On Wednesday, July 23, the Rollins Inc. $ROL (+0,59 %) announced its Q2 2025 results published - and the figures are impressive.
📊 Q2 2025 at a glance
- Non-GAAP EPS: USD 0.30 → in line with expectations
- GAAP EPS: USD 0.29 → +7.4 % compared to Q2 2024
- Sales: USD 1bn → +12.1% YoY, exceeds estimates by USD 11.54m
- Organic sales growth: 7.3% → sign of solid operating performance
The acquisition of Saela Holdings in April contributed approx. USD 15 million to turnover.
For the year as a whole synergies of USD 45-50 million are expected.
💼 Operating result
- Operating income: USD 198 million → +8.7 %
- Adjusted operating income: USD 206 million → +10.3 %
- Operating margin: 20.6 % → Decrease of 30 basis points
🧩 Segment performance
According to the Q2 presentation, all business segments performed strongly:
- Residential: USD 455.6m → +11.6% YoY
- Commercial: USD 320.5m → +11% YoY
- Termite & Ancillary: USD 211m → +14% YoY
Every division recorded double-digit growth - a clear sign of the strength of the business model.
📈 Conclusion
Rollins delivers a solid quarter with broad sales growth and stable profitability. Despite the strong figures, the share price did not move much - a possible sign that expectations were already priced in.
I will continue to monitor Rollins, particularly with regard to the integration of Saela and the development of margins.
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