Every material Form 8-K Rollins filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Rollins filing is on SEC EDGAR ↗. 8-K briefs of other companies →