Rollins, Inc. management check
ROL · Industrials · Environmental & Facilities Services · CEO Jerry E. Gahlhoff, Jr.
Filings as of
3 good · 2 to watch · 1 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $163, against $190 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.94 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.7% of net income$9.0m of reported pay in fiscal 2025, against $526.7m of net income.
- n/a
Do they own the stock?
No recent CEO filingNo open-market insider buying or selling in the last six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.6% a year over the last three fiscal years. Stock-based pay was 1.1% of revenue in the latest year.
- Good
Is leadership stable?
7 leadership filings in 3 yearsCEO in the pay table: Jerry E. Gahlhoff, Jr.. 7 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Flag
Are the books clean?
Red flags on file1 auditor change (8-K 4.01) since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 32 | 55 | |
| Pay for performance | 97 | 86 | |
| CEO cost | 31 | 48 | |
| Skin in the game | — | — | 55 |
| Dilution | 58 | 62 | |
| Stable leadership | 90 | 75 | |
| Clean books | 30 | 100 |
Closest peers
Others in Environmental & Facilities Services, by management score. Rollins, Inc. is 66th of 81 in its sector.
- 262RSGRepublic Services64
- 300WMWaste Management61
- 336VLTOVeralto59
- 370ROLRollins, Inc.56
- 377CHRWC.H. Robinson56
- 379LUVSouthwest Airlines56
Pay versus performance
From the proxy statement filed March 17, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Jerry E. Gahlhoff, Jr. | $9.0m | $15.3m | $2.6m | $163 | $190 | $526.7m |
| 2024 | — | $8.2m | $9.4m | $3.5m | $125 | $189 | $466.4m |
| 2023 | — | $6.7m | $9.2m | $3.2m | $116 | $160 | $435.0m |
| 2022 | — | $7.8m | $9.2m | $2.6m | $96 | $125 | $368.6m |
| 2021 | — | $8.4m | $6.2m | $2.2m | $89 | $132 | $356.6m |
The board says pay is tied most to Adjusted EBITDA. Its other key measures: Revenue, Stock Price, EBITDA.
Insiders and the CEO's stake
Jerry Jr. Gahlhoff (PRESIDENT & CEO) held 393,047 shares directly after their latest Form 4 on Apr 29, 2026.
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- May 27, 2026Leadership change8-K 5.02
- Apr 24, 2025Leadership change8-K 5.02
- Feb 28, 2025Leadership change8-K 5.02
- Dec 13, 2024Leadership change8-K 5.02
- Oct 23, 2024Leadership change8-K 5.02
- Apr 25, 2024Leadership change8-K 5.02
- Feb 20, 2024Leadership change8-K 5.02
- Mar 30, 2023Auditor change8-K 4.01
- Dec 9, 2022Leadership change8-K 5.02
- Aug 3, 2022Leadership change8-K 5.02
- Apr 27, 2022Leadership change8-K 5.02
- Apr 8, 2022Leadership change8-K 5.02
Latest shareholder vote results: May 1, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $1.9bn returned to owners in buybacks and dividends, 87% of net income, and $130.4m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.4bn | $2.7bn | $3.1bn | $3.4bn | $3.8bn |
| Net income | $356.6m | $368.6m | $435.0m | $466.4m | $526.7m |
| Stock-based pay | $14.9m | $21.2m | $24.6m | $30.0m | $39.7m |
| Buybacks | $10.7m | $7.1m | $315.0m | $11.6m | $216.9m |
| Dividends | $208.7m | $211.6m | $264.3m | $298.0m | $327.9m |
| Diluted shares | 492m | 492m | 490m | 484m | 484m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.