Growth StrategyNear-term catalysts include ERP rollout, procurement savings, continued M&A, and selective international expansion, reinforcing the case for sustained shareholder value compounding.
Market OpportunityRollins combines one of the most resilient models in Industrials, with ~80% of revenue generated from recurring service contracts, and a vast untapped market opportunity.
Revenue GrowthInvestments are bearing fruit, as evidenced by the healthy financial profile of the business, including double-digit revenue and earnings growth coupled with compounding free cash flow growth north of 20%.