Every 10-Q that Rollins, Inc. (ROL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ROL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROL filings page.
Rollins, Inc. reported solid top-line growth for the quarter ended June 30, 2026, with revenue of $1,078,576 (in thousands), up 7.9% year over year, including 5.7% organic revenue growth. Net income rose modestly to $143,910 (in thousands), and diluted EPS increased to $0.30.
Operating margin compressed to 18.7% from 19.8% as higher employee, insurance, and fleet costs outpaced revenue growth. For the first half, revenue reached $1,985,000 (in thousands) and net income $251,748 (in thousands). Cash from operations was $290,873 (in thousands) and free cash flow $277,305 (in thousands), supporting $176.1 million in dividends and share repurchases. The company acquired Romex Pest Control for $95.7 million plus eight smaller deals and now expects at least 6% organic and 2–3% inorganic revenue growth in 2026, with adjusted incremental EBITDA margin of at least 10% and free cash flow conversion above 100%.
Rollins, Inc. (ROL) delivered another quarter of growth but with softer margins and cash flow pressure. Revenue for the quarter ended March 31, 2026 rose 10.2% to $906.4 million, with organic revenue up 6.6% and acquisition-related growth 3.6%. Residential, commercial, and termite and ancillary services all expanded, contributing to the company’s 98th consecutive quarter of revenue growth.
Operating income increased modestly to $145.5 million, but operating margin slipped to 16.1% from 17.3%, driven by higher insurance, fleet, selling, and employee costs. Net income rose 2.5% to $107.8 million, with EPS flat at $0.22; adjusted EPS grew to $0.24.
Operating cash flow declined to $118.4 million, largely due to the timing of tax and interest payments, while free cash flow was $111.2 million. Rollins continued its acquisition strategy, closing three small deals in the quarter and announcing the $90 million Romex Pest Control acquisition plus $10 million of contingent consideration after quarter-end. The balance sheet shows $500 million of 2035 Senior Notes and $163.9 million in commercial paper, with a leverage ratio of 0.9x and no borrowings under the $1.0 billion revolving credit facility. Management reiterated expectations for 2026 organic growth of 7–8% and inorganic growth of 2–3%.
Rollins, Inc. (ROL) reported stronger Q3 performance. Revenue reached $1,026,106 thousand, up 12% year over year, with organic growth of 7.2% and acquisitions adding 4.8%. Operating income rose to $225,021 thousand and operating margin improved to 21.9%. Net income was $163,527 thousand and EPS was $0.34 per diluted share.
Through the first nine months, revenue was $2,848,137 thousand and net income was $410,264 thousand. Operating cash flow was $191.3 million in the quarter and $513,363 thousand year to date. The company invested in growth, including the $207.2 million acquisition of Saela, which contributed $19.6 million of Q3 revenue and $2.2 million of net earnings; 19 other acquisitions totaled $106.6 million.
Rollins enhanced liquidity and term structure by issuing $500,000 thousand 2035 Senior Notes at 5.25% (effective rate 5.6%); the revolver had no balance at quarter-end. Quarterly dividends paid were $0.165 per share, and a subsequent dividend of $0.1825 per share was declared on October 28, 2025.