Rollins Q3 2026: revenue up 6.2%, profit down, adjusted EPS $0.34
In the third quarter of 2026 Rollins grew revenue 6.2% to $1.09 billion but shrank profit: operating income fell 1.0% and adjusted EPS slipped to $0.34, about 2.4% below the $0.3482 consensus. Read the quarter as a tug of war between a durable top line and costs rising faster than sales — the segment and cost breakdowns below show exactly where the margin went.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $0.33 fell 2.9% from $0.34, and adjusted EPS of $0.34 fell 2.9% from $0.35. Against the $0.3482 consensus, adjusted EPS came in roughly 2.4% light — a small miss rather than a collapse, but a miss in a quarter where profit fell year over year. Diluted shares averaged 479.0 million versus 484.7 million a year ago, so buybacks cushioned the per-share outcome.
Revenue was $1.09 billion, up 6.2% from $1.03 billion, but only 4.4% of that was organic; acquisitions contributed $18.35 million. Residential, the biggest slice at $499.68 million, grew 4.9% reported but just 2.3% organically. Commercial carried the quarter with 7.7% reported and 6.6% organic growth, while termite and ancillary rose 6.5% reported and 5.3% organic.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-23
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