Rollins Gears Up To Report Q3 Earnings: What's In The Cards?

Rollins, Inc. ROL is set to report its third-quarter 2026 results on Oct. 21, after the closing bell.

The company has an unimpressive earnings surprise history. ROL’s earnings surpassed the Zacks Consensus Estimate in one of the trailing four quarters, matched once and missed twice, delivering a negative average surprise of 1%.

However, shares of ROL have had a decent run over the past month. The stock has risen 2.7% against the industry’s 1.2% decline and the Zacks S&P 500 composite’s 1% return.

Q3 Expectations for ROL

The Zacks Consensus Estimate for revenues is pinned at $1.13 billion, suggesting a 9.6% rise from the third-quarter 2025 actuals.

Based on the line of business, we expect revenues to improve across all segments. For residential, the consensus mark for revenues is pinned at $506.5 million, suggesting a 6.4% year-over-year gain.

Growth in the residential segment is likely to have been driven by the continued contribution from the previous quarter’s Romex Pest Control buyout, which expanded the ROL’s footprint into new markets and from relationship-based channels, including home builders and door-to-door sales, supporting residential consumers' wins.

The Zacks Consensus Estimate for commercial revenues is pegged at $363.7 million. The metric is anticipated to increase 8.6% from the year-ago quarter’s actual. Market expansion facilitated by commercial account managers and vertical wins is anticipated to have driven this segment’s revenue growth.

The consensus estimate for termite and ancillary revenues is pinned at $224.9 million, improving 9.9% year over year. This expected growth can be attributed to improved local execution and accountability and better alignment of resources with current demand conditions.

On a geographic basis, revenues from the United States and other countries are expected to improve substantially. The consensus estimate for the United States and other countries is $1 billion and $77.9 million, respectively. Revenues from the United States are expected to rise 8.2% from the year-ago quarter’s actual, while for other countries the increase is expected to be 6%.

The Zacks Consensus Estimate for earnings is pinned at 35 cents per share, indicating the figure to be in line with the previous year-ago quarter’s actual. The bottom line is expected to be flat due to higher buyouts and integration costs, which are offsetting the top-line growth.

What Our Model Says About ROL

Our proven model does not conclusively predict an earnings beat for Rollins this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Rollins has an Earnings ESP of -1.45% and a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to Consider

Here are a few stocks according to our model that have the right combination of elements to beat on earnings this season.

United Rentals, Inc. URI has an Earnings ESP of +1.79% and a Zacks Rank of 2. The company is scheduled to report its second-quarter 2026 results on Oct. 22.

The Zacks Consensus Estimate for URI’s third-quarter 2026 revenues is pegged at $4.67 billion, indicating 10.4% year-over-year growth. For earnings, the consensus mark is pegged at $13.75 per share, implying a 17.5% increase from the year-ago quarter’s actual. URI beat the consensus estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 1%.

Johnson Controls International plc JCI has an Earnings ESP of +1.55% and a Zacks Rank of 2. The company is scheduled to announce its fourth-quarter fiscal 2026 results on Oct. 27.

The Zacks Consensus Estimate for JCI’s fourth-quarter fiscal 2026 revenues is pegged at $6.96 billion, indicating 8.1% year-over-year growth. The consensus estimate for earnings is pegged at $1.58 per share, implying a year-over-year increase of 25.4%. JCI beat the consensus estimate in each of the trailing four quarters, delivering an average earnings surprise of 6.2%.

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This article originally published on Zacks Investment Research (zacks.com).

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