RPM International (RPM)
NYSE:RPM
Earnings Data
Report Date
Jul 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.83Last Year’s EPS
1.72Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational execution and several record financial metrics—nearly 9% sales growth, record adjusted EBIT and EPS, robust cash flow ($656.7M YTD), meaningful cost-savings programs (Green Belt, SG&A optimization) and strategic M&A (Kalzip). These positives are tempered by material near-term risks: geopolitical-driven raw material inflation (1%–2% in Q4 and mid/high-single digits expected in Q1), consumer DIY softness with consecutive quarterly organic declines, one-time optimization charges ($22.1M pretax) and temporary plant consolidation inefficiencies (~$6M). Management presented actionable mitigations (pricing, procurement contracts, liquidity, targeted SG&A savings) and reaffirmed guidance while acknowledging a wider-than-normal range due to uncertainty. Overall, the strength of record results, cash generation and tangible cost and procurement levers lead to a constructive outlook, but meaningful risks remain in the near term related to inflation and geopolitical volatility.Company Guidance
Record Financial Performance
Consolidated sales increased nearly 9% year-over-year to a record in Q3; adjusted EBIT and adjusted EPS were records (adjusted EBIT up nearly 50% driven by higher volumes, improved margins and operational improvements).
Strong Segment and Geographic Growth
All segments reported improved margins and growth: Construction Products and Performance Coatings achieved record sales; Consumer achieved record sales (despite soft DIY). Europe grew over 20% (driven by M&A and FX), North America grew 6.3%, and emerging markets saw growth led by Africa and the Middle East.
Operational Improvement and Cost Savings
Green Belt program: >600 associates trained, generated >$50 million in savings with $30 million in the current pipeline. SG&A-focused optimization actions delivered ~$5 million savings in Q3, with ~$20 million expected benefit in Q4 and ~$75 million targeted for fiscal 2027.
Solid Cash Flow and Strong Balance Sheet
Year-to-date cash flow from operations of $656.7 million (second-highest in company history). Returned $255.3 million to shareholders through dividends and share repurchases (up 5.2% year-over-year). Liquidity remained strong at $1.02 billion and revolving credit facility extended to Feb 2031 at $1.35 billion.
Active M&A and Strategic Portfolio Moves
Closed acquisition of Kalzip on March 31 (calendar 2024 sales approx. EUR 75 million) to expand CPG system offerings; management expects the acquisition to be accretive to margins once integrated.
Pricing Actions and Procurement Preparedness
Pricing initiatives underway: pricing up just over 1% in Q3, additional price increases implemented in Q4 and management expects pricing to be higher in Q1 vs Q4. Procurement has contracts covering the bulk of raw material volumes and center-led procurement has helped manage supply and costs.
RPM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RPM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 08, 2026 | $96.71 | $108.72 | +12.42% |
Oct 01, 2025 | $116.75 | $116.06 | -0.59% |
Jul 24, 2025 | $111.87 | $121.46 | +8.58% |
Apr 08, 2025 | $104.68 | $95.13 | -9.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does RPM International (RPM) report earnings?
RPM International (RPM) is schdueled to report earning on Jul 27, 2026, Before Open (Confirmed).
What is RPM International (RPM) earnings time?
RPM International (RPM) earnings time is at Jul 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RPM EPS forecast?
RPM EPS forecast for the fiscal quarter 2026 (Q4) is 1.83.
