UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (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, 1998. [ ] 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. (Exact name of registrant as specified in its charter) Delaware 51-0068479 (State or other (I.R.S. Employer jurisdiction of Identification No.) incorporation or organization) 2170 Piedmont Road, N.E., Atlanta, Georgia 30324 (Address of principal executive offices) (Zip Code) Telephone Number -- (404) 888-2000 (Registrant's telephone number, including area code) ____________________________ 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, 1998, there were 30,531,581 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, 1998 and December 31, 1997 1 Statements of Income and Earnings Retained - Three months and nine months ended September 30, 1998 and 1997 2 Statements of Cash Flows - Nine months ended September 30, 1998 and 1997 3 Notes to Financial Statements 4-5 Management's Discussion and Analysis of Financial Condition and Results of Operations 6-8 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 and per share data)
(Unaudited) September 30, December 31, 1998 1997 ASSETS Cash and Short-Term Investments $ 5,297 $ 125,842 Marketable Securities 110,243 75,037 Trade Receivables, Net 45,142 49,166 Materials and Supplies 14,040 15,010 Deferred Income Taxes 22,968 24,826 Other Current Assets 10,402 11,737 Current Assets 208,092 301,618 Equipment and Property, Net 35,974 34,639 Intangible Assets 39,525 39,383 Deferred Income Taxes 45,082 49,072 Other Assets 7,435 7,968 Total Assets $ 336,108 $ 432,680 LIABILITIES Capital Lease Obligations $ 3,290 $ 3,138 Accounts Payable 14,772 25,420 Accrued Insurance Expenses 17,506 21,225 Accrued Payroll 19,151 17,913 Unearned Revenue 15,381 13,831 Other Expenses 50,152 49,191 Current Liabilities 120,252 130,718 Capital Lease Obligations 6,715 9,239 Long-Term Accrued Liabilities 127,438 147,079 Total Liabilities 254,405 287,036 Commitments and Contingencies STOCKHOLDERS' EQUITY Common Stock, par value $1 per share; authorized 99,500,000 shares; 30,531,581 shares issued in 1998; 33,279,281 shares issued in 1997 30,532 33,279 Earnings Retained 51,171 112,365 Total Stockholders' Equity 81,703 145,644 Total Liabilities and Stockholders' Equity $ 336,108 $ 432,680 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, 1998 1997 1998 1997 REVENUES Customer Services $ 144,493 $ 140,287 $ 422,508 $ 421,609 COSTS AND EXPENSES Cost of Services Provided 85,627 88,717 249,036 249,589 Depreciation and Amortization 2,235 2,274 6,496 6,198 Sales, General & Administrative Expenses 57,457 69,939 164,545 170,606 Interest Income (2,246) (1,509) (7,293) (3,898) 143,073 159,421 412,784 422,495 INCOME (LOSS) FROM CONTINUING OPERATIONS BEFORE INCOME TAXES 1,420 (19,134) 9,724 (886) PROVISION (CREDIT) FOR INCOME TAXES Current 219 (5,944) (1,086) 3,638 Deferred 321 (1,327) 4,781 (3,975) 540 (7,271) 3,695 (337) INCOME (LOSS) FROM CONTINUING OPERATIONS 880 (11,863) 6,029 (549) DISCONTINUED OPERATIONS Operating income, less income tax expense of Gain on Disposal, less income tax expense of $5,814 - 9,486 - 9,486 INCOME FROM DISCONTINUED OPERATIONS - 9,529 - 9,678 NET INCOME (LOSS) 880 (2,334) 6,029 9,129 EARNINGS RETAINED Balance at Beginning of Period 94,728 140,565 112,365 155,696 Cash Dividends (4,583) (5,055) (14,540) (15,307) Common Stock Purchased and Retired (40,553) 0 (53,429) (16,573) Other 699 119 746 350 BALANCE AT END OF PERIOD $ 51,171 $ 133,295 $ 51,171 $ 133,295 EARNINGS (LOSS) PER SHARE Continuing operations $ 0.03 $ (0.36)$ 0.19 $ (0.02) Discontinued operations 0.29 - 0.29 EARNINGS (LOSS) PER SHARE - BASIC AND DILUTED $ 0.03 $ (0.07)$ 0.19 $ 0.27 WEIGHTED SHARES OUTSTANDING - BASIC 31,065,305 34,081,978 32,463,179 34,117,810 WEIGHTED SHARES OUTSTANDING - DILUTED 31,087,924 34,106,687 32,486,127 34,130,940 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, 1998 1997 OPERATING ACTIVITIES Net Income $ 6,029 $ 9,129 Adjustments to Reconcile Net Income to Net Cash Provided by (Used in) Operating Activities: Depreciation and Amortization 6,496 6,198 Provision (Credit) for Deferred Taxes 4,781 (7,490) Discontinued Operations, Net of Taxes (9,678 Other, Net 788 2,082 (Increase) Decrease in Assets: Trade Receivables 4,040 3,377 Materials and Supplies 983 (391) Other Current Assets 1,341 1,360 Other Non-Current Assets 1,532 10,350 Increase (Decrease) in Liabilities: Accounts Payable and Accrued Expenses (8,238) 10,346 Unearned Revenue 1,550 (777) Long-Term Accrued Liabilities (23,641) (5,614) Net Cash Provided by (Used in) Operating Activities (4,339) 18,892 INVESTING ACTIVITIES Purchases of Equipment and Property (8,090) (5,976) Net Cash Used for Acquisition of Companies (924) (1,432) Net Proceeds from sale of Discontinued Operations, net of taxes paid - 24,716 Marketable Securities, Net (34,189) (905) Net Cash Provided by (Used in) Investing Activities (43,203) 16,403 FINANCING ACTIVITIES Dividends Paid (14,540) (15,307) Common Stock Purchased and Retired (56,195) (17,495) Payments on Capital Lease (2,372) (1,997) Other 104 277 Net Cash Used in Financing Activities (73,003) (34,522) Net Cash Provided by Discontinued Operations - 58 Net Increase (Decrease) in Cash and Short-Term Investments (120,545) 831 Cash and Short-Term Investments at Beginning of Period 125,842 12,150 Cash and Short-Term Investments at End of Period $ 5,297 $ 12,981 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, 1997. Prior year amounts have been restated to reflect the 1997 divestitures of the Company's Rollins Protective Services division and its Lawn Care and Plantscaping businesses. 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, 1998, and December 31, 1997, and the results of operations and cash flows for the nine months ended September 30, 1998 and 1997. Operating results for the quarter ended September 30, 1998 or the nine months ended September 30, 1998 are not necessarily indicative of the results that may be expected for the year ended December 31, 1998. NOTE 2. 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 3. EARNINGS PER SHARE Pursuant to the provisions of Statement of Financial Accounting Standards No. 128, "Earnings Per Share," the number of weighted average shares used in computing basic and diluted earnings per share (EPS) are as follows (in thousands):
Third Quarter Ended Sep 30 Nine Months Ended Sep 30 Basic EPS 31,065,305 34,081,978 32,463,179 34,117,810 Effect of dilutive stock options 22,619 24,709 22,948 13,130 Diluted EPS 31,087,924 34,106,687 32,486,127 34,130,940
No adjustments to net income available to common stockholders were required during the periods presented. 4 of 10 NOTE 4. NEW ACCOUNTING PRONOUNCEMENTS Effective January, 1998, the Company adopted Statement of Financial Accounting Standards No. 130 (SFAS 130), "Reporting Comprehensive Income," which establishes standards for the presentation and disclosure of other comprehensive income. For the third quarter and nine months ended September 30, 1998, comprehensive income is not materially different from net income and, as a result, the impact is not reflected in the attached Statements of Income and Earnings Retained or Statements of Financial Position. Statement of Financial Accounting Standards No. 132, "Employers' Disclosures about Pension and Other Postretirement Benefits," will be adopted effective with the year-end financial statements dated December 31, 1998. In June, 1998, the Financial Accounting Standards Board issued Statement of Financial Accounting Standards No. 133, "Accounting for Derivative Instruments and Hedging Activities." The adoption of this standard effective with the year-end financial statements dated December 31, 1999 is not expected to materially impact the results of operations or financial conditions of the Company. 5 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 ENDED SEPTEMBER 30, 1998 RESULTS OF OPERATIONS The divestitures of the Orkin Lawn Care and Plantscaping divisions in July, 1997 and Rollins Protective Services segment in October, 1997 marked the Company's return to a single operational focus. Accordingly, the results of operations are presented on a continuing operations basis. Revenues for the third quarter ended September 30, 1998 increased 3.0% to $144.5 million. Net income was $880,000 compared to a loss of $2.3 million in the prior year. Basic and diluted earnings per share were 3 cents compared to a loss of 7 cents last year. Third quarter 1997 results included the gain on disposal of the Company's Plantscaping and Lawn Care businesses of $15.3 million ($9.5 million afer tax or 28 cents per share). This gain is reported in Income from Discontinued Operations along with the operating results of these businesses and the Company's Rollins Protective Services division which was also divested during 1997. Year-to-date, revenues increased 0.2% to $422.5 million with net income decreasing 34.0% to $6.0 million for an earnings per share of 19 cents compared to 27 cents last year. For the quarter, pest control revenue, customer base, and contracts sold continued their positive growth over last year. Operating income for the quarter was favorably impacted by higher pest control revenues and lower termite claims. The Company's pest control growth programs and proactive termite control initiatives are showing positive results. Revenue and operating income from discontinued operations after income taxes for the third quarter ended September 30, 1997 were $17.9 million and $43,000, respectively. Year-to-date revenue and operating income from discontinued operations after income taxes for the nine months ended September 30, 1997 were $64.7 million and $192,000, respectively. 6 of 10 FINANCIAL CONDITION
September 30, December 31, 1998 1997 (In thousands) Cash and Short-Term Investments $ 5,297 $ 125,842 Marketable Securities 110,243 75,037 $ 115,540 $ 200,879 Working Capital $ 87,840 $ 170,900 Current Ratio 1.7 2.3 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 share repurchases. Subsequent to September 30, 1998, regular quarterly dividends were reduced from 15 cents per share to 5 cents per share. The new dividend rate will better balance the relationship between earnings, dividends, and future stock repurchases. Interest income increased 87.1% for the nine months ended September 30, 1998 as compared to the same period in 1997 due to an increase in short-term investments and marketable securities as a result of the 1997 divestitures and increased realized gains. Net trade receivables decreased $4.0 million or 8.2% at September 30, 1998 compared with December 31, 1997. Trade receivables include installment receivables which are due subsequent to one year from the balance sheet date. These amounts were approximately $14.2 million and $13.9 million at September 30, 1998 and December 31, 1997, respectively. The decrease in receivables is primarily the result of decreased financed sales in the termite business. Over the past several years, the termite treatment division of the pest control industry has faced great challenges in solving property owners' termite problems. Some of the reasons for the increased difficulty in protecting structures have been changes in building practices and materials that have increased the property owners' potential for termites, the loss of Chlordane from the market in 1987 which resulted in the use of termiticides that may only last for a few years under some conditions, and laws and regulations restricting certain retreatment practices. All of the above factors have subjected termite service providers to experience elevated levels of claims. The Company's response to these industry-wide conditions is to undertake broad changes in its own termite processes. New quality control and field training programs, more thorough communication to customers concerning conducive conditions, and restrictions on the sale of certain structures were initiated during 1997. As a result of the factors described above and new information which became available in 1997, a Provision for Termite Contracts of $117.0 million was recorded at December 31, 1997 related to the anticipated costs of reinspections, repair obligations, and associated labor, chemicals, and other costs incurred relative to termite work performed prior to December 31, 1997. The Company believes the related accrued liabilities are still adequate at September 30, 1998. 7 of 10 During the nine month period ended September 30, 1998, the Company invested $9.0 million in capital expenditures and acquisitions. The Company made one domestic acquisition this quarter and increased its international presence by completing two Canadian acquisitions in Calgary and Vancouver. Also, $14.5 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. During the quarter ended September 30, 1998, the Company repurchased and retired 2,097,100 shares of its common stock confirming management's and the Board of Director's confidence in the Company's future. For the nine months ending September 30, 1998, 2,766,100 shares have been repurchased and retired, representing 8.3% of the outstanding shares. Since November 25, 1995, a total of 5,400,000 shares, or 15% of the outstanding shares, have been acquired in the market place with 1,600,000 shares remaining under the current authorization. During the fourth quarter of 1997 and the first quarter of 1998, Orkin received letters from the Federal Trade Commission (FTC) advising of their investigation of the pest control industry - more specifically, the termite and moisture control practices of the industry. The FTC has requested certain information voluntarily from Orkin and they have been advised of our intention to cooperate fully with their investigation. At this point in time, it is too early to determine the impact, if any, of the investigation. FORWARD-LOOKING STATEMENTS This Form 10-Q contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. The actual results of the Company could differ materially from those indicated by the forward-looking statements because of various risks and uncertainties, including without limitation, general economic conditions, changes in industry practices or technologies, climate and weather trends, competitive factors and pricing pressures, uncertainties of litigation and changes in various government laws and regulations, including environmental regulations. All of the foregoing risks and uncertainties are beyond the ability of the Company to control, and in many cases the Company cannot predict the risks and uncertainties that could cause its actual results to differ materially from those indicated by the forward-looking statements. YEAR 2000 ISSUES During 1997, the Company recorded expenses of $15.6 million ($9.7 million after tax or 28 cents per share) for expenditures related to the company-wide computer systems modification to address the year 2000 programming issue. As a result of this project, the Company's primary financial systems are now essentially compliant with computer system requirements necessary to address the new millennium. 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 None ITEM 5. OTHER INFORMATION With respect to the Company's annual meeting of stockholders to be held in 1999, all stockholder proposals submitted outside the stockholder proposal rules contained in Rule 14a-8 promulgated under the Securities Exchange Act of 1934, as amended, which pertains to the inclusion of shareholder proposals in a Company's proxy materials, must be received by the Company by February 5, 1999, in order to be considered timely. With regard to such stockholder proposals, if the date of the next annual meeting of stockholders is advanced or delayed more than 30 calendar days from April 28, 1999, the Company shall, in a timely manner, inform its stockholders of the change, and the date by which such proposals must be received. As set forth in the Company's Proxy Statement dated March 24, 1998, shareholders who wish to avail themselves of the provisions of Rule 14a-8 must submit their proposals no later than November 24, 1998. ITEM 6. EXHIBITS AND REPORTS ON FORM 8-K (a) Exhibits (3)(i) The Company's Certificate of Incorporation is incorporated by reference to Exhibit (3)(i) as filed with its Form 10-K for the year ended December 31, 1997. (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. 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, 1998 Rollins, Inc. (Registrant) _________________________ Gary W. Rollins President and Chief Operating Officer (Member of the Board of Directors) _________________________ Harry J. Cynkus Chief Financial Officer and Treasurer (Principal Financial and Accounting Officer) 10 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, 1998 Rollins, Inc. (Registrant) Gary W. Rollins Gary W. Rollins President and Chief Operating Officer (Member of the Board of Directors) Harry J. Cynkus Harry J. Cynkus Chief Financial Officer and Treasurer (Principal Financial and Accounting Officer) 10 of 10