ROL 8-K SEC Filing Analysis

Latest settled — T+20d

ROL ▼ -6.51% at T+20d

NEUTRAL call ✗ call lost -6.51% · α vs SPY -11.14% · entry $56.98 → $53.27

Next anchor: T+60d in 5w

Last close $47.19 (close Jun 12) · -17.18% from $56.98 entry

Entry anchored
Apr 22, 03:59 PM ET
via Databento tick

T+1d

-0.67%

call -0.67% · α -1.45%

$56.60

settled 8w ago

T+5d

-2.89%

call -2.89% · α -4.37%

$55.33

settled 7w ago

T+20d

-6.51%

call -6.51% · α -11.14%

$53.27

settled 26d ago

T+60d

—

call — · α —

—

in 5w

Price Chart

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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

Free Cash Flow

$111.2M

Gross Margin

50.8%

Actionable Insight

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.

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

revenueepsoperating_marginfree_cash_flow

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

Exchange

NYSE

Sector

Services-To Dwellings & Other Buildings

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

4 reports for ROL

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ROL — sortable, filterable
	Type				Now
May 27, 2026 18d ago	8-K NEUTRAL ★ 3/10	$50.34 $45.59	▼ −9.44%	▼ −9.91%	$47.19 (−6.25%)
Apr 22, 2026 7w ago	8-K MIXED ★ 6/10	$56.98 $55.33	▼ −2.89%	▼ −4.37%	$47.19 (−17.18%)
Mar 17, 2026 12w ago	DEFA14A NEUTRAL ★ 2/10	$53.90 $53.46	▼ −0.82%	▼ −0.10%	$47.19 (−12.44%)
Feb 28, 2026 15w ago	Institutional Cluster BULLISH ★ 8/10	$60.85 $57.52	▼ −5.47%	▼ −4.27%	$47.19 (−22.44%)

US Market Status

Market Closed — Opens in 5h 5m

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