Rollins: Despite Margin Declines, I Remain Confident In This Niche Market Leader

Rollins, Inc. in Q1 2026 saw 10% revenue growth (6.6% organic), with management reaffirming 7–8% organic and 2–3% M&A growth targets. Recent acquisitions, notably Romex for $90M, expand ROL's southern U.S. footprint and reinforce its M&A-driven growth strategy. Rollins remains a high-quality business yet trades at a premium P/E. I plan to add more shares if the stock falls to or below $50.