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Lucas Spellman

Research Analyst at UBS Asset Management Americas Inc.

No verifiable information is available regarding Lucas Spellman as an analyst at UBS, including their job title, coverage, performance metrics, career timeline, or professional credentials. There is no LinkedIn profile or public record confirming the existence or career details of a Lucas Spellman in this capacity. If further information becomes available through official UBS directories or recognized financial analyst databases, a profile could be constructed accordingly.

Lucas Spellman's questions to RPM INTERNATIONAL INC/DE/ (RPM) leadership

Question · Q1 2026

Lucas Spellman, on behalf of Josh Spector, asked about RPM International's cost scaling and volume leverage, specifically regarding SG&A growth and incremental margin uplift, and later about the updated outlook for raw material inflation and net gross costs for the balance of the year.

Answer

Frank Sullivan, Chairman and CEO, clarified that while SG&A was reduced by 150 basis points during MAP initiatives, savings from G&A efficiencies (ERP consolidation, offshoring) are now being reallocated to sales, marketing, and e-commerce to drive growth. He stated that Q1 material inflation was about 1% consolidated, anticipating 2%-3% in Q2, disproportionately affecting the consumer segment.

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