ROL
March came in hot
Rollins, the pest-control company best known for turning unwanted critters into recurring revenue, reported first-quarter 2026 results on April 22. Revenue climbed 10.2% year over year to $906 million, with organic revenue up 6.6% — a nice little proof point that demand wasn’t just coasting on price increases or acquisitions.
Why investors care
The headline here isn’t a moonshot. It’s momentum. The company said demand accelerated during March, which helped improve its organic growth profile. In plain English: customers were still calling, and the pipeline looked better by the end of the quarter than at the start.
The boring businesses can be the best ones
Rollins lives in that very unsexy, very beautiful corner of the market where people keep paying because, well, termites don’t take vacations. That means investors often watch organic growth and demand trends closely — especially when the company is showing it can keep growing without needing to invent the next shiny gadget.
Big picture: this looks like a solid check-in, not a fireworks show. But for a services name with a recurring-revenue feel, steady acceleration is exactly the kind of thing the market likes to reward.