Rollins Q2 revenue up 7.9% but margin falls 110 bps on residential demand softness

Filed July 22, 2026 · Period ending July 22, 2026 · ~1 min read

Key Changes

• high

  Operating margin compressed 110 basis points to 18.7% (adjusted 19.5%) as cost structure positioned for stronger peak-season demand met softer actual demand, particularly in digital-reliant residential brands.

  Exhibit 99.1 view on EDGAR →
• high

  Q2 revenue reached $1.1 billion, up 7.9% year-over-year (organic growth 5.7%), marking the 99th consecutive quarter of revenue growth despite residential headwinds.

  Exhibit 99.1 view on EDGAR →
• high

  Residential pest control brands relying on digital and inbound channels saw declining lead volumes during Q2; relationship-based channels (home builders, door-to-door) delivered solid growth. Lead volume improved in late June and early July.

  Exhibit 99.1 view on EDGAR →