	Harley-Davidson's first quarter separated a recovering retail business from a shrinking reported P&L
IP International Paper	4	+13.4%	International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions
LCID Lucid Group, Inc.	5	+20.2%	Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback
LEN Lennar	2	-13.1%	Gross margin hits 15.2% cycle low on continued affordability pricing
LOW Lowe's	7	+10.9%	Q4 comps up 1.3% with 50bps winter storm benefit
LULU Lululemon Athletica	6	+0.8%	Co-CEO Transition Underway With Board Refresh
LVS Las Vegas Sands	9	+25.3%	Marina Bay Sands EBITDA grows 30%+ to $788M under new CEO
MAR Marriott International	8	+6.2%	Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72
MCD McDonald's Corporation	7	+9.4%	Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S
MELI MercadoLibre	7	+49.0%	Brazil commerce acceleration from free shipping
MGM MGM Resorts	5	+4.2%	MGM's Q1 2026 marked a turning point as Las Vegas revenue grew for the first time in six quarters, powered by strong convention performance with record Q1 ADRs and the return of CON/AGG
NCLH Norwegian Cruise Line Holdings	6	+9.6%	Norwegian Cruise Line delivered a first quarter that beat its own guidance, with net yield down 1%, Adjusted Net Cruise Cost Ex Fuel of $168 declining 1%, and Adjusted EBITDA of $533 million all ahead of plan, yet the story was the sharply lowered full-year outlook: net yields now expected to decline 3%-5% and adjusted EPS cut to $1.45-$1.79 from roughly $2.38
NKE NIKE, Inc.	5	+0.1%	Reported revenue flat, NA continues to grow
ORLY O'Reilly Automotive	8	+10.2%	Exceptional Comparable Store Sales Growth of 8.1%
PDD PDD Holdings	6	+10.4%	PDD Holdings reported first quarter 2026 (ended March 31, 2026) total revenue of RMB 106.2 billion, up 11% year over year, as transaction services revenue grew 20% to RMB 56.3 billion while online marketing services and other revenue was roughly flat at RMB 49.9 billion
PHM PulteGroup	2	-12.4%	PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier
PKG Packaging Corporation of America	6	+10.6%	Record per-day corrugated shipments with broad-based demand strength
RCL Royal Caribbean Group	6	+11.3%	Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38%
RIVN Rivian Automotive, Inc.	7	+11.4%	In the first quarter of 2026 Rivian began saleable R2 production in Normal, a landmark milestone, and grew consolidated revenue about 11% to approximately $1.4 billion with $119 million of gross profit at a 9% margin
RL Ralph Lauren Corporation	8	+16.6%	Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6%
ROST Ross Stores	8	+12.2%	Q4 comp surged +9% driven by transactions despite weather headwind
SBUX Starbucks	9	+8.8%	U.S. Comp Acceleration to +7.1% on Transaction Strength
SW Smurfit WestRock	3	-12.5%	Weather and Downtime Severely Impacted Q1 Performance
TJX TJX Companies	9	+8.5%	Outstanding Q4 with 5% Comp Well Above Plan
TPR Tapestry, Inc.	9	+21.2%	Coach brand delivers exceptional 29% CC revenue growth
TSCO Tractor Supply	5	+3.6%	Companion Animal Category Dragging Comps By 100 Basis Points
TSLA Tesla, Inc.	9	+15.8%	Vehicle Revenue Growth Recovery
ULTA Ulta Beauty	7	+11.8%	Record Holiday Performance Caps Strong Fiscal Year
WSM Williams-Sonoma	5	-4.3%	Comp Positive 3.2% in Q4 With Five Consecutive Quarters of Growth
WYNN Wynn Resorts	7	+9.2%	Las Vegas Delivers Best March Ever with RevPAR Up 10%
YUM Yum! Brands	9	+15.2%	Taco Bell U.S. outperformance with 8% same-store sales growth

Shared themes this quarter

ROABAMAMAPAZBABABBBKCACACCCMCPCVDEDHDKDPDREBEXFGMGMGPHAHD

Macro signal alignment

Consumer spending

ROL↑ ABNB AMCR↓ APTV AZO BALL BBY BKNG CASY CAVA↑ CCL CMG↓ CPRT CVNA DECK DHI↑ DKNG↓ DPZ

Pre-Earnings Brief

Top analysts & firms

Most active analysts

Most active firms

Quarter in detail

Q&A Topicsfrequency by quarter

Corporate events

Companies ROL discussed

Rollins, Inc. ROL

Score details · FY2026 Q1

Share price · trailing year

Key financials

As stated by management