Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Claims and fuel costs erased the profit from growth
Revenue rose 6.19% but costs rose 8.2%, so a larger business earned slightly less operating income than a year ago.
For investorsWhat would it take for the margin to come back?
For foundersThe route-density playbook behind a cash-rich service business
Homes bring 45.9% of revenue, and management says winning new households stayed under pressure as the way households find providers changes.
The service needs little equipment, and a tax refund's timing added to the quarter, so cash outran a smaller profit.
A truck, a technician and cheap materials deliver the service, so most profit arrives as cash the company can redeploy.
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Business Lens describes Rollins from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
