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, 1997. [ ] 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, 1997, there were 33,711,831 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, 1997 and December 31, 1996 1 Statements of Operations and Earnings Retained - Three months and nine months ended September 30, 1997 and 1996 2 Statements of Cash Flows - Nine months ended September 30, 1997 and 1996 3 Notes to Financial Statements 4 Management's Discussion and Analysis of Financial Condition and Results of Operations 5-7 Part IIOther Information 8 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, 1997 1996 ASSETS Cash and Short-Term Investments $ 12,981 $ 12,150 Marketable Securities 85,863 84,785 Trade Receivables, Net 75,826 78,856 Materials and Supplies 15,488 15,006 Deferred Income Taxes 8,143 4,379 Other Current Assets 13,135 10,560 Current Assets 211,436 205,736 Equipment and Property, Net 37,984 41,042 Intangible Assets 40,346 41,931 Other Assets 15,299 20,074 Total Assets $ 305,065 $ 308,783 LIABILITIES Capital Lease Obligations $ 3,044 $ 2,735 Accounts Payable 23,025 15,897 Accrued Insurance Expenses 16,520 15,053 Accrued Payroll 14,590 12,957 Unearned Revenue 15,219 15,614 Other Expenses 21,955 17,263 Current Liabilities 94,353 79,519 Capital Lease Obligations 9,857 12,163 Long-Term Accrued Liabilities 29,729 20,591 Deferred Income Taxes 4,119 6,220 Total Liabilities 138,058 118,493 Commitments and Contingencies STOCKHOLDERS' EQUITY Common Stock, par value $1 per share; authorized 99,500,000 shares; 33,711,831 shares issued in 1997; 34,594,481 shares issued in 1996 33,712 34,594 Earnings Retained 133,295 155,696 Total Stockholders' Equity 167,007 190,290 Total Liabilities and Stockholders' Equity $ 305,065 $ 308,783 The accompanying notes are an integral part of these statements.
1 of 9 ROLLINS, INC. AND SUBSIDIARIES STATEMENTS OF OPERATIONS AND EARNINGS RETAINED (In thousands except share data) (Unaudited)
Three Months Ended Nine Months Ended September 30, September 30, 1997 1996 1997 1996 REVENUES Customer Services $ 142,427 $ 146,489 $ 439,530 $ 435,526 COSTS AND EXPENSES Cost of Services Provided 90,566 86,269 263,026 244,281 Depreciation and Amortization 2,292 2,110 6,510 5,542 Special Charge 300 --- 300 --- Sales, General and Administrative Expenses 55,025 54,705 160,824 156,780 Interest Income (1,509) (1,516) (3,898) (4,297) 146,674 141,568 426,762 402,306 INCOME (LOSS) FROM CONTINUING OPERATIONS BEFORE INCOME TAXES (4,247) 4,921 12,768 33,220 PROVISION (CREDIT) FOR INCOME TAXES Current (287) 1,799 8,827 13,571 Deferred (1,327) 71 (3,975) (947) (1,614) 1,870 4,852 12,624 INCOME (LOSS) FROM CONTINUING OPERATIONS (2,633) 3,051 7,916 20,596 DISCONTINUED OPERATIONS Operating income, less income tax expense of $185, $158, $744, and $1,188, respectively 299 255 1,213 1,938 NET INCOME (LOSS) $ (2,334) $ 3,306 $ 9,129 $ 22,534 EARNINGS RETAINED Balance at Beginning of Period $ 140,565 223,722 155,696 224,009 Cash Dividends (5,055) (5,143) (15,307) (15,528) Common Stock Purchased and Retired 0 0 (16,573) (8,762) Common Stock in Treasury Retired 0 (45,371) 0 (45,371) Other 119 385 350 17 BALANCE AT END OF PERIOD $ 133,295 $ 176,899 $ 133,295 $ 176,899 EARNINGS (LOSS) PER SHARE Earnings (Loss) from continuing operations $ (0.08) $ 0.08 $ 0.23 $ 0.58 Discontinued operations 0.01 0.01 0.04 0.05 NET EARNINGS (LOSS) PER SHARE $ (0.07) $ 0.09 $ 0.27 $ 0.63 WEIGHTED AVERAGE SHARES OUTSTANDING 34,081,978 35,481,076 34,117,810 35,681,298 The accompanying notes are an integral part of these statements.
2 of 9 ROLLINS, INC. AND SUBSIDIARIES STATEMENTS OF CASH FLOWS (In thousands) (Unaudited)
Nine Months Ended September 30, 1997 1996 OPERATING ACTIVITIES Net Income $ 9,129 $ 22,534 Noncash Charges (Credits) to Earnings: Depreciation and Amortization 7,052 6,077 Deferred Income Taxes (7,910) (1,250) Other, Net 2,213 3,368 (Increase) Decrease in Assets: Trade Receivables 3,301 4,199 Materials and Supplies (453) (2,097) Other Current Assets 1,585 6,512 Other Non-Current Assets 10,350 (517) Increase (Decrease) in Liabilities: Accounts Payable and Accrued Expenses 11,323 5,901 Unearned Revenue (466) 1,415 Long-Term Accrued Liabilities 9,138 6,889 Non-Current Deferred Income Taxes 420 2,565 Net Cash Provided by Operating Activities 45,682 55,596 INVESTING ACTIVITIES Purchases of Equipment and Property (6,489) (8,595) Net Cash Used for Acquisition of Companies (2,935) (6,031) Marketable Securities, Net (905) (17,600) Net Cash Used in Investing Activities (10,329) (32,226) FINANCING ACTIVITIES Dividends Paid (15,307) (15,528) Common Stock Purchased and Retired (17,495) (9,164) Payments on Capital Lease (1,997) (927) Other 277 418 Net Cash Used in Financing Activities (34,522) (25,201) Net Increase (Decrease) in Cash and Short-Term Investments 831 (1,831) Cash and Short-Term Investments at Beginning of Period 12,150 33,623 Cash and Short-Term Investments at End of Period $ 12,981 $ 31,792 The accompanying notes are an integral part of these statements.
3 of 9 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, 1996. 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, 1997 and December 31, 1996, and the results of operations and cash flows for the nine months ended September 30, 1997 and 1996. NOTE 2.SPECIAL CHARGE In July 1997, the Plantscaping and Lawn Care divisions of Orkin Exterminating Company, Inc., a wholly-owned subsidiary, were sold to Tru-Green L.P. The gain on the sale was $15,300,000 ($9,486,000 after tax or $0.28 per share). Also, during the quarter, a special charge of $15,600,000 was recorded ($9,672,000 after tax benefit or $0.28 per share) for expenditures related to the company-wide computer systems modification to address the year 2000 programming issue. The net impact of the gain and the special charge have been reflected on the income statement in the line item entitled Special Charge. NOTE 3.DISCONTINUED OPERATIONS Subsequent to the end of the quarter, the alarm assets of Rollins Protective Services, formerly the electronic security segment, were sold to Ameritech Monitoring Services, and accordingly, the results of its operations have been reported separately as discontinued operations. (Also see Item 6(b) on page 8). 4 of 9 NOTE 4.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 5.EARNINGS PER SHARE Earnings per share is computed by dividing net income by the weighted average number of shares outstanding during the respective periods. 5 of 9 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 ENDED SEPTEMBER 30, 1997 RESULTS OF OPERATIONS Subsequent to the end of the quarter, the alarm assets of Rollins Protective Services, formerly the electronic security segment, were sold to Ameritech Monitoring Services and accordingly, the results of its operations were reported separately as discontinued operations. Revenues from continuing operations for the third quarter ended September 30, 1997 were $142.4 million as compared to $146.5 million for the same period last year. Net income (loss) from continuing operations was $(2.6) million as compared to $3.1 million for the third quarter 1996. Earnings (loss) per share from continuing operations were (8) cents versus 8 cents last year. Year-to-date, net income from continuing operations decreased 61.6% to $7.9 million for an earnings per share of 23 cents compared to 58 cents for the same period last year. Revenues and operating income from discontinued operations were $15.7 million and $.5 million for the quarter, and $46.8 million and $2.0 million for the nine months ended, respectively. For the quarter, Orkin Pest Control, the primary business unit of Rollins, Inc., had increases in pest control revenue and termite annual renewal revenue. However, these gains were offset by a decrease in termite sales revenue which can be attributed to the lagging effect of a disappointing termite season and changes in sales policies in response to rising termite claims. Operating income for the quarter was negatively impacted by the shortfall in termite sales, higher sales and marketing expenses, increased insurance costs and termite claims. The divestitures of the three non-core businesses; Plantscaping, Lawn Care, and Rollins Protective Services, were part of the Company's strategic direction to focus its resources on Orkin Pest Control. The Company is taking steps to reduce future termite claims through new termite marketing programs, revised customer guarantees and proactive claims management. The Company will continue to execute the investment and growth strategies that will affect its future growth and profitability. 6 of 9 FINANCIAL CONDITION
September 30, December 31, 1997 1996 (In thousands) Cash and Short-Term Investments $ 12,981 $ 12,150 Marketable Securities 85,863 84,785 $ 98,844 $ 96,935 Working Capital $ 117,083 $ 126,217 Current Ratio 2.2 2.6 Cash Provided By Operations $ 48,153 $ 58,067 (Twelve Months Ended)
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, and cash dividends. Net trade receivables decreased $3.0 million or 3.8% at September 30, 1997 compared with December 31, 1996. Trade receivables include installment receivables which are due subsequent to one year from the balance sheet date. These amounts were approximately $16.7 million and $19.0 million at September 30, 1997 and December 31, 1996, respectively. During the nine month period, the Company invested $11.2 million in capital expenditures and acquisitions. Also, $15.3 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. There were no stock repurchases for the quarter. The Company has repurchased a total of 922,600 shares in 1997. At the October 1997 Board Meeting, 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. 7 of 9 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 22, 1997. The results of that meeting were disclosed in the Company's Form 10-Q for the first quarter 1997. ITEM 5.OTHER INFORMATION None ITEM 6.EXHIBITS AND REPORTS ON FORM 8-K (a) Exhibits (1)(i) The Company's Certificate of Incorporation is incorporated herein by reference to Exhibit (3)(a) as filed with its Form 10-K for the year ended December 31, 1992. (ii) By-laws of Rollins, Inc. are incorporated herein by reference to Exhibit 3(b) as filed with its Form 10-K for the year ended December 31, 1993. (b) Reports on Form 8-K A Form 8-K Current Report was filed on October 16, 1997. The report,dated October 3, 1997, disclosed the October 3, 1997 sale of Rollins, Inc.'s security monitoring assets, which were operated through its Rollins Protective Services division, to Ameritech Monitoring Services,Inc. for approximately $200,000,000 in cash and assumed liabilities. An Asset Purchase Agreement dated as of October 1, 1997 was filed as Exhibit 2.1. 8 of 9 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, 1997 Rollins, Inc. (Registrant) _________________________ Gary W. Rollins President and Chief Operating Officer (Member of the Board of Directors) _________________________ Gene L. Smith Chief Financial Officer Secretary and Treasurer (Principal Financial and Accounting Officer) 9 of 9 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, 1997 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) 9 of 9