Rollins (ROL) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Rollins published the results on October 21, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Rollins reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Rollins reports in thousands of dollars; figures here are converted to millions with one decimal, so the service lines may not add exactly to the total.
• Rollins operates as one reportable segment. The rows above are its revenue by service offering.

Source: Rollins Q3 2026 results, October 21, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Rollins splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Rollins's Residential revenue was $500 million in Q3 2026, up 5% from $476 million in Q3 2025, 46% of total revenue.
• Rollins's Commercial revenue was $361 million in Q3 2026, up 8% from $335 million in Q3 2025, 33% of total revenue.
• Rollins's Termite and ancillary revenue was $218 million in Q3 2026, up 6% from $205 million in Q3 2025, 20% of total revenue.
• Rollins's Franchise and other revenue was $11.4 million in Q3 2026, up 12% from $10.2 million in Q3 2025, 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenues and diluted EPS, each as first reported in that quarter's release. Rollins's revenue is seasonal: pest and termite activity rises in spring and summer, so the second and third quarters are its largest.

We do not hold a confirmed date for Rollins's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 21, 2026

Rollins, the parent of Orkin, HomeTeam Pest Defense, Fox Pest Control and other pest control brands, reports one segment with three service offerings. In Q3 2026 Residential pest control brought in $499.7 million of $1,089.7 million in revenues, Commercial $360.7 million and Termite and ancillary $217.9 million, with $11.4 million from franchise and other revenues. (Rollins Q3 2026 release, Oct 21, 2026; Rollins Form 10-K, 2025, Feb 12, 2026)

Revenues rose 6.2%, and organic revenues, which exclude acquisitions made in the prior 12 months, rose 4.4%. Acquisitions added $18.3 million. By line, organic growth was 2.3% in Residential, 6.6% in Commercial and 5.3% in Termite and ancillary. (Rollins Q3 2026 release, Oct 21, 2026)

Rollins said residential customer acquisition remained under pressure in the quarter, and that it is moving marketing spend away from the traditional digital playbook toward channels with higher returns, including visibility in AI- and LLM-driven discovery. Selling and marketing expenses were $146.3 million, or 13.4% of revenue. (Rollins Q3 2026 release, Oct 21, 2026)

Most of Rollins's business is domestic: customers in the United States produced $1,013.0 million of Q3 2026 revenue and other countries $76.6 million. The 10-K says the contracted and recurring nature of its services gives it visibility into a significant portion of future revenue. (Rollins Form 10-Q, Q3 2026, Oct 22, 2026; Rollins Form 10-K, 2025, Feb 12, 2026)

Rollins's GAAP EPS was $0.33 in Q3 2026 and its Adjusted EPS $0.34. The adjusted figure adds back $7.8 million of acquisition-related expenses (amortization of intangibles and contingent consideration adjustments from the Fox, Saela and Romex acquisitions) and excludes gains on the sale of non-operational assets, net of $1.9 million of tax. (Rollins Q3 2026 release, Oct 21, 2026)

Net income fell 3.4% to $157.9 million even as revenues grew, because costs rose faster. Gross margin fell 90 basis points to 53.5%, which Rollins attributes mainly to 100 basis points of higher insurance and claims costs from a less favorable claims experience and 40 basis points of higher fleet costs from fuel. Insurance and claims in cost of services rose to $23.0 million from $11.1 million. The effective tax rate rose to 25.7% from 24.8%. (Rollins Form 10-Q, Q3 2026, Oct 22, 2026; Rollins Q3 2026 release, Oct 21, 2026)

Diluted weighted average shares were 478,978 thousand, against 484,670 thousand a year earlier. Rollins spent $120 million on share repurchases in the quarter, after making no open market repurchases in 2025, and repurchased 3,490,680 shares at an average of $40.10 over the first nine months of 2026. It paid dividends of $0.1825 per share. (Rollins Q3 2026 release, Oct 21, 2026; Rollins Form 10-Q, Q3 2026, Oct 22, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Rollins does not publish a revenue or earnings outlook in its release; its Q3 2026 release gives results only, and management discusses the business on the conference call held the next day, October 22, 2026. (Rollins Q3 2026 release, Oct 21, 2026)

Rollins's CEO said the company was disappointed with its third quarter and is acting to address customer acquisition challenges, while pointing to 100 consecutive quarters of revenue growth. The CFO said capital allocation priorities are unchanged: acquisitions, a growing dividend and opportunistic share repurchases. (Rollins Q3 2026 release, Oct 21, 2026)

A consensus figure is the average of the models published by the analysts who cover Rollins, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Rollins's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ROL is on is ROL a buy or a sell?, what analysts expect next is on the ROL forecast, and what the company does is on the Rollins (ROL) stock page.

Every number on this page can be traced to a document Rollins published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.