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RPM International (RPM)
NYSE:RPM
Earnings Data
Report Date
Apr 08, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.35Last Year’s EPS
0.35Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced view: the company delivered record sales, improved cash flow, strong liquidity, ongoing strategic acquisitions (including Kalzip) and announced a $100 million SG&A optimization plan to address elevated cost levels. However, profitability was pressured by higher SG&A, temporary conversion and consolidation inefficiencies, tariff-driven input cost pockets, higher interest expense and soft DIY demand (notably in November). Management provided near-term guidance calling for mid-single-digit sales growth and single-digit EBIT growth in coming quarters and plans to realize most cost savings by fiscal 2027. Given meaningful operational and margin challenges offset by strong cash generation, clear corrective actions, and strategic investments, the call is best characterized as balanced with cautious optimism.Company Guidance
Record Consolidated Sales
Consolidated sales increased 3.5% year-over-year to a record in fiscal Q2 2026, driven by acquisitions and engineered solutions for high-performance buildings; all three segments reported positive sales growth and both Construction Products Group and Performance Coatings Group achieved record sales.
Strong Operating Cash Flow and Capital Returns
Cash flow from operations increased by $66.3 million in the quarter (second-highest Q2 in company history); the company paid down $127 million of debt in the first half, returned $169 million to shareholders (dividends and share repurchases), spent $162 million on acquisitions, and increased the dividend for the 52nd consecutive year; liquidity remains strong at $1.1 billion.
SG&A Optimization Plan Targeting $100 Million Annual Benefit
Management announced optimization actions expected to yield approximately $100 million of annual benefit once fully implemented (plan composed of roughly $70 million in personnel-related reductions and $30 million in discretionary cuts). Management realized $5 million of benefits in Q3, expects an incremental $20 million in Q4 and the remaining ~$75 million in fiscal 2027; full run-rate benefits expected to begin flowing in Q1 fiscal 2027.
Active M&A Pipeline and Strategic Acquisition (Kalzip)
Agreement to acquire Kalzip (German metal roofing/facades specialist with ~EUR 75 million calendar 2024 sales) to strengthen building envelope systems offering; acquisitions contributed to Europe being the fastest-growing region and are expected to expand capabilities and margins over time.
Backlogs and Segment Strength
Construction Products Group backlog continues to grow and Performance Coatings backlog is stable; North America sales grew approximately 2% in the quarter; December outperformance showed sales +12.1% and unit volumes +7%, indicating pockets of improving demand and conversion of delayed projects.
Focused Investments in Innovation and Business Intelligence
Continued investment in innovation (examples: AlphaGuard PUMA waterproofing, EucoTilt WB bond breaker) and business intelligence initiatives (leveraging The Pink Stuff data expertise and post-ERP integrations) to support targeted growth in high-performance buildings and improve pricing/marketing/operations.
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 |
|---|---|---|---|
Oct 01, 2025 | $117.31 | $116.63 | -0.59% |
Jul 24, 2025 | $112.41 | $122.05 | +8.58% |
Apr 08, 2025 | $105.18 | $95.59 | -9.12% |
Jan 07, 2025 | $118.24 | $119.53 | +1.09% |
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 Apr 08, 2026, Before Open (Confirmed).
What is RPM International (RPM) earnings time?
RPM International (RPM) earnings time is at Apr 08, 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 (Q3) is 0.35.
