Subtext

Rollins, Inc. ROL

SectorIndustrials
Transcripts29
Date range2018-04-25 – 2025-04-24
Calls charted29

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-26-13+0+13+262018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Overall: +22.62018 Q2 · Overall: +21.92018 Q3 · Overall: +17.02018 Q4 · Overall: +15.52019 Q1 · Overall: +9.62019 Q2 · Overall: +10.32019 Q3 · Overall: +15.92019 Q4 · Overall: +1.32020 Q1 · Overall: -2.62020 Q2 · Overall: +2.82020 Q3 · Overall: +12.42020 Q4 · Overall: +12.22021 Q1 · Overall: +22.82021 Q2 · Overall: +9.72021 Q3 · Overall: +3.82021 Q4 · Overall: +3.32022 Q1 · Overall: +7.02022 Q2 · Overall: +16.62022 Q3 · Overall: +17.02022 Q4 · Overall: +16.92023 Q1 · Overall: +13.72023 Q2 · Overall: +13.42023 Q3 · Overall: +13.52023 Q4 · Overall: +13.22024 Q1 · Overall: +2.12024 Q2 · Overall: +13.22024 Q3 · Overall: +10.82024 Q4 · Overall: +10.02025 Q1 · Overall: +13.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-39-19+0+19+392018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · CEO: +23.12018 Q2 · CEO: +23.02018 Q3 · CEO: +24.22018 Q4 · CEO: +22.82019 Q1 · CEO: +18.62019 Q2 · CEO: +18.92019 Q3 · CEO: +18.72019 Q4 · CEO: -6.12020 Q1 · CEO: -3.22020 Q2 · CEO: -2.42020 Q3 · CEO: +18.92020 Q4 · CEO: +10.52021 Q1 · CEO: +29.62021 Q2 · CEO: +28.82021 Q4 · CEO: +9.62022 Q1 · CEO: +15.92022 Q2 · CEO: +33.82022 Q3 · CEO: +21.72023 Q3 · CEO: +21.12023 Q4 · CEO: +16.62024 Q2 · CEO: +13.32024 Q3 · CEO: +13.22024 Q4 · CEO: +18.52025 Q1 · CEO: +19.42018 Q1 · CFO: +25.42018 Q2 · CFO: +25.12018 Q3 · CFO: +18.62018 Q4 · CFO: +19.82019 Q1 · CFO: +7.72019 Q2 · CFO: +5.82019 Q3 · CFO: +18.02019 Q4 · CFO: +12.02020 Q1 · CFO: +3.62020 Q2 · CFO: +5.32020 Q3 · CFO: +12.72020 Q4 · CFO: +16.12021 Q1 · CFO: +22.42021 Q2 · CFO: +15.32021 Q3 · CFO: +7.62021 Q4 · CFO: +1.92022 Q1 · CFO: +5.52022 Q2 · CFO: +7.12022 Q3 · CFO: +17.22022 Q4 · CFO: +19.52023 Q1 · CFO: +16.02023 Q2 · CFO: +17.92023 Q3 · CFO: +16.32023 Q4 · CFO: +19.72024 Q2 · CFO: +17.42024 Q3 · CFO: +20.32024 Q4 · CFO: +11.32025 Q1 · CFO: +19.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-39-20+0+20+392018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1 · Prepared remarks: +24.42018 Q2 · Prepared remarks: +19.72018 Q3 · Prepared remarks: +18.32018 Q4 · Prepared remarks: +18.02019 Q1 · Prepared remarks: +15.12019 Q2 · Prepared remarks: +16.82019 Q3 · Prepared remarks: +18.92019 Q4 · Prepared remarks: -4.52020 Q1 · Prepared remarks: -0.72020 Q2 · Prepared remarks: +5.22020 Q3 · Prepared remarks: +11.42020 Q4 · Prepared remarks: +16.72021 Q1 · Prepared remarks: +34.12021 Q2 · Prepared remarks: +21.52021 Q3 · Prepared remarks: +9.22021 Q4 · Prepared remarks: +4.62022 Q1 · Prepared remarks: +13.12022 Q2 · Prepared remarks: +24.12022 Q3 · Prepared remarks: +24.42022 Q4 · Prepared remarks: +22.22023 Q1 · Prepared remarks: +27.52023 Q2 · Prepared remarks: +22.42023 Q3 · Prepared remarks: +21.52023 Q4 · Prepared remarks: +25.42024 Q1 · Prepared remarks: +23.02024 Q2 · Prepared remarks: +23.42024 Q3 · Prepared remarks: +21.12024 Q4 · Prepared remarks: +23.62025 Q1 · Prepared remarks: +25.42018 Q1 · Q&A responses: +24.22018 Q2 · Q&A responses: +29.72018 Q3 · Q&A responses: +20.72018 Q4 · Q&A responses: +19.42019 Q1 · Q&A responses: +9.72019 Q2 · Q&A responses: +7.52019 Q3 · Q&A responses: +20.02019 Q4 · Q&A responses: +15.12020 Q1 · Q&A responses: -3.22020 Q2 · Q&A responses: +6.32020 Q3 · Q&A responses: +20.32020 Q4 · Q&A responses: +17.22021 Q1 · Q&A responses: +15.62021 Q2 · Q&A responses: +4.52021 Q3 · Q&A responses: +8.52021 Q4 · Q&A responses: +4.72022 Q1 · Q&A responses: +10.02022 Q2 · Q&A responses: +11.22022 Q3 · Q&A responses: +10.92022 Q4 · Q&A responses: +20.22023 Q1 · Q&A responses: +6.92023 Q2 · Q&A responses: +10.92023 Q3 · Q&A responses: +14.22023 Q4 · Q&A responses: +13.52024 Q1 · Q&A responses: -1.92024 Q2 · Q&A responses: +9.12024 Q3 · Q&A responses: +13.62024 Q4 · Q&A responses: +7.02025 Q1 · Q&A responses: +15.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.42$0.79$1.162018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: $0.522018 Q2: $0.522018 Q3: $0.532018 Q4: $0.542019 Q1: $0.542019 Q2: $0.532019 Q3: $0.522019 Q4: $0.532020 Q1: $0.552020 Q2: $0.472020 Q3: $0.552020 Q4: $0.602021 Q1: $0.632021 Q2: $0.672021 Q3: $0.732021 Q4: $0.762022 Q1: $0.772022 Q2: $0.772022 Q3: $0.792022 Q4: $0.832023 Q1: $0.862023 Q2: $0.932023 Q3: $0.952023 Q4: $1.012024 Q1: $1.032024 Q2: $1.072024 Q3: $1.11

Forward P/E

36.3351.9067.482018 Q12019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12018 Q1: 43.982018 Q2: 44.742018 Q3: 52.882018 Q4: 43.572019 Q1: 51.162019 Q2: 48.062019 Q3: 44.542019 Q4: 41.452020 Q1: 45.282020 Q2: 60.092020 Q3: 64.962020 Q4: 65.332021 Q1: 51.652021 Q2: 49.512021 Q3: 50.612021 Q4: 42.792022 Q1: 43.702022 Q2: 42.562022 Q3: 45.992022 Q4: 45.942023 Q1: 41.792023 Q2: 43.972023 Q3: 38.482023 Q4: 43.042024 Q1: 45.032024 Q2: 46.502024 Q3: 45.37

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2018 Q3 tone ↓ -5.0 fwd EPS ↑ +0.01 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +5.7 fwd EPS ↓ -0.01 Tone rose while the forward EPS estimate was cut.
  • 2019 Q4 tone ↓ -14.6 fwd EPS ↑ +0.01 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -4.0 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +5.5 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -13.2 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -5.8 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -3.1 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -11.1 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -2.4 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+13.1——View →
2024 Q42025-02-13+10.0——View →
2024 Q32024-10-24+10.8$1.1145.4View →
2024 Q22024-07-25+13.2$1.0746.5View →
2024 Q12024-04-25+2.1$1.0345.0View →
2023 Q42024-02-15+13.2$1.0143.0View →
2023 Q32023-10-26+13.5$0.9538.5View →
2023 Q22023-07-27+13.4$0.9344.0View →