Analyst Consensus ?
ConsensusBuy22 ratings
Bullish1881.8%
Neutral418.2%
Bearish00.0%
RPM International Inc. · RPM · FY2025 Q2 · Calendar Q1 2025
RPM: Efficiency gains offset a weak macro backdrop
The supplied analysis offers partial support for a durable earnings-growth case: MAP 2025 and Greenbelt savings, product launches, infrastructure demand and consumer stabilization are positives. That support is tempered by flat near-term guidance, weather and FX pressure, uncertain DIY demand, and credit and raw-material risks.
Reported Before market openNYSEBasic Materials
$12.59B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.35
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.79B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.1%
Event window
SPY move
-1.1%
Same window
Abnormal move
+2.2%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
+1.5%
Up to 20 sessions
RPMSPY benchmark
Ask FN2 about RPM FY2025 Q2
Transcript, numbers and history already loaded
What drove RPM's +1.1% move after FY2025 Q2 earnings?What changed in RPM's guidance and outlook in FY2025 Q2?Give me the bull and bear case for RPM after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the latest analysis points to record Q2 operating performance and continued savings delivery, but a more constrained near-term outlook: winter weather and FX are expected to flatten Q3 sales and limit EBIT growth. Consumer stabilization and new products are newer offsets, while bad-debt exposure is a clearer risk.
Guidance delta
Full-year guidance was maintained; Q3 sales and EBIT were expected to be broadly flat or low-single-digit changing, reflecting seasonal weather and FX pressures.
Key takeaways
- Management described record Q2 sales, adjusted EBIT margin and EPS, supported by MAP 2025 savings and volume growth across four segments.
- The company maintained full-year guidance while expecting winter weather and FX to flatten Q3 sales and limit EBIT growth.
- Consumer demand showed signs of stabilization, with new products and share gains in Europe and automotive channels.
- The balance sheet remained a stated priority, alongside debt reduction, dividend increases and continued efficiency work.
Management priorities
- Execute MAP 2025 and Greenbelt savings initiatives.
- Launch new consumer and construction products.
- Invest in resin capacity and the Day-Glo Color Group Center of Excellence.
- Pursue targeted growth in Europe, India and South Africa.
- Continue selective acquisitions and prepare a post-2025 efficiency program.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$98.74Previous close
$107Low
$126.45Average
$147High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 26, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Overweight | Overweight | Maintain | Oct 9, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Oct 8, 2026 |
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 7, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Oct 5, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Sep 28, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 23, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 23, 2026 |
| Fermium Research | Buy | Hold | Upgrade | Jul 22, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Mar 23, 2026 |
| Baird | Outperform | Neutral | Upgrade | Mar 4, 2026 |
| JP Morgan | Overweight | Neutral | Upgrade | Jan 9, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Nov 11, 2025 |
| Seaport Global | Buy | Buy | Maintain | Oct 3, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Jun 27, 2022 |
| Vertical Research | Hold | Buy | Downgrade | Nov 24, 2021 |
| Vertical Group | Hold | Sell | Upgrade | Oct 3, 2019 |
| Bank of America | Buy | Neutral | Upgrade | Jul 18, 2018 |
| PiperJaffray | Overweight | Overweight | Maintain | Mar 9, 2015 |
| Piper Sandler | Overweight | Overweight | Maintain | Mar 9, 2015 |
| Oppenheimer | Perform | Underperform | Upgrade | Jan 15, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $98.74. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $107 | $97.57 | +8.4% | Oct 12, 2026 |
| KeyBanc | Analyst unavailable | $117 | $99.43 | +18.5% | Oct 9, 2026 |
| Deutsche Bank | Analyst unavailable | $115 | $97.06 | +16.5% | Oct 8, 2026 |
| UBS | Analyst unavailable | $128 | $97.11 | +29.6% | Oct 7, 2026 |
| BMO Capital | John McNulty | $147 | $97.24 | +48.9% | Oct 7, 2026 |
| Mizuho Securities | John Roberts | $116 | $98.31 | +17.5% | Oct 7, 2026 |
| Wells Fargo | Analyst unavailable | $130 | $99.19 | +31.7% | Oct 5, 2026 |
| KeyBanc | Analyst unavailable | $123 | $99.31 | +24.6% | Sep 11, 2026 |
| Seaport Global | Analyst unavailable | $145 | $103.14 | +46.9% | Jul 23, 2026 |
| UBS | Analyst unavailable | $142 | $103.32 | +43.8% | Jul 23, 2026 |
| RBC Capital | Analyst unavailable | $128 | $103.32 | +29.6% | Jul 23, 2026 |
| Morgan Stanley | Analyst unavailable | $117 | $103.57 | +18.5% | Jul 23, 2026 |
| BMO Capital | John McNulty | $151 | $103.74 | +52.9% | Jul 23, 2026 |
| Fermium Research | Frank Mitsch | $124 | $107.43 | +25.6% | Jul 22, 2026 |
| BMO Capital | Analyst unavailable | $143 | $111.62 | +44.8% | Jul 6, 2026 |
| UBS | Joshua Spector | $130 | $102.9 | +31.7% | May 27, 2026 |
| UBS | Joshua Spector | $118 | $109.79 | +19.5% | Apr 10, 2026 |
| Morgan Stanley | Vincent Andrews | $121 | $110.97 | +22.5% | Apr 9, 2026 |
| Robert W. Baird | Ghansham Panjabi | $125 | $108.92 | +26.6% | Mar 4, 2026 |
| Deutsche Bank | David Begleiter | $126 | $112.64 | +27.6% | Jan 12, 2026 |
| Morgan Stanley | Analyst unavailable | $118 | $109 | +19.5% | Jan 9, 2026 |
| RBC Capital | Analyst unavailable | $126 | $106.61 | +27.6% | Jan 9, 2026 |
| Morgan Stanley | Vincent Andrews | $124 | $106.78 | +25.6% | Jan 8, 2026 |
| Mizuho Securities | John Roberts | $120 | $107.35 | +21.5% | Jan 8, 2026 |
| UBS | Analyst unavailable | $119 | $108 | +20.5% | Dec 18, 2025 |
| RBC Capital | Arun Viswanathan | $132 | $102.63 | +33.7% | Dec 9, 2025 |
| RBC Capital | Arun Viswanathan | $121 | $116.83 | +22.5% | Oct 6, 2025 |
| BMO Capital | John McNulty | $140 | $115.72 | +41.8% | Jun 6, 2025 |
| UBS | Joshua Spector | $110 | $104.97 | +11.4% | Apr 24, 2025 |
| Mizuho Securities | John Roberts | $140 | $121.74 | +41.8% | Jan 8, 2025 |
| Evercore ISI | Eric Boyes | $145 | $131.42 | +46.9% | Dec 17, 2024 |
| Bank of America Securities | Steve Byrne | $122 | $127.46 | +23.6% | Oct 3, 2024 |
| BMO Capital | John McNulty | $149 | $127.46 | +50.9% | Oct 3, 2024 |
| J.P. Morgan | Jeffrey Zekauskas | $120 | $120.09 | +21.5% | Oct 2, 2024 |
| BMO Capital | John McNulty | $139 | $115.43 | +40.8% | Aug 26, 2024 |
| Mizuho Securities | John Roberts | $134 | $117.47 | +35.7% | Jul 26, 2024 |
| RBC Capital | Arun Viswanathan | $120 | $118.29 | +21.5% | Jul 26, 2024 |
| Vertical Research | Kevin McCarthy | $126 | $111.04 | +27.6% | Jul 16, 2024 |
| Robert W. Baird | Ghansham Panjabi | $120 | $111.69 | +21.5% | Apr 5, 2024 |
| Mizuho Securities | John Roberts | $136 | $111.69 | +37.7% | Apr 5, 2024 |
| BMO Capital | John McNulty | $123 | $111.69 | +24.6% | Apr 5, 2024 |
| UBS | Joshua Spector | $122 | $111.69 | +23.6% | Apr 4, 2024 |
| UBS | Joshua Spector | $121 | $118.52 | +22.5% | Apr 4, 2024 |
| Deutsche Bank | David Huang | $118 | $94.43 | +19.5% | Oct 3, 2023 |
| BMO Capital | Analyst unavailable | $112 | $85.87 | +13.4% | Jan 6, 2023 |
| BMO Capital | Analyst unavailable | $111 | $96.32 | +12.4% | Aug 25, 2022 |
| Vertical Research | Kevin McCarthy | $96 | $92.96 | -2.8% | Nov 24, 2021 |
Track every rating change on RPM the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRPM International Inc. provides specialty chemicals for the construction, industrial, specialty, and consumer markets. It operates in four segments: CPG, PCG, Consumer, and SPG. The company offers waterproofing, coating, and traditional roofing systems; sealants, air barriers, tapes, and foams; residential home weatherization systems; roofing and building maintenance services; sealing and bonding, subfloor preparation, flooring, and glazing solutions; resin flooring systems, polyurethane, MMA waterproof, epoxy floor paint and coatings, concrete repair, and protection products; fire stopping and intumescent steel coating, and manufacturing industry solutions; and rolled asphalt roofing materials and chemical admixtures.…
Historical context
All RPM earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CRS Carpenter Technology Corporation | FY2027 Q1 · Calendar Q4 2026 | +6.9% | -20.6% | CRS: Aerospace Bookings Accelerate as Guidance Holds |
| DOW Dow Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.3% | +4.7% | Dow’s Q3 growth and self-help gains support a steady Q4 outlook |
| NEM Newmont Corporation | FY2026 Q3 · Calendar Q4 2026 | +12.2% | -2.6% | Newmont Holds 2026 Guidance as Projects Set Up 2027 Growth |
| SCCO Southern Copper Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.4% | -2.1% | Southern Copper: Record Q3 results, projects advance amid execution risks |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the RPM recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-12-24T00:04:50.289843+00:00
- Polygon adjusted daily market bars · 2026-10-26T08:10:44.092175+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-26T08:10:44.088391+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-26. For educational purposes only; not investment advice.