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RPM International Inc.
NYSE: RPM Materials Chemicals 🔎 Screen
🏹 Trader: 🎯 Near 52W High View all →
$13.8B
Market Cap
21.3
P/E
2.28
PEG
12.3%
ROCE
21.4%
ROE
0.74
D/E
11.7%
OPM
-14.8%
% from 52W High
28
α RS
🔍 RPM is showing a high-conviction setup because it matches 9 of 37 tracked screener presets, Sector RRG has Materials in the Leading quadrant with the trail still strengthening, and it's within 14.8% of its 52-week high. Net: Broad signal stack, not a recommendation. ? Conviction RRG 52W High
Sources
Conviction 9/37 · Materials in Leading quadrant · 14.8% from 52W high
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🌏 Global Investor Returns
Currency-adjusted total returns for RPM including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

RPM International Inc. provides specialty chemicals for the construction, industrial, specialty, and consumer markets.

Key Ratios Snapshot
📈 Growth Pattern
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⭐ Superinvestors Holding RPM
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 390.5K $38.8M 0.05% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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3-Statement Financial Model
Bear / Base / Bull projections · DCF fair value · Reverse-DCF
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🎙 Management Tone Mixed ~ Volatile 4 quarters Full tone analysis in Intelligence →
📊 MIXED RPM posts record Q3 sales and EBIT; raw material inflation expected in Q4 and Q1 2027
Revenue & Profitability
Consolidated sales increased nearly 9% to a record in Q3, driven by engineered solutions, M&A, and FX. Adjusted EBIT increased nearly 50% to a record, with adjusted EPS also a record. Year-to-date cash flow from operations was $656.7 million, the second highest in company history. The company reaffirmed mid-single-digit sales growth guidance for Q4 and low- to high-single-digit adjusted EBIT growth.
Outlook
Management expects economic conditions to remain volatile due to geopolitical events in the Middle East. Raw material inflation is anticipated at 1%-2% in Q4 fiscal 2026 and mid- to high-single-digit in Q1 fiscal 2027. The company is implementing price increases to offset inflation, with a focus on regions experiencing the most cost pressure. Consumer DIY markets remain soft, while construction and performance coatings segments show strong demand, particularly in infrastructure and high-performance buildings.
Growth Drivers
Growth is driven by engineered solutions for high-performance buildings, M&A (e.g., Kalzip acquisition), and share gains in construction and performance coatings. The Construction Products Group had broad-based strength in roofing, wall systems, and concrete admixtures, with growing backlogs. Performance Coatings Group saw strong results in protective coatings, passive fire protection, and infrastructure projects in emerging markets. The Consumer Group is reallocating assets toward higher-growth opportunities and product rationalization.
Balance Sheet & CapEx
Capital expenditures for fiscal 2026 are trending towards $225 million-$235 million, lower than prior years due to plant consolidations and ERP go-lives. Specific capacity or AI investments were not discussed beyond plant consolidation and facility repurposing projects in the Consumer and Construction Products groups. The company extended its revolving credit facility to February 2031 at $1.35 billion to maintain financial flexibility.
Margins
Adjusted EBIT margins improved in Q3 due to sales growth, higher volumes (fixed cost leverage), SG&A-focused optimization actions (saving $5 million in Q3), and favorable sales mix. These gains partially offset temporary inefficiencies from plant consolidations ($6 million in Q3, mostly in Consumer) and higher healthcare costs ($4 million in Q3). For Q4, the company expects an additional $20 million in SG&A savings, partially offset by wage and freight inflation.
Key Risks
Key risks include geopolitical volatility in the Middle East causing supply chain disruptions and raw material inflation, particularly in the Middle East, Africa, and Asia Pacific (4% of revenue). Raw materials represent approximately 60% of RPM's cost of goods sold. Other risks include continued softness in DIY markets, potential project delays from inflation uncertainty, and the possibility of a sustained inflation spike similar to the prior Biden administration period. Healthcare cost inflation and freight inflation are also headwinds.
Generated by AI · Q3 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q4 2026 Q4 2026 2026-07-22
Record sales and earnings were achieved across all segments, driven by strong growth in construction and coatings, operational efficiencies, and strategic acquisitions. FY27 guidance calls for 3%-7% sales growth and 5%-10% adjusted EBITDA growth, with continued volatility expected from inflation and geopolitical factors.
Q3 2026 Q3 2026 2026-04-08
Record Q3 sales and earnings driven by operational improvements, M&A, and strong performance in construction and coatings segments. Outlook remains positive despite geopolitical and inflationary headwinds, with continued focus on cost optimization and pricing actions.
Q2 2026 Q2 2026 2026-01-08
Record Q2 sales were driven by acquisitions and high-performance building solutions, but margin pressure from higher SG&A and temporary inefficiencies led to declines in adjusted EBIT and EPS. SG&A optimization actions are underway, with $100 million in annual savings expected by fiscal 2027.
Q1 2026 Q1 2026 2025-10-01
Record sales and adjusted EBIT were achieved across all segments, driven by organic growth, acquisitions, and strategic investments in sales and marketing. Despite inflation, tariff headwinds, and higher healthcare costs, the company expects continued growth, with Consumer Group benefiting from recent acquisitions.
Q4 2025 Q4 2025 2025-07-24
Record sales, EBIT, and EPS were achieved, driven by high-performance building systems, MAP 2025 efficiencies, and acquisitions. FY26 guidance calls for continued record results, margin expansion, and growth from both organic initiatives and M&A, despite tariff and inflation headwinds.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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