Aug 2026 (Q1 FY27) — Oct 6, 2026
RPM International Q1 FY27 — Record sales, adjusted EBITDA and EPS as SG&A savings offset inflation; FY outlook narrowed
Read the full callRPM International earnings: last reported Tue, 6 Oct 2026, for the quarter ended Aug 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,216 | +4.8% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Aug 2026 | Not in the filed figures for the quarter to aug 2026. No older figure is substituted. | ||
| Net profit | 256 | +12.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Guidance
9 of 13 judged targets kept · 15 open · verdicts reflect calls analysed to May 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Fiscal 2026 capital expenditures | Fiscal 2026 capital expenditures of approximately $225 million to $235 million | Feb 2026 | CapEx for the year was approximately $224 million, slightly below the prior year | Achieved |
| Annual share repurchases | Approximately $50 million per year (maybe a little more) of share repurchases on a regular basis | Aug 2024 | I think your assumptions about how to think about our share repurchases on a regular basis are correct. | Revised Up |
| Full-year adjusted EBITDA growth (FY27) | Fiscal 2027 adjusted EBITDA growth of 5% to 10% | May 2026 | Adjusted EBITDA is expected to increase 5% to 10%. | New |
4 of RPM INTERNATIONAL INC/DE/'s 28 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 25 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $111.77 on 22 Oct 2025 → $98.74. High $120.17 (12 Feb 2026), low $93.23 (20 Mar 2026).
Overview
Guidance
9 of 13 judged targets kept · 15 open · verdicts reflect calls analysed to May 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Fiscal 2026 capital expenditures | Fiscal 2026 capital expenditures of approximately $225 million to $235 million | Feb 2026 | CapEx for the year was approximately $224 million, slightly below the prior year | Achieved |
| Annual share repurchases | Approximately $50 million per year (maybe a little more) of share repurchases on a regular basis | Aug 2024 | I think your assumptions about how to think about our share repurchases on a regular basis are correct. | Revised Up |
| Full-year adjusted EBITDA growth (FY27) | Fiscal 2027 adjusted EBITDA growth of 5% to 10% | May 2026 | Adjusted EBITDA is expected to increase 5% to 10%. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 28 tracked commitments, with each call’s wording and source.
Call summaries
RPM International Q1 FY27 — Record sales, adjusted EBITDA and EPS as SG&A savings offset inflation; FY outlook narrowed
Read the full callRPM International Q4 FY26 — Record EBIT and Sales Driven by Construction and Performance Coatings
Read the full callRPM International Q3 FY26 — Record EBIT and Sales Amid Geopolitical Volatility
Read the full callNews
From the news desk, item by item, hours after each call.
Every analysed call
Financials
Net profit, year on year: +13% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,845 | 1,477 | 2,082 | 2,114 | 1,910 | 1,608 | 2,232 | 2,216 |
| Interest | 23 | 23 | 26 | 29 | 28 | 27 | 27 | 26 |
| Profit before tax | 213 | 41 | 248 | 298 | 211 | 69 | 292 | 337 |
| Tax rate | 13.9% | −27.8% | 9.0% | 23.6% | 23.5% | 25.5% | 24.1% | 23.9% |
| Net profit | 183 | 52 | 226 | 228 | 161 | 51 | 221 | 256 |
| EPS ($ per share) | 1.43 | 0.41 | — | 1.78 | 1.26 | 0.40 | — | 2.02 |
| Line item | May 2019 | May 2020 | May 2021 | May 2022 | May 2023 | May 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,425 | 1,544 | 1,852 | 2,139 | 2,404 | 2,761 | 3,194 | 3,583 |
| Total liabilities | 4,033 | 4,366 | 4,510 | 4,724 | 4,639 | 4,074 | 4,889 | 5,032 |
| Fixed assets | 819 | 850 | 965 | 1,104 | 1,239 | 1,331 | 1,473 | 1,557 |
| Investments | 9 | 8 | 4 | 6 | 5 | — | — | — |
| Total assets | 5,441 | 5,631 | 6,253 | 6,708 | 6,782 | 6,587 | 7,776 | 8,345 |
| Line item | May 2019 | May 2020 | May 2021 | May 2022 | May 2023 | May 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 293 | 550 | 766 | 179 | 577 | 1,122 | 768 | 899 |
| Cash from investing | -248 | -210 | -326 | -260 | -250 | -206 | -826 | -417 |
| Cash from financing | -54 | -317 | -460 | 57 | -301 | -890 | 122 | -482 |
| Net cash flow | -21 | 10 | 13 | -45 | 14 | 22 | 65 | 13 |
| Capital expenditure | -137 | -148 | -157 | -222 | -254 | -214 | -230 | -224 |
| Free cash flow | 156 | 402 | 609 | -44 | 323 | 908 | 538 | 675 |
Performance Coatings Group grew from 21% to 28% of revenue over the last two years.
| Segment | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Construction Products Group | 37% | 32% | 39% | 42% | 39% | 34% | 41% | 39% | -2.5% |
| Consumer | 32% | — | — | 33% | 33% | 35% | 34% | 33% | +4.7% |
| Performance Coatings Group | 21% | 23% | 19% | 25% | 28% | 31% | 25% | 28% | +16.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q1 FY2027 · share of revenue
As RPM cuts its regions in its filings; they can nest, so they need not add to 100%.
50 filings between Oct 31, 2025 and Oct 8, 2026.
Purchases
None
No insider bought shares.
Sales
$505.5K
3 sales by 3 insiders
Also filed: 3 dispositions to the issuer, 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kinser Timothy R. | — | $379.6K | Jan 21, 2026 |
| Nance Frederick R. | — | $85.5K | Nov 11, 2025 |
| FAZZOLARI SALVATORE D | — | $40.4K | Oct 31, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 8, 2026 | Whited Elizabeth F Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Deckard Jenniffer D. Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Nance Frederick R. Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Gentile Tom Director | Award | 1,700 | $0 |
| Oct 8, 2026 | BECK JULIE A Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Rowe Jeffrey D Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Livingston Robert Director | Award | 1,700 | $0 |
| Oct 8, 2026 | MAPES CHRISTOPHER L Director | Award | 1,700 | $0 |
| Oct 8, 2026 | FAZZOLARI SALVATORE D Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Morford Craig S Director | Award | 1,700 | $0 |
| Oct 8, 2026 | Pawlikowski Ellen M Director | Award | 1,700 | $0 |
| Aug 5, 2026 | SULLIVAN FRANK C Chairman and CEO | Disposition to issuer | 106,529 | $12.43M |
| Aug 5, 2026 | SULLIVAN FRANK C Chairman and CEO | Tax withheld | 40,753 | $4.76M |
| Aug 5, 2026 | SULLIVAN FRANK C Chairman and CEO | Option exercise | 200,000 | $12.43M |
| Jul 19, 2026 | Dennsteadt David C. President & COO | Tax withheld | 1,455 | $152.9K |
| Jul 19, 2026 | Gordon Russell L VP and CFO | Tax withheld | 1,137 | $119.5K |
| Jul 19, 2026 | Laroche Michael J. VP, Controller & CAO | Tax withheld | 524 | $55.1K |
| Jul 19, 2026 | Ratajczak Matthew T VP-Global Tax and Treasurer | Tax withheld | 670 | $70.4K |
| Jul 19, 2026 | Polanco Andrew G. VP - Operations | Tax withheld | 511 | $53.7K |
| Jul 19, 2026 | SULLIVAN FRANK C Chairman and CEO | Tax withheld | 3,813 | $400.7K |
| Jul 19, 2026 | Crandall Tracy D. VP, General Counsel and CCO | Tax withheld | 488 | $51.3K |
| Jul 19, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Tax withheld | 1,137 | $119.5K |
| Jul 15, 2026 | Dennsteadt David C. President & COO | Award | 1,470 | $0 |
| Jul 15, 2026 | Dennsteadt David C. President & COO | Award | 1,717 | $0 |
| Jul 15, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Award | 1,200 | $0 |
| Jul 15, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Award | 1,107 | $0 |
| Jul 15, 2026 | SULLIVAN FRANK C Chairman and CEO | Award | 7,160 | $0 |
| Jul 15, 2026 | Gordon Russell L VP and CFO | Award | 1,470 | $0 |
| Jul 15, 2026 | Gordon Russell L VP and CFO | Award | 959 | $0 |
| Jul 15, 2026 | Ratajczak Matthew T VP-Global Tax and Treasurer | Award | 1,500 | $0 |
| Jul 15, 2026 | Ratajczak Matthew T VP-Global Tax and Treasurer | Award | 221 | $0 |
| Jul 15, 2026 | Laroche Michael J. VP, Controller & CAO | Award | 1,200 | $0 |
| Jul 15, 2026 | Laroche Michael J. VP, Controller & CAO | Award | 1,005 | $0 |
| Jul 15, 2026 | Crandall Tracy D. VP, General Counsel and CCO | Award | 1,344 | $0 |
| Jul 15, 2026 | Crandall Tracy D. VP, General Counsel and CCO | Award | 850 | $0 |
| May 31, 2026 | SULLIVAN FRANK C Chairman and CEO | Tax withheld | 496 | $52.6K |
| May 31, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Tax withheld | 748 | $79.3K |
| May 31, 2026 | Gordon Russell L VP and CFO | Tax withheld | 925 | $98.0K |
| May 31, 2026 | Kinser Timothy R. Former VP-Operations | Tax withheld | 208 | $22.0K |
| May 31, 2026 | Ratajczak Matthew T VP-Global Tax and Treasurer | Tax withheld | 224 | $23.7K |
| Apr 28, 2026 | Gordon Russell L VP and CFO | Disposition to issuer | 14,752 | $1.53M |
| Apr 28, 2026 | Gordon Russell L VP and CFO | Tax withheld | 5,038 | $522.4K |
| Apr 28, 2026 | Gordon Russell L VP and CFO | Option exercise | 30,000 | $1.53M |
| Apr 17, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Disposition to issuer | 13,931 | $1.53M |
| Apr 17, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Option exercise | 30,000 | $1.53M |
| Apr 17, 2026 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Tax withheld | 5,452 | $598.7K |
| Jan 21, 2026 | Kinser Timothy R. VP-Operations | Sale | 3,441 | $379.6K |
| Nov 12, 2025 | Nance Frederick R. Director | Gift | 155 | $0 |
| Nov 11, 2025 | Nance Frederick R. Director | Sale | 792 | $85.5K |
| Oct 31, 2025 | FAZZOLARI SALVATORE D Director | Sale | 375 | $40.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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