Rollins (ROL) Q2 FY26 earnings call

Rollins experienced a mixed Q2 FY26, with residential pest control, particularly Orkin, facing headwinds from slower consumer-initiated demand and lower pest pressure, leading to organic growth below expectations. However, the company's diversified brand portfolio, strong commercial, termite, and ancillary segments, and robust cash flow conversion demonstrated resilience. Management is implementing operational changes and remains confident in its long-term growth algorithm, despite a cautious near-term outlook.