Coatings maker RPM International Q1 profit beats on organic growth, pricing

RPM International

06/10/2026 11:55

Overview
Specialty coatings maker's fiscal Q1 sales rose 4.8% yr/yr, in line with analyst expectations
Adjusted EPS for fiscal Q1 rose 5.3%, beating analyst expectations
Company cites organic growth and operational efficiencies as key drivers of quarterly results

Outlook
RPM sees Q2 sales and adjusted EBITDA up low- to mid-single-digit range vs year ago
RPM expects FY27 sales and adjusted EBITDA to rise mid-single-digit range vs prior year
Company expects PCG to lead Q2 growth, with CPG demand remaining soft

Result Drivers
ORGANIC GROWTH & PRICING - Co said sales growth was driven by organic growth in Performance Coatings and Consumer segments, with pricing actions to offset inflation
EMERGING MARKETS DEMAND - Co said emerging markets saw revenue increases above 20% due to demand for engineered solutions and expansion of Platform model
OPERATIONAL IMPROVEMENTS - Co said MAP operational improvement initiatives and SG&A optimization contributed to record adjusted EBITDA

Company press release: ID:nBw5f079ka

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Meet
$2.22 bln
$2.22 bln (14 Analysts)
Q1 Adjusted EPS
Beat
$1.98
$1.94 (15 Analysts)
Q1 EPS
 
$2.01
 
Q1 Net Income
 
$256.36 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the commodity chemicals peer group is "buy"
Wall Street's median 12-month price target for RPM International Inc is $127.94, about 34.2% above its October 5 closing price of $95.30
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)