RPM International Q4 sales, adjusted EPS beat estimates

RPM International

22/07/2026 12:00

    

    Overview
  
US specialty coatings maker's fiscal Q4 sales rose 7.2%, beating analyst expectations
Adjusted diluted EPS for fiscal Q4 increased 9.9%, beating analyst expectations
Company authorized $700 mln increase to share repurchase program

    

    Outlook
  
RPM sees fiscal 2027 sales rising 3% to 7%
Company expects fiscal 2027 adjusted EBITDA to grow 5% to 10%
RPM anticipates continued strength in high-performance building and infrastructure projects

    

    Result Drivers
  
ENGINEERED SOLUTIONS & INFRASTRUCTURE - Increased sales of engineered solutions for high-performance buildings and infrastructure projects drove record Q4 sales, per CEO Frank C. Sullivan
ACQUISITIONS & PRICING - Acquisitions and pricing actions to offset inflation contributed to sales growth across segments
OPERATIONAL IMPROVEMENTS - Higher adjusted EBIT was driven by volume growth, improved fixed-cost leverage, and operational improvements from the MAP program

    
Company press release: ID:nBw42SP0ca

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q4 Sales
Beat
$2.23 bln
$2.18 bln (14 Analysts)
Q4 Adjusted EPS
Beat
$1.89
$1.85 (15 Analysts)
Q4 EPS
 
$1.73
 
Q4 Net Income
 
$221.22 mln
 

    

    Analyst Coverage
  
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 2 "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 $127.88, about 26% above its July 21 closing price of $101.53
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 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.)