Expert Call Takeaways On US Pest Control Trends

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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

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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