RPM International Inc. supplies specialty chemicals to the construction, industrial, specialty, and consumer markets. It operates through the CPG, PCG, and Consumer segments. Its products include waterproofing, coatings, roofing systems, sealants, air barriers, tapes, foams, residential weatherization systems, building maintenance services, flooring systems, concrete repair and protection products, fire stopping and intumescent coatings, adhesives, sealants, asphalt roofing materials, chemical admixtures, corrosion control, fireproofing, industrial coatings, infrastructure repair systems, fiberglass reinforced plastic structures, and various consumer paints and woodcare products. The company was incorporated in 1947 and is headquartered in Medina, Ohio.
RPM's record results meet rising inflation and a narrowed outlook
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Record quarter and bigger buyback RPM closed fiscal 2026 with record sales, profit and earnings per share, led by construction and coatings, and added $700 million to its share buyback. Fewer shares and strong results support the stock price.
It is the core positive event that started the period's move.
Stock climbs after beating estimates RPM shares rose 5.3% after quarterly earnings and sales beat expectations, with record adjusted EBIT and a positive fiscal 2027 outlook. Beating what analysts expected is what pushed the stock higher.
It shows the market's positive reaction to the earnings beat.
Buying an Italian waterproofing maker RPM agreed to acquire Italy-based Volteco, a below-grade waterproofing supplier with about EUR 28 million in yearly sales, for its Tremco construction unit. Small deals like this add growth and products over time.
Cost inflation worsens and outlook narrows RPM narrowed fiscal 2027 growth guidance and now expects second-quarter raw material inflation of 9%-11%, up from 6%-8%. Gross margins fell as costs outran price increases, a real drag on profit and the stock.
It is the main new negative force weighing on RPM's price.
Dividend raised for the 53rd straight year RPM lifted its quarterly dividend 5.6% to $0.57 per share, its 53rd consecutive annual increase. A steadily rising payout signals confidence and appeals to income-focused investors.
It is a fresh shareholder-return signal supporting the stock.
RPM Raises Quarterly Dividend 5.6% to $0.57 per Share
RPM declared a quarterly dividend of $0.57 per share, a 5.6% increase from its prior dividend of $0.54. The dividend carries a forward yield of 2.3% and is payable October 30 to shareholders of record as of October 20, with an ex-dividend date of October 20. The increase marks the company's 53rd consecutive year of raising its cash dividend.
RPM Elects ADM COO Jeffrey D. Rowe to Board of Directors
RPM International Inc. announced the election of Jeffrey D. Rowe to its board of directors, bringing the total to 12 members following the annual meeting of stockholders. Rowe currently serves as Executive Vice President and Chief Operating Officer of Archer-Daniels-Midland Company, where he oversees three business units, four regions and global operations, R&D and sustainability functions. He previously served as Chief Executive Officer of Syngenta Group and spent more than two decades at DuPont Pioneer in executive leadership roles. Rowe will serve on RPM's governance and nominating committee. RPM Chairman and CEO Frank C. Sullivan said Rowe's global leadership experience and operational expertise across manufacturing, supply chain and innovation align with the company's strategic goals.
RPM Narrows Fiscal 2027 Outlook to Mid-Single-Digit Growth as Q2 Inflation Forecast Rises to 9%–11%
RPM International narrowed its fiscal 2027 sales growth outlook to mid-single digits from a previous range of 3% to 7%, and now expects adjusted EBITDA to grow mid-single digits versus a prior outlook of up 5% to 10%. On the company's Q1 fiscal 2027 earnings call, CFO Russell Gordon said second quarter raw material inflation is now expected in the 9% to 11% range, up from a previous estimate of 6% to 8%, and that RPM has implemented additional pricing increases across all its segments. Adjusted diluted EPS rose 5.3% to a first quarter record of $1.98, beating the $1.95 analysts' estimate, while first quarter sales and adjusted EBITDA also set records. Gross margins declined 100 basis points as raw material inflation outpaced pricing and MAP benefits, with Construction Products Group organic sales falling on a slowdown in education and health care markets and polyurethane supplier shortages. RPM returned $90.5 million to shareholders through share repurchases and dividends, total debt declined $263 million, and the company cited its acquisition of Volteco, an Italy-based below-grade waterproofing supplier with calendar year 2025 sales of EUR 28 million.
RPM · Capital · Neutral Narrowed FY2027 sales and EBITDA growth outlook, though Q1 adjusted EPS rose 5.3% to a record $1.98 and beat estimates.
RPM · Pricing · Negative Q2 raw material inflation forecast raised to 9%-11% and gross margins fell 100bp as inflation outpaced pricing and MAP benefits.
RPM Set to Report Q1 Earnings Tuesday With $1.95 EPS Consensus
RPM is scheduled to announce its Q1 earnings results on Tuesday, October 6th, before market open. The consensus EPS estimate is $1.95, up 3.7% year over year, and the consensus revenue estimate is $2.22B, up 5.2% year over year. Over the last 2 years, RPM has beaten EPS estimates 63% of the time and revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 4 upward revisions and 3 downward, while revenue estimates have seen 5 upward revisions and 3 downward.
RPM · Capital · Neutral RPM is the subject of the article, which previews its Q1 earnings report and consensus EPS/revenue estimates, but no actual result or company-specific development is reported.
RPM International Set to Report Q1 Fiscal 2027 Results on Oct. 6
RPM International is scheduled to report first-quarter fiscal 2027 results on Oct. 6, before the opening bell, with the Zacks Consensus Estimate for adjusted earnings per share at $1.95, down slightly from $1.96 over the past 30 days but still indicating 3.7% growth from the year-ago figure of $1.88. The consensus mark for net sales stands at $2.22 billion, implying 4.9% year-over-year growth, while the company expects consolidated sales to rise in the mid-single-digit range, with each of its Construction Products Group, Performance Coatings Group and Consumer Group segments also expected to grow in the mid-single-digit range. RPM expects previously announced SG&A reductions to generate $25 million in benefits in the quarter, partly offset by higher health care and benefit expenses, and it anticipates 5-6% raw material inflation with pricing increases already implemented to offset that inflation on a dollar basis. Consolidated adjusted EBITDA is expected to increase year over year in the mid-single-digit range, though a temporary supplier issue affecting propylene oxide-derived raw materials is expected to weigh somewhat on first-quarter sales growth. The company's earnings ESP is -1.64% and it carries a Zacks Rank of 4 (Sell), so the model does not conclusively predict an earnings beat.
RPM · Capital · Positive RPM is set to report Q1 fiscal 2027 results with consensus EPS of $1.95 (3.7% growth) and net sales of $2.22B (4.9% growth), plus mid-single-digit adjusted EBITDA growth.
RPM · Supply · Negative A temporary supplier issue affecting propylene oxide-derived raw materials is expected to weigh somewhat on first-quarter sales growth.
Qualcomm, Smurfit Westrock, Capri and More Lead This Week's Key Deals
A wave of deal activity spanned multiple sectors this week, led by Qualcomm's acquisition of robotics software firm PickNik to boost its presence in physical AI and robotics. Smurfit Westrock agreed to acquire Empresas CMPC's Chilean containerboard and corrugated business for $420M, including a paper machine in Santiago that produces roughly 250K tons per year. Madison Dearborn Partners agreed to acquire holding firm The Marygold Companies in an all-cash transaction valuing it at $2.00 per share, a 100% premium over its September 24, 2026 closing price. Brookfield is in exclusive talks to buy fraud detection business Actimize from Nice for $2 billion, while Goldman Sachs emerged as the lead bidder for Palmer Square Capital Management, a credit manager overseeing more than $37 billion. Elsewhere, Capri Holdings soared 10% on a report it has connected with potential acquirers, Evonik rose 7.2% in German trading after a report that BASF approached it about a takeover, RPM International agreed to acquire Italy-based Volteco S.p.A. for its Tremco Construction Products Group, and Superstar Platforms agreed to acquire fintech company TitlePal in an all-stock transaction.
RPM International Shares Rise 5.3% Since Strong Q4 Earnings
RPM International shares have climbed 5.3% since its latest earnings report, outperforming the S&P 500. The company reported fourth-quarter fiscal 2026 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.84, while net sales of $2.23 billion topped the consensus of $2.19 billion and rose 7.2% year over year. Adjusted EBIT increased 7.7% to a record $338.6 million, and for fiscal 2027 management expects sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%. Estimates have been trending upward, and the stock carries a Zacks Rank #3, or Hold.
RPM International Reports Record Q4 Sales of $2.23 Billion and Raises Share Buyback Authorization by $700 Million
RPM International posted record fourth-quarter net sales of $2.23 billion, a 7.2% increase driven by demand for engineered solutions, acquisitions, and pricing actions. Adjusted EBIT reached a record $338.6 million, while adjusted diluted EPS rose 9.9% to $1.89. For the full fiscal year 2026, sales climbed 6.7% to $7.86 billion and adjusted EBIT grew 4.4% to $1.02 billion. The company generated $899 million in operating cash flow, its second-highest ever, and returned $349 million to shareholders through dividends and buybacks. The board authorized a $700 million increase to the share repurchase program, adding to $115 million remaining from prior authorizations. Looking ahead, RPM guided for fiscal 2027 sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%, while expecting raw material inflation of 5% to 6% in the first quarter and 6% to 8% in the second quarter.
RPM CFO Sells 1,137 Shares to Cover Tax Obligations After Record Quarter
RPM International CFO Russell L. Gordon sold 1,137 shares at $105.08 each, totaling about $119,500, in a non-discretionary transaction to satisfy tax withholding obligations tied to vesting performance stock units. The sale represents 1% of his direct holdings, leaving him with 80,281 shares directly and 219,800 derivative securities. The filing comes as RPM posted record fourth-quarter adjusted EBIT, with all three segments growing sales and profit, though weak DIY demand remains a drag.
RPM International declares quarterly cash dividend of $0.54 per share
RPM International's 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. The company's last cash dividend increase of 6% in October 2025 marked its 52nd consecutive year of increased cash dividends, placing it among less than half of 1% of all publicly traded U.S. companies. Only 39 other U.S. companies have a longer streak of consecutive annual dividend increases, according to stockanalysis.com. RPM has returned approximately $3.9 billion in cash dividends to stockholders during this period.
RPM · Capital · Positive Declaration of regular quarterly dividend and history of consistent increases signal financial stability and shareholder returns.
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