Jerry Gahlhoff

“I want to begin with saying that our third quarter performance did not meet our expectations, And we are not that it continues to be pressure on we now have a clearer understanding of what is driving this pressure and are working with urgent AI and LLM driven search are meaningfully changing the way we clearly see the…”

“Our second quarter results did not meet our expectations, driven primarily by slower growth within certain portions of our residential pest control business. The pressure was concentrated in brands such as Orkin that rely more heavily on consumer-initiated demand through search, digital media, and inbound calls.”

“Good morning, everyone, and thank you all for taking the time to join us for our 2026 Investor and Analyst Conference. As you probably know, I joined Rollins through the acquisition of Home Team in 2008.”

“I'm pleased to report through the quarter and continue to see solid growth across all major service lines with total revenue growth of 10.2% and organic growth of some favorable weather in January.”

“In detail, we delivered double-digit revenue to the year and made it difficult for us to service the demand that did come through. Over 80% of total revenue was above 7% for both the quarter and the year.”