Company facts
- Headquarters
- Atlanta, Georgia
- Most recent report
- 10-Q, filed Oct 22, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 84839
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 57
News 8 of 259
Prospectuses and Registrations 8 of 14
- S-3ASR Automatic shelf registration Apr 29, 2026
- 424B5 Prospectus supplement for an offering Nov 12, 2025
- 424B5 Prospectus supplement for an offering Nov 10, 2025
- 424B3 Prospectus supplement for an offering May 6, 2025
- S-4 Registration statement for a merger or exchange Apr 25, 2025
- 424B5 Prospectus supplement for an offering Sep 8, 2023
- 424B5 Prospectus supplement for an offering Sep 6, 2023
- S-3/A Shelf registration statement, amended Jun 20, 2023
Proxies 8 of 26
- DEFA14A Extra proxy material Mar 17, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 17, 2026
- DEFA14A Extra proxy material Mar 13, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 13, 2025
- DEFA14A Extra proxy material Mar 14, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 14, 2024
- DEFA14A Extra proxy material Mar 30, 2023
- DEFA14A Extra proxy material Mar 15, 2023
Ownership 8 of 588
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Nov 2, 2026
- 3 Insider reported their initial holding Nov 2, 2026
- SCHEDULE 13D/A Large holder reported an active stake, amended Sep 21, 2026
- 4 Insider reported a trade Sep 21, 2026
- 4 Insider reported a trade Aug 26, 2026
- 4 Insider reported a trade Jul 6, 2026
- 4 Insider reported a trade Jun 12, 2026
Other 8 of 56
- 11-K Employee stock plan report Jun 26, 2026
- ARS/A Annual report sent to shareholders, amended Mar 18, 2026
- ARS Annual report sent to shareholders Mar 17, 2026
- 11-K Employee stock plan report Jun 27, 2025
- EFFECT Notice that a registration became effective May 6, 2025
- CORRESP Reply to SEC staff May 2, 2025
- UPLOAD Comment letter from SEC staff May 1, 2025
- ARS Annual report sent to shareholders Mar 13, 2025
What to read: Sep 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 2 positive, 8 notable, and 4 negative flags.
Financial Statements (Item 1)
Financial statements and notes with acquisition details, debt, and share repurchases.PositiveManagement's Discussion (Item 2)
Revenue up 6.2% but all profit metrics fell; guidance cut; insurance costs surged.Notable- Operating cash flow rose 26.4% to $241.9M, but included a $63M tax refund timing benefit; free cash flow up 28.8%.
- Company spent $120.1M on share repurchases and $87.2M on dividends in Q3 2026; first open-market buybacks since 2025.
- Commercial paper borrowings rose to $239.6M at Sep 30, 2026 from $114.4M at Dec 31, 2025; interest expense up $2.7M in Q3.
- Effective tax rate rose to 25.7% in Q3 2026 from 24.8% due to limits on executive compensation deductibility.
- Company filed a new shelf registration (S-3ASR) in April 2026, registering various securities for potential future issuance.
Negative- Operating income fell 1.0% and operating margin dropped 140 bps to 20.5% in Q3 2026, driven by higher insurance costs.
- Residential organic revenue growth slowed to 2.3% in Q3 2026; company says customer acquisition remains under pressure.
- Full-year organic growth outlook cut to 4-6% from prior; adjusted incremental EBITDA margin expected only slightly positive to 10%.
- Insurance and claims costs surged: 100 bps in gross margin and 60 bps in SG&A, due to less favorable claims experience.
Unregistered Sales and Repurchases (Item 2)
Buyback pace slowed sharply in Q3 2026; 2.5M shares in July, zero in September.
What changed: Sep 2026 vs. Jun 2026
About 6% of ROL's Sep 2026 10-Q is new information. 18 paragraphs were added, 138 changed, and 25 removed. Below are the most important lines SECSift identified.
Changed
- Insurance and claims in SG&A rose to $13.7M in Q3 2026 from $6.9M in Q3 2025; nine-month $39.5M vs $29.9M.
- Insurance and claims in cost of services rose to $23.0M in Q3 2026 from $11.1M in Q3 2025; nine-month $66.1M vs $48.4M.
- Net income fell to $157.9M in Q3 2026 from $163.5M in Q3 2025; nine-month $409.7M vs $410.3M.
- Romex contributed $10.1M revenue and $0.7M net earnings in Q3 2026, down from $10.2M and $0.8M in Q2 2026.
- Third-quarter net income fell to $157.9M, down 3.4% from prior year (Q2 rose 1.7%).
- Company repurchased 3,490,680 shares at $40.10 avg price in nine months (six months: 382,089 at $52.38).
- Exhibit 4.5 description changed from 'Form of Note for Rollins, Inc.’s 5.25% Senior Notes due 2035 (incorporated by reference from Exhibit 4.1 hereto)' to 'Form of Note for Rollins, Inc.’s 5.25% Senior Notes due 2035'.
- Shares withheld for taxes dropped to 1,594 from 8,334 in the prior quarter.
Everything here comes from Rollins Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 24, 2026, from the 10-Q for Sep 2026.