Rollins - ROL (USA)

Rollins är ett bekämpningsbolag som betjänar privat- och företagskunder. Bolaget erbjuder genom dotterbolag väsentliga skadedjursåtgärder inklusive skydd mot termitskador, gnagare och insekter. Rollins är verksamt globalt genom helägda dotterbolag, samt genom franchisetagare med flest kunder inom USA. Bolaget grundades 1948 och har sitt huvudkontor i Atlanta, Georgia.

https://www.avanza.se/aktier/om-aktien.html/3350/rollins

Rollins är en internationell konkurrent till Anticimex inom skadedjursbekämpning. Tillväxten i bolaget har varit väldigt god och aktiekursen har utvecklats därefter. Affärsmodellen är i grunden solid, skadedjur trivs bland människor och det kommer alltid att finnas ett behov av att sanera och skydda sig mot skadedjur. Den globala urbaniseringen och det ökade välståndet i världen kommer hålla i efterfrågan för skadedjurskontroll för överskådlig framtid. Rollins är aktiva förvärvare och växer sin verksamhet både i Nordamerika och i andra världsdelar.

Jag har varit inne i bolaget tidigare ett par gånger men sålt ut mig alldeles för tidigt. Planen har varit att sälja av aktierna och köpa tillbaka dem billigare men det har varit en misslyckad strategi. Aktien har bara fortsatt stiga. Någon mer som äger detta bolag eller har tittat på aktien?

Second quarter revenues were $1 billion , an increase of 12.1% over the second quarter of 2024 with organic revenues* increasing 7.3%.

Quarterly operating income was $198 million , an increase of 8.7% over the second quarter of 2024. Quarterly operating margin was 19.8%, a decrease of 60 basis points versus the second quarter of 2024. Adjusted operating income* was $206 million , an increase of 10.3% over the prior year. Adjusted operating margin* was 20.6%, a decrease of 30 basis points compared to the prior year.

Adjusted EBITDA* was $231 million , an increase of 10.0% over the prior year. Adjusted EBITDA margin* was 23.1%, a decrease of 50 basis points versus the second quarter of 2024.

Quarterly net income was $141 million , an increase of 9.3% over the prior year. Adjusted net income* was $147 million , an increase of 11.1% over the prior year.

Quarterly EPS was $0.29 per diluted share, a 7.4% increase over the prior year EPS of $0.27 . Adjusted EPS* was $0.30 per diluted share, an increase of 11.1% over the prior year.

Operating cash flow was $175 million for the quarter, an increase of 20.7% compared to the prior year. The Company invested $226 million in acquisitions, $7 million in capital expenditures, and paid dividends totaling $79 million .

https://www.placera.se/pressmeddelanden/rollins-rollins-inc-reports-second-quarter-2025-financial-results-20250723

Double-Digit Revenue Growth Drives 20%+ EPS Growth and 30%+ Cash Flow Growth

ATLANTA , Oct. 29, 2025 /PRNewswire/ -- Rollins, Inc. (NYSE:ROL) ("Rollins" or the "Company"), a premier global consumer and commercial services company, reported unaudited financial results for the third quarter of 2025.

Key Highlights

Third quarter revenues were $1 billion , an increase of 12.0% over the third quarter of 2024 with organic revenues* increasing 7.2%.

Quarterly operating income was $225 million , an increase of 17.3% over the third quarter of 2024. Quarterly operating margin was 21.9%, an increase of 100 basis points compared to the third quarter of 2024. Adjusted operating income* was $232 million , an increase of 18.4% over the prior year. Adjusted operating margin* was 22.6%, an increase of 120 basis points compared to the prior year.

Adjusted EBITDA* was $258 million , an increase of 17.7% over the prior year. Adjusted EBITDA margin* was 25.2%, an increase of 120 basis points versus the third quarter of 2024.

Quarterly net income was $164 million , an increase of 19.4% over the prior year. Adjusted net income* was $169 million , an increase of 20.7% over the prior year.

Quarterly EPS was $0.34 per diluted share, a 21.4% increase over the prior year EPS of $0.28 . Adjusted EPS* was $0.35 per diluted share, an increase of 20.7% over the prior year.

Operating cash flow was $191 million for the quarter, an increase of 30.2% compared to the prior year. The Company invested $35 million in acquisitions, $9 million in capital expenditures, and paid dividends totaling $80 million .

https://www.placera.se/pressmeddelanden/rollins-rollins-inc-reports-third-quarter-2025-financial-results-20251029