Every material Form 8-K Rollins has filed with the SEC since July 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rollins reported unaudited third quarter 2026 results, with revenue up 6.2% to $1.1 billion while operating income, net income and EPS declined from the prior year. Management said residential customer acquisition remained under pressure and that the company is shifting its marketing spend.
Q3 revenue was $1.1 billion, up 6.2%; organic revenue rose 4.4%.
Q3 operating income was $223 million, down 1.0%, and operating margin was 20.5%, down 140 basis points.
Q3 GAAP EPS was $0.33 per diluted share versus $0.34 a year earlier; net income was $158 million, down 3.4%.
Q3 free cash flow was $235 million, up 28.8%, helped by a $63 million tax refund timing benefit; the company repurchased $120 million of shares.
Rollins reported unaudited second-quarter 2026 results, with revenue up 7.9% to $1.1 billion and diluted EPS of $0.30 versus $0.29. The company said results fell short of its expectations because lead volume declined in parts of its residential pest control business, and operating margin fell 110 basis points to 18.7%. Shareholders get higher sales and profit, but weaker margins and lower operating cash flow.
Q2 revenue was $1.1 billion, up 7.9%; organic revenue rose 5.7%.
Operating income was $201 million, up 1.5%; operating margin was 18.7%, down 110 basis points.
Diluted EPS was $0.30 versus $0.29; adjusted EPS was $0.32, up 6.7%.
Operating cash flow was $173 million, down 1.5%, and the company invested $117 million in acquisitions in the quarter.
Rollins said CFO Kenneth Krause will resign effective June 15, 2026, to pursue another opportunity, and the board appointed Chief Accounting Officer William Harkins as Executive Vice President and CFO on the same date. The filing says Krause's resignation does not involve any disagreement with the company on operations, policies, or practices. A CFO change at a company of this size is a notable governance event for shareholders, though the filing gives no financial results.
Kenneth Krause resigns as CFO effective June 15, 2026, to pursue an opportunity with a company in an unrelated industry
William Harkins, 45, has been Chief Accounting Officer since March 2025 and becomes EVP and CFO on June 15, 2026, with a $610,000 annual base salary
Harkins receives a one-time restricted stock award valued at $500,000, to be granted July 1, 2026
Krause will provide advisory services through September 30, 2026, and 8,000 of his restricted shares are set to vest on or about February 20, 2027, subject to that service
Rollins reported unaudited first-quarter 2026 results, with revenue up 10.2% to $906 million and net income up 2.5% to $108 million. GAAP EPS was flat at $0.22, while adjusted EPS rose 9.1% to $0.24, but operating margin fell 120 basis points to 16.1% and operating cash flow dropped 19.4% to $118 million.
Revenue was $906 million, up 10.2%; organic revenue rose 6.6% to $877 million.
Net income was $108 million, up 2.5%; GAAP EPS was $0.22, unchanged from a year earlier.
Operating margin fell to 16.1% from 17.3%, and free cash flow fell 20.6% to $111 million.
Management said March revenue grew about 12% in total and over 8% organically.
Rollins reported unaudited fourth-quarter and full-year 2025 results on February 11, 2026. Fourth-quarter revenue rose 9.7% to $913 million and GAAP EPS rose 9.1% to $0.24 per diluted share, while full-year revenue reached $3.8 billion and GAAP EPS reached $1.09. The company gave qualitative 2026 expectations, such as another year of organic growth, but no numeric guidance.
Q4 revenue of $913 million rose 9.7%, with organic revenue up 5.7%
Q4 operating margin was 17.5%, down 60 basis points; operating cash flow fell 12.4% to $165 million
Full-year revenue of $3.8 billion rose 11.0%; GAAP EPS of $1.09 rose 13.5%
Management cited erratic weather that hurt Q4 one-time and seasonal work; the 2026 outlook has no numeric targets
Rollins reported unaudited third-quarter 2025 results for the period ended September 30, 2025, with revenue of $1,026.1 million, up 12.0% from a year earlier. Net income rose 19.4% to $163.5 million, and diluted EPS rose 21.4% to $0.34, which shows the company's profit grew faster than its sales. The filing contains no guidance or outlook changes.
Revenue $1,026.1 million, up 12.0%; organic revenue up 7.2% to $982.1 million
Net income $163.5 million, up 19.4%; diluted EPS $0.34 versus $0.28 a year earlier
Operating cash flow $191.3 million, up 30.2%; dividends paid $80.1 million in the quarter
Rollins reported unaudited second-quarter 2025 results for the period ended June 30, 2025, with revenue up 12.1% and net income up 9.3% from a year earlier. Operating margin fell to 19.8% from 20.4%, and the CFO said legacy auto claims pressured EBITDA margins by 70 basis points.
Revenue was $999.5 million, up 12.1%; organic revenue, excluding acquisitions, rose 7.3%.
Net income was $141.5 million, up 9.3%; diluted EPS was $0.29 versus $0.27, and adjusted EPS was $0.30.
Operating margin was 19.8% versus 20.4% a year earlier; the CFO cited legacy auto claims developments.
Operating cash flow was $175.1 million, up 20.7%, and the company spent $226.4 million on acquisitions.
At its April 22, 2025 annual meeting, Rollins shareholders re-elected five directors and ratified Deloitte & Touche LLP as the independent auditor for fiscal 2025. Paul D. Donahue, elected to the board at the meeting, was appointed to the Human Capital Management and Compensation Committee. The filing reports routine governance outcomes with no financial results, guidance, or deal terms.
Shareholders elected five director nominees to serve until the 2026 annual meeting, with Paul D. Donahue receiving 437,259,513 votes for and 1,464,439 withheld.
Shareholders ratified Deloitte & Touche LLP as auditor for the year ending December 31, 2025, with 453,243,740 votes for and 245,833 against.
Paul D. Donahue was appointed to the Human Capital Management and Compensation Committee on April 22, 2025.
Rollins reported unaudited first quarter 2025 results, with revenue of $823 million, up 9.9% from a year earlier, and GAAP EPS of $0.22 per diluted share, up from $0.19. Operating margin fell 40 basis points to 17.3%, but net income and operating cash flow both grew. Headline growth in revenue, profit and cash flow is the main takeaway for shareholders; the filing contains no guidance.
Revenue $822.5 million, up 9.9%; organic revenue up 7.4%
Net income $105 million, up 11.5%; GAAP EPS $0.22 vs. $0.19 a year earlier
Operating cash flow $147 million, up 15.3%; $27 million spent on acquisitions
Operating margin 17.3%, down 40 basis points; adjusted EBITDA margin 20.9%, down 60 basis points
Rollins launched a commercial paper program allowing up to $1,000,000,000 of short-term unsecured notes outstanding at any time, with no notes outstanding yet. The company also amended its revolving credit agreement and an indenture to release four subsidiary guarantors, so no subsidiary now guarantees those obligations.
Commercial paper program caps outstanding notes at $1,000,000,000, with maturities of up to 397 days; net proceeds are for general corporate purposes
No notes were outstanding under the program as of the filing
Amendment No. 1 to the Revolving Credit Agreement, dated February 24, 2023, released Orkin, LLC, Northwest Exterminating Co., LLC, Clark Pest Control of Stockton, Inc. and Hometeam Pest Defense, Inc. as guarantors
First Supplemental Indenture, dated March 21, 2025, released the same four guarantors from the Indenture with Regions Bank, as trustee
Rollins said Chief Accounting Officer and principal accounting officer Traci Hornfeck intends to resign effective March 11, 2025, to pursue another opportunity. The company said the resignation is not due to any disagreement over financial statements, internal controls, operations, policies or practices. Chief Financial Officer Kenneth D. Krause will also serve as principal accounting officer after her departure.
Traci Hornfeck notified the company on February 26, 2025 of her intention to resign, effective March 11, 2025
Hornfeck's resignation is stated not to involve any disagreement with the company
Kenneth D. Krause, Executive Vice President and CFO, will assume the principal accounting officer role
The filing states no new compensatory arrangement was made with Krause in connection with the role
Rollins, Inc. issued $500 million of 5.25% senior unsecured notes maturing February 24, 2035, under an indenture dated February 24, 2025. The company said it will mainly use the proceeds to repay borrowings under its $1.0 billion revolving credit facility, with the rest for general corporate purposes. The debt adds a fixed-rate obligation that shareholders should weigh against the company's existing borrowings.
Notes: $500 million aggregate principal, 5.25% annual interest paid semiannually, first payment August 24, 2025
Maturity February 24, 2035; redeemable before November 24, 2034 with a make-whole premium
Proceeds mainly to repay Credit Facility borrowings; notes rank equally with other senior debt, including the Credit Facility
Registration rights agreement requires an exchange offer filing within 270 days; interest rate rises 0.25% if deadlines are missed
Rollins reported unaudited fourth quarter and full year 2024 results on February 12, 2025. Fourth quarter revenue rose 10.4% to $832 million and full year revenue rose 10.3% to $3.4 billion, while fourth quarter net income fell 2.9% to $106 million and GAAP EPS was flat at $0.22. The company gave qualitative 2025 expectations without numeric guidance.
Q4 revenue $832 million, up 10.4%; organic revenue up 8.5%
Q4 net income $106 million, down 2.9%; GAAP EPS $0.22, flat; adjusted EPS $0.23, up 9.5%
Full year 2024 GAAP EPS $0.96, up 7.9%; operating cash flow $608 million, up 15.0%
Management cited growth investments and December legacy auto claims developments as pressure on incremental margins
Rollins said John F. Wilson will move from Vice Chairman to Executive Chairman of the Board effective January 1, 2025, and Gary W. Rollins will move from Executive Chairman to Executive Chairman Emeritus on the same date. The filing sets new pay for both men, which shareholders can review for how the leadership transition is compensated.
Wilson's compensation includes a $500,000 restricted stock grant that vests annually over three years and an annual salary of $600,000, both tied to the January 1, 2025 transition.
The Human Capital and Compensation Committee approved Wilson's grant and salary on December 10, 2024.
Gary W. Rollins's salary will stay at his current 2025 level, but he will not receive equity incentives or performance-based cash incentives starting January 1, 2025.
Rollins reported unaudited third-quarter 2024 results, with revenue of $916 million, up 9.0%, and GAAP EPS of $0.28 compared with $0.26 a year earlier. Operating margin fell 20 basis points to 20.9%, which the company attributed to growth investments that offset gross margin gains. The company also said Gary W. Rollins will move to Executive Chairman Emeritus and John F. Wilson will become Executive Chairman, effective January 1, 2025.
Revenue was $916 million, up 9.0%; organic revenue rose 7.7%.
GAAP EPS was $0.28 per diluted share vs $0.26; net income was $137 million, up 7.1%.
Operating margin was 20.9%, down 20 basis points; adjusted EPS was $0.29, up 3.6%.
Effective January 1, 2025, John F. Wilson becomes Executive Chairman; Gary W. Rollins becomes Executive Chairman Emeritus.
Rollins reported unaudited second-quarter 2024 results, with revenue of $892 million, up 8.7% from a year earlier, and net income of $129 million, up 17.5%. Diluted EPS rose 22.7% to $0.27, and operating margin widened to 20.4% from 18.9%, which points to higher profits per share for shareholders.
Q2 2024 revenue was $892 million, up 8.7%; organic revenue rose 7.7% to $878 million.
Operating income was $182 million, up 17.8%, with operating margin of 20.4%, up 150 basis points.
Net income was $129 million, up 17.5%; EPS was $0.27 versus $0.22 a year earlier.
Operating cash flow was $145 million, down 1.6% from $147 million, and dividends paid totaled $73 million.
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