RPM International (NYSE:RPM) shareholders elected 12 directors, approved executive compensation on an advisory basis and ratified Deloitte & Touche LLP as the company’s independent registered public accounting firm for fiscal 2027 at the company’s 2026 annual meeting.
Approximately 114 million shares, or about 89% of outstanding shares, were represented by proxy at the meeting. The 12 director nominees received support from an average of about 98% of shares voting, according to a preliminary proxy tabulation. Shareholders also approved the company’s Say-on-Pay proposal with approximately 93% of voting shares in favor, while Deloitte’s appointment was supported by approximately 99% of shares voting.
Record Fiscal 2026 Results Chairman and Chief Executive Officer Frank Sullivan said fiscal 2026 produced record results despite what he described as volatility in the company’s markets. RPM reported fiscal-year revenue of $7.9 billion, while adjusted EBIT rose 4.4% to a record $1.019 billion. Adjusted diluted earnings per share increased 4.3% to a record $5.53. Cash provided by operating activities rose 17% to $899 million, Sullivan said, representing the company’s second-highest annual operating cash flow.
North America accounted for 77% of the company’s fiscal 2026 revenue, while Europe represented 15%. Sales in Southern Hemisphere and developing markets totaled nearly $600 million, or 8% of consolidated revenue, up from less than 5% several years ago, according to Sullivan.
RPM said it continues to invest in expansion through acquisitions and manufacturing capacity. The company completed the acquisition of Kalzip, a Germany-based producer of specialty aluminum and metal roofing, during the summer. Sullivan said the business complements Tremco Roofing’s North American operations and that RPM intends to bring Kalzip technology to the U.S. market.
He also highlighted the prior-year acquisition of Ready Seal by RPM’s Rust-Oleum subsidiary, saying distribution of its wood stain and protective products has continued to expand across North America. In addition, RPM plans to open a manufacturing facility in Mumbai, India, this year, following the opening of a facility in Malaysia during the past year.
Efficiency Programs and Fiscal 2027 Outlook RPM’s operating-improvement initiatives, launched in 2018, remain in place. Sullivan said the company’s focus on selling, general and administrative expense efficiencies is expected to deliver $75 million of improvements in fiscal 2027.
The company’s Green Belt programs have delivered more than $50 million during its MAP periods, with an additional $25 million of projects in the pipeline, he said. RPM is expanding those improvement efforts into other functional areas.
RPM plans to hold an investor day in Maple Shade, New Jersey, on Nov. 9 to discuss a new long-term strategic plan extending through 2030.
For the first quarter of fiscal 2027, which ended in August, Sullivan said sales rose 4.8% to an all-time record. Adjusted EBITDA increased 4.5% to a record level, while diluted earnings per share grew 5.3% to $1.98. The company expects another record year for sales and earnings in fiscal 2027.
Dividend Raised for 53rd Consecutive Year RPM’s board voted to increase the annual cash dividend to $2.28 per share, or $0.57 quarterly. The increase represents a 5.6% rise from the prior dividend and marks the company’s 53rd consecutive annual dividend increase.
Sullivan said the company is among fewer than 40 of more than 5,000 U.S. public companies that have increased their cash dividends for at least as long.
Waterproofing and Data Center Opportunities During the shareholder question-and-answer session, RPM discussed its Volteco acquisition. The Italy-based waterproofing company operates throughout Europe and its products have been used in Venice, Sullivan said. Tremco had been Volteco’s sole U.S. distributor during the past several years.
RPM sees an opportunity to expand Volteco’s below-grade waterproofing systems in U.S. construction markets through Tremco and believes it can double the size of the business by continuing growth in Europe and introducing its product lines more broadly in the U.S.
Sullivan also said RPM’s Euclid Chemical, Tremco, Carboline and Stonhard businesses are on track to supply more than $100 million on an annualized basis of products to data centers being built globally. He said the company expects data centers to remain a growth area in coming years.
Board Changes Newly elected directors Jeffrey D. Rowe and Thomas C. Gentile III joined the board. Rowe is executive vice president and chief operating officer of Archer-Daniels-Midland Co. and formerly served as chief executive officer of Saint-Gobain Group. Gentile is chairman, president and chief executive officer of Hexcel Corp. and previously served as president and CEO of Spirit AeroSystems.
RPM also recognized the retirements of directors Bruce A. Carbonari and William B. Summers Jr. Carbonari joined the board in 2002, while Summers joined in 2004. Sullivan said that during their tenures, RPM’s annual sales rose from $1.9 billion to $7.9 billion, quarterly dividends increased by more than 330%, and market capitalization grew from roughly $2 billion to $14 billion.
About RPM International (NYSE:RPM) RPM International Inc is a multinational manufacturer of specialty coatings, sealants, building materials and related products. The company serves the construction, industrial, automotive, marine and consumer markets through a portfolio of businesses that develop products for protecting, repairing, maintaining and enhancing surfaces and structures.
Its brands and businesses include Rust-Oleum consumer and industrial coatings, DAP caulks and sealants, Tremco and Euclid Chemical construction products, Carboline protective coatings, Stonhard seamless flooring systems and Flowcrete flooring products.
RPM International očekává další rekordní fiskální rok 2027 poté, co v prvním čtvrtletí zvýšila tržby o 4,8 % a naředěný zisk na akcii o 5,3 % na 1,98 USD.
RPM International’s Dividend King Status Just Got StrongerRPM International NYSE: RPM shareholders elected 12 directors, approved executive compensation on an advisory basis and ratified Deloitte & Touche LLP as the company’s independent registered public accounting firm for fiscal 2027 at the company’s 2026 annual meeting.
Approximately 114 million shares, or about 89% of outstanding shares, were represented by proxy at the meeting. The 12 director nominees received support from an average of about 98% of shares voting, according to a preliminary proxy tabulation. Shareholders also approved the company’s Say-on-Pay proposal with approximately 93% of voting shares in favor, while Deloitte’s appointment was supported by approximately 99% of shares voting.
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Record Fiscal 2026 Results RPM International's Blowout Quarter Sparks a 15% Rally Chairman and Chief Executive Officer Frank Sullivan said fiscal 2026 produced record results despite what he described as volatility in the company’s markets. RPM reported fiscal-year revenue of $7.9 billion, while adjusted EBIT rose 4.4% to a record $1.019 billion. Adjusted diluted earnings per share increased 4.3% to a record $5.53.
Cash provided by operating activities rose 17% to $899 million, Sullivan said, representing the company’s second-highest annual operating cash flow.
RPM International Thrives in Rate-Cut Driven Construction RallyNorth America accounted for 77% of the company’s fiscal 2026 revenue, while Europe represented 15%. Sales in Southern Hemisphere and developing markets totaled nearly $600 million, or 8% of consolidated revenue, up from less than 5% several years ago, according to Sullivan.
RPM said it continues to invest in expansion through acquisitions and manufacturing capacity. The company completed the acquisition of Kalzip, a Germany-based producer of specialty aluminum and metal roofing, during the summer. Sullivan said the business complements Tremco Roofing’s North American operations and that RPM intends to bring Kalzip technology to the U.S. market.
He also highlighted the prior-year acquisition of Ready Seal by RPM’s Rust-Oleum subsidiary, saying distribution of its wood stain and protective products has continued to expand across North America. In addition, RPM plans to open a manufacturing facility in Mumbai, India, this year, following the opening of a facility in Malaysia during the past year.
Efficiency Programs and Fiscal 2027 Outlook RPM’s operating-improvement initiatives, launched in 2018, remain in place. Sullivan said the company’s focus on selling, general and administrative expense efficiencies is expected to deliver $75 million of improvements in fiscal 2027.
The company’s Green Belt programs have delivered more than $50 million during its MAP periods, with an additional $25 million of projects in the pipeline, he said. RPM is expanding those improvement efforts into other functional areas.
RPM plans to hold an investor day in Maple Shade, New Jersey, on Nov. 9 to discuss a new long-term strategic plan extending through 2030.
For the first quarter of fiscal 2027, which ended in August, Sullivan said sales rose 4.8% to an all-time record. Adjusted EBITDA increased 4.5% to a record level, while diluted earnings per share grew 5.3% to $1.98. The company expects another record year for sales and earnings in fiscal 2027.
Dividend Raised for 53rd Consecutive Year RPM’s board voted to increase the annual cash dividend to $2.28 per share, or $0.57 quarterly. The increase represents a 5.6% rise from the prior dividend and marks the company’s 53rd consecutive annual dividend increase.
Sullivan said the company is among fewer than 40 of more than 5,000 U.S. public companies that have increased their cash dividends for at least as long.
Waterproofing and Data Center Opportunities During the shareholder question-and-answer session, RPM discussed its Volteco acquisition. The Italy-based waterproofing company operates throughout Europe and its products have been used in Venice, Sullivan said. Tremco had been Volteco’s sole U.S. distributor during the past several years.
RPM sees an opportunity to expand Volteco’s below-grade waterproofing systems in U.S. construction markets through Tremco and believes it can double the size of the business by continuing growth in Europe and introducing its product lines more broadly in the U.S.
Sullivan also said RPM’s Euclid Chemical, Tremco, Carboline and Stonhard businesses are on track to supply more than $100 million on an annualized basis of products to data centers being built globally. He said the company expects data centers to remain a growth area in coming years.
Board Changes Newly elected directors Jeffrey D. Rowe and Thomas C. Gentile III joined the board. Rowe is executive vice president and chief operating officer of Archer-Daniels-Midland Co. and formerly served as chief executive officer of Saint-Gobain Group. Gentile is chairman, president and chief executive officer of Hexcel Corp. and previously served as president and CEO of Spirit AeroSystems.
RPM also recognized the retirements of directors Bruce A. Carbonari and William B. Summers Jr. Carbonari joined the board in 2002, while Summers joined in 2004. Sullivan said that during their tenures, RPM’s annual sales rose from $1.9 billion to $7.9 billion, quarterly dividends increased by more than 330%, and market capitalization grew from roughly $2 billion to $14 billion.
About RPM International (NYSE:RPM)RPM International Inc is a multinational manufacturer of specialty coatings, sealants, building materials and related products. The company serves the construction, industrial, automotive, marine and consumer markets through a portfolio of businesses that develop products for protecting, repairing, maintaining and enhancing surfaces and structures.
Its brands and businesses include Rust-Oleum consumer and industrial coatings, DAP caulks and sealants, Tremco and Euclid Chemical construction products, Carboline protective coatings, Stonhard seamless flooring systems and Flowcrete flooring products.
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Key Takeaways RPM International expects consolidated sales to increase y/y in the mid-single-digit range.Construction, infrastructure, maintenance and restoration demand are supporting sales activity.SG&A reductions are expected to provide $25M in Q1 benefits, partly offset by higher costs. RPM International Inc. (RPM - Free Report) is slated to report first-quarter fiscal 2027 results on Oct. 6, before the opening bell.
In the last reported quarter, RPM’s adjusted earnings per share (EPS) topped the Zacks Consensus Estimate by 2.7% and increased 9.9% year over year. Meanwhile, net sales beat the consensus estimate by 2.1% and increased 7.2% year over year.
The company’s earnings topped analysts’ expectations in three of the trailing four quarters and missed on the remaining one occasion, with the average surprise being 10.6%.
How Are Estimates Placed for RPM Stock?The Zacks Consensus Estimate for the fiscal first quarter’s adjusted EPS has declined slightly in the past 30 days to $1.95 per share from $1.96. The revised estimated figure indicates 3.7% growth from the year-ago reported figure of $1.88.
The consensus mark for net sales is pegged at $2.22 billion, indicating 4.9% year-over-year growth.
Factors Likely to Shape RPM’s Q1 ResultsNet SalesRPM International’s fiscal first-quarter net sales are likely to have increased year over year, supported by demand from high-performance buildings, infrastructure projects, maintenance and restoration. The Consumer segment is also likely to have benefited from easier comparisons and signs of stabilization in DIY markets. The company’s system-selling approach and solid pipeline of construction projects are additional factors supporting sales activity.
The company expects consolidated sales to increase in the mid-single-digit range in the fiscal first quarter from the prior-year record results. By segment, Construction Products Group (“CPG”), Performance Coatings Group (“PCG”) and Consumer Group sales are each expected to increase in the mid-single-digit range.
Our model predicts fiscal first-quarter CPG sales (which contributed 40.5% to fourth-quarter fiscal 2026 net sales) to grow 6.5% year over year to $938.7 million. We expect net sales in the Consumer Group (34.3%) and PCG (25.2%) segments to increase 3.7% and 3.8% year over year, respectively.
RPM’s focus on high-performance buildings and infrastructure is likely to support demand, while resilient repair and maintenance activity should provide additional support. The company’s engineered system offerings also help it capture a larger share of project spending.
However, economic uncertainty is likely to limit demand visibility. DIY markets remain a challenge, particularly for Consumer. A temporary supplier issue affecting propylene oxide-derived raw materials is also expected to have some negative impact on fiscal first-quarter sales growth, although the company expects the situation to improve toward the end of the summer.
Margins & EarningsRPM’s fiscal first-quarter earnings are likely to benefit from SG&A-focused optimization actions and pricing implemented to offset higher raw material costs. The company expects its previously announced SG&A reductions to generate $25 million in benefits in the fiscal first quarter, partly offset by higher health care and benefit expenses.
At the same time, inflation is expected to pressure the gross margin. The company expects 5-6% in fiscal first-quarter raw material inflation, with pricing increases already implemented to offset the inflation on a dollar basis. Additional pricing is expected to help recover the gross margin percentage lost in the fiscal first quarter.
The company expects consolidated adjusted EBITDA to increase year over year in the mid-single-digit range. Our model predicts the metric to rise 5.3% to $410 million.
What Our Model Indicates for RPMOur proven model does not conclusively predict an earnings beat for RPM International this time around. A stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. This is not the case here, as you will see below.
Earnings ESP: The company’s earnings ESP is -1.64%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank: RPM currently carries a Zacks Rank of 4 (Sell).
Stocks With the Favorable CombinationsAccording to our model, the following companies in the broader Basic Materials sector possess the right combination of elements to post an earnings beat in the upcoming quarter.
Reliance, Inc. (RS - Free Report) currently has an Earnings ESP of +3.26% and a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Reliance reported better-than-expected earnings in two of the trailing four quarters and missed on the remaining two occasions, the average surprise being 3.2%. Earnings for Reliance’s to-be-reported quarter are expected to grow 85.4% year over year.
Air Products and Chemicals (APD - Free Report) currently has an Earnings ESP of +0.79% and a Zacks Rank of 2.
APD reported better-than-expected earnings in three of the trailing four quarters and missed on the remaining occasion, the average surprise being 2.9%. Earnings for APD’s to-be-reported quarter are expected to soar 6.2% year over year.
Agnico Eagle Mines (AEM - Free Report) has an Earnings ESP of +6.05% and it sports a Zacks Rank of 3 at present.
Agnico Eagle reported better-than-expected earnings in the trailing four quarters, the average surprise being 9.8%. Earnings for Agnico Eagle’s to-be-reported quarter are expected to surge 13.4% year over year.
RPM International dokončila akvizici italské společnosti Volteco pro Tremco CPG. Volteco za kalendářní rok 2025 dosáhla čistých tržeb asi 28 milionů EUR.
MEDINA, Ohio--(BUSINESS WIRE)--RPM International Inc. (NYSE:RPM) today announced that it has completed the previously communicated acquisition of Volteco S.p.A. (Volteco), an Italy-based leading supplier of below-grade waterproofing solutions, for its Tremco Construction Products Group (Tremco CPG). This strategic acquisition brings a unique and differentiated technology platform to Tremco CPG.
Headquartered in Ponzano Veneto, Italy, Volteco specializes in advanced waterproofing technology and is recognized for its Amphibia™ waterproofing sheet membrane. The company also produces a line of bagged powder goods for patch and repair applications, alongside flexible liquids, mortars, resins and damp-proofing materials. Volteco’s waterproofing solutions have been used in numerous high-profile projects, including the protection of historical landmarks in Venice, the Santa Giulia Ice Hockey Arena in Milan (a venue for the Milan Cortina 2026 Winter Olympic Games), the underground tunnel connecting the Abruzzo Regional Citadel to the L’Aquila bus terminal, and Y-40, the world’s deepest thermal pool.
Volteco generated calendar year 2025 net sales of approximately €28 million; terms of the transaction were not disclosed.
About Tremco Construction Products Group
Tremco Construction Products Group (Tremco CPG), part of the RPM International Inc. portfolio, unites industry-leading building envelope solutions manufacturers and trusted brands—including Tremco, Nudura, Dryvit, Willseal, Flowcrete, Nullifire and Vandex—to deliver comprehensive, integrated construction systems. With operations spanning North America, Europe, Asia-Pacific, India and Latin America, Tremco CPG has a global presence supported by regional businesses and distributors who understand local market needs. Tremco CPG solutions ensure long-lasting performance for commercial, industrial and residential projects worldwide, while international teams collaborate on training, testing and innovation to build high-performing structures in any geography or climate.
About RPM
RPM International Inc. owns subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services. The company operates across three reportable segments: consumer, construction products and performance coatings. RPM has a diverse portfolio of market-leading brands, including Rust-Oleum, DAP, Zinsser, Varathane, The Pink Stuff, Stonhard, Carboline, Finish Works, Tremco, Euclid Chemical, Dryvit and Nudura. From homes and workplaces to infrastructure and precious landmarks, RPM’s brands are trusted by consumers and professionals alike to help build a better world. The company employs approximately 17,500 individuals worldwide. Visit www.RPMinc.com to learn more.
For more information, contact Matt Schlarb, Vice President – Investor Relations & Sustainability, at 330-220-6064 or [email protected].
Forward-Looking Statements
This press release includes forward-looking statements relating to our business. These forward-looking statements, or other statements made by us, are made based on our expectations and beliefs concerning future events impacting us and are subject to uncertainties and factors (including those specified below), which are difficult to predict and, in many instances, are beyond our control. As a result, our actual results could differ materially from those expressed in or implied by any such forward-looking statements. These uncertainties and factors include (a) global and regional markets and general economic conditions, including uncertainties surrounding the volatility in financial markets, the availability of capital and the viability of banks and other financial institutions; (b) the prices, supply and availability of raw materials, including assorted pigments, resins, solvents, and other natural gas- and oil-based materials; packaging, including plastic and metal containers; and transportation services, including fuel surcharges; (c) continued growth in demand for our products; (d) legal, environmental and litigation risks inherent in our businesses and risks related to the adequacy of our insurance coverage for such matters; (e) the effect of changes in interest rates; (f) the effect of fluctuations in currency exchange rates upon our foreign operations; (g) changes in global trade policies, including the adoption or expansion of tariffs and trade barriers; (h) the effect of non-currency risks of investing in and conducting operations in foreign countries, including those relating to domestic and international political, social, economic and regulatory factors; (i) risks and uncertainties associated with our ongoing acquisition and divestiture activities; (j) the timing of and the realization of anticipated cost savings from restructuring initiatives, the ability to identify additional cost savings opportunities, and the risks of failing to meet any other objectives of our improvement plans; (k) risks related to the adequacy of our contingent liability reserves; (l) risks relating to a public health crisis similar to the Covid pandemic; (m) risks related to acts of war similar to the Middle East conflict and the Russian invasion of Ukraine; (n) risks related to the transition or physical impacts of climate change and other natural disasters or meeting sustainability-related voluntary goals or regulatory requirements; (o) risks related to our or our third parties' use of technology including AI, data breaches and data privacy violations; (p) the shift to remote work and online purchasing and the impact that has on residential and commercial real estate construction; and (q) other risks detailed in our filings with the Securities and Exchange Commission, including the risk factors set forth in our Annual Report on Form 10-K for the year ended May 31, 2026, as the same may be updated from time to time. We do not undertake any obligation to publicly update or revise any forward-looking statements to reflect future events, information or circumstances that arise after the filing date of this press release.
RPM International čeká za čtvrtletí zisk 1,95 USD na akcii a výnosy 2,22 miliardy USD, tedy meziroční růst o 3,7 % a 5 %. Konsensus EPS byl za 30 dní snížen o 0,51 % a Earnings ESP je -1,64 %.
The market expects RPM International (RPM - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis specialty chemicals company is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of +3.7%.
Revenues are expected to be $2.22 billion, up 5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.51% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for RPM International?For RPM International, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.64%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that RPM International will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that RPM International would post earnings of $1.84 per share when it actually produced earnings of $1.89, delivering a surprise of +2.72%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
RPM International doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
RPM International se dohodla na koupi italské Volteco pro Tremco CPG a rozšíří tak portfolio o hydroizolační produkty včetně membrány Amphibia. Volteco v roce 2025 dosáhla tržeb 28 milionů EUR.
Key Takeaways RPM agreed to acquire Volteco, a waterproofing supplier based in Italy, for its Tremco CPG business.RPM will add Volteco's Amphibia membrane and other waterproofing products to Tremco CPG's portfolio.Acquisitions added 3.6% to RPM's fiscal 2026 sales, supporting growth amid weak DIY & European markets. RPM International Inc. (RPM - Free Report) has signed a definitive agreement to acquire an Italy-based leading supplier of below-grade waterproofing solutions, Volteco S.p.A., which recorded sales of €28 million in 2025.
The acquired company will be included in RPM’s Tremco Construction Products Group (Tremco CPG), bringing a unique and differentiated technology platform to the business. Subject to customary closing conditions, the strategic transaction is expected to close in the second quarter of fiscal 2027.
Volteco’s expertise lies in advanced waterproofing technology and is mainly recognized for its Amphibia waterproofing sheet membrane. Its product portfolio stretches through bagged powder goods for patch and repair applications, alongside flexible liquids, mortars, resins and damp-proofing materials. The addition of this company will be revolutionary for RPM’s waterproofing solutions, given the former’s several milestones in high-profile projects, including the protection of historical landmarks in Venice and the construction of modern facilities like the Santa Giulia Ice Hockey Arena in Milan.
Per Frank Sullivan, RPM chairman and CEO, “This acquisition provides Tremco CPG with new technologies that can be leveraged through its global sales force to drive growth and enhance its 'Power of One' value proposition for customers.”
RPM’s Inorganic Efforts to Stimulate Diversified GrowthOne of RPM’s core strategies for adding complementary technologies, expanding system capabilities and entering adjacent categories is carefully curated acquisition plans. The company spent $202.4 million on acquisitions in fiscal 2026 and described its pipeline as healthy. During fiscal 2026, acquired businesses contributed 3.6% to consolidated net sales, aiding the fiscal year amid weak DIY and European markets.
During fiscal 2026, the company completed six acquisitions across its three reportable segments, mainly Kalzip GmbH, a global leader in the design and production of metal-based roofs and facades for building envelopes, and Ready Seal Inc., a Texas-based manufacturer of premium exterior wood stains. Management expects Kalzip to become margin accretive after integration over the next several years.
Thus, continued bolt-on activity could broaden RPM’s system offerings, increase project content and support sales growth in higher-value construction and consumer categories.
RPM Stock’s Price PerformanceShares of the coatings, sealants and specialty chemicals manufacturer and marketer have inched up 1.2% in the past six months, outperforming the Zacks Chemical - Specialty industry but underperforming the Zacks Basic Materials sector and the S&P 500 Index.
Image Source: Zacks Investment Research
Even though buyout strategies and MAP-driven efficiency actions are boding well for the company, elevated raw material inflation, ongoing geopolitical pressures and a weak DIY market are causing near-term concerns.
RPM’s Zacks Rank & Key PicksRPM International currently carries a Zacks Rank #4 (Sell).
Here are some better-ranked stocks from the same sector.
Sensient Technologies Corporation (SXT - Free Report) currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Sensient delivered a trailing four-quarter earnings surprise of 14.1%, on average. The stock has trended up 48.5% over the past six months. The Zacks Consensus Estimate for Sensient’s 2026 sales and EPS implies an increase of 11.6% and 20.7%, respectively, from a year ago.
Ternium S.A. (TX - Free Report) presently sports a Zacks Rank of 1. The company delivered a trailing four-quarter negative earnings surprise of 11.1%, on average. Ternium stock has gained 41.5% over the past six months.
The Zacks Consensus Estimate for Ternium’s 2026 sales and EPS implies an increase of 12.3% and 201.4%, respectively, from a year ago.
Quaker Chemical Corporation (KWR - Free Report) currently sports a Zacks Rank of 1. The company delivered a trailing four-quarter earnings surprise of 8.1%, on average. Quaker stock has gained 25.8% over the past six months.
The Zacks Consensus Estimate for Quaker’s 2026 sales and EPS implies an increase of 8.1% and 11.8%, respectively, from a year ago.
RPM International Inc. (NYSE:RPM) will release its first-quarter earnings report before the opening bell on Tuesday, Oct. 6.
Analysts expect the Medina, Ohio-based company to report quarterly earnings of $1.95 per share, up from $1.88 per share in the year-ago period. The consensus estimate for RPM’s quarterly revenue is $2.22 billion. It reported $2.11 billion last year, according to Benzinga Pro.
On July 22, RPM International reported better-than-expected fourth-quarter financial results.
RPM shares fell 1% to close at $100.06 on Wednesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Morgan Stanley analyst Vincent Sinisi maintained an Equal-Weight rating and cut the price target from $121 to $117 on July 23, 2026. This analyst has an accuracy rate of 73%. BMO Capital analyst John McNulty maintained an Outperform rating and raised the price target from $143 to $151 on July 23, 2026. This analyst has an accuracy rate of 59%. RBC Capital analyst Arun Viswanathan maintained an Outperform rating and increased the price target from $126 to $128 on July 23, 2026. This analyst has an accuracy rate of 52%. Fermium Research analyst Frank Mitsch upgraded the stock from Hold to Buy on July 22, 2026. This analyst has an accuracy rate of 52%. Citigroup analyst Patrick Cunningham maintained a Buy rating and boosted the price target from $125 to $128 on May 29, 2026. This analyst has an accuracy rate of 57%. Considering buying RPM stock? Here’s what analysts think:
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RPM International za poslední měsíc přidala asi 5,3 % poté, co ve 4. čtvrtletí fiskálního roku 2026 překonala odhady zisku i tržeb. Upravený EPS činil 1,89 USD a tržby 2,23 miliardy USD.
A month has gone by since the last earnings report for RPM International (RPM - Free Report) . Shares have added about 5.3% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is RPM International due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for RPM International Inc. before we dive into how investors and analysts have reacted as of late.
RPM International Q4 Earnings & Sales Beat, Both Up Y/YRPM International reported strong fourth-quarter fiscal 2026 results, with adjusted earnings and net sales topping the Zacks Consensus Estimate and increasing on a year-over-year basis.
The quarterly results were driven by increased demand for engineered solutions for high-performance buildings and infrastructure projects, acquisitions, positive pricing and favorable foreign currency translation. These tailwinds were partly offset by soft demand in do-it-yourself markets.
Inside RPM International’s HeadlinesThe company’s adjusted earnings per share of $1.89 topped the Zacks Consensus Estimate of $1.84 by 2.7%. In the prior-year quarter, RPM reported adjusted earnings of $1.72 per share.
Net sales of $2.23 billion also surpassed the consensus mark of $2.19 billion by 2.1% and increased 7.2% year over year. Net sales rose 2.5% organically during the quarter year over year. Acquisitions net of divestitures and favorable foreign currency translation aided sales by 3.5% and 1.2%, respectively.
Geographically, sales climbed 11.1% in Europe, which represented 15% of the fiscal fourth quarter’s total sales, compared with the prior-year quarter, primarily driven by acquisitions. North American sales, accounting for 77% of total sales, increased 5.1% year over year due to strength in turnkey and system solutions for high-performance buildings.
Sales in Latin America, representing 4% of total sales, rose 18.9% year over year. Sales in Africa, the Middle East and other foreign markets increased 14.5% year over year, while Asia-Pacific sales surged 39.4% year over year. Emerging-market growth benefited from demand for engineered solutions for high-performance buildings and infrastructure projects.
RPM’s Operational DiscussionSelling, general and administrative expenses were $635.3 million compared with $592.8 million in the prior-year quarter. As a percentage of net sales, the metric remained unchanged at 28.5%.
Adjusted EBIT increased 7.7% year over year to a record $338.6 million. Adjusted EBIT margin expanded 10 bps to 15.2%. Higher volumes improved fixed-cost utilization, while operational-efficiency initiatives helped offset increased healthcare and insurance expenses and inflation.
Segmental Details of RPM InternationalConstruction Products Group: In the reported quarter, the segment’s net sales increased 8.8% year over year to $904.2 million, owing to 5.7% organic sales growth, a 1.6% contribution from acquisitions net of divestitures and a 1.5% favorable foreign currency translation impact.
Adjusted EBIT of $175.1 million increased 14.6% year over year, and adjusted EBIT margin expanded 100 bps to 19.4%. Results benefited from broad-based strength led by concrete admixtures, roofing restoration systems and labor-saving wall systems for high-performance buildings, including data centers.
Performance Coatings Group: The segment’s net sales grew 5% year over year to $562.8 million. Sales increased 2.2% organically, while acquisitions and favorable foreign currency translation added 1.5% and 1.3%, respectively.
Adjusted EBIT rose 10.6% year over year to $84.9 million, and adjusted EBIT margin increased 80 bps to 15.1%. Strength in fireproofing systems, infrastructure projects and food coatings and ingredients was partly offset by a $3.2-million bad-debt expense related to a customer bankruptcy.
Consumer Group: Net sales in the segment increased 7% year over year to $764.8 million. Organic sales declined 0.8%, while acquisitions and favorable foreign currency translation contributed 7.2% and 0.6%, respectively.
The segment’s adjusted EBIT increased 2.6% year over year to $123.3 million. Adjusted EBIT margin contracted 70 bps to 16.1%. Acquisitions, pricing and operational improvements more than offset lower volumes, inflation and reduced fixed-cost absorption.
RPM’s Fiscal 2026 HighlightsFor fiscal 2026, RPM reported adjusted earnings of $5.53 per share, up 4.3% year over year from $5.30. Net sales of $7.86 billion increased 6.7% year over year from $7.37 billion.
Adjusted EBIT increased 4.4% year over year to a record $1.02 billion. Growth was supported by higher sales, improved fixed-cost leverage and benefits from operational-improvement initiatives.
RPM International’s Balance SheetAt the fiscal 2026-end, RPM International had total liquidity of $1.09 billion compared with $969.1 million at the fiscal 2025-end. This includes cash and cash equivalents of $315.2 million compared with $302.1 million at the fiscal 2025-end.
Total debt at the fiscal 2026-end was $2.53 billion, down from $2.65 billion at the fiscal 2025-end, as the company used a portion of its strong operating cash flow to reduce debt.
Cash provided by operating activities amounted to $898.7 million in fiscal 2026, up from $768.2 million in the prior year.
In fiscal 2026, capital expenditures were $223.5 million compared with $229.9 million in fiscal 2025. The company returned $349.2 million to stockholders through cash dividends and share repurchases, up 7.3% year over year from $325.6 million.
RPM’s Fiscal 2027 OutlookFor the first quarter of fiscal 2027, RPM expects consolidated sales to increase in the mid-single-digit range year over year. Sales across the Construction Products, Performance Coatings and Consumer groups are also projected to grow in the mid-single-digit range year over year.
Consolidated adjusted EBITDA is expected to increase in the mid-single-digit range year over year. For fiscal 2027, management expects sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10% year over year.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
VGM ScoresAt this time, RPM International has a average Growth Score of C, however its Momentum Score is doing a bit better with a B. Charting a somewhat similar path, the stock has a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, RPM International has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
RPM vstupuje do fiskálního roku 2027 s výhledem růstu tržeb o 3 % až 7 % a s podporou silných stavebních backlogů. Firma čeká asi 75 mil. USD úspor SG&A, které mají podpořit růst upravené EBITDA o 5 % až 10 %.
Key Takeaways RPM enters fiscal 2027 with 3% to 7% sales growth outlook and favorable construction backlogs.RPM targets about $75M in SG&A savings to support 5% to 10% adjusted EBITDA growth.RPM faces DIY weakness, raw material inflation and customer concentration risks entering fiscal 2027. RPM International Inc. (RPM - Free Report) enters fiscal 2027 with operating momentum in construction-linked businesses and a still-muted consumer backdrop.
The stock story depends on whether demand for engineered systems, repair work and efficiency savings can keep offsetting do-it-yourself weakness and early-year inflation.
How RPM International Makes MoneyRPM manufactures high-performance coatings, sealants and specialty chemicals used mainly in maintenance and improvement applications. Its products were sold in nearly 167 countries and territories as of May 31, 2026.
Its mix spans Construction Products, Performance Coatings, Consumer and Specialty-related operations after portfolio changes moved units into the larger groups. Products include roofing systems, concrete repair, flooring, fireproofing, hobby paints, caulks, adhesives, wood stains and building-envelope solutions.
RPM Gains From Repair and Infrastructure DemandInfrastructure and repair work remain central to RPM’s fiscal 2027 setup. Construction Products Group sales rose 8.8% in the latest quarter, supported by concrete admixtures, roofing restoration systems and labor-saving wall systems.
Performance Coatings Group sales increased 5%, helped by fireproofing systems, infrastructure projects and emerging-market demand. Backlogs in both construction segments were favorable entering fiscal 2027, while full-year consolidated sales are expected to increase 3% to 7%.
RPM Uses Systems To Win More Project SpendRPM’s system-selling strategy gives it a way to capture more of each project. Integrated roofing, wall, flooring and building-envelope offerings can simplify procurement, reduce labor needs and shorten construction schedules.
That matters when customers are managing tight timelines and skilled-labor constraints. The strategy also differentiates RPM from broader coatings peers such as The Sherwin-Williams Company (SHW - Free Report) , a major paints and coatings company, by emphasizing bundled project solutions rather than stand-alone product volume alone.
RPM Expands With Deals and Efficiency ProgramsAcquisitions are adding capability and category exposure. Kalzip brings metal roofing and façade offerings to Construction Products, while The Pink Stuff and Ready Seal supported Consumer Group sales during soft do-it-yourself conditions.
Efficiency is the other lever. RPM expects previously announced actions to generate about $75 million of fiscal 2027 selling, general and administrative benefits, including about $25 million in the fiscal first quarter, while plant consolidation and MAP-driven process work support its 5% to 10% adjusted EBITDA growth outlook.
What Could Slow RPM InternationalCost pressure is the clearest near-term issue. Raw material inflation is expected to remain elevated in the first half of fiscal 2027, with price-cost likely somewhat negative before improving later in the year.
Consumer demand is another constraint. Organic sales in the Consumer Group declined 0.8% in the latest quarter, and unit volumes fell about 2% to 3%. Masco Corporation (MAS - Free Report) , which operates in branded home improvement and building products, offers a relevant comparison point for investors watching consumer repair and remodeling demand.
Customer concentration adds risk because large retail customers accounted for about 65% of Consumer segment sales in fiscal 2025 and 22% of consolidated sales. Weather, interest rates and broader economic conditions can also affect construction, roofing and exterior paint demand.
How RPM’s Ratings Fit This StoryThe bottom line is balanced. RPM has credible drivers in infrastructure, restoration, acquisitions and cost discipline, but the near-term signal is not aggressive because inflation and consumer softness still limit earnings visibility.
The stock currently carries a Zacks Rank #3 (Hold). Its VGM Score of D, Value Score of C, Growth Score of C and Momentum Score of F point to a mixed style profile, especially after the current fiscal-year earnings estimate moved 0.4% lower over the past four weeks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Those ratings fit a cautious stance. The Style Scores are designed to complement the Zacks Rank, and higher scores generally indicate more favorable value, growth or momentum characteristics. RPM’s current mix suggests investors may want more confirmation from estimate trends, margin recovery and consumer stabilization before taking a stronger view.
RPM International oznámila rekordní čtvrtletní EBIT a růst tržeb i upraveného provozního zisku ve všech třech segmentech. CFO Russell L. Gordon mezitím prodal 1 137 akcií kvůli daňové povinnosti po vestingu akciových jednotek.
Russell L. Gordon, VP and CFO of RPM International Inc. (RPM +5.81%), reported a disposition of 1,137 shares of common stock on July 19, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$119,500Shares sold1,137Post-transaction shares (directly held)80,281Post-transaction value$8.16 millionKey questionsWhat were the mechanics behind this transaction?
The transaction was a non-discretionary sale of 1,137 shares at $105.08 per share to cover tax liabilities stemming from the vesting of performance stock units granted in 2023. This disposition was part of a pre-arranged tax-withholding process and does not reflect a discretionary trade based on the executive's view of the company's valuation.What is the insider's remaining equity exposure?
After this transaction, Gordon holds 80,281 shares directly. The CFO also holds 219,800 direct derivative securities, which include stock appreciation rights granted between 2017 and 2026 that vest in four equal annual installments.How does this activity align with the company's financial profile?
RPM International Inc. provides specialty chemicals for construction and industrial markets. As of the July 20, 2026, market close, the company had a market capitalization of $13 billion, with trailing twelve-month revenue of $7.7 billion and net income of $665.9 million.Company OverviewMetricValueShare Price (as of market close 2026-07-20)$101.63Market Capitalization$13.0 billionRevenue (TTM)$7.7 billionNet Income (TTM)$665.9 millionCompany SnapshotRPM International Inc. manufactures and distributes specialty chemicals for construction, industrial, specialty, and consumer markets, including waterproofing and coating systems, sealants, air barriers, roofing solutions, and resin flooring systems across four operating segments.The company generates revenue through the development and sale of high-performance specialty chemical products that address specific application needs in construction, building maintenance, industrial manufacturing, and consumer home improvement sectors.RPM serves a diverse customer base, including construction contractors, building maintenance professionals, industrial manufacturers, and residential consumers seeking specialized chemical solutions for waterproofing, sealing, bonding, and protective coating applications.RPM International Inc. is a $13.0 billion market capitalization specialty chemicals manufacturer generating $7.7 billion in TTM revenue. The company maintains a diversified portfolio across construction, industrial, and consumer markets, leveraging proprietary formulations and established distribution networks to compete in fragmented specialty chemical segments. RPM's strategic positioning in high-growth end markets such as building weatherization, infrastructure maintenance, and industrial flooring solutions provides sustainable competitive advantages through product differentiation and customer relationships.
What this transaction means for investorsThe performance shares that triggered this filing were granted in 2023 and paid out this month, which means the vesting rewards three years of results that just culminated in a strong finish. Gordon kept 80,281 shares plus a large stack of appreciation rights, and ultimately, nothing about a withholding trade signals his view of the stock.
The timing does line up with news, though. RPM just capped fiscal 2026 with record fourth-quarter results, each of its three segments growing sales and adjusted operating profit, and CEO Frank Sullivan noted the quarter marked "the 16th time in the past 18 quarters” the company hit record adjusted EBIT — despite eight straight quarters of weak do-it-yourself demand. Against the records, long-term investors should keep an eye on this dynamic and the consumer softness. RPM keeps setting profit highs on cost discipline and its construction and coatings segments, but a persistently weak DIY market is the drag that has offset its efficiency, and with shares down about 4% in the past year, it’s clear investors are craving more.
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About the Author
Jonathan Ponciano is a contributing stock market analyst at The Motley Fool. He has nearly a decade of experience as a financial journalist, most recently as an editor and senior reporter at Forbes focused on markets, technology, and entrepreneurship. Jonathan has also written for Investopedia and the Los Angeles Business Journal. He holds a dual B.A. in Business Journalism and Economics from the University of North Carolina at Chapel Hill and an M.B.A. from Columbia Business School. A North Carolina native now based in New York City, Jonathan has also lived in Mexico City and Los Angeles.
RPM International vykázala rekordní čtvrtletí a tržby ve 4. fiskálním čtvrtletí vzrostly o 7,2 % na rekord, tažené stavební divizí a nátěrovými hmotami. Akcie po výsledcích vyskočily o 15 %.
RPM International's Blowout Quarter Sparks a 15% Rally RPM International NYSE: RPM reported record fiscal fourth-quarter results, with management saying each of its three segments increased sales and adjusted EBIT despite inflation, supply chain disruption and continued softness in do-it-yourself consumer markets.
Chairman and Chief Executive Officer Frank Sullivan said the company’s Construction Products Group and Performance Coatings Group continued to lead growth by focusing on maintenance and restoration, higher-growth end markets and “system selling,” an approach that combines multiple RPM products into broader engineered solutions. Sullivan said the quarter marked the 16th time in the past 18 quarters that RPM achieved record adjusted EBIT results.
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RPM International Thrives in Rate-Cut Driven Construction Rally“Our associates demonstrated their ability to adapt to increased global uncertainty, procure raw materials, continue implementing operational efficiency improvements, and serve customers with high-quality products and services,” Sullivan said.
Construction and coatings businesses lead growth Michael Laroche, vice president, controller and chief accounting officer, said consolidated sales rose 7.2% to a record, driven by engineered solutions for high-performance buildings and infrastructure projects, acquisitions and pricing actions intended to offset inflation. Adjusted EBIT and adjusted EPS also reached records, according to Laroche.
RPM International Pulls Back Critical Levels; Is It Time To Buy?Laroche said all international regions posted double-digit growth, led by emerging markets, while North American sales rose 5% on strength in turnkey and system solutions for high-performance buildings. Growth in Europe was driven by mergers and acquisitions, and foreign currency translation also helped sales in most countries outside the United States.
Within the Construction Products Group, Laroche said sales reached a record on broad-based strength, led by the concrete admixtures business. Demand was strongest in roofing and wall systems for high-performance buildings, including data centers and infrastructure projects. Volume growth and operational efficiencies helped lift adjusted EBIT to a record.
The Performance Coatings Group also posted record sales, with growth led by infrastructure project solutions, food coatings and ingredients, emerging markets, and fireproofing systems for high-performance buildings. Adjusted EBIT reached a record, though results were partly offset by a $3.2 million bad debt expense tied to a customer bankruptcy.
Consumer segment improves despite weak DIY demand RPM’s Consumer Group delivered record sales and higher adjusted EBIT, with results helped by acquisitions and pricing. Laroche said DIY end markets remained soft, while MAP operational improvements, including SG&A-focused optimization actions, more than offset lower fixed-cost absorption from reduced volumes and inflation. Adjusted EBIT excluded a $9.7 million non-cash impairment charge related to the Color Group.
During the question-and-answer portion of the call, Sullivan said Consumer unit volume in the quarter was down about 2% to 3%, while Construction Products and Performance Coatings saw low- to mid-single-digit unit volume growth. He said the Consumer segment benefited from The Pink Stuff and Ready Seal acquisitions, but DIY takeaway has been weak for roughly two years.
“It does feel like after two years of a pretty steady single-digit negative declines in consumer takeaway and volume impact, that we’re hitting bottom,” Sullivan said. He added that he did not yet see evidence of a “robust rebound.”
Raw material inflation remains a focus Management said raw material inflation and supply availability remain key considerations for fiscal 2027. Sullivan said RPM’s center-led procurement team helped the company secure supply and limit exposure to spot-price volatility. He said price-cost mix was slightly favorable in the fourth quarter, with businesses implementing price increases where needed.
For the first quarter of fiscal 2027, RPM expects raw material inflation of 5% to 6%, with pricing up by a similar dollar amount. For the second quarter, inflation could reach 6% to 8%, Sullivan said. The company expects price increases, including in Consumer, to recover gross margin percentage lost in the first quarter as the year progresses.
Sullivan said supply availability improved overall, but a fire at a supplier’s plant has caused tightness in propylene oxide-derived raw materials in North America. He also noted tight MDI supplies due to supplier issues. In response to an analyst question, Sullivan said the supplier fire would have some negative cost impact and could affect first-quarter sales growth in Tremco Roofing, but he described the issue as temporary.
Cash flow, buybacks and acquisitions Matt Schlarb, vice president of investor relations and sustainability, said RPM generated $899 million of operating cash flow in fiscal 2026, the second-highest amount in company history. The company returned $349 million to shareholders through dividends and share repurchases, up more than 7% from the prior year.
Schlarb said RPM’s board authorized a $700 million increase to its share repurchase program, in addition to $115 million remaining under a prior authorization. Sullivan said during the Q&A that the company’s stronger balance sheet and improved cash generation give it more capital to deploy, including for acquisitions and potentially more opportunistic repurchases.
Capital expenditures totaled about $224 million for the year, slightly below the prior year. Schlarb cited investments including a shared European distribution center and a new operating facility in India. RPM also spent $202 million on acquisitions, including Kalzip, a metal roofing and facades company acquired by the Construction Products Group in the fourth quarter. Schlarb said RPM expects Kalzip to be margin accretive once fully integrated over the next couple of years.
Fiscal 2027 outlook calls for growth amid volatility Chief Financial Officer Russell Gordon said RPM expects first-quarter sales to rise in the mid-single-digit range, with all segments expected to grow at a similar pace. Adjusted EBITDA is also expected to increase in the mid-single-digit range.
For full-year fiscal 2027, RPM forecast sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%. Gordon said the company expects Consumer end markets to stabilize, though he noted RPM has the least visibility in that segment. He said price-cost is expected to be somewhat negative in the first half of the year before becoming more neutral in the second half as additional pricing takes effect and inflation moderates.
RPM also expects previously announced SG&A optimization actions to generate about $75 million in benefits during fiscal 2027, partly offset by higher healthcare and benefits expenses. Sullivan said RPM has trained 620 associates through its Green Belt efficiency program, which has developed a pipeline of more than $30 million of additional savings. The company plans to provide more detail on its MAP 3.0 strategic plan at an investor day on Nov. 9.
Asked whether the fiscal 2027 outlook represented a new growth algorithm for RPM, Sullivan said the company could generate mid-single-digit revenue growth and double-digit earnings growth “in a period of stability.” However, he said the current environment remains volatile due to geopolitical developments, oil prices, trade flows, transportation costs and tariffs.
About RPM International (NYSE:RPM)RPM International Inc is a global holding company whose subsidiaries specialize in the manufacture and marketing of high-performance coatings, sealants, building materials, and specialty chemicals. Through its two principal operating segments—Performance Coatings and Industrial Coatings—RPM serves a diverse range of end markets, including construction, consumer products, industrial maintenance, and specialty applications.
The company's Performance Coatings segment offers a broad portfolio of architectural coatings, waterproofing systems, and specialty building products used by contractors, builders, and homeowners.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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RPM International (RPM - Free Report) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.72%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $0.37 per share when it actually produced earnings of $0.57, delivering a surprise of +54.05%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
RPM International, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $2.23 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 2.06%. This compares to year-ago revenues of $2.08 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
RPM International shares have lost about 2.4% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for RPM International?While RPM International has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for RPM International was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.92 on $2.23 billion in revenues for the coming quarter and $5.94 on $8.23 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
CSW Industrials (CSW - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.
This industrial products and coatings maker is expected to post quarterly earnings of $3.66 per share in its upcoming report, which represents a year-over-year change of +28.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
CSW Industrials' revenues are expected to be $340.56 million, up 29.2% from the year-ago quarter.
Wall Street čeká, že RPM International oznámí zisk 1,84 USD na akcii a výnosy 2,19 miliardy USD, což je meziročně o 7 % a 5 % více. Konsensus EPS byl za posledních 30 dní snížen o 1,3 %.
Analysts on Wall Street project that RPM International (RPM - Free Report) will announce quarterly earnings of $1.84 per share in its forthcoming report, representing an increase of 7% year over year. Revenues are projected to reach $2.19 billion, increasing 5% from the same quarter last year.
The consensus EPS estimate for the quarter has undergone a downward revision of 1.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
With that in mind, let's delve into the average projections of some RPM International metrics that are commonly tracked and projected by analysts on Wall Street.
The consensus among analysts is that 'Net Sales- Construction Products Group/ CPG' will reach $891.00 million. The estimate suggests a change of +10% year over year.
The consensus estimate for 'Net Sales- Consumer Segment' stands at $751.41 million. The estimate indicates a change of +8.7% from the prior-year quarter.
The collective assessment of analysts points to an estimated 'Net Sales- Performance Coatings Group/ PCG' of $549.23 million. The estimate indicates a year-over-year change of +37.6%.
According to the collective judgment of analysts, 'Adjusted EBIT- Consumer Segment' should come in at $128.59 million. Compared to the present estimate, the company reported $122.47 million in the same quarter last year.
Analysts predict that the 'Adjusted EBIT- Performance Coatings Group/ PCG' will reach $76.55 million. Compared to the current estimate, the company reported $57.77 million in the same quarter of the previous year.
It is projected by analysts that the 'Adjusted EBIT- Construction Products Group/ CPG' will reach $173.82 million. The estimate compares to the year-ago value of $158.11 million.
View all Key Company Metrics for RPM International here>>>
Shares of RPM International have demonstrated returns of -5.5% over the past month compared to the Zacks S&P 500 composite's -0.6% change. With a Zacks Rank #3 (Hold), RPM is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
RPM International schválila pravidelnou čtvrtletní hotovostní dividendu 0,54 USD na akcii, splatnou 31. července 2026. Jde o 52. rok v řadě růstu dividend.
MEDINA, Ohio--(BUSINESS WIRE)--RPM International Inc. (NYSE: RPM) today announced that its board of directors declared a regular quarterly cash dividend of $0.54 per share, payable on July 31, 2026, to stockholders of record as of July 14, 2026.
RPM’s last cash dividend increase of 6% in October 2025 marked RPM’s 52nd consecutive year of increased cash dividends paid to its stockholders, which places RPM in an elite category of less than half of 1 percent of all publicly traded U.S. companies. Only 39 other U.S. companies have consecutively paid an increasing annual dividend for a longer period of time, according to stockanalysis.com. During this timeframe, the company has returned approximately $3.9 billion in cash dividends to its stockholders.
About RPM
RPM International Inc. owns subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services. The company operates across three reportable segments: consumer, construction products and performance coatings. RPM has a diverse portfolio of market-leading brands, including Rust-Oleum, DAP, Zinsser, Varathane, The Pink Stuff, Stonhard, Carboline, Tremco, Euclid Chemical, Dryvit and Nudura. From homes and workplaces to infrastructure and precious landmarks, RPM’s brands are trusted by consumers and professionals alike to help build a better world. The company employs approximately 17,800 individuals worldwide. Visit www.RPMinc.com to learn more.
For more information, contact Matt Schlarb, Vice President – Investor Relations & Sustainability, at 330-220-6064 or [email protected].
