FORM 10-Q SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Mark One) [X] Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 1996. Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 [ ] For the transition period from _____ to _____ Commission file number 1-4422 ____________________________ ROLLINS, INC. Incorporated I.R.S. Employer in Identification Number Delaware 51-0068479 2170 Piedmont Road, N.E., Atlanta, Georgia 30324 Telephone Number -- (404) 888-2000 ____________________________ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes [X] No [ ] At September 30, 1996, there were 35,480,782 shares of Common Stock $1 Par Value, outstanding. ROLLINS, INC. AND SUBSIDIARIES INDEX Page No. Part I Financial Information Statements of Financial Position - September 30, 1996 and December 31, 1995 1 Statements of Income and Earnings Retained - Three months and nine months ended September 30, 1996 2 Statements of Cash Flows - Nine months ended September 30, 1996 and 1995 3 Notes to Financial Statements 4 Management's Discussion and Analysis of Financial Condition and Results of Operations 5-8 Part II Other Information 9 ROLLINS, INC. AND SUBSIDIARIES PART 1. FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS STATEMENTS OF FINANCIAL POSITION (In thousands except share data) (Unaudited)
September 30, December 31, 1996 1995 ASSETS Cash and Short-Term Investments $ 31,792 $ 33,623 Marketable Securities 83,030 65,743 Trade Receivables, Net 84,423 88,542 Materials and Supplies 16,083 13,924 Deferred Income Taxes 4,963 7,447 Other Current Assets 8,145 13,486 Current Assets 228,436 222,765 Equipment and Property, Net 40,353 37,799 Intangible Assets 41,954 42,013 Other Assets 16,440 12,348 Total Assets $ 327,183 $ 314,925 LIABILITIES Capital Lease Obligation $ 1,587 $ 1,314 Accounts Payable 15,854 13,334 Accrued Insurance Expenses 13,500 14,314 Accrued Payroll 13,856 12,028 Unearned Revenue 16,447 14,695 Other Expenses 17,632 15,324 Current Liabilities 78,876 71,009 Capital Lease Obligation 6,222 7,422 Long-Term Accrued Liabilities 22,825 15,936 Deferred Income Taxes 6,885 6,240 Total Liabilities 114,808 100,607 Commitments and Contingencies STOCKHOLDERS' EQUITY Common Stock, par value $1 per share; authorized 99,500,000 shares; 35,476,381 shares issued in 1996; 41,431,814 shares issued in 1995 35,476 41,432 Earnings Retained 176,899 224,009 212,375 265,441 Less--Common Stock In Treasury, At Cost, 0 in 1996 ; 5,573,589 shares in 1995 0 51,123 Total Stockholders' Equity 212,375 214,318 Total Liabilities and Stockholders' Equity $ 327,183 $ 314,925 The accompanying notes are an integral part of these statements.
1 of 10 ROLLINS, INC. AND SUBSIDIARIES STATEMENTS OF INCOME AND EARNINGS RETAINED (In thousands except share data) (Unaudited)
Three Months Ended Nine Months Ended September 30, September 30, 1996 1995 1996 1995 REVENUES Customer Services $ 162,514 $ 162,333 $ 482,863 $ 480,337 COSTS AND EXPENSES Cost of Services Provided 94,745 88,167 268,345 248,279 Depreciation and Amortization 2,307 2,047 6,077 5,781 Special Charge -- 12,000 (1) -- 12,000 (1) Sales, General and Administrative 61,645 55,972 176,392 165,665 Expenses Interest Income (1,516) (1,424) (4,297) (3,586) 157,181 156,762 446,517 428,139 INCOME BEFORE INCOME TAXES 5,333 5,571 36,346 52,198 PROVISION (CREDIT) FOR INCOME TAXES Current 1,703 4,683 15,062 23,588 Deferred 324 (2,566) (1,250) (3,753) 2,027 2,117 13,812 19,835 NET INCOME 3,306 3,454 22,534 32,363 EARNINGS RETAINED Balance at Beginning of Period 223,722 223,565 224,009 203,582 Cash Dividends (5,143) (5,019) (15,528) (15,056) Common Stock Retired (45,371) -- (54,133) -- Other 385 62 17 1,173 BALANCE AT END OF PERIOD $ 176,899 $ 222,062 $ 176,899 $ 222,062 EARNINGS PER SHARE $ 0.09 $ 0.09 $ 0.63 $ 0.90 WEIGHTED AVERAGE SHARES OUTSTANDING 35,481,076 35,852,695 35,681,298 35,847,015 (1) $7,440,000 after tax benefit or $.21 per share. The accompanying notes are an integral part of these statements.
2 of 10 ROLLINS, INC. AND SUBSIDIARIES STATEMENTS OF CASH FLOWS (In thousands) (Unaudited)
Nine Months Ended September 30, 1996 1995 OPERATING ACTIVITIES Net Income $ 22,534 $ 32,363 Noncash Charges (Credits) to Earnings: Special Charge -- 12,000 Depreciation and Amortization 6,077 5,781 Deferred Income Taxes (1,250) (3,753) Other, Net 3,368 4,124 (Increase) Decrease in Assets: Trade Receivables 4,199 (2,418) Materials and Supplies (2,097) (103) Other Current Assets 6,512 (561) Other Non-Current Assets (517) (1,242) Increase (Decrease) in Liabilities: Accounts Payable and Accrued Expenses 5,901 678 Unearned Revenue 1,415 (1,546) Long-Term Accrued Liabilities 6,889 (5,313) Non-Current Deferred Income Taxes 2,565 (5,060) Net Cash Provided by Operating Activities 55,596 34,950 INVESTING ACTIVITIES Purchases of Equipment and Property (8,646) (7,435) Net Cash Used for Acquisition of Companies (6,031) (2,653) Marketable Securities, Net (17,600) (15,033) Proceeds from Sales of Equipment and Proper 51 148 Net Cash Used in Investing Activities (32,226) (24,973) FINANCING ACTIVITIES Dividends Paid (15,528) (15,056) Purchase of Treasury Stock (9,164) -- Payments on Capital Lease (927) -- Treasury Stock Issued to Benefit Plans 418 667 Net Cash Used in Financing Activities (25,201) (14,389) Net Increase (Decrease) in Cash and Short-Term Investments (1,831) (4,412) Cash and Short-Term Investments at Beginning of Period 33,623 31,917 Cash and Short-Term Investments at End of Period $ 31,792 $ 27,505 The accompanying notes are an integral part of these statements.
3 of 10 ROLLINS, INC. AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (Unaudited) NOTE 1.BASIS OF PREPARATION The consolidated financial statements included herein have been prepared by the Registrant, without audit, pursuant to the rules and regulations of the Securities and Exchange Commission. Footnote disclosures normally included in the financial statements prepared in accordance with generally accepted accounting principles have been condensed or omitted pursuant to such rules and regulations. These consolidated financial statements should be read in conjunction with the financial statements and related notes contained in the Registrant's annual report on Form 10-K for the year ended December 31, 1995. In the opinion of management, the consolidated financial statements included herein contain all normal recurring adjustments necessary to present fairly the financial position of the Registrant as of September 30, 1996 and December 31, 1995, and the results of operations and cash flows for the nine months ended September 30, 1996 and 1995. NOTE 2.TREASURY STOCK During the third quarter the Company retired all shares of treasury stock, totaling approximately 5.6 million shares of common stock. NOTE 3.PROVISION FOR INCOME TAXES The book provision for income taxes includes the liability for state income taxes, net of the federal income tax benefit. The deferred provision for income taxes arises from the changes during the year in the Company's net deferred tax asset or liability. NOTE 4.EARNINGS PER SHARE Earnings per share is computed by dividing net income by the weighted average number of shares outstanding during the respective periods. 4 of 10 ROLLINS, INC. AND SUBSIDIARIES PART I. ITEM 2. FINANCIAL INFORMATION MANAGEMENT 'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 1996 RESULTS OF OPERATIONS SELECTED INDUSTRY SEGMENT DATA
Three Months Ended Nine Months Ended September 30, September 30, 1996 1995 1996 1995 (In thousands) REVENUES Orkin $ 143,953 $ 143,302 $ 427,642 $ 425,851 Rollins Protective 16,025 15,595 47,337 44,473 Other 2,536 3,436 7,884 10,013 $ 162,514 $ 162,333 $ 482,863 $ 480,337 OPERATING INCOME Orkin $ 6,240 $ 17,201 $ 38,215 $ 64,170 Rollins Protective 413 1,355 3,126 4,117 Other (333) (11,714) (833) (11,327) $ 6,320 $ 6,842 $ 40,508 $ 56,960
5 of 10 General Operating Comments In the third quarter, the Company continued to execute strategic plans to build on its dedication to customer service and investments for long-term growth. Investments in the core businesses include a renewed emphasis on recurring monthly pest control, increased focus on Commercial opportunities, and expanding the number of locations. Revenues for the third quarter ended September 30, 1996 increased 0.1% or $0.2 million, to $162.5 million from the prior year period. Operating income decreased $0.5 million to $6.3 million for the quarter, while net income decreased 4.3% to $3.3 million. Earnings per share were 9 cents, equal with last year. (Net income and earnings per share decreased 69.7% and 70.0%, respectively, excluding the prior year Special Charge of $12 million or $7.4 million and $.21 per share on an after tax basis). For the nine months ended September 30, 1996, net income decreased 30.4% to $22.5 million and earnings per share were 63 cents versus 90 cents last year. (Excluding the prior year Special Charge, net income decreased 43.4% and earnings per share decreased 43.2% compared to the nine month period last year). For the quarter, Orkin's operating income decreased 63.7% to $6.2 million on a .5% revenue increase to $144.0 million. Operating margins were 4.3%, compared to 12.0% in the prior year. Rollins Protective Services' (RPS) operating income decreased 69.5% to $0.4 million on a revenue increase of $0.4 million or 2.8% to $16.0 million. RPS' operating margins were 2.6% compared to 8.7% last year. For the nine months ended September 30, 1996, Orkin's revenue increased 0.4% with operating income declining 40.4%. Operating margins were 8.9%, compared to 15.1% for the same period last year. RPS revenue increased 6.4% while operating income decreased 24.1%. Operating margins declined from 9.3% to 6.6%. Detail segment information follows. Orkin 1996 Versus 1995 Orkin realized an increase in pest control revenue, termite renewal revenue, and its customer base. However, these gains were offset by a decrease in termite sales revenue resulting from the lagging effect of a disappointing termite season. The termite business continues to be an important part of Orkin's business mix, however Orkin will continue its strategic marketing and customer service programs toward expansion of the less weather sensitive recurring pest control segment. To augment the positive results in the recurring pest control business, a Commercial Pest Control Division was created during the second quarter. The decrease in operating income was the result of branch and region openings, operating insurance costs, and termite claims. Business development activities included 27 new branch and franchise openings during the first nine months, compared to 14 for all of 1995. 6 of 10 Rollins Protective Services (RPS) 1996 Versus 1995 During the third quarter, RPS continued to focus on the System VII product sales, Commercial sales and service initiatives, as well as cross-marketing opportunities from the National Customer Support Center. RPS operating margins were negatively impacted by investments in new, dedicated commercial branches, related market development, and costs associated with acquisitions during the last twelve months. Other 1996 Versus 1995 Other businesses' revenue and operating income decreased for the quarter due to revisions of the Company's credit and internal operating policies within the consumer finance area, Rollins Acceptance Company (RAC). The volume of Company financed sales is lower than last year as the revised policies redirected marketing efforts toward stronger customer demographics in conjunction with a lower termite demand. The expanded physical facility, increased collector headcount, and new computers and phone dialing equipment caused margin deterioration, however these investments have better positioned RAC to more effectively manage the receivables portfolio and function as a marketing support operation. FINANCIAL CONDITION
September 30, December 31, 1996 1995 (In thousands) Cash and Short-Term Investments $ 31,792 $ 33,623 Marketable Securities 83,030 65,743 $ 114,822 $ 99,366 Working Capital $ 149,560 $ 151,756 Current Ratio 2.9 3.1 Cash Provided By Operations$ 67,556 $ 46,910 (Twelve Months Ended)
7 of 10 Rollins, Inc.'s financial position remained solid. The Company's operations have historically provided a strong positive cash flow which represents the Company's principal source of funds. Management believes that this liquidity, along with expected cash from operations, will support the Company's continued growth, capital expenditures, cash dividends, and expansion plans. Interest income increased 19.8% for the nine months ended September 30, 1996 due to the increase in average funds invested in short-term investments and marketable securities, coupled with the increase in the average rate of return. Net trade receivables decreased $4.1 million or 4.7% at September 30, 1996 compared with December 31, 1995. Trade receivables include installment receivables which are due subsequent to one year from the balance sheet date. These amounts were approximately $18.8 million and $26.2 million at September 30, 1996 and December 31, 1995, respectively. During the nine month period, the Company invested $14.7 million in capital expenditures and acquisitions. Also, $15.5 million was paid out in cash dividends. The Company maintains a $40.0 million unused line of credit. This source of funds has not been used, but is available for future acquisitions and growth, if needed. Subsequent to the third quarter ended, September 30, 1996, the Company completed the repurchase of 1,000,000 shares of its common stock, authorized on November 21, 1995. Furthermore, the Board of Directors authorized the purchase by the Company of up to an additional 2,000,000 shares of its common stock. The purchases will be made from time to time using funds already on hand. 8 of 10 ROLLINS, INC. AND SUBSIDIARIES PART II. OTHER INFORMATION ITEM 1.LEGAL PROCEEDINGS None ITEM 2.CHANGES IN SECURITIES None ITEM 3.DEFAULTS UPON SENIOR SECURITIES None ITEM 4.SUBMISSION OF MATTER TO A VOTE OF SECURITY HOLDERS The Annual Stockholders' Meeting was held on April 23, 1996. The results of that meeting were disclosed in the Company's Form 10-Q for the first quarter 1996. ITEM 5.OTHER INFORMATION None ITEM 6.EXHIBITS AND REPORTS ON FORM 8-K (a) Exhibits Exhibit 27 - Financial Data Schedule (b) Reports on Form 8-K None 9 of 10 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. Date: November 12, 1996 Rollins, Inc. (Registrant) Gary W. Rollins Gary W. Rollins President and Chief Operating Officer (Member of the Board of Directors) Gene L. Smith Gene L. Smith Chief Financial Officer Secretary and Treasurer (Principal Financial and Accounting Officer) 10 of 10