Paint maker RPM's Q4 sales rise, beat analyst expectations

RPM International

24/07/2025 11:56

Overview

RPM Q4 fiscal 2025 sales rise 3.7% yr/yr, beating analyst expectations

Adjusted EPS for Q4 fiscal 2025 beats consensus, driven by operational improvements

Adjusted EBIT for Q4 fiscal 2025 exceeds estimates, aided by acquisitions

Outlook

RPM sees fiscal 2026 sales rising low- to mid-single digits

Fiscal 2026 adjusted EBIT to grow high-single to low-double digits

Q1 2026 sales expected to rise in the low- to mid-single digit percentage range

Q1 2026 adjusted EBIT to grow low- to mid-single digits

Result Drivers

SYSTEMS AND SOLUTIONS - Sales increase driven by systems and turnkey solutions for high-performance buildings

GEOGRAPHIC GROWTH - Europe led sales growth with a 14.9% increase, driven by high-performance coatings and acquisitions

MAP 2025 IMPROVEMENTS - Record adjusted EBIT achieved through operational improvements under MAP 2025, despite temporary costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$2.08 bln
$2.01 bln (14 Analysts)
Q4 Adjusted EPS
Beat
$1.72
$1.59 (15 Analysts)
Q4 EPS
$1.76
Q4 Net Income
$225.76 mln
Q4 Adjusted EBIT
Beat
$314.38 mln
$292.30 mln (13 Analysts)
Q4 EBIT
$271.03 mln
Q4 Pretax Profit
$248.38 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 7 "hold" and 1 "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 $124.00, about 8.9% above its July 23 closing price of $112.95

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBwGsZCJa

(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.)