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John Patrick McNulty

Managing Director and Senior Equity Analyst at BMO Nesbitt Burns Inc.

John P. McNulty is a Managing Director and Senior Equity Analyst at BMO Capital Markets, specializing in the chemicals sector with coverage that includes companies such as Celanese, Avery Dennison, and LyondellBasell. Over his career, he has earned recognition for delivering incisive research and hosting pivotal industry dialogues, with a noted track record on platforms like TipRanks, though precise metrics are not publicly available. McNulty began his career as an equity analyst in the early 2000s, previously holding significant roles at Credit Suisse before joining BMO Capital Markets, where he continues to lead chemicals sector coverage. He holds a degree from Lehigh University and maintains active FINRA registrations and securities licenses as required for his current position.

John Patrick McNulty's questions to RPM INTERNATIONAL INC/DE/ (RPM) leadership

Question · Q1 2026

John Patrick McNulty inquired about the drivers behind the standout organic growth in the Construction Products Group and Performance Coatings Group, asking for details on subsectors, end markets, and the backlog outlook for these businesses.

Answer

Frank Sullivan, Chairman and CEO, attributed growth in the Construction Products Group to Tremco Roofing's reroofing and institutional projects, Purera HVAC refurbishment, WTI's supply and apply model, and Tremco Sealants' 'One Tremco' approach and shift to project-based sales. For the Performance Coatings Group, he highlighted StoneHard's aggressive sales force expansion and the Industrial Coatings Group's outperformance by competing for larger accounts like John Deere.

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