Form 8-K · Current report
Rollins, Inc. 8-K, filed Oct 21, 2026
- Filed
- CIK
- 0000084839
- Accession no.
- 0000084839-26-000042
Summary
Rollins, Inc. reported third-quarter 2026 revenue of $1.1 billion, up 6.2% year over year, while net income fell 3.4% to $158 million, operating margin narrowed 140 basis points to 20.5%, and diluted EPS slipped 2.9% to $0.33. CEO Jerry Gahlhoff, Jr. said the company was disappointed with the quarter and is reallocating marketing resources away from its traditional digital approach amid pressure on residential customer acquisition, which CFO Will Harkins described as an evolving landscape including AI- and LLM-driven discovery.
Key points
- Adjusted EPS was $0.34 per diluted share, down 2.9%, and adjusted EBITDA was $257 million, down 0.7%.
- Operating cash flow rose 26.4% to $242 million and free cash flow rose 28.8% to $235 million, favorably impacted by $63 million from the timing of a tax refund tied to tax credit planning.
- Rollins invested $27 million in acquisitions, $6 million in capital expenditures, $120 million in share repurchases, and paid $87 million in dividends during the quarter.
- The company said the quarter marked 100 consecutive quarters of revenue growth.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. On October 21, 2026, Rollins, Inc. (the “Company”) issued a press release announcing its unaudited financial results for the third quarter ended September 30, 2026. The press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing or other document pursuant to the Securities Act of 1933…
An excerpt of the text as filed with the SEC, cut for length.
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