Rollins Management
Management criteria checks 4/4
Rollins' CEO is Jerry Gahlhoff, appointed in Aug 2020, has a tenure of 5.75 years. total yearly compensation is $8.97M, comprised of 12.3% salary and 87.7% bonuses, including company stock and options. directly owns 0.082% of the company’s shares, worth $21.10M. The average tenure of the management team and the board of directors is 2.5 years and 5.1 years respectively.
Key information
Jerry Gahlhoff
Chief executive officer
US$9.0m
Total compensation
| CEO salary percentage | 12.27% |
| CEO tenure | 5.8yrs |
| CEO ownership | 0.08% |
| Management average tenure | 2.5yrs |
| Board average tenure | 5.1yrs |
Recent management updates
Recent updates
Narrative Update • May 21
ROL: Active Acquisition Program And Mixed Research Views Will Support Upside
Analysts have nudged their average price target on Rollins slightly lower, trimming fair value from about $64.25 to roughly $64.06 as they factor in mixed recent research that includes both price target raises and cuts alongside modest tweaks to margin and P/E assumptions. Analyst Commentary Recent research on Rollins reflects a mix of optimism and caution, with several firms adjusting price targets and one new initiation at a neutral rating.Seeking Alpha • May 07
Rollins: Demand Held Up, But Ebitda Impacted By Non-Structural Reasons
Summary Rollins remains a buy as growth momentum and demand resilience persist, despite a noisy Q1 2026 margin miss. Q1 2026 revenue grew ~10% y/y to $906.4M, with organic growth across all segments and a swift March rebound after weather disruptions. Adj. EBITDA margin fell 109 bps to 19.8%, but margin weakness is attributed to non-structural, transient cost factors likely to normalize. ROL is positioned to compound topline at ~10% and expand margins, supporting >30% upside if multiples revert to historical levels. Read the full article on Seeking Alpha
New Narrative • May 02
ROL 05-2026
Rollins is the dominant pure-play compounder in global pest control — a structurally necessary, recession-resistant service business that has grown revenue for 24 consecutive years and delivered ROIC of 23–31% for 12 consecutive years, without a single year of ROIC below 21% even through COVID-19. The investment thesis rests on three mutually reinforcing pillars: (1) a Wide Moat rooted in switching costs — commercial customers cannot switch providers without triggering compliance risk, and residential customers renew habitually at annual price increases of 3–4% above CPI without meaningful churn; (2) a proven M&A flywheel that converts a fragmented industry of 34,000+ U.S. operators into compounding route density and FCF, completing 30–45 bolt-on acquisitions annually at disciplined multiples with zero reported impairments; and (3) a capital-light business model with minimal reinvestment needs, generating FCF of $678M in FY2025 on $3.76B of revenue.Narrative Update • Apr 30
ROL: Active M&A Pipeline And Easing Weather Headwinds Will Support Upside
Rollins' analyst price target has nudged higher to $64.25 from $63.66 as analysts balance slightly revised growth, margin and P/E assumptions with a mix of recent target raises, cuts and rating changes across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but engaged analyst community, with both upgrades and downgrades clustering around the latest quarterly results and refreshed earnings models.
Narrative Update • Apr 15
ROL: Mixed Weather And M&A Signals Will Test Premium P/E Expectations
Analyst price targets on Rollins have been nudged lower by a few dollars, reflecting recent target cuts from firms such as UBS, Morgan Stanley and others, as analysts balance expectations for stable revenue and earnings performance with softer quarterly trends and more neutral ratings. Analyst Commentary Recent research on Rollins has shifted toward a more balanced and, in some cases, cautious stance.Narrative Update • Mar 31
ROL: Weather Soft Patch And Active M&A Pipeline Will Support Upside
Analysts have nudged the fair value estimate for Rollins slightly higher to $63.66, reflecting modest tweaks to growth and margin assumptions, along with mixed but generally constructive shifts in recent price targets clustered around the mid to high $60s and $70 range. Analyst Commentary Recent Street research around Rollins points to a mix of optimism and caution, with adjustments to ratings and price targets clustering around the high $60s to $70 range.Narrative Update • Mar 16
ROL: Weather And Execution Risks Will Test Elevated P/E And M&A Ambitions
Analysts have modestly adjusted the Rollins price target to $67. This reflects updated views on revenue growth, profitability, and valuation after recent research that blends cautious reactions to softer organic growth with generally constructive long term expectations for the business services group.Narrative Update • Mar 02
ROL: Weather And Execution Shortfalls Will Pressure Elevated P/E Expectations
The updated analyst price target for Rollins edges down to about $50.00, reflecting slightly lower assumed revenue growth and profit margins, along with a modestly reduced future P/E. Analysts broadly maintain a constructive view on the sector and continue to reference long term growth in revenue, EPS and free cash flow.Narrative Update • Feb 16
ROL: Weather-Linked Soft Patch And M&A Pipeline Will Shape Measured Upside
The analyst price target for Rollins has been trimmed by $1.11 to reflect slightly lower fair value and growth inputs, with analysts citing softer than expected organic growth tied to poor weather and a mix of recent target cuts and one increase across the Street. Analyst Commentary Recent research on Rollins reflects a mixed but focused view on how short term weather impacts and execution feed into valuation and growth expectations.Narrative Update • Feb 02
ROL: Elevated P/E Expectations Will Face Pressure From Execution Risk
Analysts have nudged their price target on Rollins higher, citing slightly stronger assumptions for fair value to about $50.70 and small upward adjustments to revenue, profit margin, and future P/E expectations. Analyst Commentary Recent research has highlighted a mixed tone around Rollins, with some cautious voices balancing out the higher fair value assumptions and price targets.Narrative Update • Jan 19
ROL: Premium Multiple Will Be Tested By Execution Risk On Initiatives
Analysts have inched their price targets on Rollins higher, citing healthy Q3 revenue, EBITDA margin and EPS performance above expectations and the resilience of its essential pest control business model, as well as company specific growth initiatives. Together, these factors support a modest uplift in fair value to about $50.25 and a slightly higher forward P/E assumption of roughly 41.49x.Narrative Update • Jan 05
ROL: Essential Demand And Recent Execution Will Support Measured Upside Ahead
Analysts have nudged their price target for Rollins higher, lifting fair value from approximately $61.61 to $64.53 per share as they factor in modestly stronger revenue growth, slightly higher profit margins, and a resilient, non cyclical pest control business model supported by recent operational outperformance. Analyst Commentary Bullish analysts highlight that the latest upward revision in fair value is underpinned by stronger than expected Q3 execution, with revenue, EBITDA margin, and EPS all surpassing prior forecasts and reinforcing confidence in Rollins' ability to deliver above trend growth.Narrative Update • Dec 15
ROL: Rich Multiple Will Face Test As Growth Expectations Remain Elevated
Analysts have raised their fair value estimate for Rollins to $50.00 from $44.00, citing resilient, largely recurring pest control revenues, stronger margins, and a long runway for sustained growth that supports higher future valuation multiples. Analyst Commentary Recent Street research has reinforced the constructive long term outlook for Rollins, with major firms highlighting the durability of its recurring revenue base, consistent execution, and sizable opportunity to consolidate a fragmented, under penetrated pest control market.Narrative Update • Dec 01
ROL: Recurring Revenue Strength and Untapped Market Will Support Measured Upside Ahead
Analysts have raised their price target for Rollins by $2 to $64, citing the company's resilient business model, strong quarterly performance, and substantial long-term growth potential in the under-penetrated U.S. pest control market. Analyst Commentary Recent analyst updates on Rollins highlight both the strengths underpinning the company’s valuation and the factors warranting continued attention from investors.Narrative Update • Nov 17
ROL: Sector Resilience and Recurring Revenue Will Drive Steady Performance Moving Forward
Analysts have raised their price target for Rollins, increasing it from $60.42 to $61.61. They cite strong quarterly performance as well as the company's ongoing resilience and growth prospects in the pest control sector.Narrative Update • Oct 31
ROL: Recurring Contracts And Market Expansion Will Drive Predictable Returns Ahead
Analysts have increased their price target for Rollins by $0.75 to $60.42. They cite the company's resilient business model and continued outperformance in key financial metrics.Narrative Update • Sep 27
Saela Pest Control Acquisition And Investments Will Improve Efficiency
Analysts have raised their price target for Rollins to $59.67, citing the company's resilient recurring-revenue model, strong recent momentum, and sustained long-term growth prospects in an underpenetrated pest control market. Analyst Commentary Bullish analysts highlight Rollins’ strong business model, with 80% of revenues from recurring service contracts, providing high resilience and visibility.Analysis Article • Jul 23
Estimating The Intrinsic Value Of Rollins, Inc. (NYSE:ROL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Rollins fair value estimate is US$49.81 With US$55.51 share...Analysis Article • Jul 08
Returns on Capital Paint A Bright Future For Rollins (NYSE:ROL)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Analysis Article • Jun 22
We Think Rollins (NYSE:ROL) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 27
Rollins: Solid Execution With Consistent Pricing Power
Summary Rollins reported strong 1Q25 results with 9.9% revenue growth, driven by organic growth and acquisitions, despite one fewer workday in the quarter. Technician retention and pricing power improvements are expected to support future margin expansion, reinforcing the bullish view on ROL's fundamentals. The Saela acquisition enhances ROL's brand portfolio and geographic footprint, contributing to an increased M&A growth forecast for FY25. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
Rollins: Great Business With An Unreasonable Valuation
Summary Rollins, Inc. is a high-quality, well-run pest control business with a strong brand presence and significant growth potential through organic growth and acquisitions. The company's robust cash flow and consistent revenue growth are commendable, and the company is rewarding shareholders with high dividend yields as well as share repurchases. Despite its strengths, ROL is currently overvalued, trading at a premium compared to both sector medians and its historical averages. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Rollins Is Still Trading For Almost 50 Times Earnings
Summary Rollins, Inc. remains overvalued despite solid earnings growth and a recession-proof business model, trading at high valuation multiples that are difficult to justify. Recent quarterly results show stable growth with a 9% YoY revenue increase and a 15.7% rise in free cash flow, highlighting operational strength. Rollins has a wide economic moat with consistent high margins and RoIC, but requires high-growth rates to be fairly valued. Despite its strengths, Rollins is not a bargain, and high-growth rates are necessary for it to be considered fairly valued. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
Rollins Q3: Focus On Modernization
Summary I reiterate a “Buy” rating on Rollins, Inc. with a fair value of $65 per share, driven by solid growth and modernization efforts. Rollins achieved 7.7% organic revenue growth despite disruptions from Hurricane Helene, highlighting their resilience and consistent performance. The company focuses on modernization, IT upgrades, and margin improvement, anticipating 3%-4% price increases and 7%-8% organic revenue growth in FY24. Leadership transition in 2025 poses some risks, but I believe Rollins's strategic initiatives will support strong stock performance in the near term. Read the full article on Seeking AlphaSeeking Alpha • Sep 16
Rollins, Inc.: A High-Quality Business With An Overpriced Stock
Summary Rollins, Inc. has expanded primarily through acquisitions, having added over 90 companies since 2021, contributing to its revenue growth of $600 million, reaching $3 billion in 2023. The company boasts a robust financial profile with a gross margin, an operating margin, and a net margin that reflect a healthy business model. Despite the strong historical growth and solid cash flows, the current valuation is a little too expensive for the ROL stock to be considered a buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Rollins: Solid Organic Growth Outlook
Summary Positive investment outlook for Rollins Inc. with high organic growth and EBITDA margin expansion. Strong performance in 2Q24, with revenue growth and EBITDA margin expansion exceeding expectations. Continued focus on organic growth strategies, pricing power, and margin expansion pave the way for positive performance. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
Rollins: Potential Capital Unlock With A Long-Term View
Summary The industrials sector has plenty of contrarian plays with strong economics, business health, and earnings prospects. Rollins, Inc. shows an impressive growth record in the pest control industry while deploying capital at a competitive advantage. ROL's exceptional returns on capital, growth in free cash flow, and strategic investments support a buy rating with a valuation range of $70-$73 for FY 2026 in my opinion. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$529m |
| Dec 31 2025 | US$9m | US$1m | US$527m |
| Sep 30 2025 | n/a | n/a | US$516m |
| Jun 30 2025 | n/a | n/a | US$489m |
| Mar 31 2025 | n/a | n/a | US$477m |
| Dec 31 2024 | US$8m | US$1m | US$466m |
| Sep 30 2024 | n/a | n/a | US$470m |
| Jun 30 2024 | n/a | n/a | US$460m |
| Mar 31 2024 | n/a | n/a | US$441m |
| Dec 31 2023 | US$3m | US$1m | US$435m |
| Sep 30 2023 | n/a | n/a | US$410m |
| Jun 30 2023 | n/a | n/a | US$392m |
| Mar 31 2023 | n/a | n/a | US$383m |
| Dec 31 2022 | US$3m | US$690k | US$369m |
| Sep 30 2022 | n/a | n/a | US$356m |
| Jun 30 2022 | n/a | n/a | US$340m |
| Mar 31 2022 | n/a | n/a | US$338m |
| Dec 31 2021 | US$3m | US$600k | US$357m |
| Sep 30 2021 | n/a | n/a | US$348m |
| Jun 30 2021 | n/a | n/a | US$334m |
| Mar 31 2021 | n/a | n/a | US$310m |
| Dec 31 2020 | US$1m | US$413k | US$267m |
Compensation vs Market: Jerry's total compensation ($USD8.97M) is below average for companies of similar size in the US market ($USD14.79M).
Compensation vs Earnings: Jerry's compensation has been consistent with company performance over the past year.
CEO
Jerry Gahlhoff (52 yo)
5.8yrs
Tenure
US$8,966,870
Compensation
Mr. Jerry E. Gahlhoff, Jr. has been President at Rollins, Inc and serves as its Director since October 26, 2021 and has been its Chief Executive Officer since January 1, 2023. He served as Chief Operating...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 13.3yrs | US$1.95m | 0.12% $ 32.2m | |
| Principal Executive Officer | 5.8yrs | US$8.97m | 0.082% $ 21.1m | |
| Executive VP & CFO | 3.7yrs | US$4.23m | 0.029% $ 7.5m | |
| Chief Legal Officer | 13.3yrs | US$2.26m | 0.012% $ 3.0m | |
| Chief Accounting Officer | 1.2yrs | no data | 0.0030% $ 767.0k | |
| Senior VP & Chief Information Officer | no data | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Chief Marketing Officer | no data | no data | no data | |
| Vice President of Sales | no data | no data | no data | |
| Senior Vice President of Human Resources | no data | no data | no data | |
| Chief Customer Experience Officer | less than a year | no data | 0.0084% $ 2.2m | |
| President of Orkin | no data | no data | no data |
2.5yrs
Average Tenure
50.5yo
Average Age
Experienced Management: ROL's management team is considered experienced (2.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 13.3yrs | US$1.95m | 0.12% $ 32.2m | |
| Principal Executive Officer | 4.6yrs | US$8.97m | 0.082% $ 21.1m | |
| Executive Chairman Emeritus | 45.3yrs | US$2.07m | 1.11% $ 286.9m | |
| Independent Director | 4.9yrs | US$265.00k | 0.0024% $ 604.9k | |
| Independent Director | 2.1yrs | US$250.00k | 0.0016% $ 406.7k | |
| Lead Independent Director | 4.1yrs | US$292.00k | 0.0024% $ 604.9k | |
| Independent Director | 1.1yrs | US$225.00k | 0.0011% $ 288.3k | |
| Independent Director | 5.3yrs | US$250.00k | 0.0024% $ 604.9k | |
| Director | 11.3yrs | US$250.00k | 0.15% $ 37.6m | |
| Independent Director | 5.3yrs | US$280.00k | 0.0024% $ 612.6k | |
| Independent Director | 5.3yrs | US$250.00k | 0.0024% $ 604.9k | |
| Independent Director | 3.1yrs | US$250.00k | 0.0032% $ 831.4k |
5.1yrs
Average Tenure
67yo
Average Age
Experienced Board: ROL's board of directors are considered experienced (5.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/25 17:42 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Rollins, Inc. is covered by 26 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Connor Cerniglia | Bernstein |
| Seth Weber | BNP Paribas |