
What they won't tell you
Part 2 of The Power Ranking - Retention and connected portfolio: the final two measures, and the two where the comparison breaks down. Plus a fourth company that belongs on the board and isn't.

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Hosted by Unknown Host · 🇺🇸 US · EN
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Pest Control Unlocked gives operators, investors, and industry pros weekly insight into the trends, tech, and strategies shaping the future of pest control.
Unknown Host hosts Pest Control Unlocked.

Part 2 of The Power Ranking - Retention and connected portfolio: the final two measures, and the two where the comparison breaks down. Plus a fourth company that belongs on the board and isn't.

Five measures every operator tracks, applied to the three biggest pest control companies in the world. Part 1 covers revenue, growth and profitability. H1 2026.

Rentokil walked away from a target it was about to hit, because hitting it wouldn't have fixed the actual problem. The problem is that four years after the biggest deal this industry has ever done, the recurring book in

Ecolab's pest business grew 7% with margins through 20%. The filings show what its monitoring transition costs — and the one number nobody will disclose.

Chris Harkins says IPM needs a new version number. I agree — then ask the harder question: who would actually adopt it? Plus tariffs on monitoring hardware and what the Dutch already proved.

Introducing the second series in a new format. Increasing infestation levels, elevated operational expenses and more frugal customer base are trajectories impacting pest control. Weather patterns suggest the traditional

A conversation with Dr Matt Freitag exploring the subject matter of PFAS, its potential impact on the pest control industry, but also understanding the broader aspects.

Revenue tells you how big a business is. Organic growth tells you how well it is actually performing. In this second and final episode of the series, we go under the hood — examining growth quality, cash generation, and

The global pest control market is worth $27 billion and growing fast. Four companies now control nearly half of global revenue — and 70% of the North American market. In this first episode, we introduce the four operator

In this episode, we break down Anticimex's 2025 Annual Report. How does a pest control giant with $1.75 billion in revenue, 21% margins, and 32 acquisitions in a single year still post a net loss? We unpack their aggress

Wall Street asked one question about pest on Ecolab's Q1 call. We unpacked everything they missed — 700,000 live sensors, north-of-20% underlying margins, and a public declaration that pest elimination is becoming pest i

In this episode, we unpack the Rollins Q1 2026 results. We explore how taking a short-term margin hit to retain technicians fueled a massive March revenue spike. Plus, we break down their strategic tax moves and why the

In this episode, we unpack Rentokil's Q1 2026 trading update. We reveal the reality behind their 3.4% organic growth: shrinking customer volumes masked by aggressive pricing. Tune in to explore their North American perfo

Most pest control companies chase customers. The best build density. This episode introduces the “Density Premium”. Why geography, not volume, drives margins, valuations, and competitive advantage. From route efficiency

Commercial pest control isn’t about pests—it’s about risk. This episode explores how compliance, automation, and emerging infrastructure could transform SLAs, cash flow, and accountability. From fragile paperwork to syst

Stop losing customer value to relocation churn and credit card fees. This episode explores how Web3 infrastructure, tokenization, and property-tied digital contracts can permanently secure your residential revenue. Forge

The pest control M&A landscape is accelerating rapidly. We unpack why private equity and international investors are flooding the market, contrasting European and Asian capital strategies. Learn exactly what buyers value

In this episode of Pest Control Unlocked, we flip the script on earnings season. Instead of analyzing the financial results of the "Big Three"—Ecolab, Rollins, and Rentokil—we analyze the analysts. By examining the Q&A s

Rentokil's 2025 numbers are in, and the story is about much more than revenue. We conclude our public company teardown series by analyzing Rentokil's pivot toward stabilization and growth.

The linear growth model, more techs equals more revenue, is breaking. Rising labor costs and tech advances are forcing a collision. In this episode, we explore how AI, dynamic routing, and predictive data are decoupling
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