Commercial Services & Supplies
Price
$43.38
+2.94%Market Cap
$20.89B
Day High
$43.64
Day Low
$42.55
Rollins (ROL) delivered solid Q1 FY2026 revenue growth of 10.2% to $906.4M, but operating margin compressed 130 bps to 16.1% as SG&A expenses surged 12.9%, while cash and operating cash flow declined meaningfully year-over-year.
Key risk: Margin Compression from Rising SG&A
SG&A expenses grew 12.9% YoY, significantly outpacing revenue growth of 10.2%, compressing operating margin by ~130 bps to 16.1%. If this cost trend persists, profitability improvement could stall even as the top line grows.
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