RPM International Inc. (RPM) SEC Filings & Earnings Calls
EquiReason read 13 RPM International Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-13 — RPM International Inc. announced an increase in its quarterly cash dividend via press release on October 8, 2026, as disclosed in Item 8.01 of the 8-K..
Source: SEC EDGAR filings · figures as of 2026-08-31 · read by EquiReason
- Market cap
- 12.6B
- P/E TTM
- 18.3
- Dividend yield
- 2.2%
- 52-week
- —
- Next earnings
- 6 Jan, in 74 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
6 Oct 20268-K · 2.02Record Q1 sales $2.22B (+4.8%), record adj. EBITDA $405.5M (+4.5%), record adj. EPS $1.98 (+5.3%). FY2027 guidance: sales and adj. EBITDA mid-single-digit growth (narrowed from prior 3-7% and 5-10% ranges).earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q1-2027 | $2.22B | +5% y/y |
| Net Income Attributable to RPM Stockholders · Q1-2027 | $256M | +13% y/y |
| Diluted EPS · Q1-2027 | $2.01 | +14% y/y |
| Adjusted Diluted EPS · Q1-2027 | $1.98 | +5% y/y |
| Adjusted EBITDA · Q1-2027 | $405M | +4% y/y |
| Income Before Income Taxes · Q1-2027 | $337M | +13% y/y |
| CPG Net Sales · Construction Products Group · Q1-2027 | $859M | +1% y/y |
| CPG Adjusted EBITDA · Construction Products Group · Q1-2027 | $166M | -10% y/y |
| PCG Net Sales · Performance Coatings Group · Q1-2027 | $630M | +10% y/y |
| PCG Adjusted EBITDA · Performance Coatings Group · Q1-2027 | $121M | +18% y/y |
Guidance
FY2027 consolidated sales growth narrowed to mid-single-digit from prior 3-7%; FY2027 adj. EBITDA growth narrowed to mid-single-digit from prior 5-10%; Q2 FY2027 sales and adj. EBITDA low- to mid-single-digit growth.
FY2027 guidance narrowed (mid-single-digit growth for sales and adj. EBITDA) from prior ranges, reflecting CPG softness and inflation headwinds, but record Q1 results and strong PCG/Consumer performance support overall positive tone.
Risks flagged
Raw material inflation and supply shortages persist, pressuring margins.
“Raw material inflation driven by supply shortages... higher raw material inflation.” · word for word
CPG demand softness in healthcare and education markets may continue.
“Delayed sales resulting from a slowdown in the healthcare and education markets.” · word for word
Warranty charge and bad debt expense from customer bankruptcy indicate credit and product quality risks.
“Warranty expenses from a small European business that is under review for closure, and bad debt expense from a customer bankruptcy.” · word for word
6 Oct 202610-QRPM reported Q1 fiscal 2027 results with 4.8% revenue growth, 13.6% EPS growth, and improved operating cash flow.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Consolidated · Q1-2027 | $2.22B | +5% y/y |
| Net Sales · CPG Segment · Q1-2027 | $859M | +1% y/y |
| Net Sales · PCG Segment · Q1-2027 | $630M | +10% y/y |
| Net Sales · Consumer Segment · Q1-2027 | $727M | +5% y/y |
| Gross Profit Margin · Consolidated · Q1-2027 | 41.3% | |
| SG&A as % of Net Sales · Consolidated · Q1-2027 | 25.3% | |
| Net Income · Consolidated · Q1-2027 | $257M | +13% y/y |
| Diluted Earnings Per Share · Consolidated · Q1-2027 | $2.01 | +14% y/y |
| EBIT · Consolidated · Q1-2027 | $355M | +13% y/y |
| Operating Cash Flow · Consolidated · Q1-2027 | $264M | +11% y/y |
Risks flagged
Cost inflation and tariff impacts on margins
“We expect that the inflationary headwinds noted above, including the impact from geopolitical-driven inflation, will be reflected in our results throughout fiscal 2027.” · word for word
Customer bankruptcy bad debt
“$4.4 million of bad debt expense in the CPG segment related to a customer bankruptcy” · word for word
Healthcare and education market slowdown
“delayed sales resulting from a slowdown in healthcare and education markets” · word for word
25 Aug 2026DEF 14AProxy statement for annual meeting; no material event.open
Figures in the filing · each found in the filing text
| Consolidated net sales · FY2026 | $7.86B | +7% y/y |
| Net income attributable to RPM International Inc. stockholders · FY2026 | $661M | -4% y/y |
| Diluted earnings per share · FY2026 | $5.17 | -3% y/y |
| Cash provided by operating activities · FY2026 | $899M | +17% y/y |
| Gross profit margin percentage · FY2026 | 41.6% | |
| Pre-tax income (for Incentive Plan) · FY2026 | $936M | |
| Adjusted EBIT Margin · FY2026 | 13.0% | |
| Working Capital Ratio · FY2026 | 22.1% | |
| Quarterly dividend per share · Q2-2026 | $0.54 | +6% y/y |
| Stock repurchases (shares) · FY2026 | 699,931 | +20% y/y |
22 Jul 202610-KRPM International reported fiscal 2026 annual results with net sales up 6.7% to $7.9B and EBIT up 8.1%, but net income down 4% due to higher taxes; management flagged raw material inflation and tariffs as headwinds for fiscal 2027.earningsopen
Figures in the filing · each found in the filing text
| Net sales · FY2026 | $7.86B | +7% y/y |
| Net income · FY2026 | $662M | -4% y/y |
| EBIT · FY2026 | $935M | +8% y/y |
| CPG Segment Net Sales · CPG · FY2026 | $3.07B | +7% y/y |
| PCG Segment Net Sales · PCG · FY2026 | $2.13B | +7% y/y |
| Consumer Segment Net Sales · Consumer · FY2026 | $2.66B | +6% y/y |
| CPG Segment EBIT · CPG · FY2026 | $451M | +5% y/y |
| PCG Segment EBIT · PCG · FY2026 | $306M | +11% y/y |
| Consumer Segment EBIT · Consumer · FY2026 | $363M | +9% y/y |
| Research and development expense · FY2026 | $98M | +3% y/y |
Risks flagged
Raw material inflation from Middle East conflict and tariffs
“We expect that inflation of some raw materials resulting from the Middle East conflict and tariffs, will create headwinds impacting our results in fiscal 2027.” · word for word
Customer concentration in Consumer segment
“sales to our single largest customer represented 20%, 23% and 22% of our Consumer segment net sales for fiscal 2026, 2025 and 2024, respectively.” · word for word
Foreign exchange exposure
“Approximately 31% of our sales are generated in international markets” · word for word
22 Jul 20268-K · 2.02, 5.02, 8.01RPM International reported record fiscal 2026 Q4 sales $2.23B (+7.2%), net income $221.2M, adjusted diluted EPS $1.89 (+9.9%); full-year sales $7.86B (+6.7%), adjusted diluted EPS $5.53 (+4.3%); FY2027 guidance: sales +3-7%, adjusted EBITDAearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2026 | $2.23B | +7% y/y |
| Net income attributable to RPM stockholders · Q4-2026 | $221M | -2% y/y |
| Diluted EPS · Q4-2026 | $1.73 | -2% y/y |
| Adjusted diluted EPS · Q4-2026 | $1.89 | +10% y/y |
| EBIT · Q4-2026 | $308M | +14% y/y |
| Adjusted EBIT · Q4-2026 | $339M | +8% y/y |
| Net sales · FY2026 | $7.86B | +7% y/y |
| Net income attributable to RPM stockholders · FY2026 | $661M | |
| Diluted EPS · FY2026 | $5.17 | |
| Adjusted diluted EPS · FY2026 | $5.53 | +4% y/y |
Guidance
FY2027: consolidated sales +3-7%; adjusted EBITDA +5-10%; Q1 FY2027: consolidated sales mid-single-digit increase; CPG sales mid-single-digit; PCG sales mid-single-digit; Consumer Group sales mid-single-digit; consolidated adjusted EBITDA mid-single-digit increase
Fiscal 2027 guidance calls for sales growth of 3-7% and adjusted EBITDA growth of 5-10%, indicating continued momentum and margin expansion.
Risks flagged
Net income declined 2% in Q4 despite revenue growth, due to higher costs and expenses.
“Fourth-quarter net income of $221.2 million, diluted EPS of $1.73, and record EBIT of $308.0 million (net income -2.0% vs prior year)”
Inflationary pressure and Middle East events cited as headwinds for fiscal 2027.
“We expect the positive momentum generated in the second half of fiscal 2026 to continue in fiscal 2027, even as we face higher inflationary pressure resulting from events in the Middle East.” · word for word
8 Apr 20268-K · 2.02Net Sales $1.61B (+9% y/y); Net Income Attributable to RPM Stockholders $51M (-1% y/y); Diluted Earnings Per Share (EPS) $0.40 (+0% y/y); Guidance: Q4 FY2026: mid-single-digit sales growth, low- to high-single-digit adj. EBIT growthearningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q3-2026 | $1.61B | +9% y/y |
| Net Income Attributable to RPM Stockholders · Q3-2026 | $51M | -1% y/y |
| Diluted Earnings Per Share (EPS) · Q3-2026 | $0.40 | 0% y/y |
| Adjusted Diluted EPS · Q3-2026 | $0.57 | +63% y/y |
| Earnings Before Interest and Taxes (EBIT) · Q3-2026 | $84M | +34% y/y |
| Adjusted EBIT · Q3-2026 | $116M | +49% y/y |
| Net Sales - Construction Products Group · Construction Products Group · Q3-2026 | $547M | +11% y/y |
| Net Sales - Performance Coatings Group · Performance Coatings Group · Q3-2026 | $497M | +8% y/y |
| Net Sales - Consumer Group · Consumer Group · Q3-2026 | $564M | +8% y/y |
Guidance
Q4 FY2026: mid-single-digit sales growth, low- to high-single-digit adj. EBIT growth
Reaffirmed Q4 guidance; record Q3 results; strong demand in high-performance buildings; margin expansion from MAP improvements.
Risks flagged
Soft DIY demand partially offset growth; healthcare expenses increased.
“partially offset by soft DIY demand... increased healthcare expenses.”
8 Apr 202610-QRPM reported Q3 FY2026 results with consolidated revenue growth of 8.9% YoY, gross margin expansion of 110 bps, and net income slightly down; CPG and PCG segments showed organic growth while Consumer segment declined.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Consolidated · Q3-2026 | $1.61B | +9% y/y |
| Net Sales · CPG · Q3-2026 | $547M | +11% y/y |
| Net Sales · PCG · Q3-2026 | $497M | +8% y/y |
| Net Sales · Consumer · Q3-2026 | $564M | +8% y/y |
| Net Income · Consolidated · Q3-2026 | $52M | -1% y/y |
| Diluted Earnings Per Share · Consolidated · Q3-2026 | $0.40 | 0% y/y |
| Gross Profit Margin · Consolidated · Q3-2026 | 39.5% | |
| Operating Cash Flow · Consolidated · 9M-2026 | $657M | +6% y/y |
| Capital Expenditures · Consolidated · 9M-2026 | $160M | +0% y/y |
| Net Leverage Ratio · Consolidated · 2026-02-28 | $1.77 |
Risks flagged
Tariff-related cost inflation
“The current quarter gross profit margin increase of approximately 1.1%, or 110 basis points, was driven by improved fixed-cost leverage from higher volumes, improved pricing to recover inflation and our MAP 2025 initiatives, which generated incremental savings in procurement, manufacturing and commercial excellence, partially offset by cost inflation, inclus” · word for word
Consumer DIY market softness
“Our Consumer segment experienced organic sales declines in the third quarter of fiscal 2026 due to softness in DIY markets and product rationalization, partially offset by improved pricing to recover inflation.” · word for word
Restructuring execution risk
“We also incurred costs associated with our 2026 restructuring action in the three months ended February 28, 2026. The initial focus of the program is eliminating SG&A costs through the structural realignment and elimination of certain levels of management, as well as certain footprint rationalization initiatives.” · word for word
5 Mar 20268-K · 1.01RPM amended its revolving credit facility, extending term to 2031, adjusting interest spreads and leverage covenant, eliminating interest coverage ratio.open
Risks flagged
Leverage ratio covenant at 3.75x limits additional debt; no material new risks.
“leverage ratio... not to exceed 3.75 to 1.0”
8 Jan 202610-QRPM reported Q2 FY2026 results with consolidated revenue growth of 3.5% YoY, gross margin contraction of 60 bps, and net income down 12%; CPG and PCG segments showed organic growth while Consumer segment declined.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Consolidated · Q2-2026 | $1.91B | +4% y/y |
| Net Sales · CPG · Q2-2026 | $737M | +2% y/y |
| Net Sales · PCG · Q2-2026 | $534M | +4% y/y |
| Net Sales · Consumer · Q2-2026 | $639M | +4% y/y |
| Net Income · Consolidated · Q2-2026 | $161M | -12% y/y |
| Diluted Earnings Per Share · Consolidated · Q2-2026 | $1.26 | -11% y/y |
| Gross Profit Margin · Consolidated · Q2-2026 | 40.8% | |
| Operating Cash Flow · Consolidated · 6M-2026 | $583M | +11% y/y |
| Capital Expenditures · Consolidated · 6M-2026 | $112M | +11% y/y |
| Net Leverage Ratio · Consolidated · 2025-11-30 | $1.77 |
Risks flagged
Tariff-related cost inflation
“The current quarter gross profit margin decrease of approximately 0.6%, or 60 basis points ("bps"), primarily resulted from reduced fixed-cost absorption at businesses with volume declines and temporary inefficiencies due to MAP 2025 plant consolidations, unfavorable sales mix and cost inflation, inclusive of tariff-related impacts, which was partially offse” · word for word
Consumer DIY market softness
“Our Consumer segment experienced organic sales declines in the second quarter of fiscal 2026 due to softness in DIY markets, product rationalization and delayed sales related to software system implementations and the integration of a shared distribution center.” · word for word
Restructuring execution risk
“On May 31, 2025, we formally concluded MAP 2025; however, certain projects identified prior to May 31, 2025, are not yet completed. As a result, we plan to continue recognizing restructuring costs throughout fiscal 2026.” · word for word
8 Jan 20268-K · 2.02Net Sales $1.91B (+4% y/y); Net Income Attributable to RPM Stockholders $161M (-12% y/y); Diluted Earnings Per Share (EPS) $1.26 (-11% y/y); Guidance: Q3: mid-single-digit sales growth, adj. EBIT mid- to high-single-digit increase; Q4: mid-earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q2-2026 | $1.91B | +4% y/y |
| Net Income Attributable to RPM Stockholders · Q2-2026 | $161M | -12% y/y |
| Diluted Earnings Per Share (EPS) · Q2-2026 | $1.26 | -11% y/y |
| Adjusted Diluted EPS · Q2-2026 | $1.20 | -14% y/y |
| Earnings Before Interest and Taxes (EBIT) · Q2-2026 | $229M | +1% y/y |
| Adjusted EBIT · Q2-2026 | $227M | -11% y/y |
| Net Sales - Construction Products Group · Construction Products Group · Q2-2026 | $737M | +2% y/y |
| Net Sales - Performance Coatings Group · Performance Coatings Group · Q2-2026 | $534M | +4% y/y |
| Net Sales - Consumer Group · Consumer Group · Q2-2026 | $639M | +4% y/y |
Guidance
Q3: mid-single-digit sales growth, adj. EBIT mid- to high-single-digit increase; Q4: mid-single-digit sales growth, adj. EBIT low- to high-single-digit increase
Guidance implies slower growth; Q2 earnings miss; demand slowdown from government shutdown and DIY softness; implementing $100M cost savings.
Risks flagged
Prolonged government shutdown extending project lead times and pressuring demand; soft DIY market.
“The prolonged government shutdown contributed to the trend of longer lead times on construction projects and further pressured already negative consumer sentiment.” · word for word
Temporary margin headwinds from plant and warehouse facility consolidations.
“temporary inefficiencies from plant and warehouse facility consolidations” · word for word
RPM International Inc. — questions
- What did RPM International Inc. file recently?
- 13 SEC filings in the last 12 months. Latest: 8-K on 2026-10-13 — RPM International Inc. announced an increase in its quarterly cash dividend via press release on October 8, 2026, as disclosed in Item 8.01 of the 8-K.
Every figure on this page comes from RPM International Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.