Conestoga Capital Advisors released its second-quarter 2026 investor letter, reporting positive market conditions for small-cap stocks. The Russell 2000 Index achieved its best first half since 1991, whilst the Russell 2000 Growth Index rose 25.7% in Q2, driven by AI enthusiasm and semiconductor stocks. However, the Conestoga SMid Cap Composite returned just 7.04% net, underperforming the Russell 2500 Growth Index's 24.02% return. The firm cited factor and sector-specific headwinds, along with stock selection challenges in Technology and Industrials. Rollins detracted from portfolio performance during the quarter. The pest control company faced investor concerns following its CFO's departure and organic revenue growth trailing long-term targets. Despite share price weakness, Conestoga maintains its view of Rollins as a high-quality business with durable competitive advantages.

Orkin announces leadership alignment to accelerate One Orkin strategy across North America. ATLANTA, GA - August 5, 2026 - Orkin today announced additional details about its North American leadership structure, designed to strengthen operational execution, accelerate collaboration across its businesses, and support the company's long-term growth strategy. As previously announced by Rollins, Inc. during its second-quarter earnings call, Scott Weaver has been appointed Chief Operating Officer, Orkin North America. In this role, he will oversee all Orkin residential and commercial operations across North America, as well as National Accounts and Call Center Operations. In conjunction with Weaver's appointment, Rob Quinn has been named Group President, Orkin North America Commercial Operations. Quinn will oversee all commercial operations across North America, reporting directly to Weaver. "This leadership structure creates greater consistency across our business while preserving the local expertise and entrepreneurial culture that have always differentiated Orkin," said Pat Chrzanowski, President of Orkin North America. "It strengthens the operational standards, customer experience, and leadership expectations that define the Orkin brand while giving our teammates more opportunities to learn from one another." "I'm honored to step into this role and excited about what we can accomplish together as One Orkin," said Scott Weaver, Chief Operating Officer, Orkin North America. "We have tremendous talent and expertise across our organization, and this structure gives us new opportunities to build on those strengths, increase collaboration, develop leaders and create greater consistency to best support and serve our teammates and customers." These appointments support the One Orkin strategy, which emphasizes operational excellence, collaboration, talent development, and consistent customer experiences across North America. The enhanced organizational structure will help improve the speed of execution, strengthen leadership development, and create additional opportunities to drive sustainable growth. About Orkin, LLC Founded in 1901, Atlanta-based Orkin has been shaping the pest control industry for 125 years, providing protection against termite damage, rodents and insects through its commitment to scientific knowledge and unmatched training. From its earliest days to today, Orkin's innovative spirit continues to define the future of pest management. Orkin is dedicated to protecting the places where Orkin LLC live, work and play by helping prevent and control pests and educating consumers about the potential health risks they pose. Guided by a service-first mission to deliver peace of mind, Orkin Pros are trusted professionals who embody the company's values of safety, integrity, professionalism, empathy and innovation. Since 2020, Orkin has partnered with the American Red Cross(R) to raise awareness about mosquito-borne health threats while supporting the nation's blood supply through monetary contributions and blood donations. Orkin has more than 400 owned and operated branch offices and nearly 50 franchises in the U.S. The company also has international franchises and subsidiaries in Canada, Europe, Central America, South America, the Caribbean, the Middle East, Asia, the Mediterranean, Africa and Mexico. Learn more about careers at Orkin here. Visit Orkin.com for additional information. Orkin is a wholly-owned subsidiary of Rollins Inc. (NYSE: ROL). Follow Orkin LLC on Facebook, Instagram, TikTok and LinkedIn.

Law firm Kirby McInerney LLP is investigating potential securities fraud claims against Rollins, Inc. (NYSE: ROL). The investigation follows the company's second quarter 2026 results announced on 22 July, which showed an operating margin of 18.7%, down 110 basis points year-over-year, and operating cash flow of $173 million, a 1.5% decrease. CEO Jerry Gahlhoff attributed the disappointing results to a deteriorating lead environment, noting fewer people were searching for pest control services through digital channels. Following the announcement, Rollins's share price fell $4.03, or 9.27%, closing at $39.44 on 23 July 2026. No lawsuit has been filed yet. The investigation aims to determine whether the company or its senior management violated federal securities laws.