Rollins, Inc. ROL reported impressive first-quarter 2026 results, with earnings meeting the Zacks Consensus Estimate and revenues beating the same.
ROL’s adjusted earnings per share of 24 cents matched the consensus mark and rose 9.1% year over year. Total revenues were $906.4 million, which beat the consensus mark by 1.3% and increased 10.2% from the year-ago quarter.
ROL’s shares have marginally declined over the past year compared with a 1.4% decline of the industry. The Zacks S&P 500 composite has risen 32.8% over the said time frame.
Rollins, Inc. Price, Consensus and EPS Surprise
Rollins, Inc. price-consensus-eps-surprise-chart | Rollins, Inc. Quote
Quarterly Details of ROL
Residential revenues of the pest control company increased 9.3% year over year to $389.5 million and beat the Zacks Consensus Estimate of $384.4 million. Commercial revenues rose 9.6% year over year to $311.7 million and surpassed the consensus estimate of $304.5 million. Termite and ancillary revenues were $195.4 million, representing a 13.5% year-over-year increase.
Adjusted operating income was $152.8 million, up 4% year over year, while adjusted operating margin decreased 100 basis points to 16.9%.
Adjusted EBITDA of $179.5 million jumped 4.4% year over year. The adjusted EBITDA margin of 19.8% decreased 110 basis points year over year.
Key Balance Sheet & Cash Flow Figures
Rollins exited the quarter with a cash and cash equivalent balance of $116.5 million compared with the fourth-quarter 2025 figure of $100 million. Long-term debt at the end of the quarter was $486.6 million compared with $486.1 million at the end of the fourth quarter of 2025.
The company generated $118.4 million in cash from operating activities in the quarter and the capital expenditure was $7.1 million. Free cash flow came in at $111.2 million. ROL paid dividends worth $87.9 million in the quarter.
Rollins currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings Snapshots
Equifax Inc. EFX reported better-than-expected first-quarter 2026 results. EFX’s adjusted earnings per share of $1.86 beat the Zacks Consensus Estimate by 10.1% and increased 21.6% from the year-ago quarter. EFX’s revenues of $1.6 billion surpassed the consensus estimate by 2.3% and improved 14.4% year over year.
Waste Connections, Inc. WCN posted impressive first-quarter 2026 results. WCN’s adjusted earnings of $1.23 per share outpaced the consensus mark by 3.4% and rose 8.9% from the year-ago quarter. WCN’s total revenues of $2.37 billion surpassed the consensus mark by 0.7% and increased 6.4% year over year.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners UpEquifax, Inc. (EFX) : Free Stock Analysis Report
Waste Connections, Inc. (WCN) : Free Stock Analysis Report
Rollins, Inc. (ROL) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.