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SEGMENT AND GEOGRAPHIC INFORMATION
9 Months Ended
Sep. 30, 2026
Segment Reporting [Abstract]  
SEGMENT AND GEOGRAPHIC INFORMATION SEGMENT AND GEOGRAPHIC INFORMATION
Segment Information
The Company operates under one reportable segment which contains our residential, commercial, and termite and ancillary service offerings. The Company's chief operating decision maker ("CODM") is the chief executive officer. The CODM uses net income to assess financial performance and allocate resources. This financial metric is used by the CODM to make key operating decisions, such as the determination of the rate of growth investments and the allocation of budget between cost categories. The measure of segment assets is reported on the condensed consolidated statements of financial position as total consolidated assets.
The following table presents selected financial information with respect to the Company’s single reportable segment:


Three Months Ended September 30,Nine Months Ended September 30,
(in thousands)2026202520262025
Revenue$1,089,670 $1,026,106 $3,074,670 $2,848,137 
Less:
Cost of services provided (exclusive of depreciation and amortization below):
Employee expenses328,186 312,249 946,695 872,326 
Materials and supplies65,082 62,933 184,638 170,924 
Insurance and claims23,048 11,127 66,127 48,385 
Fleet expenses45,482 38,997 134,613 117,688 
Other cost of services provided (1)
44,969 42,144 128,846 120,122 
Total cost of services provided (exclusive of depreciation and amortization below)$506,767 $467,450 $1,460,919 $1,329,445 
Sales, general and administrative:
Selling and marketing expenses146,339 138,881 410,305 377,309 
Administrative employee expenses92,358 88,601 277,840 259,384 
Insurance and claims13,722 6,929 39,544 29,872 
Fleet expenses11,739 9,502 33,776 29,348 
Other sales, general and administrative (2)
62,613 57,491 183,201 163,600 
Total sales, general and administrative$326,771 $301,404 $944,666 $859,513 
Depreciation and amortization33,273 32,231 99,381 93,177 
Interest expense, net10,669 7,942 28,911 21,118 
Other (income) expense, net(400)(350)1,351 (1,334)
Income tax expense54,663 53,902 129,767 135,954 
Net income$157,927 $163,527 $409,675 $410,264 

1) Other cost of services provided includes facilities costs, professional services, maintenance and repairs, software license costs, and other expenses directly related to providing services.
2) Other sales, general and administrative includes facilities costs, professional services, maintenance and repairs, software license costs, bad debt expense, and other administrative expenses.

See the condensed consolidated financial statements for other financial information regarding the Company’s reportable segment. See Note 4, Revenue for further information on revenue.

Geographic Information

The Company's long-lived tangible assets, as well as the Company's operating lease right-of-use assets recognized in the condensed consolidated statements of financial position were located as follows:

(in thousands)September 30,
2026
December 31,
2025
United States$458,029 $504,593 
International47,266 46,122