Strong Top-Line Revenue Growth
Revenue grew 10.2% year-over-year to $906.4M in Q1 FY2026 from $822.5M in the prior-year period, reflecting continued demand for pest control services and likely contributions from acquisitions.
ROLLINS INC is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: 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.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue grew 10.2% year-over-year to $906.4M in Q1 FY2026 from $822.5M in the prior-year period, reflecting continued demand for pest control services and likely contributions from acquisitions.
SG&A expenses rose 12.9% YoY to $282.9M, outpacing revenue growth of 10.2%, which contributed to operating margin compression of approximately 130 basis points from 17.3% to 16.1%.
Operating income grew only 2.0% YoY to $145.5M despite a 10.2% revenue increase, indicating that cost inflation — particularly in SG&A — is absorbing a significant portion of incremental revenue.
Revenue
$906.42M
++10.20% YoY
EPS (Basic)
$0.22
0.00% YoY
Operating Income
$145.49M
++1.99% YoY
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