- RPM International’s adjusted earnings per share (EPS) for the first quarter of fiscal 2026 matched estimates at $1.88, showing an increase from the previous year.
- Overall EPS remained consistent at $1.77 year-over-year.
- Net sales increased by 7.4% to $2.11 billion, surpassing estimates of $2.06 billion.
- The Construction Products Group reported net sales of $881.4 million, a year-over-year growth of 11%, exceeding estimates.
- The Performance Coatings Group saw a substantial increase in net sales by 45% to $538.5 million, outperforming expectations.
- Consumer Group net sales rose by 10% to $693.8 million, slightly surpassing market predictions.
- Adjusted EBIT for the first quarter totaled $337.8 million, up 2.9% year-on-year, though slightly below the estimated $345.8 million.
- Construction Products Group’s adjusted EBIT was $169.1 million, up 5.8% and above estimates.
- The Performance Coatings Group achieved a 35% increase in adjusted EBIT, reaching $87.0 million, greatly exceeding forecasts.
- Consumer Group adjusted EBIT rose by 3.1% to $119.9 million, but less than the expected $123.6 million.
- Company outlook for the second quarter of fiscal 2026 anticipates mid-single-digit growth in both sales and adjusted EBIT.
- RPM International emphasized their ability to deliver complete solutions to high-performance buildings and highlighted efforts to manage tariff-related inflation through late first-quarter price increases.
- Current analyst ratings include 9 buy recommendations and 8 hold recommendations, with no sell ratings noted.
Rpm International on Smartkarma
Analysts on Smartkarma have been closely following RPM International, a company that has been making strategic moves in expanding its consumer and innovative product categories. Baptista Research, a renowned provider on the platform, recently published a report titled “RPM International: Expansion in Consumer & Innovative Product Categories To Up Their Game!”. The report highlighted RPM International’s fiscal fourth-quarter and full-year 2025 financial results, showcasing both its progress and challenges within a complex economic environment. The company’s transition to a three-segment operating structure and the execution of its MAP 2025 initiatives have led to record levels in sales, adjusted EBIT, and adjusted EPS, driven by top-line growth, operational efficiencies, and volume increases in key sectors like high-performance building solutions and maintenance services.
Further emphasizing the positive outlook, Baptista Research also released another report titled “RPM International: Strategic Product & Market Expansions Powering Our ‘Outperform’ Rating!“. In this analysis, they highlighted RPM International’s fiscal 2025 second-quarter achievements despite facing macroeconomic challenges. The company reported record sales, adjusted EBIT margin, and adjusted EPS even in a low-growth environment. Notably, RPM International managed to deliver strong performance despite a $4.4 million earnings setback attributed to a customer bankruptcy in the Consumer Group. Overall, the analyst sentiment remains bullish on RPM International’s growth trajectory, driven by its strategic expansions and resilience in the face of industry headwinds.
A look at Rpm International Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts at Smartkarma have assessed the long-term outlook for RPM International, Inc., a company that specializes in manufacturing and selling specialty chemical products. According to their Smart Scores, RPM International received a favorable score for Growth and Momentum, indicating positive prospects in terms of expanding its business and maintaining an upward trajectory in the market. With a solid score for Resilience, the company demonstrates strength in weathering economic uncertainties and challenges. While the Value and Dividend scores were not as high as the other factors, the overall outlook for RPM International appears promising due to its strong performance in Growth, Momentum, and Resilience.
RPM International’s focus on specialty paints, protective coatings, roofing systems, sealants, and adhesives caters to the maintenance needs of both industrial and consumer markets. The company’s product lines are designed to address specific requirements in these sectors, indicating a niche market positioning. With favorable scores in Growth and Momentum, RPM International is poised for continued expansion and market success, adding to its appeal for investors looking for long-term potential in the specialty chemical industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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