Rollins, Inc. (ROL) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

SA Transcripts158.47K FollowersFollow5ShareSaveCommentsQ4: 2026-02-11 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.25 misses by $0.02 | Revenue of $912.91M (9.70% Y/Y) misses by $12.16M Rollins, Inc. (ROL) Barclays 43rd Annual Industrial Select Conference February 18, 2026 1:50 PM EST Company Participants Kenneth Krause - Executive VP & CFOLyndsey Burton - Vice President of Investor RelationsWilliam Harkins - Chief Accounting Officer Conference Call Participants Manav Patnaik - Barclays Bank PLC, Research Division Presentation Manav PatnaikBarclays Bank PLC, Research Division All right. Good afternoon, everybody. Thank you for joining us here on Day 2 of our investor conference. I'm glad to hosting Rollins with us. We have Ken Krause, CFO on my right; Lyndsey Burton, head of IR, and Will Harkins, Chief Accounting Officer joining us here as well. Than you all for your time. Question-and-Answer Session Manav PatnaikBarclays Bank PLC, Research Division Ken, maybe, obviously, since you guys just reported last week and the stock had quite the reaction, maybe let's just start there in terms of the results. There was the weather-related surprises. Can you just talk through that? Like when did you notice that weather was an impact and how you quantify that, I guess? Kenneth KrauseExecutive VP & CFO Sure. Well, thanks for having us again, Manav, and great to be here, and thank you all for your interest in Rollins. And It's, again, great to be back here again for a second or third year in a row. And -- but Rollins continues to perform. We are a portfolio of pest control brands, but our performance continues to be exceptional. And last year, for example, was our third, I believe, consecutive year of double-digit revenue, double-digit earnings and double-digit cash flow growth. It also marks our 24th consecutive year of annual revenue growth and our 97th quarter, consecutive quarter of revenue growth. So it continues to be an exceptional performer. And when you look at the business, I think the thing