The earnings call highlighted RPM International's strong financial performance and strategic reorganization, which have positioned the company for continued growth. However, challenges in the consumer market and inflationary pressures from tariffs remain concerns. Despite these challenges, the overall sentiment is positive given the company's record-breaking results and optimistic outlook for fiscal 2026.

Company Guidance -

Q1 2026

In the RPM International fiscal fourth quarter and full year 2025 earnings call, the company provided robust guidance, highlighting record financial performance across several metrics. For fiscal 2026, RPM anticipates achieving another year of record sales and adjusted EBIT, with sales expected to grow by low to mid-single digits and adjusted EBIT anticipated to advance in the high single to low double-digit range. The company has demonstrated significant progress through its MAP 2025 program, which contributed to expanding gross margins close to a 42% goal, boosting adjusted EBIT margin by 260 basis points, and enhancing working capital efficiency by 320 basis points compared to fiscal 2022. This operational excellence helped drive record fourth-quarter results, with sales up by 3.7%, adjusted EBIT increasing by 10.1%, and adjusted EPS reaching new highs. RPM also successfully executed its largest year of acquisitions, with plans for continued strategic capital allocation to both organic and inorganic growth opportunities in fiscal 2026, including $15 million in SG&A streamlining actions to be reallocated into high-growth areas like turnkey engineered solutions and international markets.

Record-Breaking Financial Performance

RPM International reported record sales, adjusted EBIT, and adjusted EPS for the fourth quarter and fiscal year 2025, setting a new high for adjusted EBIT in 13 of the last 14 quarters.

Significant Margin Expansion

Compared to fiscal year 2022, RPM expanded gross margins close to their 42% goal and adjusted EBIT margin by 260 basis points.

Strong Cash Flow and Acquisitions

Operating cash flow for fiscal 2025 was $768.2 million, the second highest in the company's history, enabling the largest year of acquisitions in RPM's history.

Successful Segment Reorganization

RPM transitioned to a 3-segment operating structure, which is expected to drive additional efficiencies and synergies.

Positive Outlook for Fiscal 2026

RPM expects another year of record sales and adjusted EBIT in fiscal 2026, with sales projected to increase in the low to mid-single digits and adjusted EBIT to grow in the high single to low double-digit range.

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)	1.89 / -	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.