Here are 1-3 brief analogies for Rollins (ROL):

• The Waste Management for bugs.
• The McDonald's of pest control.

• Residential Pest Control: Services provided to homeowners to manage and eliminate common household pests like insects, spiders, rodents, and ants.
• Commercial Pest Control: Tailored pest management solutions for businesses and institutions across various industries to prevent and control infestations.
• Termite Control: Specialized treatments and prevention plans for the detection, elimination, and ongoing management of termite infestations.
• Wildlife Removal: Humane trapping, removal, and exclusion services for nuisance wildlife such as raccoons, squirrels, bats, and birds.
• Fumigation Services: Application of gaseous pesticides to control pests in commercial and industrial settings, often for food processing and storage facilities.
• Mosquito Control: Targeted treatments and ongoing management strategies to reduce mosquito populations around residential and commercial properties.

Rollins (ROL) Major Customers

• Residential Customers: This category includes individual homeowners and renters who utilize Rollins' services (through brands like Orkin, HomeTeam Pest Defense, and Critter Control) for general pest control, termite protection, mosquito control, and wildlife removal services at their private residences. This represents a substantial portion of Rollins' recurring revenue base.
• Commercial Businesses: Rollins serves a vast array of commercial clients across numerous industries. These include, but are not limited to, restaurants, hotels, healthcare facilities, schools, office buildings, retail establishments, food processing plants, and warehouses. These businesses rely on Rollins for ongoing pest management, specialized industry compliance, and protection of their premises and products. While specific major companies are not identified, this category represents a significant segment of Rollins' operations.
• Home Builders & Real Estate Developers: Rollins' HomeTeam Pest Defense brand specifically partners with companies involved in the construction of new homes and residential communities. These builders contract with Rollins for pre-construction pest control solutions, such as built-in pest control systems, and initial pest services for new homes, ultimately serving the future individual homeowners.

Jerry G. Gahlhoff Jr. Chief Executive Officer and President

Jerry Gahlhoff Jr. was appointed Chief Executive Officer of Rollins, Inc. in January 2023, having served as President since 2020. He joined Rollins in 2008 through the HomeTeam acquisition. Prior to his current role, he served as Chief Operating Officer from 2020 to 2022, President of Specialty Brands and Vice President of Human Resources from 2016 to 2020, and a Division President from 2011 to 2016. Before joining Rollins, Inc., he was President of HomeTeam Pest Defense from January 2005 to June 2016. Mr. Gahlhoff holds a Master of Science in Entomology from the University of Florida.

Kenneth D. Krause Executive Vice President, Chief Financial Officer and Treasurer

Kenneth D. Krause joined Rollins, Inc. in September 2022 as Executive Vice President, Chief Financial Officer, and Treasurer. Before his tenure at Rollins, Mr. Krause served as Senior Vice President, Chief Financial Officer, Chief Strategy Officer, and Treasurer of MSA Safety, Inc. from 2015 to 2022, holding various other leadership positions there from 2006 to 2015. Prior to MSA Safety, Inc., he worked as a CPA and Senior Manager at the international accounting firm KPMG, LLP from 2004 to 2006. Mr. Krause is a Certified Public Accountant and earned a Bachelor of Science in Business Administration – Accounting from Slippery Rock University and an MBA from the University of Pittsburgh Katz Graduate School of Business.

John F. Wilson Vice Chairman (Executive Chairman of the Board effective January 1, 2025)

John F. Wilson has served as a Director of Rollins, Inc. since 2013 and as Vice Chairman since 2020. Effective January 1, 2025, he will assume the role of Executive Chairman of the Board. His extensive career at Rollins includes serving as President and Chief Operating Officer from 2013 to 2020, and President of Orkin, LLC from 2009 to 2013. Mr. Wilson began his career with Orkin, LLC in 1996 as a branch manager trainee and progressed through various roles including sales inspector, branch manager, region manager, and vice president. He also serves on the Board of Directors of RPC, Inc. and Marine Products Corporation since April 2022.

Gary W. Rollins Executive Chairman of the Board (Executive Chairman Emeritus effective January 1, 2025)

Gary W. Rollins has been a Director of Rollins, Inc. since 1981 and has served as Chairman of the Company since 2020, and previously as Chief Executive Officer from 2001 to 2022. He will transition to Executive Chairman Emeritus of the Board on January 1, 2025. Mr. Rollins has over 56 years of experience with the Company, starting as a technician and advancing through various roles to CEO. He has also served as a Director for Marine Products Corporation (2001-2025), RPC, Inc. (since 1984), and Genuine Parts Company (2005-2017).

Thomas D. Tesh Vice President and Chief Administrative Officer

Thomas D. Tesh joined Rollins in 2012 as Vice President of Information Technology. He held the role of Chief Information Officer from 2020 to 2023 before being promoted to Chief Administrative Officer in January 2023. Prior to Rollins, Mr. Tesh was the Director of Mobility for ServiceMaster from 2010 to 2012 and held various leadership positions at ServiceMaster and Terminix from 2000 to 2010.

null

Rollins, Inc. (symbol: ROL) primarily operates within the pest control services market, offering protection against general pests, termites, and rodents for residential and commercial customers.

Addressable Market Sizes:

Global Pest Control Market:

• The global pest control market size was valued at approximately $26.68 billion in 2024 and is projected to reach $40.33 billion by 2032, with a compound annual growth rate (CAGR) of 5.30% during the forecast period.
• Another estimate placed the global pest control market at $24.71 billion in 2024, expected to grow to $26.66 billion in 2025 at a CAGR of 7.9%, and further to $37.0 billion in 2029 at a CAGR of 8.5%.
• The global pest control service market was estimated at $22.64 billion in 2023 and is projected to reach $34.3 billion by 2030, with a CAGR of 6.3% from 2024 to 2030.

U.S. Pest Control Market:

• The U.S. pest control market size was valued at $13.51 billion in 2024 and is projected to reach $20.04 billion by 2032, growing at a CAGR of 5.05% from 2026 to 2032.
• The market size of the Pest Control industry in the United States is estimated to be $26.1 billion in 2025.
• The U.S. pest control market accounted for 79.6% of the North American market share in 2024.

Share Repurchases

• Rollins executed $315 million in share buybacks during 2023.
• In 2024, the company made $12 million in share repurchases.
• As of September 30, 2025, 11.4 million additional shares remained authorized for purchase under the existing share repurchase program, out of a total of 16.9 million shares authorized post-stock splits.

Share Issuance

• The number of common shares outstanding for Rollins slightly decreased from 492,085,707 as of January 31, 2022, to 484,224,958 as of January 31, 2025.
• Rollins has a shelf registration (Form S-3) on file with the SEC, which registers $1.5 billion of various securities, including common stock, for potential future issuance.

Outbound Investments

• Rollins invested $157 million in acquisitions during 2024, welcoming 44 new businesses through 32 acquisitions and 12 franchise buybacks.
• In 2023, the company allocated $366 million towards acquisitions, completing 24 such transactions.
• Rollins strategically targets 2% to 3% of its annual revenue growth to come from acquisitions.

Capital Expenditures

• Capital expenditures for Rollins totaled $28 million in 2024.
• In 2023, the company's capital expenditures were $32 million.
• Primary areas for capital expenditures include investments in continuous improvement initiatives, modernization efforts, enhancing sales and marketing, and optimizing route technology.