| Profitability | 74/100 |
| Growth | 56/100 |
| Momentum | 80/100 |
| Quality | 79/100 |
| Earnings Quality | 85/100 |
| Balance Sheet | 57/100 |
| Value | 34/100 |
| Risk (safety) | 100/100 |
| Overall | 65.7/100 |
| Symbol | IS Score |
|---|---|
| RBA | 57 |
| ULS | 73 |
| ARMK | 51 |
| RTO | 62 |
| CPRT | 66 |
| TRI | 69 |
| ROL | 66 |
Both readings sit above the midpoint — business quality at 66 and price structure at 70 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 65.7 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 71 → 68 → 66 → 66 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 881 → now 834 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 834 | 285.6M | $11.8B | 59.3% |
| 2026 Q1 | 841 | 281.8M | $14.8B | 58.5% |
| 2025 Q4 | 881 | 276.8M | $16.3B | 57.5% |
| 2025 Q3 | 803 | 256.7M | $14.9B | 53.3% |
| 2025 Q2 | 766 | 261.3M | $14.5B | 54.3% |
| 2025 Q1 | 733 | 253.3M | $13.6B | 52.6% |
| 2024 Q4 | 702 | 253.7M | $12.4B | 52.7% |
| 2024 Q3 | 673 | 249.6M | $12.4B | 51.9% |
| 2024 Q2 | 632 | 252.0M | $12.4B | 52.4% |
| 2024 Q1 | 618 | 252.8M | $11.7B | 52.5% |
| 2023 Q4 | 603 | 251.4M | $11.1B | 52.2% |
| 2023 Q3 | 555 | 251.2M | $9.5B | 52.2% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Gary W. Rollins Voting Trust U/A Dated September 14, 1994 | 10 percent owner | 2026-09-17 | J-Other | 8,028,982 | — | 0 |
| Wilson John F | director, EXECUTIVE CHAIRMAN | 2026-08-25 | GIFT | 33,000 | — | 568,804 |
| Wilson John F | director, EXECUTIVE CHAIRMAN | 2026-08-25 | GIFT | 54,000 | — | 514,804 |
| Harkins William Wayne Ii | Executive V.P. and CFO | 2026-07-01 | A-Award | 11,866 | $0.50M | 31,877 |
| Wilson John F | director, EXECUTIVE CHAIRMAN | 2026-04-30 | GIFT | 4,795 | — | 601,505 |
| Gahlhoff Jerry Jr. | director, PRESIDENT & CEO | 2026-04-29 | GIFT | 3,629 | — | 393,047 |
| Bell Susan R. | director | 2026-04-28 | A-Award | 2,692 | — | 11,474 |
| Carson Donald P | director | 2026-04-28 | A-Award | 2,692 | — | 11,324 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 1 | 14,201 | $0.8M | Counted |
| F — Tax withholding | 1 | 357 | $0.0M | None — compensation |
| G — Gifts | 4 | 95,424 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-02-25 | Elizabeth B Chandler | 14,201 | $0.9M |
| 2025-11-14 | Thomas Tesh | 7,187 | $0.4M |
| 2025-07-24 | Cetera Advisors Llc | 30,000 | $1.7M |
| 2025-06-11 | Gahlhoff Jerry Jr. | 15,000 | $0.9M |
| Trailing 12 mo | 2 filings | 21,388 | $1M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-09-21 | SCHEDULE 13D/A | R. Randall Rollins Voting Trust U/A dated August 25, 1994 | 33.30% | 160.2M sh |
| 2026-09-21 | SCHEDULE 13D/A | LOR, Inc. | 31.60% | 152.2M sh |
| 2026-09-21 | SCHEDULE 13D/A | Gary W. Rollins | 3.30% | 15.8M sh |
| 2026-09-21 | SCHEDULE 13D/A | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| April Delaney | House | SELL | $50,001 - $100,000 | 2026-08-25 | 2026-09-10 |
| Manager | Shares | Value |
|---|---|---|
| Vontobel Holding Ltd. | 1.2M | $37M |
| Wealth Enhancement Advisory Servic | 792,107 | $25M |
| Y-Intercept | 747,372 | $23M |
| Banque Pictet & Cie Sa | 438,440 | $13M |
| S.E.E.D. Planning Group Llc | 383,037 | $12M |
| Fjarde Ap-Fonden /Fourth Swedish N | 319,493 | $10M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $300M |
| VTSAX | 0.0% | $300M |
| VSMPX | 0.0% | $300M |
| VTI | 0.0% | $300M |
| VOO | 0.0% | $236M |
| VFINX | 0.0% | $236M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.0M | 61 sh |
| Ubsa Ubs Ats | 2.5M | 65 sh |
| Ebxl Level Ats | 2.2M | 38 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.8M | 56 sh |
| Sgmt Sigma X2 | 1.6M | 52 sh |
| Mspl Ms Pool (Ats-4) | 1.4M | 188 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $3.5B | 93% |
| Non-US | $270M | 7% |
Moat score 66/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Jerry E. Gahlhoff Jr. | Principal Executive Officer, President, Chief Executive Officer & Director |
| John F. Wilson | Executive Chairman of the Board |
| Elizabeth Brannen Chandler | Chief Legal Officer, General Counsel and Corporate Secretary |
| Ed Donoghue | Vice President of Sales |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +12.2% | +11.2% | +14.0% | +10.3% | +11.0% |
| Gross profit | +13.4% | +10.0% | +15.6% | +11.4% | +4.1% |
| Operating income | +19.0% | +10.2% | +18.2% | +12.7% | +11.0% |
| Net income | +33.7% | +3.4% | +18.0% | +7.2% | +12.9% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.4 | 2.7 | 3.1 | 3.4 | 3.8 | |
| Cost of revenue | 1.2 | 1.3 | 1.5 | 1.6 | 1.9 | |
| Gross profit | 1.3 | 1.4 | 1.6 | 1.8 | 1.9 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.7 | 0.8 | 0.9 | 1.0 | 1.1 | |
| Operating income | 0.4 | 0.5 | 0.6 | 0.7 | 0.7 | |
| EBITDA | 0.5 | 0.6 | 0.7 | 0.8 | 0.9 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 0.5 | 0.5 | 0.6 | 0.6 | 0.7 | |
| Income tax | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | |
| Net income | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | |
| Diluted EPS ($) | 0.72 | 0.75 | 0.89 | 0.96 | 1.09 | |
| Diluted shares (M) | 492 | 492 | 490 | 484 | 484 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.1 | 0.1 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.2 | 0.2 | 0.2 | 0.2 | |
| Total current assets | 0.3 | 0.4 | 0.4 | 0.5 | |
| PP&E (net) | 0.4 | 0.5 | 0.5 | 0.6 | |
| Goodwill + intangibles | 1.3 | 1.6 | 1.7 | 2.0 | |
| Total assets | 2.1 | 2.6 | 2.8 | 3.1 | |
| Accounts payable | 0.0 | 0.0 | 0.0 | 0.0 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.3 | |
| Deferred revenue | 0.2 | 0.2 | 0.2 | 0.2 | |
| Total current liabilities | 0.5 | 0.6 | 0.6 | 0.8 | |
| Long-term debt | 0.0 | 0.5 | 0.4 | 0.8 | |
| Total liabilities | 0.9 | 1.4 | 1.5 | 1.8 | |
| Shareholders' equity | 1.3 | 1.2 | 1.3 | 1.4 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 0.4 | 0.5 | 0.5 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.0) | (0.0) | (0.0) | (0.1) | |
| Operating cash flow | 0.5 | 0.5 | 0.6 | 0.7 | |
| Capital expenditures | (0.0) | (0.0) | (0.0) | (0.0) | |
| Investing cash flow | (0.1) | (0.4) | (0.2) | (0.3) | |
| Buybacks | (0.0) | (0.3) | (0.0) | (0.2) | |
| Dividends paid | (0.2) | (0.3) | (0.3) | (0.3) | |
| Debt issuance / (repay) | (0.1) | 0.4 | (0.1) | 0.2 | |
| Financing cash flow | (0.3) | (0.1) | (0.4) | (0.3) | |
| Free cash flow | 0.4 | 0.5 | 0.6 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 34.7% | 31.0% | 35.9% | 37.5% | 38.9% | 37% | |
| ROA | 18.4% | 17.8% | 18.4% | 17.2% | 17.7% | 15.8% | |
| ROIC | 23.5% | 24.2% | 23.2% | 23.7% | 21.0% | 20.1% | |
| Gross margin | 52.0% | 51.5% | 52.2% | 52.7% | 49.4% | 51.6% | |
| Operating margin | 18.5% | 18.3% | 19.0% | 19.4% | 19.4% | 18.7% | |
| Net margin | 14.7% | 13.7% | 14.2% | 13.8% | 14.0% | 13.6% | |
| EBITDA margin | 22.0% | 21.7% | 22.4% | 22.7% | 22.7% | 22.0% | |
| FCF margin | 15.5% | 16.1% | 16.1% | 17.1% | 17.3% | — | |
| VALUATION | |||||||
| P/E | 44.86 | 46.95 | 47.38 | 47.56 | 55.01 | 30.4 | |
| P/B | 14.40 | 13.66 | 17.83 | 16.67 | 21.08 | 11.3 | |
| P/S | 6.60 | 6.42 | 6.71 | 6.55 | 7.70 | 4.10 | |
| P/FCF | 42.70 | 39.75 | 41.56 | 38.24 | 44.58 | 26.0 | |
| EV/EBITDA | 30.50 | 30.01 | 30.98 | 29.77 | 35.35 | 19.8 | |
| EV/Revenue | 6.72 | 6.51 | 6.94 | 6.76 | 8.03 | 4.4 | |
| Earnings yield | 2.2% | 2.1% | 2.1% | 2.1% | 1.8% | 3.30% | |
| FCF yield | 2.3% | 2.5% | 2.4% | 2.6% | 2.2% | 3.85% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.72 | 0.71 | 0.71 | 0.69 | 0.60 | 0.63 | |
| Quick ratio | 0.66 | 0.65 | 0.65 | 0.62 | 0.55 | 0.58 | |
| Debt / equity | 0.36 | 0.27 | 0.71 | 0.61 | 0.97 | 0.78 | |
| Debt / assets | 19.9% | 15.8% | 31.5% | 28.8% | 42.3% | 33.2% | |
| Net debt / EBITDA | 0.56 | 0.41 | 1.04 | 0.94 | 1.44 | 1.17 | |
| Interest coverage | 291.81 | 187.03 | 30.88 | 23.71 | 25.55 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 1.25 | 1.30 | 1.30 | 1.25 | 1.26 | 1.17 | |
| Receivables turnover | 15.35 | 15.18 | 15.19 | 15.01 | 15.55 | 13.6 | |
| DSO (days) | 24 | 24 | 24 | 24 | 23 | 27 | |
| DPO (days) | 17 | 12 | 11 | 11 | 9 | 15 | |
| Cash conversion cycle | 16 | 20 | 20 | 21 | 22 | 20 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 12.2% | 11.2% | 14.0% | 10.3% | 11.0% | — | |
| Net income growth | 36.7% | 3.4% | 18.0% | 7.2% | 12.9% | — | |
| EPS growth | 36.6% | 3.3% | 20.0% | 7.2% | 13.3% | — | |
| FCF growth | -9.2% | 16.2% | 13.9% | 17.0% | 12.1% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.72 | 0.75 | 0.90 | 0.96 | 1.09 | 1.10 | |
| Book value / share | 2.26 | 2.57 | 2.39 | 2.75 | 2.85 | 2.97 | |
| Revenue / share | 4.93 | 5.47 | 6.35 | 7.00 | 7.79 | 8.15 | |
| FCF / share | 0.76 | 0.88 | 1.02 | 1.20 | 1.35 | 1.29 | |
| Cash / share | 0.21 | 0.19 | 0.21 | 0.19 | 0.21 | 0.23 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.1% | 0.0% | 1.5% | 0.1% | 0.7% | 1.22% | |
| Altman Z-Score | 12.76 | 14.56 | 10.75 | 11.19 | 12.02 | 7.1 | |
| Piotroski F-Score | 8 | 6 | 7 | 7 | 6 | 6/9 | |
| Beneish M-Score | -2.46 | -2.54 | -2.46 | -2.62 | -2.57 | -2.57 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 7.1 | Safe (>2.99) | Safe |
| Income quality | 1.22 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.57 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.76 |
| Interest burden | 0.95 |
| Operating margin | 18.7% |
| Asset turnover | 1.20× |
| Financial leverage | 2.27× |
| = ROE | 37% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 1.00 |
| Earnings stability | 0.97 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | 11.0% |
| EPS CAGR 3y | 11.6% |
| FCF CAGR 3y | 9.6% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| RBA | $15.6B | 35.9 | 8% | 10.9% | +10.1% | 7/9 | -15.7% |
| ULS | $14.8B | 29.2 | 38% | 30.1% | +6.6% | 8/9 | -3.9% |
| ARMK | $14.6B | 37.9 | 12% | 1.9% | +11.3% | 7/9 | +44.0% |
| RTO | $10.6B | 22.4 | 16% | 5.5% | +29.4% | 6/9 | -20.9% |
| CPRT | $25.8B | 17.9 | 16% | 28.4% | +0.4% | 6/9 | — |
| TRI | $47.2B | 29.1 | 14% | 22.9% | +7.0% | 6/9 | — |
| UNF | $4.8B | 39.7 | 5% | 3.1% | +1.4% | 6/9 | — |
| BFAM | $3.5B | 22.3 | 15% | 5.2% | +8.5% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.08B | $4.17B / $4.05B | $1.16 | $1.20 / $1.13 | 11 |
| FY2027 | $4.43B | $4.64B / $4.33B | $1.28 | $1.31 / $1.25 | 12 |
| FY2028 | $4.79B | $4.89B / $4.56B | $1.42 | $1.48 / $1.36 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $32.00 | -4.3% | 3 |
| Last Quarter | $37.33 | +11.6% | 9 |
| Last Year | $54.13 | +61.8% | 30 |
| All Time | $54.03 | +61.5% | 37 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $31.47 | +1.98 | +6.29% | Above |
| SMA 50 | $34.02 | -0.57 | -1.68% | Below |
| SMA 200 | $47.90 | -14.45 | -30.17% | Below |
| EMA 9 | $32.43 | +1.02 | +3.15% | Above |
| EMA 21 | $32.33 | +1.12 | +3.46% | Above |
| EMA 50 | $34.39 | -0.94 | -2.73% | Below |
| EMA 200 | $44.15 | -10.70 | -24.24% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $33.72 / $34.24 / $34.59 | S1 / S2 | $33.37 / $32.85 |
| Bollinger (20,2) | $28.99 – $33.95 | Squeeze | Off |
| 52-wk range | $29.29 – $65.39 | Off 52-wk high | -48.9% |
| ATR (14) | $0.92 (2.8%) | Historical vol | 37.4% |
| Computed from live weekly prices | ROL | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.92% | 1.83% |
| Best / worst week (1y) | +7.7% / -13.3% | — |
| Max drawdown (5y, monthly) | -51.3% | — |
| 1-week VaR (95%) | -9.1% | — |
| Beta (5y) | 0.74 | 1.00 |
| Reading | ROL | Specialty Business Services n=655 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -6.9 | -15.3 | -24.1 | -20.5 |
| Trend | +0.1 | -12.1 | -26.2 | -21.3 |
| Momentum | +60.4 | -10.8 | -24.5 | -15.8 |
| Volume | -49.0 | +1.5 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| JERRY E. GAHLHOFF, JR. President and Chief E | $9.0M | 87% equity+incentive |
| KENNETH D. KRAUSE Executive Vice President a | $4.2M | 81% equity+incentive |
| ELIZABETH B. CHANDLER Chief Legal Officer, G | $2.3M | 72% equity+incentive |
| GARY W. ROLLINS Executive Chairman Emeritus | $2.1M | 0% equity+incentive |
| JOHN F. WILSON Executive Chairman of the Boa | $1.9M | 67% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 41 |
| Social | 60 |
| Governance | 67 |
| Composite ESG | 56 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-22 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-27 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-05-01 | Shareholder Vote; Exhibits | 5.07,9.01 |
| 2026-04-22 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-11 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-12 | Regulation FD Disclosure; Financial Statements and Exhibits | 7.01,9.01 |
| 2025-11-12 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
| 2025-11-10 | Regulation FD Disclosure; Financial Statements and Exhibits | 7.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-28 to 2026-07-22 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-04-28 to 2026-09-17 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-09-21 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.