The earnings call indicated strong financial performance with record-breaking results driven by operational improvements and strategic acquisitions. However, RPM faces challenges with cost inefficiencies, DIY market softness, and economic uncertainty in specific regions. Despite these challenges, the company shows optimism for continued growth and efficiency improvements.

Company Guidance

During the RPM International Fiscal Fourth Quarter and Fiscal Year 2025 Earnings Conference Call, the company reported record fourth-quarter sales, adjusted EBIT, and adjusted EPS, driven by systems and turnkey solutions for high-performance buildings and a focus on maintenance and repair. RPM's MAP 2025 initiative contributed significantly, resulting in a 260 basis point increase in adjusted EBIT margin and a 320 basis point improvement in working capital as a percentage of sales compared to the fiscal year 2022 baseline. The Construction Products Group and Performance Coatings Group led with the largest EBIT growth, while three out of four segments achieved record Q4 adjusted EBIT. RPM generated record annual sales, adjusted EBIT, and adjusted EPS for each year since the MAP 2025 program began. Looking ahead to fiscal 2026, RPM expects low to mid-single-digit sales growth and high single to low double-digit adjusted EBIT growth, supported by MAP 2025 carryovers, recent acquisitions, and a strategic shift to a three-segment operating structure to enhance collaboration and efficiency.

Record Q4 and Annual Financial Performance

RPM achieved record levels in Q4 sales, adjusted EBIT, and adjusted EPS, driven by high-performance building systems and MAP 2025 initiatives. This marks record adjusted EBIT in 13 of the last 14 quarters.

Significant Margin Expansion

Gross margins nearly reached a 42% goal, with adjusted EBIT margin expanding by 260 basis points and working capital efficiency improving by 320 basis points since the fiscal year 2022.

Largest M&A Year in Company History

Completed the largest year of acquisitions in RPM's history, with continued strong balance sheet metrics and liquidity of $969.1 million.

Strong Cash Flow and Shareholder Returns

Operating cash flow for fiscal 2025 was $768.2 million, the second highest in company history. Cash returns to shareholders via dividends and share repurchases increased by 13.5%.

New Operating Structure for Growth

Reorganized into three segments for better operational efficiency and synergy realization, expected to drive future growth and improved collaboration.

RPM International (RPM) Earnings, Revenues Date & History

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RPM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 01, 2025	2026 (Q1)	1.88 / -	1.84	―	―	―
Jul 24, 2025	2025 (Q4)	1.59 / 1.72	1.56	10.26% (+0.16)
Apr 08, 2025	2025 (Q3)	0.50 / 0.35	0.52	-32.69% (-0.17)
Jan 07, 2025	2025 (Q2)	1.34 / 1.39	1.22	13.93% (+0.17)
Oct 02, 2024	2025 (Q1)	1.75 / 1.84	1.64	12.20% (+0.20)
Jul 25, 2024	2024 (Q4)	1.56 / 1.56	1.36	14.71% (+0.20)
Apr 04, 2024	2024 (Q3)	0.46 / 0.52	0.37	40.54% (+0.15)
Jan 04, 2024	2024 (Q2)	1.23 / 1.22	1.1	10.91% (+0.12)
Oct 04, 2023	2024 (Q1)	1.55 / 1.64	1.47	11.56% (+0.17)
Jul 26, 2023	2023 (Q4)	1.30 / 1.36	1.42	-4.23% (-0.06)

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
Jul 24, 2025	$112.95	$122.64	+8.58%
Apr 08, 2025	$105.69	$96.05	-9.12%
Jan 07, 2025	$118.81	$120.10	+1.09%
Oct 02, 2024	$118.02	$125.45	+6.30%

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.