Rollins is the pest control giant behind Orkin, sending technicians to homes and businesses to eliminate rodents, insects, and termites across the US and globally. Think of it as the exterminator franchise network that handles everything from a single mouse to
Money comes from recurring pest control service contracts, with annual revenue of USD 3.76B and a gross margin around 50%. Net income of USD 0.53B shows steady, repeatable earnings from subscription-like residential and commercial plans.
Brand trust and a massive local technician network create switching costs—customers rarely change exterminators mid-contract. Competitors like Terminix (Rentokil) and Ecolab fight for market share, but Rollins' scale and franchise model keep it sticky. moat_le
Sell (sector percentile 6) — value C+, growth C, profitability A-, momentum F, revisions D-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Law firm investigation adds regulatory scrutiny amid prior institutional selling and analyst downgrades
Management cites slower residential growth offset by stronger commercial and termite segments
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Added 83 new stock write-ups to the site (pt 1): @RohanSoor (holding updates) - $OTEC.OL, $STAF.L, $BGO.L, $MERC.L, $AGROUP.ST @yesandnotyes - $ROL @CompoundingLab - $RHM.DE (overview) @Miroslavtepnek1 - $TELY.TO @BlackwoodRes - $FOBANK.CO (overview) https://t.co/l47yC1byIw
Walmart $WMT earnings = worst day since 2022 I actually came very close to adding almost a year ago to the day, when it dipped to mid $90s in late August. At the time, $92 was my ceiling for add. Only reason I was going to add was because my share count become ugly with split. Ne
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