Rollins: Exceptional Business On Sale

Rollins is a Buy, as this market sell-off is an overreaction that gives investors a buying opportunity. The residential service line was the disappointment in the quarter, with Orkin leading the way. This led to a revision to only 6% organic growth for the rest of 2026. While the company faces risks from macro headwinds, I believe this long-term compounder will thrive, and this correction in valuation makes this premium business far more reasonable.