RBC Elements™: Pest Control May Website Traffic

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RBC Elements™: Pest Control May Website Traffic

RBC Capital Markets, LLC

Ashish Sabadra (Analyst)

(415) 633-8659,

ashish.sabadra@rbccm.com

William Qi (AVP)

(646) 618-6963,

william.qi@rbccm.com

June 9, 2026

RBC Elements™: Pest Control May Website TrafficRESEARCH Our view: In May 2026, the pest control sector websites demonstrated solid growth, with unique

visits climbing 6.5% y/y. Rentokil led the category with a notable 34% growth, driven partly by a lower

comparison base, followed by Orkin's 16% increase, though Terminix bucked the trend with a 10%

decline. Overall website traffic grew even more robustly at 9% year-over-year, driven primarily by RTO's

42% jump and Orkin's 14.5% gain. Terminix again lagged, posting an 8% year-over-year drop in total

visits. Separately, Google search trends for "Pest Control" topic remain elevated relative to historical

levels and significantly outpaced May 2025. As weather patterns have normalized from January lows,

March and April have trended favorably heading into peak season. Residential organic growth exceededEQUITY 7% in March, though momentum moderated in April. We anticipate overall growth to re-accelerate

through the remainder of the year, delivering on ROL's 7-8% organic growth guidance for FY26. Please

see our ROL RBC Elements™: April Weather Trend Analysis note and 1Q26 Results note for more details.

Exhibit 1 - Website Traffic to Major Pest Control Exhibit 2 - Website Traffic Data: Total Visits - Pest

Websites (Unique Visitors) Control (Major Brands)

2,000 3,000

1,750

1,500 2,500

1,250 2,000

1,000

750 1,500

500 1,000

0 Jan-22 Apr-22 Jul-22 Oct-22 Jan-23 Apr-23 Jul-23 Oct-23 Jan-24 Apr-24 Jul-24 Oct-24 Jan-25 Apr-25 Jul-25 Oct-25 Jan-26 Apr-26

Terminix.com Orkin.com Rentokil.com

Source: RBC Elements