Rollins IncResidential demand weakened, with lead volume declining in search and digital channels, causing Q2 results to fall short of expectations.

Rollins, Inc. reported that second-quarter results fell short of expectations as consumer-initiated residential demand weakened, particularly at its Orkin brand, while commercial pest control and termite revenues grew 8.6% and 10.5% respectively. Residential pest control revenue rose only 6.6%, with lead volume declining in search and digital channels, though relationship-based units like HomeTeam and Fox delivered double-digit organic growth. The company completed six acquisitions in the quarter, spending $117 million, and goodwill rose to $1.45 billion. Technology tools improved technician efficiency, with miles driven per vehicle per month improving 8% to offset a 30% rise in fuel costs. Rollins paid $88 million in dividends in the second quarter of 2026, and the stock currently carries a Zacks Rank #5 (Strong Sell).
Rollins IncResidential demand weakened, with lead volume declining in search and digital channels, causing Q2 results to fall short of expectations.
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