AI brief of an SEC Form 8-K · Rollins (ROL)

Rollins Q3 revenue rises 6.2% to $1.1 billion, but net income falls 3.4%

Mixed Impact 3 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyRollins (ROL)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:07 PM ET
Accession number0000084839-26-000042

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.