Rollins reported first quarter 2026 revenue of $906.4 million, a 10.2% increase year-over-year, beating analyst estimates. GAAP EPS was flat at $0.22, while adjusted EPS grew 9.1% to $0.24, meeting expectations.
Key Highlights
- Organic revenue growth was 6.6%, exceeding the 5.9% consensus estimate and accelerating to over 8% in the month of March.
- Adjusted operating margin contracted by 100 basis points to 16.9%, which management attributed to pressures from insurance, claims, and people costs.
- Free cash flow decreased 20.6% to $111 million, which the company noted was impacted by the timing of certain tax and interest payments.