Sep 30, 2022

Rollins Q3 2022 Earnings Report

Rollins reported strong revenue growth, leading to a 14.7% increase in quarterly net income.

Key Takeaways

Rollins, Inc. reported a 12.2% increase in third-quarter revenue, reaching $729.7 million. Net income increased by 14.7% to $107.6 million, with EPS rising to $0.22 per diluted share. The company invested $60.8 million in acquisitions and saw a 60.2% increase in operating cash flow.

Third quarter revenues increased 12.2% to $729.7 million, with organic revenues increasing 8.6% to $706.0 million.

Operating income rose 13.3% to $143.7 million, with an operating margin of 19.7%.

Net income increased 14.7% to $107.6 million, and EPS increased to $0.22 per diluted share.

Operating cash flow increased 60.2% to $127.7 million.

Total Revenue
$730M
Previous year: $650M
+12.2%
EPS
$0.22
Previous year: $0.19
+15.8%
Gross Profit
$382M
Previous year: $345M
+10.7%
Cash and Equivalents
$122M
Previous year: $118M
+3.6%
Free Cash Flow
$121M
Previous year: $72.9M
+65.5%
Total Assets
$2.11B
Previous year: $1.9B
+10.9%

Rollins

Rollins

Forward Guidance

Rollins anticipates continued strong performance in the fourth quarter of 2022 and beyond, driven by sustained demand and focused execution.

Positive Outlook

  • Favorable demand for services continues.
  • Double-digit growth across all major service lines.
  • Employees committed to deliver exceptional customer service.
  • Strong cash flow generation.
  • Balance sheet positions the company well to drive growth through acquisitions.

Challenges Ahead

  • The stronger dollar versus foreign currencies reduced revenues by 50 basis points during the quarter.
  • Higher losses stemming from asserted claims associated with automobile accidents reduced EBITDA margins by 140 basis points.
  • Potential increases in labor costs.
  • Labor shortages and/or our inability to attract and retain skilled workers.
  • Competitive factors and pricing practices.