Rollins, Inc.'s Stock Analysis

Rollins Announces CFO Transition and Appointment of William Harkins

Rollins, Inc. has appointed William Harkins as the new Chief Financial Officer (CFO), effective June 15, 2026, following the resignation of Kenneth Krause, who is leaving for another opportunity. Harkins, who has been the Chief Accounting Officer since March 2025, brings over twenty years of financial leadership experience from previous roles at Mohawk Industries, Mars, Incorporated, and The Coca-Cola Company. His compensation includes an annual salary of $610,000, a one-time restricted stock award valued at $500,000, and other standard executive benefits.

Kenneth Krause will assist during the transition period under a Separation and Transition Agreement, which includes continued salary and benefits until June 15, 2026. He will also provide advisory services through September 30, 2026. During his tenure, Krause significantly contributed to the company's modernization efforts and financial transparency, resulting in a notable increase in market capitalization and dividends since 2022. Harkins is expected to maintain continuity in the finance organization and support Rollins' strategic objectives.

May 27, 2026 08:35:14

Rollins Shareholders Approve Director Elections and Auditor Appointment

On April 28, 2026, Rollins, Inc. held its Annual Meeting of Shareholders where shareholders voted on several key proposals. They elected nine director nominees to serve until the 2027 Annual Meeting and ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026.

Additionally, shareholders conducted an advisory vote to approve the compensation of the Company’s named executive officers. The results of these votes reflect the shareholders' support for the current management and governance structure of the Company.

May 01, 2026 16:05:25

Rollins Reports First Quarter 2026 Financial Results

Rollins, Inc. reported its unaudited financial results for the first quarter of 2026, revealing revenues of $906 million, a 10.2% increase from the same period in 2025, with organic revenue growth of 6.6%. The company’s operating income rose to $145 million, reflecting a 2.0% increase year-over-year, while net income reached $108 million, up 2.5%. Adjusted earnings per share were $0.24, marking a 9.1% increase compared to the prior year. However, both operating and adjusted EBITDA margins saw slight decreases compared to the previous year, attributed to increased costs from insurance and staffing pressures.

Operating cash flow for the quarter was $118 million, a decline of 19.4% year-over-year, largely due to timing issues related to tax payments and adjustments in interest payment schedules. The company allocated $18 million for acquisitions and $7 million for capital expenditures, while dividends totaled $88 million. Management highlighted a strong start to the peak season with significant growth in March, and emphasized their ongoing investment in organic demand generation and strategic acquisitions to enhance their service offerings.

Apr 22, 2026 16:06:50

Rollins Reports Revenue and Earnings Growth for 2025

Rollins, Inc. announced its financial results for the fourth quarter and full year of 2025, highlighting a 9.7% increase in fourth-quarter revenues to $913 million, with organic revenues rising 5.7%. The company reported a net income of $116 million for the quarter, marking a 10.2% increase year-over-year. For the full year, revenues reached $3.8 billion, an 11.0% increase, with net income growing by 12.9% to $527 million. The operating cash flow for the year was $678 million, reflecting an 11.6% increase compared to 2024.

The company has maintained a focus on strategic acquisitions and capital investments, totaling $310 million for the year. Despite a decrease in operating cash flow and some challenges due to weather impacts on one-time business, Rollins reported growth in its core pest control services, which constitute over 80% of total revenue. The adjusted earnings per share for the year were $1.12, a 13.1% increase from the previous year, indicating consistent financial performance and a commitment to shareholder returns.

Feb 11, 2026 16:07:14

Rollins Closes Secondary Public Offering of Common Stock

Rollins, Inc. announced the completion of a secondary public offering on November 12, 2025, involving the sale of 17,391,305 shares of its common stock at a price of $57.50 per share. The offering was executed by existing stockholders LOR, Inc. and Rollins Holding Company, Inc., with Morgan Stanley serving as the sole underwriter. Rollins did not sell any shares and did not receive proceeds from this offering. Additionally, the selling stockholders have entered into lock-up agreements restricting them from selling their shares for 365 days following the offering.

In conjunction with the offering, Rollins repurchased 3,478,260 shares of its common stock for approximately $200 million at the same price as the public offering. The offering was conducted under a shelf registration statement that had been declared effective by the SEC earlier in 2023. Investors can access the final prospectus supplement detailing the offering through the SEC's website or by contacting Morgan Stanley directly.

Nov 12, 2025 16:12:21

Rollins Announces Secondary Public Offering and Share Repurchase

Rollins, Inc. has announced a secondary public offering of 17,391,305 shares of its common stock at a price of $57.50 per share, which is being offered by existing stockholders LOR, Inc. and Rollins Holding Company, Inc. The offering is expected to close on November 12, 2025, pending customary conditions. The underwriter has an option to purchase an additional 2,608,695 shares. Rollins will not receive any proceeds from this offering as it is solely for the selling stockholders.

In conjunction with the offering, Rollins has agreed to repurchase 3,478,260 shares of common stock for approximately $200 million at the same price per share. The completion of this share repurchase is contingent upon the closing of the offering and is expected to occur simultaneously. The selling stockholders have also entered into lock-up agreements for 365 days, restricting them from certain transactions involving their shares during this period.

Nov 10, 2025 19:51:58

Rollins Launches $1 Billion Secondary Stock Offering

Rollins, Inc. has announced a secondary public offering of $1.0 billion in common stock, which will be sold by its existing stockholders, LOR, Inc. and Rollins Holding Company, Inc. The offering includes a 30-day option for underwriters to purchase an additional $150 million of shares. Rollins will not sell any shares or receive proceeds from this offering. The selling stockholders will enter into a lock-up agreement for 365 days following the pricing date of the offering, restricting them from certain transactions involving their shares.

In conjunction with the offering, Rollins plans to repurchase approximately $200 million of the common stock being offered, at the same price as that paid by the underwriter to the selling stockholders. The completion of the share repurchase is contingent upon the successful closing of the offering, and both transactions are subject to market conditions. Morgan Stanley is serving as the sole bookrunner for the offering, which is being conducted under a previously filed registration statement with the SEC.

Nov 10, 2025 16:31:38

Rollins Reports Third Quarter 2025 Financial Results

Rollins, Inc. announced its financial results for the third quarter of 2025, reporting revenues of $1 billion, a 12% increase from the same quarter in 2024. The company achieved a quarterly operating income of $225 million, reflecting a 17.3% year-over-year growth, with an operating margin of 21.9%. Net income for the quarter was $164 million, up 19.4% compared to the prior year, resulting in earnings per share of $0.34, a 21.4% increase from $0.28 in the previous year. Adjusted EBITDA also saw a significant rise of 17.7%, reaching $258 million with a margin of 25.2%.

In terms of cash flow, Rollins reported an operating cash flow of $191 million, marking a 30.2% increase from the previous year. The company invested $35 million in acquisitions and paid out $80 million in dividends during the quarter. Management highlighted the strong performance as a result of double-digit revenue growth and improved margins, indicating a focus on continuous improvement and capital allocation strategies to support future growth.

Oct 29, 2025 16:09:58

Rollins Reports Second Quarter 2025 Financial Results

Rollins, Inc. announced its unaudited financial results for the second quarter of 2025, reporting revenues of $1 billion, a 12.1% increase from the same period in 2024. The company achieved a quarterly operating income of $198 million, up 8.7% year-over-year, with an operating margin of 19.8%. Net income for the quarter rose by 9.3% to $141 million, and earnings per share increased to $0.29. Operating cash flow also improved significantly, reaching $175 million, an increase of 20.7% compared to the previous year, while the company invested $226 million in acquisitions and paid $79 million in dividends during the quarter.

In addition to revenue growth, Rollins experienced a 10% increase in adjusted EBITDA to $231 million, although adjusted EBITDA margin decreased slightly to 23.1%. The company noted strong performance across all major service lines and expressed confidence in its growth strategy moving forward. Management highlighted the importance of maintaining a balanced capital allocation strategy, supported by a strong balance sheet and healthy cash flow, as they continue to focus on enhancing profitability and operational efficiency.

Jul 23, 2025 16:07:42

Rollins, Inc. Reports First Quarter 2025 Financial Results

Rollins, Inc. announced its financial results for the first quarter of 2025, reporting revenues of $823 million, which is a 9.9% increase compared to the same period in 2024. The company's operating income rose to $143 million, marking a 7.7% increase year-over-year, while net income reached $105 million, reflecting an 11.5% growth. The earnings per share (EPS) also increased to $0.22, a 15.8% rise from the previous year's $0.19. The company reported a 15.3% increase in operating cash flow, amounting to $147 million for the quarter.

Additionally, Rollins invested $27 million in acquisitions and paid $80 million in dividends during the quarter. The adjusted operating income was $147 million, up 6.7% from the prior year, and adjusted EBITDA was $172 million, a 6.9% increase. The company cited organic revenue growth of 7.4% and highlighted the positive impact of strategic investments and acquisitions on its performance. The management expressed confidence in the company's position and ongoing growth strategy.

Apr 23, 2025 16:06:01