RPM
RPM International Inc.106.91
+0.23+0.22%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.72BP/E (TTM)
19.98Basic EPS (TTM)
5.35Dividend Yield
0.02%Recent Filings
8-K
RPM promotes exec, boosts dividend
RPM International elected David C. Dennsteadt as Executive Vice President on October 2, 2025, to oversee corporate functions like finance, legal, and operations, drawing on his track record of record sales in the Performance Coatings Group. This shift supports a reorganization into three reporting segments for better efficiency. The board also hiked the quarterly dividend to $0.54 per share, up 5.9%, marking 52 straight years of increases. Leadership stabilizes amid change.
8-K
RPM's record Q1 sales surge
RPM International kicked off fiscal 2026 with record Q1 sales of $2.11 billion, up 7.4% year-over-year, fueled by 3.0% organic growth, 3.8% from acquisitions, and systems for high-performance buildings. Adjusted EBIT hit a record $337.8 million, rising 2.9%, though offset by inflation and SG&A investments; net income held steady at $227.6 million. Acquisitions drove debt to $2.67 billion. Q2 eyes mid-single-digit sales and adjusted EBIT growth. Tariff inflation looms large.
10-Q
Q1 FY2026 results
RPM International kicked off fiscal 2026 with net sales climbing 7.4% year-over-year to $2.11B for the quarter ended August 31, 2025, fueled by 3.0% organic growth, 3.8% from acquisitions, and a 0.6% currency tailwind, while gross margins dipped slightly to 42.3% from 42.5% amid material inflation and restructuring hiccups, yet offset by pricing gains and efficiency drives. Operating income rose to $298.0M, up from $290.5M last year, with diluted EPS holding steady at $1.77 on 127,950 diluted shares—reconciling cleanly with no anti-dilution flags. Acquisitions weighed in at $115.7M net, alongside $62.5M in capex, leaving free cash flow at $175.0M after $237.5M from operations; liquidity stays solid with $297.1M cash and $561.4M revolver availability under a 1.87x leverage ratio. Restructuring under MAP 2025 tallied $8.8M charges, but the company absorbed them without derailing momentum. Raw material costs remain a nagging risk, potentially squeezing margins if inflation persists.
10-K
FY2025 results
RPM International Inc. posted FY2025 net sales of $7.4 billion, edging up 0.5% from $7.3 billion in FY2024, with organic growth of 0.8% offset by a 0.9% foreign exchange headwind; the Construction Products Group (CPG) led with 2.4% sales growth to $2.8 billion, driven by roofing solutions and services, while Performance Coatings Group (PCG) rose 2.0% to $1.5 billion on flooring and international demand. Q4 momentum accelerated in CPG and PCG with sequential margin expansion from MAP 2025 efficiencies, though Consumer and SPG segments saw 1.8% annual declines due to DIY softness and OEM weakness, partially mitigated by acquisitions like Star Brands Group. Operating income climbed 0.6% to $865 million, with gross margins edging up 30 basis points to 41.4% on procurement savings, but SG&A rose 1.7% amid merit increases and bad debt from retail bankruptcies. Debt rose to $2.6 billion on acquisition funding, yet liquidity stood at $969 million; Q4 buybacks totaled $70 million under the $1 billion program. No annual guidance issued, but tariff headwinds loom for FY2026. Supply chain disruptions from raw material volatility could hinder quarterly momentum.
8-K
RPM hits record FY25 results
RPM International posted record fiscal 2025 results, with sales up 0.5% to $7.37 billion and adjusted EBIT rising 3.7% to $976.0 million, hitting a 13.2% margin despite DIY softness. MAP 2025 efficiencies and acquisitions fueled double-digit Q4 adjusted EBIT growth across segments, while reorganizing into three streamlined groups promises further overhead cuts. Acquisitions drove debt to $2.65 billion. Fiscal 2026 eyes low- to mid-single-digit sales growth, but inflation may outpace pricing in Q1.
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