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Rollins, Inc. is an international services company headquartered in Atlanta, Georgia, specializing in pest and termite control services for both residential and commercial customers. The company operates through a family of leading brands, including Orkin, HomeTeam Pest Defense, and Clark Pest Control, providing services across North America, South America, Europe, Asia, Africa, and Australia . Rollins' business activities are organized into three main service offerings: residential pest control, commercial pest control, and termite protection services . The company has seen consistent growth across all service lines, with significant contributions from each segment .
- Residential Pest Control - Protects homes from common pests such as rodents and insects, forming a significant part of Rollins' operations.
- Commercial Pest Control - Provides pest management solutions for various industries, including healthcare and food service, contributing to the company's growth in the B2B space.
- Termite Protection Services - Includes treatments and monitoring to prevent termite damage, with revenues recognized as services are performed.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Elizabeth B. Chandler Executive | Vice President, General Counsel, and Corporate Secretary | Board Member of the Atlanta Beltline Partnership, Georgia Research Alliance, and Advisory Board Member of Crider Foods | Elizabeth B. Chandler joined Rollins in 2013, overseeing legal, risk management, and internal audit functions. | |
Jerry E. Gahlhoff, Jr. Executive | President and Chief Executive Officer | Board of Directors of Zoo Atlanta | Jerry E. Gahlhoff, Jr. became CEO on January 1, 2023, and has been with Rollins since 2008, holding various leadership roles. | View Report → |
Kenneth D. Krause Executive | Executive Vice President, Chief Financial Officer, and Treasurer | Member of the Metro Atlanta Chamber Board of Directors | Kenneth D. Krause joined Rollins in September 2022, bringing extensive financial leadership experience from MSA Safety, Inc. | |
Dale E. Jones Board | Director | CEO of Magna Vista Partners; Board Member at Chick-fil-A, Inc. and Outset Medical, Inc. | Dale E. Jones joined Rollins in 2024, bringing extensive experience in governance and business strategy. | |
Gregory B. Morrison Board | Director | Board of Directors at Veritex Holdings and Veritiv Corp; Chairman of Clark Atlanta University Board of Trustees | Gregory B. Morrison joined Rollins as a Director in 2021, with a background in IT leadership and cybersecurity. | |
John F. Wilson Board | Executive Chairman of the Board | Board Member at RPC, Inc. and Marine Products Corporation | John F. Wilson has been with Rollins since 1996, serving in various roles, and became Executive Chairman in 2025. | |
Louise S. Sams Board | Lead Independent Director | Board Member at CoStar Group and Loop Industries; Chair of Princeton University Board of Trustees | Louise S. Sams has been a Director since 2022 and became Lead Independent Director in 2024, bringing extensive governance experience. | |
P. Russell Hardin Board | Director | Trustee of Northwestern Mutual Life Insurance Company; Director of Genuine Parts Company | P. Russell Hardin joined Rollins in 2023, with a background in finance, management, and philanthropy. | |
Patrick J. Gunning Board | Director | Board of Directors at RPC, Inc. and Marine Products Corporation; Trustee at Robert W. Woodruff Arts Center | Patrick J. Gunning joined Rollins as a Director in 2021, bringing extensive audit and financial experience from his career at Ernst & Young LLP. |
- Given the significant investments you've made this year, do you expect organic growth to accelerate beyond the current 7% to 8% range next year, or is it becoming more costly to maintain these growth rates?
- Residential organic growth is at 5% year-to-date, slightly below previous years; how would you characterize the health of the residential consumer, and can you break down this growth between recurring revenue and one-time sales?
- With inflation cooling and CPI around 2.5%, do you plan to continue higher-than-normal price increases into 2025, and how might this affect customer retention and margin expansion?
- You've made substantial investments in sales staffing and marketing that have tempered margins this quarter; do you expect to achieve your target incremental margins on a long-term basis this year, or will these investments impact your margin expectations?
- Can you provide more details on your commercial strategy, specifically regarding plans to split the brands, add to the sales force, and create a second division, and how these initiatives will impact margins and leverage across your digital media channels?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company operates in a highly competitive environment with fragmented markets and low barriers to entry. It identifies this competitor as one of its major rivals in the pest and termite control markets. | |
This competitor is listed as one of the major players in the pest and termite control markets, competing on factors such as quality of service, customer satisfaction, and technical proficiency. | |
Anticimex | The company recognizes this competitor as a significant rival in the pest and termite control industry, highlighting the competitive nature of the market. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Multiple Acquisitions (Q1–Q3 2024) | 2024 | Rollins, Inc. completed a series of acquisitions across Q1–Q3 2024 with cumulative purchase considerations rising from $53.8M to $119.9M and corresponding goodwill recognized up to $61.7M, acquiring assets such as customer contracts and equipment to drive strategic and synergistic benefits. |
FPC Holdings, LLC (Fox Pest Control) | 2023 | The acquisition of Fox Pest Control involved a total consideration of approximately $339.3–339.5M—structured with cash, contingent payments, and holdback liabilities funded partly by a $305.0M credit facility—to expand Rollins’ brand portfolio and market presence with key assets like customer contracts and trademarks. |
Europest | 2022 | The Europest acquisition strategically expanded Rollins’ geographic footprint by establishing its first location in Wales and achieving full coverage in the United Kingdom, as part of a broader plan that included 22 strategic acquisitions across multiple regions. |
Bug House Pest Control | 2022 | Completed in 2022, the Bug House Pest Control acquisition, announced in August 2022, added significant operational capacity in Central and South Georgia with over 220 team members joining Rollins, bolstering its service offerings in both residential and commercial pest management. |
Recent press releases and 8-K filings for ROL.
- Reported $823M in Q1 2025 revenue, marking a 9.9% increase driven by 7.4% organic growth despite FX headwinds and one fewer business day
- Completed the strategic acquisition of Saela's Pest Control—a 95% residential business—expected to add approximately $15M in Q2 revenue and support its multi-brand strategy
- Delivered $147M in operating cash flow and $140M in free cash flow with a conversion rate of 133%, alongside $0.22 adjusted EPS, underscoring robust liquidity and a healthy 0.8x leverage
- Achieved a record first quarter gross margin of 51.4%, despite integration challenges that contributed to a -60bps decline in EBITDA margins
- Paul D. Donahue was elected to Rollins Inc.’s Board and appointed to the Human Capital Management and Compensation Committee on April 22, 2025.
- At the 2025 Annual Meeting, shareholders elected five director nominees and ratified Deloitte & Touche LLP as the independent auditor for the fiscal year ending December 31, 2025.
- Revenue & Earnings: Q1 2025 revenue reached $823M (up 9.9% YoY) with net income of $105M and EPS of $0.22
- Operating Performance: Operating income improved to $143M (up 7.7% and with a 17.3% margin)
- Adjusted Metrics: Adjusted operating income and EBITDA grew by 6.7% and 6.9%, respectively
- Cash Flow: Operating cash flow increased by 15.3% to $147M
- Growth & Capital Allocation: Achieved 7.4% organic growth, invested $27M in acquisitions (including the Saela acquisition) and paid $80M in dividends
- Rollins Inc announced the acquisition of Saela Holdings, LLC, a pest management company with over $65 million in annual revenue and more than 250 employees, on April 2, 2025.
- The acquisition is expected to accelerate long-term growth and expand Rollins’ presence in key markets such as the Pacific Northwest, Mountain West, and Midwestern United States.
- The deal was financed using cash on hand and commercial paper, with a pro forma leverage ratio anticipated to remain below 1.0x.
- Amendment to the Credit Agreement: On March 21, 2025, Rollins Inc. executed Amendment No. 1 to its Revolving Credit Agreement, which released all existing subsidiary guarantors from their obligations under the agreement.
- Commercial Paper Program Initiated: The company also launched a commercial paper program that allows the issuance of short-term, unsecured notes with an aggregate maximum amount of $1,000,000,000 for general corporate purposes.