Latest news with #Rollins'
Yahoo
15-05-2025
- Entertainment
- Yahoo
Law & Order: SVU Is Bringing Kelli Giddish Back as a Series Regular
Our long, 'Rollisi'-related nightmare is over: Kelli Giddish is returning to Law & Order: SVU full-time, TVLine has confirmed. Giddish will be back on the NBC procedural as a series regular in Season 27. Our sister site Deadline first reported the news. More from TVLine Meet the Buffy Reboot's New Slayer: Ryan Kiera Armstrong to Play The Chosen One Opposite Sarah Michelle Gellar The Voice Season 27 Finale Is Upon Us: Who Will Win... and Who Should? Chicago Med Very Nonchalantly Brings Back [Spoiler] After 5 Seasons - Plus, Hannah Gets Shocking News! Giddish left SVU as a series regular in December 2022 but has returned several times since then. In Season 26, which comes to a close tonight, so far she has shown up in five episodes; Episode 20 was the latest. At times, it felt as though the show struggled with how to reconcile Rollins' heightened importance in the show's history with the reality of Giddish's limited stints. Series star/executive producer Mariska Hargitay has gone on record saying that she fought Giddish's ouster in 2022 and that she wanted to bring her back in more than a recurring capacity. 'Kelli is my favorite actor to work with. Kelli is my heart,' Hargitay said in a May 2024 interview with our sister site Variety. 'It's a sore subject. I have a lot of say on the show [as the star and an executive producer since Season 15], but I didn't have enough there.' Hear Us Out: Law & Order: SVU and Organized Crime Should Be One Show View List She added: 'I don't like not being listened to, especially when I'm right… That relationship was one of the most powerful relationships in television because you saw these two badass women, so flawed and so there for each other.' Season 26 found Giddish's character promoted to sergeant and taking on a new role in the New York Police Department's Intelligence Unit. Rollins' new job often required travel, which explained her absences from both the police department and her home life with husband, Assistant District Attorney Dominick 'Sonny' Carisi, and their children. Do you have thoughts on Giddish's full-time return? Hit the comments with your thoughts! Best of TVLine Yellowjackets Mysteries: An Up-to-Date List of the Series' Biggest Questions (and Answers?) The Emmys' Most Memorable Moments: Laughter, Tears, Historical Wins, 'The Big One' and More 'Missing' Shows, Found! The Latest on Severance, Holey Moley, Poker Face, YOU, Primo, Transplant and 25+ Others
Yahoo
11-05-2025
- Business
- Yahoo
Here's Why We Think Rollins (NYSE:ROL) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should. In contrast to all that, many investors prefer to focus on companies like Rollins (NYSE:ROL), which has not only revenues, but also profits. While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. We check all companies for important risks. See what we found for Rollins in our free report. If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Rollins managed to grow EPS by 13% per year, over three years. That's a good rate of growth, if it can be sustained. Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. EBIT margins for Rollins remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 9.5% to US$3.5b. That's a real positive. The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart. View our latest analysis for Rollins Fortunately, we've got access to analyst forecasts of Rollins' future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting. We would not expect to see insiders owning a large percentage of a US$27b company like Rollins. But we are reassured by the fact they have invested in the company. Notably, they have an enviable stake in the company, worth US$481m. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future. It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Well, based on the CEO pay, you'd argue that they are indeed. The median total compensation for CEOs of companies similar in size to Rollins, with market caps over US$8.0b, is around US$14m. The CEO of Rollins only received US$2.5m in total compensation for the year ending December 2024. That looks like a modest pay packet, and may hint at a certain respect for the interests of shareholders. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. Generally, arguments can be made that reasonable pay levels attest to good decision-making. One positive for Rollins is that it is growing EPS. That's nice to see. Earnings growth might be the main attraction for Rollins, but the fun does not stop there. With a meaningful level of insider ownership, and reasonable CEO pay, a reasonable mind might conclude that this is one stock worth watching. Of course, identifying quality businesses is only half the battle; investors need to know whether the stock is undervalued. So you might want to consider this free discounted cashflow valuation of Rollins. There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-04-2025
- Business
- Yahoo
ROL Q1 Earnings Call: Organic Growth, Commercial Momentum, and Saela Acquisition Shape Outlook
Pest control company Rollins (NYSE:ROL) met Wall Street's revenue expectations in Q1 CY2025, with sales up 9.9% year on year to $822.5 million. Its non-GAAP profit of $0.22 per share was in line with analysts' consensus estimates. Is now the time to buy ROL? Find out in our full research report (it's free). Revenue: $822.5 million vs analyst estimates of $820 million (9.9% year-on-year growth, in line) Adjusted EPS: $0.22 vs analyst estimates of $0.22 (in line) Adjusted EBITDA: $171.9 million vs analyst estimates of $173.6 million (20.9% margin, 1% miss) Operating Margin: 17.3%, in line with the same quarter last year Free Cash Flow Margin: 17%, similar to the same quarter last year Organic Revenue was up 7.4% year on year Market Capitalization: $26.81 billion Rollins reported first quarter results driven by broad-based growth across its service lines, with management highlighting double-digit gains in commercial pest control and the continued expansion of the termite and ancillary businesses. CEO Jerry Gahlhoff attributed the quarter's performance to increased investments in sales staffing, marketing, and operational execution, as well as early benefits from the company's multi-brand strategy. The recently closed acquisition of Saela Pest Control was also discussed as a contributor to growth and a strategic fit for Rollins' regional approach. Looking ahead, management maintained its outlook for organic growth in the 7% to 8% range and expects the addition of Saela to lift M&A-driven growth. The leadership team emphasized resilience in the face of macroeconomic uncertainty, with CFO Kenneth Krause stating, 'We remain confident in our ability to yield a strong return on these investments in the quarters and years ahead.' Rollins expects ongoing investments in technology, personnel, and customer service to support sustainable profitability throughout the year. Rollins' leadership focused on key contributors to first quarter performance, including M&A activity, investments in staffing and marketing, and the strength of its recurring service model. Management attributed results to operational execution and the company's ability to adapt under varying market conditions. Saela Acquisition Impact: The Saela Pest Control acquisition was highlighted as an important addition, expanding Rollins' presence in the Pacific Northwest, Mountain West, and Midwest. Management stressed that Saela's culture and operational scale align with Rollins' multi-brand strategy, providing new avenues for customer acquisition and geographic diversification. Commercial Division Growth: Significant resources have been dedicated to the Orkin commercial division. These investments supported double-digit recurring revenue growth in commercial pest control, though some softness was noted in one-time services like fumigation. Recurring Revenue Model: The company's recurring base, particularly in the residential and termite segments, remained resilient. Management credited strong customer relationships and effective cross-selling as drivers of sustained organic growth, especially in higher-ticket termite ancillary services. Operational Efficiency Initiatives: Rollins reported a 20-basis-point improvement in gross margin, citing pricing strategy, cost discipline in people and materials, and a focus on continuous improvement. These gains were partially offset by higher fleet expenses and increased spending on marketing and advertising. Balanced Capital Allocation: The quarter included an inaugural $500 million bond offering and the establishment of a $1 billion commercial paper program, providing flexibility for future acquisitions and organic investments. Free cash flow conversion remained high, supporting ongoing dividends and capital deployment. Management expects continued revenue and profit growth as a result of organic expansion, integration of recent acquisitions, and a focus on operational efficiency, while acknowledging potential macroeconomic headwinds. Integration of Saela and M&A Pipeline: The addition of Saela is expected to be accretive to earnings in its first year, with further growth possible from ongoing M&A activity. Management is focused on pragmatic integration, emphasizing both operational synergies and the adoption of best practices across acquired brands. Investment in Talent and Technology: Strategic hiring, training, and deployment of sales and technician teams remain priorities. Investments in technology, such as sales enablement tools, are designed to support productivity and enhance customer service, laying the groundwork for future margin improvement. Macro and Cost Environment: While leadership sees the business as recession-resilient, they are monitoring fleet costs and general inflation. The company's variable cost structure and ability to adjust pricing are viewed as levers to maintain profitability if demand softens. Tim Mulrooney (William Blair): Asked whether Rollins saw any signs of weakening demand in residential or termite services, given mixed industry feedback. Management replied demand was steady, noting improvements as the quarter progressed and no significant slowdowns observed. Ronan Kennedy (Barclays): Inquired about the drivers of top-line growth and the resilience of each business segment during downturns. Management cited pricing strength, volume growth, and the multi-brand strategy, emphasizing flexibility and the ability to adjust costs quickly if needed. George Tong (Goldman Sachs): Questioned the moderation in organic growth in residential and termite segments compared to the previous quarter. Management pointed to the impact of one less business day, minor currency headwinds, and the timing of one-time services as the main factors. Jason Haas (Wells Fargo): Asked about integration synergies from the Saela acquisition and whether incremental margins would improve as investments normalize. Management explained that synergies will focus on technology and best practice sharing, and margins should improve as temporary marketing and sales investments are absorbed. Stephanie Moore (Jefferies): Sought details on client retention strategies in a potential recession and whether Rollins could use flexible billing or service adjustments. Management highlighted the importance of customer relationships and the ability to adapt retention tactics market by market. In the coming quarters, our analysts will monitor (1) the pace and effectiveness of Saela's integration and its impact on earnings, (2) ongoing improvements in commercial division productivity and recurring revenue growth, and (3) the company's ability to maintain gross margin gains while balancing investments in marketing and technology. The progression of additional M&A opportunities and further enhancements in employee retention will also be key indicators of execution and long-term growth potential. Rollins currently trades at a forward P/E ratio of 48.1×. In the wake of earnings, is it a buy or sell? The answer lies in our free research report. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today.
Yahoo
26-04-2025
- Business
- Yahoo
ROL Q1 Earnings Call: Organic Growth, Commercial Momentum, and Saela Acquisition Shape Outlook
Pest control company Rollins (NYSE:ROL) met Wall Street's revenue expectations in Q1 CY2025, with sales up 9.9% year on year to $822.5 million. Its non-GAAP profit of $0.22 per share was in line with analysts' consensus estimates. Is now the time to buy ROL? Find out in our full research report (it's free). Revenue: $822.5 million vs analyst estimates of $820 million (9.9% year-on-year growth, in line) Adjusted EPS: $0.22 vs analyst estimates of $0.22 (in line) Adjusted EBITDA: $171.9 million vs analyst estimates of $173.6 million (20.9% margin, 1% miss) Operating Margin: 17.3%, in line with the same quarter last year Free Cash Flow Margin: 17%, similar to the same quarter last year Organic Revenue was up 7.4% year on year Market Capitalization: $26.81 billion Rollins reported first quarter results driven by broad-based growth across its service lines, with management highlighting double-digit gains in commercial pest control and the continued expansion of the termite and ancillary businesses. CEO Jerry Gahlhoff attributed the quarter's performance to increased investments in sales staffing, marketing, and operational execution, as well as early benefits from the company's multi-brand strategy. The recently closed acquisition of Saela Pest Control was also discussed as a contributor to growth and a strategic fit for Rollins' regional approach. Looking ahead, management maintained its outlook for organic growth in the 7% to 8% range and expects the addition of Saela to lift M&A-driven growth. The leadership team emphasized resilience in the face of macroeconomic uncertainty, with CFO Kenneth Krause stating, 'We remain confident in our ability to yield a strong return on these investments in the quarters and years ahead.' Rollins expects ongoing investments in technology, personnel, and customer service to support sustainable profitability throughout the year. Rollins' leadership focused on key contributors to first quarter performance, including M&A activity, investments in staffing and marketing, and the strength of its recurring service model. Management attributed results to operational execution and the company's ability to adapt under varying market conditions. Saela Acquisition Impact: The Saela Pest Control acquisition was highlighted as an important addition, expanding Rollins' presence in the Pacific Northwest, Mountain West, and Midwest. Management stressed that Saela's culture and operational scale align with Rollins' multi-brand strategy, providing new avenues for customer acquisition and geographic diversification. Commercial Division Growth: Significant resources have been dedicated to the Orkin commercial division. These investments supported double-digit recurring revenue growth in commercial pest control, though some softness was noted in one-time services like fumigation. Recurring Revenue Model: The company's recurring base, particularly in the residential and termite segments, remained resilient. Management credited strong customer relationships and effective cross-selling as drivers of sustained organic growth, especially in higher-ticket termite ancillary services. Operational Efficiency Initiatives: Rollins reported a 20-basis-point improvement in gross margin, citing pricing strategy, cost discipline in people and materials, and a focus on continuous improvement. These gains were partially offset by higher fleet expenses and increased spending on marketing and advertising. Balanced Capital Allocation: The quarter included an inaugural $500 million bond offering and the establishment of a $1 billion commercial paper program, providing flexibility for future acquisitions and organic investments. Free cash flow conversion remained high, supporting ongoing dividends and capital deployment. Management expects continued revenue and profit growth as a result of organic expansion, integration of recent acquisitions, and a focus on operational efficiency, while acknowledging potential macroeconomic headwinds. Integration of Saela and M&A Pipeline: The addition of Saela is expected to be accretive to earnings in its first year, with further growth possible from ongoing M&A activity. Management is focused on pragmatic integration, emphasizing both operational synergies and the adoption of best practices across acquired brands. Investment in Talent and Technology: Strategic hiring, training, and deployment of sales and technician teams remain priorities. Investments in technology, such as sales enablement tools, are designed to support productivity and enhance customer service, laying the groundwork for future margin improvement. Macro and Cost Environment: While leadership sees the business as recession-resilient, they are monitoring fleet costs and general inflation. The company's variable cost structure and ability to adjust pricing are viewed as levers to maintain profitability if demand softens. Tim Mulrooney (William Blair): Asked whether Rollins saw any signs of weakening demand in residential or termite services, given mixed industry feedback. Management replied demand was steady, noting improvements as the quarter progressed and no significant slowdowns observed. Ronan Kennedy (Barclays): Inquired about the drivers of top-line growth and the resilience of each business segment during downturns. Management cited pricing strength, volume growth, and the multi-brand strategy, emphasizing flexibility and the ability to adjust costs quickly if needed. George Tong (Goldman Sachs): Questioned the moderation in organic growth in residential and termite segments compared to the previous quarter. Management pointed to the impact of one less business day, minor currency headwinds, and the timing of one-time services as the main factors. Jason Haas (Wells Fargo): Asked about integration synergies from the Saela acquisition and whether incremental margins would improve as investments normalize. Management explained that synergies will focus on technology and best practice sharing, and margins should improve as temporary marketing and sales investments are absorbed. Stephanie Moore (Jefferies): Sought details on client retention strategies in a potential recession and whether Rollins could use flexible billing or service adjustments. Management highlighted the importance of customer relationships and the ability to adapt retention tactics market by market. In the coming quarters, our analysts will monitor (1) the pace and effectiveness of Saela's integration and its impact on earnings, (2) ongoing improvements in commercial division productivity and recurring revenue growth, and (3) the company's ability to maintain gross margin gains while balancing investments in marketing and technology. The progression of additional M&A opportunities and further enhancements in employee retention will also be key indicators of execution and long-term growth potential. Rollins currently trades at a forward P/E ratio of 48.1×. In the wake of earnings, is it a buy or sell? The answer lies in our free research report. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Reuters
26-04-2025
- Business
- Reuters
US could restrict Mexican livestock imports over screwworm worry, official says
WASHINGTON April 26 (Reuters) - President Donald Trump's administration warned on Saturday that it will restrict livestock imports from Mexico if that country's government does not intensify its fight against a damaging pest called New World screwworm. U.S. Agriculture Secretary Brooke Rollins in a letter Saturday to her Mexican counterpart said that she "will restrict the importation of animal commodities" if those issues are not resolved by Wednesday. Rollins' letter, which she posted on the social media site X, said Mexico had limited one of the companies hired to conduct aerial spraying to eliminate the pest to flying only six days a week and had imposed "burdensome customs duties" on parts needed to keep its planes in the air. Her threat comes against the backdrop of a global trade war launched by U.S. President Donald Trump, who has ratcheted up tariffs on Mexico and other trading partners. Screwworm can infest livestock, wildlife and in rare cases, people. Maggots from screwworm flies burrow into the skin of living animals, causing serious and often fatal damage. Before screwworm's discovery, Mexico had been the U.S.'s largest supplier of cattle. Last month, the U.S. imported 24,000 head of cattle from Mexico, down from about 114,000 a year earlier, according to the U.S. Department of Agriculture. The U.S. blocked Mexican livestock shipments in late November after the pest was discovered. It lifted that restriction in February based on new protocols for assessing the health of animals before they enter the country. Rollins' letter was first reported by Fox News.
