Despite flat GAAP EPS, strong March organic growth (8%+) and raised full-year guidance suggest improving momentum; monitor next quarter for margin recovery as peak season benefits materialize.
Price Chart
Executive Summary
Rollins Inc. reported Q1 2026 revenue of $906.4 million, up 10.2% YoY, but EPS was flat at $0.22, missing consensus by $0.02. Adjusted EPS rose 9.1% to $0.24, driven by organic growth acceleration in March.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $906.4M (+10.2% YoY), with organic revenue growth of 6.6%
- GAAP EPS: $0.22 (flat YoY), missing consensus of $0.24
- Adjusted EPS: $0.24 (+9.1% YoY), in line with consensus
- Operating margin declined 120 bps to 16.1% due to insurance and people cost pressures
- Free cash flow: $111.2M, down 20.6% YoY due to tax payment timing and interest transition
Financial Impact
Revenue beat by $11.6M, EPS miss by $0.02; adjusted metrics show strength but margins compressed
Risk Factors
- Margin pressure from insurance claims and higher selling investments
- Free cash flow decline due to tax timing and interest payment changes
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000084839-26-000019 |
| Document: 0000084839-26-000019-index.html | 0000084839-26-000019 |
| Document: 0000084839-26-000019.txt | 0000084839-26-000019 |
| 8-K Data (Synthetic) | 0000084839-26-000019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 10w ago | Press Release | $39.44 $36.36 | ▲ +7.82% | ▲ +11.13% | $30.18 (+23.48%) |
Jul 8, 2026 12w ago | Press Release | $44.77 $36.83 | ▼ −17.74% | ▼ −19.98% | $30.18 (−32.59%) |
May 27, 2026 18w ago | 8-K | $50.34 $44.54 | ▼ −11.52% | ▼ −9.22% | $30.18 (−40.04%) |
Apr 22, 2026 23w ago | 8-K | $56.98 $53.27 | ▼ −6.51% | ▼ −11.14% | $30.18 (−47.03%) |
Mar 17, 2026 28w ago | DEFA14A | $53.90 $54.48 | ▲ +1.08% | ▼ −4.97% | $30.18 (−44.00%) |
Feb 28, 2026 30w ago | Institutional Cluster | $60.85 $53.03 | ▼ −12.85% | ▼ −4.91% | $30.18 (−50.40%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access