Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 unaudited results for the quarter ended June 30, 2026, marking its 99th consecutive quarter of revenue growth. Revenue was $1.1 billion, up 7.9% year over year, with organic revenue up 5.7%. Operating income increased modestly, while operating margin declined to 18.7%, down 110 basis points. Net income was $144 million and diluted EPS was $0.30, with adjusted EPS of $0.32, up 6.7%.
Adjusted EBITDA was $236 million with a 21.9% margin, down 120 basis points. Operating cash flow was $173 million and free cash flow was $166 million. Rollins invested $117 million in acquisitions, $6 million in capital expenditures, and paid $88 million in dividends. Management cited slower growth in parts of the residential pest control business driven by weaker consumer-initiated digital and inbound-call demand, while relationship-based channels such as home builders and door-to-door sales delivered solid organic growth, and noted organizational and operational changes underway to improve execution and better align costs with current demand.
Rollins, Inc. announced a planned chief financial officer transition. Kenneth Krause will resign as Executive Vice President and CFO effective June 15, 2026, to pursue an opportunity in another industry, and will advise the company through September 30, 2026 under a separation and transition agreement. The company states his resignation does not involve any disagreement regarding operations, policies, or practices.
The Board appointed William Harkins, currently Chief Accounting Officer, to become Executive Vice President and CFO on the same date. Harkins, a CPA with more than 20 years of finance and accounting experience, will receive a base salary of $610,000, revised bonus and equity targets, and a one-time $500,000 restricted stock grant vesting over three years. Krause will retain vesting on 8,000 previously granted restricted shares if he completes the advisory period and complies with post-employment covenants.
Rollins, Inc. reported the results of its 2026 Annual Meeting of Shareholders. Investors elected nine directors to serve until the 2027 annual meeting, with support for individual nominees generally ranging from about 408 million to over 437 million votes in favor, plus broker non-votes.
Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 454,215,209 votes for and 149,642 against. In an advisory vote, shareholders approved compensation for the company’s named executive officers, with 406,452,521 votes for and 33,328,787 against.
Rollins, Inc. reported solid first quarter 2026 growth, with revenues of $906,424 (in thousands), up 10.2% from the first quarter of 2025, and organic revenues increasing 6.6%.
Operating income rose modestly to $145,486 (in thousands), up 2.0%, while operating margin declined to 16.1% from 17.3%. Net income was $107,838 (in thousands), up 2.5%, with GAAP EPS flat at $0.22 per diluted share. Adjusted net income reached $113,229 (in thousands), and adjusted EPS increased 9.1% to $0.24.
Adjusted EBITDA was $179,469 (in thousands), up 4.4%, with an adjusted EBITDA margin of 19.8%, down from 20.9%. Operating cash flow was $118,367 (in thousands), a 19.4% decrease, and free cash flow declined 20.6% to $111,228 (in thousands), largely due to the timing of tax payments and semi-annual interest payments on 2035 senior notes. The company invested $18,488 (in thousands) in acquisitions, $7,139 (in thousands) in capital expenditures, and paid dividends of $87,849 (in thousands).
Rollins, Inc. reported another strong year in 2025, extending its revenue growth streak to 24 years. Full-year revenues reached $3.76 billion, up 11.0%, with organic revenue up 6.9% and acquisition-related revenue up 4.1%. Net income rose to $526.7 million, an increase of 12.9%, and GAAP EPS climbed 13.5% to $1.09 per diluted share, while adjusted EPS was $1.12, up 13.1%.
Fourth-quarter revenue was $912.9 million, up 9.7%, and net income grew 10.2% to $116.4 million, with GAAP EPS of $0.24. Operating margins were largely stable for the year, with GAAP operating margin at 19.3% and adjusted operating margin at 20.0%. Full-year operating cash flow increased 11.6% to $678.1 million, supporting $309.5 million of acquisitions, $327.9 million of dividends, and $216.9 million of share repurchases. Management highlighted strong recurring and ancillary revenue growth, ongoing modernization efforts, and expects another year of organic growth in 2026.
Rollins, Inc. announced a secondary stock sale by selling stockholders and a concurrent company share repurchase. LOR, Inc. and Rollins Holding Company, Inc. sold 17,391,305 shares of common stock at $57.50 per share, with an additional 2,608,695 shares available to the underwriter via an option; the offering, including the option shares, closed on November 12, 2025.
The company did not sell shares and received no proceeds from the sale. Separately, Rollins repurchased 3,478,260 of the offered shares for approximately $200 million at the same per‑share price paid by the underwriter to the selling stockholders. The selling stockholders agreed to 365‑day lock‑ups from the pricing date. The transaction was conducted under Rollins’ effective Form S‑3 and a November 10, 2025 prospectus supplement.
Rollins, Inc. announced the pricing of a secondary public offering of 17,391,305 shares of common stock at $57.50 per share by two existing stockholders, LOR, Inc. and Rollins Holding Company, Inc. The underwriter has an option to purchase up to an additional 2,608,695 shares. The company will not issue shares and will not receive proceeds from this sale. Both selling stockholders agreed to 365‑day lock‑ups from the pricing date.
Subject to the offering’s closing, Rollins agreed to repurchase 3,478,260 shares from the shares being sold for approximately $200 million at the same per‑share price paid by the underwriter to the selling stockholders. The share repurchase is conditioned on, and is expected to close concurrently with, the offering, and the offering’s closing is conditioned on completion of the repurchase. This structure facilitates a shareholder liquidity event while keeping the company’s share count partially offset through the buyback.
Rollins, Inc. announced a secondary offering by existing holders. Two selling stockholders plan a public sale of $1.0 billion of Rollins common stock, with an underwriter option for up to an additional $150 million of shares. The company will not issue shares and will not receive proceeds.
Rollins intends to repurchase approximately $200 million of the shares being offered at the same per‑share price paid by the underwriter to the selling stockholders. The share repurchase is conditioned on, and is expected to close concurrently with, the offering, and the offering is also conditioned on completion of the repurchase. Each selling stockholder is expected to enter a 365‑day lock‑up from the pricing date. The offering is subject to market and other conditions.
Rollins, Inc. (ROL) reported that it issued a press release announcing its unaudited financial results for the third quarter ended September 30, 2025. The company furnished the release as Exhibit 99.1 to a Form 8‑K under Item 2.02 (Results of Operations and Financial Condition).
The company stated this information, including Exhibit 99.1, is being furnished and not filed, and therefore is not subject to Section 18 liability nor incorporated by reference unless expressly stated.