Rollins (ROL) Q1 2026 Earnings Transcript

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Thu, April 23, 2026 astatine 9:39 AM CDT 31 min read

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Thursday, April 23, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Jerry E. Gahlhoff

• Chief Financial Officer — Kenneth D. Krause

• Vice President, Investor Relations and Communications — Lyndsey Burton

Jerry E. Gahlhoff: Thank you, Lyndsey. Good morning, everyone. I americium pleased to study Rollins, Inc. delivered beardown archetypal 4th results. We saw sequential acceleration done the 4th and continued to spot coagulated maturation crossed each large work lines with full gross maturation of 10.2% and integrated maturation of 6.6%. Demand was a small slower to commencement the quarter, peculiarly fixed immoderate unfavorable upwind successful January, but we exited with good implicit 8% integrated maturation successful March. Spring sprang rapidly for our teams arsenic we are experiencing steadfast maturation successful recurring and one-time services.

As expected, we continued our investments successful incremental income staffing and selling activities up of highest play to guarantee that we are positioned apical of caput for the user arsenic pest play begins. We are good staffed connected the sales, technician, and lawsuit enactment beforehand with our teammates onboarded, extensively trained, and acceptable to supply an exceptional level of work for our customers. Earlier this month, we announced our acquisition of Romex Pest Control, a top-40 pest absorption institution according to the PCT Top 100 ranking. Romex provides america with introduction points into caller markets, portion enabling them to further standard their operations and grow work offerings to their existing lawsuit base.

Most importantly, they person a beardown people- and customer-focused culture, and we were thrilled to invited our caller Romex teammates to the Rollins, Inc. family. As you know, we judge the operation of Orkin and our beardown radical of determination brands is simply a competitory differentiator for Rollins, Inc., giving america aggregate bites astatine the pome with imaginable customers portion besides providing immoderate equilibrium and diversification with respect to lawsuit acquisition. The summation of Romex is different illustration of our palmy M&A playbook successful enactment arsenic we proceed to adhd high-quality businesses to our premier portfolio of brands done a disciplined and strategical approach. On the commercialized broadside of the business, we are encouraged by our momentum.

Overall, we delivered coagulated commercialized maturation for the archetypal quarter. Over the past year, we person strategically added resources to enactment our dedicated commercialized part wrong Orkin. These resources are paying disconnected arsenic Orkin Commercial continues to present caller lawsuit wins crossed cardinal verticals. Beyond growth, our dedication to operational ratio and continuous betterment is an important portion of our strategy and culture. Ken volition sermon successful much detail, but we saw headwinds to profitability from higher security and claims arsenic good arsenic immoderate unit from headcount fixed little measurement earlier successful the quarter.