Expert Call Takeaways On US Pest Control Trends

Research evidence excerpt

Expert Call Takeaways On US Pest Control Trends

USA | Diversified Services

Rollins EquityJuneResearch24, 2026

ESTIMATE CHANGEExpert Call Takeaways On US Pest Control

RATING BUYTrends

PRICE $44.64^

We hosted Bob Dold, CEO of Rose Pest Solutions, to discuss YTD US pest

control trends as a readthrough for both ROL and RTO. Overall we think trends PRICE TARGET | % TO PT $68.00 | +52%

remain healthy with particular strength in residential driven by increased door- 52W HIGH-LOW $66.14 - $44.09

to-door operators. Further, we think pricing will run MSD% given a reduced FLOAT (%) | ADV MM (USD) 65.0% | 195.77

consumer sentiment offset by inflation. Lastly, we think M&A remains robust, MARKET CAP $21.5B

and consumer acquisition investments are increasingly shifting to AI/ChatGPT. TICKER ROL ^Prior trading day's closing price unless otherwise

noted.

Overall Trends Remain Healthy. According to our speaker, industry trends remained healthy as

March delivered resi growth of 16% YoY, commercial growth of 8% YoY, and termite growth of 11%

Cal CHANGE TO JEFe JEF vs CONS

YoY. However, we saw a slight step down in April which our expert believes is attributed to early

2026 2027 2026 2027

signs of weakening consumer confidence. Specifically, for the month of April resi growth came in at

12% YoY, and commercial and termite growth ran 6% YoY and 9% YoY, respectively. Note, our expert REV NM NM NM +1%

believes May was better than April for his company. All in, while still upbeat on broader industry EPS NA NA +3% +4%

trends, overall tone was a bit more sanguine than previous calls.

2026 ($) Q1A Q2 Q3 Q4 Cal

Quick Note On Consumer Confidence. Looking at the consumer, our expert noted that he's seeing EPS 0.24 0.34 0.40 0.30 1.27