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Rollins
Rollins (ROL) investor relations material
Rollins Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved 11.0% revenue growth to $3.8B in FY 2025, with organic growth at 6.9% and acquisitions contributing 4.1%.
Recurring and ancillary services, representing over 80% of revenue, grew organically by over 7% for both Q4 and the year.
Q4 revenue rose 9.7% year-over-year, with organic growth of 5.7% and acquisitions adding 4.0%.
26 acquisitions completed, including Saela, which exceeded expectations and contributed $55M in revenue year-to-date.
Customer and employee retention remained strong, with improved first-year teammate retention and ongoing investments in leadership and collaboration.
Financial highlights
Adjusted EBITDA for FY 2025 was $855M, up 10.8%; Q4 adjusted EBITDA was $194M, up 7.0%.
Adjusted EPS for FY 2025 was $1.12, up 13.1%; Q4 adjusted EPS was $0.25, up 8.7%.
Operating cash flow for FY 2025 was $678M, up 11.6%; free cash flow was $650M, up 12.1%.
Q4 GAAP operating income was $160M (+6.3% YoY); adjusted operating income was $167M (+8.1% YoY).
Dividend grew 11% YoY and has increased over 80% since 2022.
Outlook and guidance
2026 outlook targets 7%-8% organic growth and 2%-3% from M&A, with double-digit growth in revenue, earnings, and cash flow.
Free cash flow conversion expected to remain above 100% in 2026.
Focus on pricing, modernization, and continuous improvement to enhance margins.
Healthy balance sheet and strong customer retention support continued growth.
The Q4 operating cash flow declined 12.4%. Explain factors
How will margins improve given Q4 2025 compression
Detail capital allocation given rising debt and buybacks
How will Q1 weather impact 2026 growth outlook?
Saela integration success: future M&A strategy
Rollins Way investments: how will they drive growth?
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Next Rollins earnings date
Q1 202623 Apr, 2026
Rollins
Next Rollins earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Rollins, Inc. is a premier global consumer and commercial services company. Through its wholly-owned subsidiaries, Orkin, HomeTeam Pest Defense, Western Pest Services and PCO Services, the Company provides essential pest control services and protection against termite damage, rodents and insects.
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