| Disaggregation of Revenue |
Revenue, classified by the major geographic areas in which our customers are located, was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | | | (in thousands) | 2026 | | 2025 | | 2026 | | 2025 | | | | | | United States | $ | 1,013,033 | | | $ | 952,677 | | | $ | 2,855,700 | | | $ | 2,643,928 | | | | | | | Other countries | 76,637 | | | 73,429 | | | 218,970 | | | 204,209 | | | | | | | Total revenues | $ | 1,089,670 | | | $ | 1,026,106 | | | $ | 3,074,670 | | | $ | 2,848,137 | | | | | |
Revenue from external customers, classified by significant service offering, was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | | | (in thousands) | 2026 | | 2025 | | 2026 | | 2025 | | | | | | Residential revenues | $ | 499,682 | | | $ | 476,271 | | | $ | 1,375,031 | | | $ | 1,288,249 | | | | | | | Commercial revenues | 360,685 | | | 334,956 | | | 1,020,324 | | | 939,803 | | | | | | | Termite and ancillary revenues | 217,930 | | | 204,670 | | | 647,504 | | | 588,655 | | | | | | | Franchise revenues | 4,647 | | | 4,312 | | | 12,828 | | | 11,990 | | | | | | | Other revenues | 6,726 | | | 5,897 | | | 18,983 | | | 19,440 | | | | | | | Total revenues | $ | 1,089,670 | | | $ | 1,026,106 | | | $ | 3,074,670 | | | $ | 2,848,137 | | | | | |
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| Schedule of Changes in Unearned Revenue |
Changes in unearned revenue were as follows: | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | (in thousands) | 2026 | | 2025 | | 2026 | | 2025 | | Beginning balance | $ | 249,242 | | | $ | 243,459 | | | $ | 232,986 | | | $ | 223,872 | | | Deferral of unearned revenue | 75,064 | | | 71,100 | | | 240,171 | | | 226,581 | | | Recognition of unearned revenue | (76,488) | | | (69,881) | | | (225,339) | | | (205,775) | | | Ending balance | $ | 247,818 | | | $ | 244,678 | | | $ | 247,818 | | | $ | 244,678 | |
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