Inferra AI / Company / RPM
Rpm International Inc./De/
RPM · Materials
Last earnings Oct 6, 2026
Key results
Fourth-quarter net incomequarter
$221.2 million
Fourth-quarter net income of $221.2 million,
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
EPSquarter
$1.73
diluted EPS of $1.73, and record EBIT of $308.0 million Record fourth-quarter adjusted
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
diluted EPS of $1.89 increased 9.9% compared to the prior year, and record adjusted EBIT of $338.6 million increased 7.7% compared to the prior year Record fiscal 2026 sales of $7.86 billion increased 6.7% compared to the prior-year record Fiscal 2026
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Net incomequarter
$661.4 million
net income of $661.4 million,
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
diluted EPS of $5.17 and record EBIT of $935.0 million Record fiscal 2026 adjusted
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
diluted EPS of $5.53 increased 4.3% over the prior year
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Change Net revenuequarter
8.8 %
RPM Reports Results for Fiscal 2 026 4 th Quarter and Full Year July 22, 2026 Page 3 Fourth-Quarter 2026 Segment Sales and Earnings Construction Products Group Three Months Ended $ in 000s May 31, May 31, 2026 2025 $ Change % Change Net Sales $ 904,235 $ 831,134 $ 73,101 8.8 % Income Before Income Taxes 167,503 148,103 19,400 13.1 % EBIT 167,719 148,689 19,030 12.8 % Adjusted EBIT (1) 175,058 152,753 22,305 14.6 % (1) Excludes certain items that are not indicative of RPM s ongoing operations.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Fiscal Year 2026 Consolidated Results Consolidated Year Ended $ in 000s except per share data May 31, May 31, 2026 2025 $ Change % Change Net Sales $ 7,863,422 $ 7,372,644 $ 490,778 6.7 % Net Income Attributable to RPM Stockholders 661,392 688,688 (27,296 ) (4.0 %) Diluted Earnings Per Share (EPS) 5.17 5.35 (0.18 ) (3.4 %) Income Before Income Taxes (IBT) 870,340 792,760 77,580 9.8 % Earnings Before Interest and Taxes (EBIT) 934,995 865,204 69,791 8.1 % Adjusted EBIT (1) 1,019,424 976,031 43,393 4.4 % Adjusted Diluted EPS (1) 5.53 5.30 0.23 4.3 % (1) Excludes certain items that are not indicative of RPM s ongoing operations.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Revenuequarter
$2,231,835 thousand
Net Sales $ 2,231,835 $ 2,081,975 $ 7,863,422 $ 7,372,644
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Revenuefull-year
$7,863,422 thousand
Net Sales $ 2,231,835 $ 2,081,975 $ 7,863,422 $ 7,372,644
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Net incomefull-year
$662,483 thousand
Net Income 221,555 226,009 662,483 690,327
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
EPSfull-year
$ 5.17
Diluted $ 1.73 $ 1.76 $ 5.17 $ 5.35
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
AI analysis
Q4 2026 · reported Jul 22, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Jul 22, 2026 EPS values as stated in the release.
Headline figures
| Metric | Q4 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Fourth-quarter net income | $221.2 million | — | — |
| EPS | $1.73 | — | — |
| Net income | $661.4 million | — | — |
| Change Net revenue | 8.8 % | — | — |
| Revenue | $2,231,835 thousand | — | — |
Guidance · company-stated
Direction: Raised
“The company s outlook for fiscal 2027 is for: Consolidated sales to increase 3% to 7% compared to prior-year record results.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Record adjusted EBIT was driven by improved sales, higher volumes resulting in improved fixed-cost leverage, and SG&A-focused optimization actions, partially offset by a $3.2 million bad debt expense from a customer bankruptcy.
Event summary
Sullivan, RPM chairman and CEO, commented, Once again, our associates achieved record results for the quarter and full year during a volatile economic period
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “The company s outlook for fiscal 2027 is for: Consolidated sales to increase 3% to 7% compared to prior-year record results.”
Revenue — Raised (“increase”)
“The company s outlook for the fiscal 2027 first quarter is for: Consolidated sales to increase in the mid-single-digit range compared to prior-year record results.”
Revenue — Raised (“increase”)
“The company s outlook for fiscal 2027 is for: Consolidated sales to increase 3% to 7% compared to prior-year record results.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Record adjusted EBIT was driven by improved sales, higher volumes resulting in improved fixed-cost leverage, and SG&A-focused optimization actions, partially offset by a $3.2 million bad debt expense from a customer bankruptcy.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
RPM Reports Results for Fiscal 2 026 4 th Quarter and Full Year July 22, 2026 Page 5 Adjusted EPS was a record, driven by improved adjusted EBIT, partially offset by higher interest expense resulting from debt being used to finance acquisitions.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Capital expenditures were $223.5 million compared to $229.9 million in the prior-year period.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
The company returned $349.2 million to stockholders through cash dividends and share repurchases, an increase of 7.3% compared to the prior year.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
As of May 31, 2026: Total debt was $2.53 billion compared to $2.65 billion a year ago, with the decrease driven by a portion of strong operating cash flow being used to reduce debt.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Increase to Share Repurchase Authorization The Board of Directors authorized a $700.0 million increase to the existing common stock share repurchase program, which is in addition to the $114.8 million available under the previously authorized amount.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Strategy & priorities
In the fourth quarter, we generated strong sales, including volume growth, by focusing on our restoration and maintenance solutions, nimbly targeting growing end markets, and winning a higher share of construction project spending through system sales and increased collaboration.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Adjusted EBIT increased to a record and was driven by higher sales, higher volumes resulting in improved fixed-cost leverage, and benefits from MAP operational improvement initiatives.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Investor Day Scheduled for November 9, 2026 The company will host an investor day on November 9, 2026, to discuss its strategic priorities, outline its next operational improvement plan, and provide updates on key business initiatives.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
He concluded, Our operational improvement initiatives continue to help us better convert sales growth into improved profitability and cash flow.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
RPM Reports Results for Fiscal 2 026 4 th Quarter and Full Year July 22, 2026 Page 10 (d) Reflects restructuring and other charges, which have been incurred in relation to our Margin Achievement Plan ( MAP 2025 ) and our 2026 restructuring action, together MAP Initiatives, as follows: MAP 2025 Restructuring and other related expense, net: Includes charges incurred related to headcount reductions and facility closures recorded in Restructuring Expense on the Consolidated Statements of Income.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Risks & headwinds
These forward-looking statements, or other statements made by us, are made based on our expectations and beliefs concerning future events impacting us and are subject to uncertainties and factors (including those specified below), which are difficult to predict and, in many instances, are beyond our control.
SEC original ↗Rpm International Inc./De/ — Earnings release (8-K exhibit)EX-99Jul 22, 2026
Legal Proceedings 31 Item 1A.
SEC original ↗Rpm International Inc./De/ — 10-Q Quarterly report10-QOct 6, 2026
In evaluating whether it is probable the project will be completed; management is required to consider whether there is significant uncertainty associated with the development activities of the software.
SEC original ↗Rpm International Inc./De/ — 10-Q Quarterly report10-QOct 6, 2026
17 Other Contingencies One of our subsidiaries in our Consumer reportable segment has been the subject of a lawsuit filed in the United States District Court for the District of Oregon in which a former supplier of that subsidiary alleged that the subsidiary breached certain contractual obligations, misappropriated trade secrets, and committed fraud in connection with an Exclusive Sales Agreement and a Mutual Settlement Agreement and Release executed in November 2015 and 2017, respectively.
SEC original ↗Rpm International Inc./De/ — 10-Q Quarterly report10-QOct 6, 2026
We vigorously challenged the verdict and judgment through appropriate post-trial motions and will continue to challenge them and the award through the appellate process.
SEC original ↗Rpm International Inc./De/ — 10-Q Quarterly report10-QOct 6, 2026
The ultimate loss to the Company with respect to the litigation matter could be materially different from the amount the Company has accrued.
SEC original ↗Rpm International Inc./De/ — 10-Q Quarterly report10-QOct 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KRPM
Oct 13, 2026
- 10-QRPM
- 8-KRPM
- Q2 2026
- 10-KRPM
Jul 22, 2026
- 8-KRPM
Jul 22, 2026
- Q1 2026
- 8-KRPM
- 8-KRPM
Apr 23, 2026
- 10-QRPM
- 8-KRPM
- Q4 2025
- 8-KRPM
- 10-QRPM
- 8-KRPM
- Q3 2025
- 8-KRPM
- 10-QRPM
- 8-KRPM
- Q2 2025
- 10-KRPM
Jul 24, 2025
- 8-KRPM
Jul 24, 2025
- Q1 2025
- 8-KRPM
Apr 30, 2025
- 10-QRPM
- 8-KRPM
- 8-KRPM
- Q4 2024
- 8-KRPM
Jan 17, 2025
- 10-QRPM
- 8-KRPM
- Q3 2024
- 8-KRPM
- 10-QRPM
- 8-KRPM
- Q2 2024
- 8-KRPM
Sep 30, 2024
- 8-KRPM
Jul 25, 2024
- 10-KRPM
Jul 25, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Rpm International Inc./De/ are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Rpm International Inc./De/ are held in this edition of the library.
Mentioned by
4 companiesOther tracked companies whose held documents mention Rpm International Inc./De/ by name or ticker. A mention is counted once per document, from the document text the library holds.
“… EX-99.1 2 d147407dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 RPM Increases Cash Dividend for 53 rd Consecutive Year Quarterly payment of $0.57 per share is 5.6% increase over prior year …”
“ng market regions generated revenue increases… …per share of common stock attributable to RPM International Inc. Stockholders: Basic $ 2.02 $ 1.78 Diluted $ 2.01 $ 1.77 ”
“s; (p) the shift to remote work and online purchasing and … …common stock attributable to RPM International Inc. Stockholders: Basic $ 1.74 $ 1.77 $ 5.19 $ 5.38 ”
“s; (p) the shift to remote work and online purchasing and … …common stock attributable to RPM International Inc. Stockholders: Basic $ 0.40 $ 0.41 $ 3.45 $ 3.61 ”
See also the earnings calendar for every tracked company’s next earnings date.