ROL Rollins, Inc.

Looks like the $ROL bottom is in! Reclaimed $32 as support and RSI is just starting to curl ... still oversold!

$ROL gamma just flipping positive today…took a large position. Stops set tight but my charts are usually spot on when looking for bottoms. Good luck all

$ROL Insiders haven’t bought a single share in the open market for more than 2 years. If they step in soon on these levels, that would be a good catalyst to mark the bottom 🏆

The 7% drop for $ROL is an overreaction. The EPS is up 7.7% QoQ and the revenue is up 1% QoQ. The management is already working on the AI discovery problem, so results should be seen in Q4.

$ROL green today after a Q3 miss, so read the 8-K (Oct 21) closely. Residential organic growth was 2.3% vs 6.6% commercial, and management says it is shifting marketing money toward visibility in AI and LLM-driven search. Insurance and claims costs went to 36.8 million dollars from 18.1 million, against a 2.2 million drop in operating income. Free cash flow rose 52.6 million, but the release credits 63 million to tax-refund timing, so underlying cash flow was down. Buybacks were 120 million vs 3.7 million a year ago. Lead-gen problem or cost problem?

$ROL Revenue grew 6.2% to 1.09 billion dollars in Q3, operating income still fell 1.0% and operating margin dropped 140 bps to 20.5%. Insurance and claims roughly doubled in both places they show up, 23.0 million dollars in cost of services vs 11.1 million a year ago, and 13.7 million in SG&A vs 6.9 million. Residential organic revenue grew just 2.3% vs 6.6% for commercial. Free cash flow jumped 28.8%, though 63 million dollars of that was timing on a tax refund.

$ROL meh…bought on the 6th at $31…I think the sell off was overdone based on the actual numbers. Might just ride this one and see where it goes.

$ROL didn’t like the price action so dumped with two minutes to close. Glad I did. Held for most of the quarter. 3% loss overall. Wish I sold on that Friday spike but whatever.

IMO $ROL is the closest to a safe/sure thing on the market right now. I’m parking all of my dry powder there until I need it.