Rollins Inc (NYSE: ROL)

Rollins, Inc. is an international services company headquartered in Atlanta, Georgia. Through its family of leading brands, the company provides essential pest and wildlife control services and protection against termite damage, rodents and insects to more than 2,000,000 residential and commercial customers from more than 800 company owned and franchised locations in approximately 70 countries. The company operates under a portfolio of more than 20 brand names including Orkin, Critter Control, Western Pest Services and Clark Pest Control.

The company generates revenue through recurring pest prevention treatments under scheduled service agreements, ancillary services such as pest and rodent exclusion, crawlspace encapsulation, moisture remediation and insulation, and one time treatments for specific pest issues like bed bugs, wildlife removal and termite treatments. Recurring services, which include regular inspections and preventive applications, made up approximately 75% of revenue as of December 31, 2025. Ancillary services contributed about 10% of revenue and consisted of add on offerings that enhance the core pest control relationship. One time services accounted for the remaining 15% and typically address isolated infestations or specific customer requests.

The company operates through the following segments:

• Residential: Pest control services protecting residential properties from common pests including rodents, insects, and wildlife.

• Commercial: Workplace pest control solutions for customers across diverse end markets such as healthcare, food service, and logistics.

• Termite and Ancillary: Termite protection services and ancillary services for both residential and commercial customers.

Rollins is a leader in the global pest control market and ranks among the world's largest pest and termite control companies. The company maintains a portfolio of premier brands with extensive service capabilities across a deep operating network. Its scale enables delivery of great customer service and provides a significant reinforcing competitive advantage through comprehensive capabilities to win new residential and commercial accounts, technology investments for operations optimization and enhanced customer experience, a diverse portfolio of brands of varying sizes to innovate, test, learn and grow or expand particularly when it comes to emerging technology, route density to manage variable costs, and financial flexibility to generate organic growth and pursue acquisitions. Major competitors include Rentokil, Ecolab, Anticimex, and numerous regional and local companies.

The company serves more than 2,000,000 residential and commercial customers across industries including healthcare, food service, logistics and residential homeowners. Its customer base consists of individual households, small and medium sized businesses, large corporations and government agencies that rely on ongoing pest management and termite protection. While specific customer names are not disclosed, the long term nature of many service agreements contributes to predictable revenue streams.