RPM INTERNATIONAL INC/DE/ (RPM) Company Report

RPM International Inc. announced key leadership changes and a strategic reorganization, transitioning from four reporting groups to three.
David Dennsteadt was elected Executive Vice President, overseeing all corporate administrative functions, and Gregory Michael succeeded him as group president of the newly expanded Performance Coatings Group.
The company declared a regular quarterly cash dividend of $0.54 per share, representing a 5.9% increase over the prior year and marking the 52nd consecutive year of dividend increases.
At the annual meeting held on October 2, 2025, all nine directors standing for election were re-elected, and the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending May 31, 2026, was ratified.

Oct 8, 2025, 8:27 PM

8-K

RPM International Inc. Reports Record FY 2025 Results and Provides FY 2026 Outlook

RPM

Earnings

Dividends

Management Change

RPM International Inc. reported record sales of nearly $7.4 billion for fiscal year 2025, with adjusted EBIT increasing 3.7% and adjusted earnings per share reaching $5.30, an increase of 7.3%.
For the first quarter of fiscal year 2026, sales grew 7.4%, adjusted EBIT increased by 2.9%, and adjusted diluted EPS was $1.88, up 2.2%. The company forecasts full fiscal year 2026 sales growth in the low to mid-single digits and adjusted EBIT growth in the high single digits to low double digits.
The Board of Directors approved a regular quarterly cash dividend of $0.54 per share, marking the 52nd consecutive year RPM has increased its cash dividend.
The company concluded its three-year MAP 2025 Operating Improvement Program, achieving record results in sales, adjusted EBIT, and adjusted EPS in each of the three years, and an all-time record EBIT margin of 13.2%.
RPM announced organizational changes, merging its Specialty Products Group into the Performance Coatings Group, and elected Dave Dennsteadt as Executive Vice President, with Greg Michael succeeding him as Group President of Performance Coatings Group.

Oct 2, 2025, 5:30 PM

Transcript

RPM International Inc. Reports Record FY 2025 Results, Strong Q1 FY 2026, and Announces Organizational Changes

RPM

Earnings

Guidance Update

Management Change

RPM International Inc. reported record financial results for fiscal year 2025, with sales of nearly $7.4 billion, adjusted EBIT up 3.7%, adjusted earnings per share of $5.30 up 7.3%, and an EBIT margin of 13.2%. The company also successfully concluded its MAP 2025 Operating Improvement Program, achieving significant improvements including a 500 basis point increase in gross margins and generating over $2 billion in cash from operations.
For the first quarter of fiscal year 2026, RPM announced record sales growth of 7.4%, adjusted EBIT at a record 2.9%, and adjusted diluted EPS of $1.88. The company forecasts fiscal year 2026 sales growth in the low to mid-single digits and adjusted EBIT growth in the high single digits to low double digits.
The company announced an organizational restructuring, merging its Specialty Products Group into the Performance Coatings Group, and appointed Dave Dennsteadt as Executive Vice President and Greg Michael as Group President of the Performance Coatings Group. Additionally, the Board of Directors approved a regular quarterly cash dividend of $0.54 per share, marking the 52nd consecutive year of dividend increases.

Oct 2, 2025, 5:30 PM

Transcript

RPM International Inc. Reports Record FY25 Results and Provides FY26 Outlook

RPM

Earnings

Guidance Update

RPM International Inc. reported record consolidated FY25 results, including revenue of $7.37 billion (+0.5% from prior year), adjusted EBIT of $976.0 million (+3.7% from prior year), and adjusted EPS of $5.30 (+7.3% from prior year).
The company achieved an all-time record adjusted EBIT margin of 13.2% in FY25, an increase of 40 basis points from the prior year, driven by the successful MAP 2025 initiatives which also led to +510 bps in gross margins and +260 bps in adjusted EBIT margins compared to FY22.
RPM continued its strong performance into Q1 2026, with consolidated revenue of $2,113.7 million (+7.4% year-over-year) and adjusted EBIT of $337.8 million (+2.9% year-over-year).
For Q2 2026, RPM anticipates mid-single-digit percentage growth in consolidated sales and adjusted EBIT, and projects consolidated adjusted EBIT growth in the lower end of the high-single-digit to low-double-digit percentage range for FY26.

Oct 2, 2025, 5:30 PM

Presentation

RPM International Inc. Reports Record Q1 2026 Financial Results and Provides Outlook

RPM

Earnings

Guidance Update

M&A

RPM International Inc. achieved record Q1 2026 revenue of $2.11 billion, an increase of 7.4% from the prior year, with sales growth driven by 3.0% organic growth, 3.8% from acquisitions, and 0.6% from foreign exchange.
The company reported record Q1 2026 adjusted EBIT of $337.8 million, up 2.9% from the prior year, and record adjusted diluted EPS of $1.88, a 2.2% increase.
All three segments—Construction Products Group, Performance Coatings Group, and Consumer Group—contributed to sales and adjusted EBIT growth in Q1 2026.
For Q2 2026, RPM anticipates consolidated sales and adjusted EBIT to increase by a mid-single-digit percentage year-over-year. For the full fiscal year 2026, consolidated sales are expected to be at the higher end of a low to mid-single-digit percentage increase, and adjusted EBIT at the lower end of a high-single-digit to low-double-digit percentage increase.
In Q1 2026, the company purchased Ready Seal, increasing debt by $617.3 million versus the prior year due to acquisitions, and returned $82.0 million to shareholders through dividends and repurchases.

Oct 1, 2025, 2:00 PM

Presentation

RPM International Inc. Reports Record Q1 2026 Sales and Adjusted EBIT

RPM

Earnings

Guidance Update

M&A

RPM International Inc. reported record Q1 2026 consolidated sales, up 7.4%, and record adjusted EBIT, up 2.9%, with adjusted EPS reaching a record $1.88. All segments achieved record quarterly sales, growing 6% or better.
The company's performance was driven by organic growth, strategic acquisitions, and MAP 2025 benefits, despite headwinds including approximately $10 million in unfavorable year-over-year conversion costs from plant consolidations and an $8.8 million increase in healthcare costs. Strategic investments included an additional $5.3 million in sales and sales support staff and $3.2 million in advertising in Q1 compared to the prior year.
For Q2 2026, RPM expects another quarter of record sales and adjusted EBIT, with both increasing by mid-single digits. The full-year fiscal 2026 outlook projects sales at the high end of a low single to mid-single digit growth range, and adjusted EBIT growth toward the lower end of high single digit to low double digit growth. The company also returned $82 million to shareholders through dividends and share repurchases in Q1.

Oct 1, 2025, 2:00 PM

Transcript

RPM International Reports Higher Q1 Revenue, Raises FY26 Sales Guidance

RPM

Earnings

Guidance Update

M&A

RPM International Inc. reported a 7.4% increase in first-quarter revenue to $2.11 billion, with adjusted earnings meeting analyst expectations at $1.88 per share.
This revenue growth was primarily driven by acquisitions such as The Pink Stuff and Ready Seal, and implemented price increases to offset tariff inflation.
The company revised its full-year 2026 sales outlook upward, anticipating growth toward the higher end of its previous low- to mid-single-digit forecast, and expects mid-single-digit consolidated sales growth for the second quarter of fiscal 2026.
Despite a challenging housing market, RPM's diversified business and focus on repair and maintenance supported solid organic sales growth.

Oct 1, 2025, 12:59 PM

Morningstar

RPM International Inc. Reports Record Fiscal 2026 First-Quarter Results

RPM

Earnings

Guidance Update

Debt Issuance

RPM International Inc. reported record first-quarter fiscal 2026 sales of $2.11 billion, a 7.4% increase compared to the prior year, and achieved record adjusted diluted EPS of $1.88, up 2.2%.
The company's adjusted EBIT reached a record $337.8 million, an increase of 2.9% over the prior-year record.
For fiscal 2026, RPM expects mid-single-digit sales and adjusted EBIT growth in the second quarter. The full-year outlook projects sales to increase towards the higher end of the low-to mid-single-digit range, with adjusted EBIT increasing towards the lower end of the high-single- to low-double-digit range.
During the quarter, cash provided by operating activities was $237.5 million, and the company returned $82.0 million to stockholders through cash dividends and share repurchases. Total debt as of August 31, 2025, was $2.67 billion, an increase of $617.3 million from a year ago, primarily to finance acquisitions.

Oct 1, 2025, 10:55 AM

8-K

RPM Reports Record Fiscal 2026 First-Quarter Results

RPM

Earnings

Guidance Update

M&A

RPM International Inc. reported record first-quarter fiscal 2026 sales of $2.11 billion, an increase of 7.4% compared to the prior year, with record adjusted diluted EPS of $1.88 (up 2.2%) and record adjusted EBIT of $337.8 million (up 2.9%) for the quarter ended August 31, 2025.
The company anticipates mid-single-digit sales and adjusted EBIT growth for the fiscal 2026 second quarter.
For the full fiscal year 2026, RPM expects sales to increase toward the higher end of the low- to mid-single-digit range and adjusted EBIT to increase toward the lower end of the high-single- to low-double-digit range.
During the first three months of fiscal 2026, cash provided by operating activities was $237.5 million, and total debt as of August 31, 2025, was $2.67 billion, an increase of $617.3 million from the prior year, primarily due to acquisitions.

Oct 1, 2025, 10:45 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for RPM INTERNATIONAL INC/DE/.

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