$ROL

ROLLINS, INC. REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS

Rollins, Inc. (ROL) reported Q3 2026 revenues of $1.1B, up 6.2% YoY, with organic growth of 4.4%. Operating income declined 1.0% to $223M, and net income fell 3.4% to $158M. EPS was $0.33, down 2.9%. Operating cash flow rose 26.4% to $242M. Management cited challenges in customer acquisition but expressed long-term confidence.

Original reporting
Published Oct 21, 2026, 8:05 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 8:08 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$ROL
Bearish
high confidence
Mentioned
$ROL
Relevance
7/10
AlphAI data visualization · based on prnewswire.com
Decision brief

The 30-second read

$ROLBearishMed
01

Why it matters

The earnings release provides fresh data on revenue growth, margin trends, and cash generation.

02

Market read

First‑time Q3 2026 earnings disclosure for Rollins, a mid‑cap consumer services stock, with mixed results that may influence short‑term price action.

03

What to watch

The $63M tax refund boost and continued dividend payments may mitigate negative sentiment.

Relevance 7/10Novelty 8/10Timing: after-market release

Background

Rollins is a global pest control services provider with a diversified brand portfolio.

Company-level read

Ticker impact

$ROLBearishHigh confidence
Context

Rollins reported Q3 2026 revenue of $1.1B, EPS $0.33 and declining margins, indicating weaker performance versus prior year.

Expected impact

likely modest downside pressure as investors price in lower profitability

Evidence & confidence

The press release is the first disclosure of the quarter's results; lower operating income and margins suggest a short‑term pullback.

Market effects

Pest control sector may see slight pressure as Rollins' results highlight acquisition challenges.

North American consumer services could be modestly affected.

Limited; primarily impacts Rollins and its peers.

Counterpoint

Despite margin compression, the company's strong cash flow and share repurchases could support the stock.

Key entities

  • Jerry Gahlhoff, Jr.

    President and CEO of Rollins, commented on performance.

  • Will Harkins

    Executive Vice President and CFO, discussed capital allocation.

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$ROLHighAI 8/10

Why is Rollins stock sliding today?

Rollins Inc. (ROL) shares dropped 7.4% after reporting Q3 2026 earnings that missed revenue ($1.09B vs. $1.11B consensus) and EBITDA ($257M vs. $260.5M) estimates, with operating margin contracting to 20.5%. The company attributed challenges to residential customer acquisition and marketing strategy shifts. Despite a 10% dividend increase and $120M in share buybacks, investor sentiment remained negative, with the stock down over 40% in the past year.

$ROLMedAI 9/10

Rollins falls 7% on third quarter earnings and revenue miss

Rollins Inc (NYSE: ROL) reported Q3 earnings of $0.34 per share, missing estimates by $0.01, and revenue of $1.09B, below the $1.11B forecast. Shares fell 7.4% after-hours. The pest control company cited challenges in residential customer acquisition and plans to adjust its marketing strategy. Organic revenue rose 4.4% YoY, while adjusted operating income declined 0.6%.

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Rollins (NYSE:ROL) misses Q3 2026 sales expectations, stock drops

Rollins reported Q3 2026 revenue of $1.09B, missing estimates by 1.7% and showing 6.2% YoY growth. Adjusted EPS met expectations at $0.34, while adjusted EBITDA missed by 1.4%. Operating margin decreased to 20.5% YoY, but free cash flow margin increased to 21.6%. Organic revenue rose 4.4% YoY, also missing estimates. The stock price dropped following the results.

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Rollins: Q3 Earnings Snapshot

Rollins Inc. (ROL) reported Q3 profit of $157.9M, or 33 cents per share, missing analyst estimates of 35 cents. Revenue was $1.09B, below expectations of $1.13B. The company operates Orkin and other pest control services.