As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the environmental and facilities services industry, including Rollins (NYSE: ROL) and its peers.
Many environmental and facility services are non-discretionary (sports stadiums need to be cleaned after events), recurring, and performed through longer-term contracts. This makes for more predictable and stickier revenue streams. Additionally, there has been an increasing focus on emissions and water conservation over the last decade, driving innovation in the sector and demand for new services. Despite these tailwinds, environmental and facility services companies are still at the whim of economic cycles. Interest rates, for example, can greatly impact commercial construction projects that drive incremental demand for these services.
The 11 environmental and facilities services stocks we track reported a mixed Q1. As a group, revenues missed analysts’ consensus estimates by 0.9%.
Luckily, environmental and facilities services stocks have performed well with share prices up 10.4% on average since the latest earnings results.
Rollins (NYSE: ROL)
Operating under multiple brands like Orkin and HomeTeam Pest Defense, Rollins (NYSE: ROL) provides pest and wildlife control services to residential and commercial customers.
Rollins reported revenues of $906.4 million, up 10.2% year on year. This print exceeded analysts’ expectations by 1.2%. Despite the top-line beat, it was still a mixed quarter for the company with a narrow beat of analysts’ organic revenue estimates but a miss of analysts’ EBITDA estimates.
"Our results for the first quarter reflect our resilient business model and the ongoing focus of our teammates on operational excellence," said Jerry Gahlhoff, Jr., President and CEO.
Rollins pulled off the fastest revenue growth of the whole group. Still, the market seems discontent with the results. The stock is down 18.4% since reporting and currently trades at $45.12.
Is now the time to buy Rollins? Access our full analysis of the earnings results here, it’s free.
Best Q1: BrightView (NYSE: BV)
An official field consultant for Major League Baseball, BrightView (NYSE: BV) offers landscaping design, development, and maintenance.
BrightView reported revenues of $702.9 million, up 6.1% year on year, outperforming analysts’ expectations by 8.9%. The business had a strong quarter with a solid beat of analysts’ EBITDA estimates and full-year revenue guidance beating analysts’ expectations.
BrightView achieved the biggest analyst estimate beat and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 23% since reporting. It currently trades at $14.53.
Is now the time to buy BrightView? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Perma-Fix (NASDAQ: PESI)
Tackling hazardous waste challenges since 1990, Perma-Fix (NASDAQ: PESI) provides environmental waste treatment services.
Perma-Fix reported revenues of $11.13 million, down 20.1% year on year, falling short of analysts’ expectations by 14.4%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.
Perma-Fix delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 33.8% since the results and currently trades at $17.31.
Read our full analysis of Perma-Fix’s results here.
Veralto (NYSE: VLTO)
Spun off from Danaher in 2023, Veralto (NYSE: VLTO) provides water analytics and treatment solutions.
Veralto reported revenues of $1.42 billion, up 6.8% year on year. This print surpassed analysts’ expectations by 1.6%. It was a strong quarter as it also produced full-year EPS guidance slightly topping analysts’ expectations and a beat of analysts’ EPS estimates.
The stock is up 9.6% since reporting and currently trades at $93.82.
Read our full, actionable report on Veralto here, it’s free.
Quest Resource (NASDAQ: QRHC)
Recycling corporate waste to help companies be more sustainable, Quest Resource (NASDAQ: QRHC) is a provider of waste and recycling services.
Quest Resource reported revenues of $61.74 million, down 9.8% year on year. This number missed analysts’ expectations by 0.7%. It was a softer quarter as it also recorded EPS in line with analysts’ estimates and EBITDA in line with analysts’ estimates.
The stock is up 26.4% since reporting and currently trades at $1.37.
Read our full, actionable report on Quest Resource here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
