Analyst Consensus ?
ConsensusBuy22 ratings
Bullish1881.8%
Neutral418.2%
Bearish00.0%
RPM International Inc. · RPM · FY2025 Q3 · Calendar Q2 2025
RPM: Weather and FX pressured sales; cost program and acquisition support outlook
RPM’s latest call provides mixed evidence for a durable earnings-growth trajectory: MAP 2025 efficiency gains, product launches and acquisitions support the case, but Q3 sales declined 3% and weather, FX, tariffs and transition costs remain material constraints.
Reported Before market openNYSEBasic Materials
$12.72B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.52
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.51B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-9.1%
Event window
SPY move
-1.6%
Same window
Abnormal move
-7.6%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
+12.8%
Up to 20 sessions
RPMSPY benchmark
Ask FN2 about RPM FY2025 Q3
Transcript, numbers and history already loaded
What drove RPM's -9.1% move after FY2025 Q3 earnings?What changed in RPM's guidance and outlook in FY2025 Q3?Give me the bull and bear case for RPM after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior call’s record Q2 and maintained outlook, the latest analysis shows a 3% Q3 sales decline, greater emphasis on tariff-related raw-material inflation, and the announced Pink Stuff acquisition. Management still points to flat Q4 sales with low-single-digit earnings growth and margin expansion.
Guidance delta
Management maintained guidance; the supplied Q4 outlook calls for flat sales, low-single-digit earnings growth and margin expansion.
Key takeaways
- Third-quarter sales declined 3% year over year, with weather and FX cited as the main pressures.
- MAP 2025 supported cash flow and working-capital efficiency despite the softer sales backdrop.
- The Pink Stuff acquisition expands RPM’s consumer cleaning portfolio and distribution reach.
- Management expects flat Q4 sales, modest earnings growth and margin expansion, while tariffs remain a cost risk.
Management priorities
- Execute MAP 2025 efficiency initiatives and improve working-capital performance.
- Integrate the Pink Stuff and TMPC acquisitions.
- Expand repair, maintenance, performance-coatings and fire-protection offerings.
- Mitigate tariff effects through sourcing changes, vendor partnerships and pricing.
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Miss
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Analyst 52W Price Targets
$99.73Current
$107Low
$126.45Average
$147High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 18, 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 current price $99.73. 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 | +7.3% | Oct 12, 2026 |
| KeyBanc | Analyst unavailable | $117 | $99.43 | +17.3% | Oct 9, 2026 |
| Deutsche Bank | Analyst unavailable | $115 | $97.06 | +15.3% | Oct 8, 2026 |
| UBS | Analyst unavailable | $128 | $97.11 | +28.3% | Oct 7, 2026 |
| BMO Capital | John McNulty | $147 | $97.24 | +47.4% | Oct 7, 2026 |
| Mizuho Securities | John Roberts | $116 | $98.31 | +16.3% | Oct 7, 2026 |
| Wells Fargo | Analyst unavailable | $130 | $99.19 | +30.4% | Oct 5, 2026 |
| KeyBanc | Analyst unavailable | $123 | $99.31 | +23.3% | Sep 11, 2026 |
| Seaport Global | Analyst unavailable | $145 | $103.14 | +45.4% | Jul 23, 2026 |
| UBS | Analyst unavailable | $142 | $103.32 | +42.4% | Jul 23, 2026 |
| RBC Capital | Analyst unavailable | $128 | $103.32 | +28.3% | Jul 23, 2026 |
| Morgan Stanley | Analyst unavailable | $117 | $103.57 | +17.3% | Jul 23, 2026 |
| BMO Capital | John McNulty | $151 | $103.74 | +51.4% | Jul 23, 2026 |
| Fermium Research | Frank Mitsch | $124 | $107.43 | +24.3% | Jul 22, 2026 |
| BMO Capital | Analyst unavailable | $143 | $111.62 | +43.4% | Jul 6, 2026 |
| UBS | Joshua Spector | $130 | $102.9 | +30.4% | May 27, 2026 |
| UBS | Joshua Spector | $118 | $109.79 | +18.3% | Apr 10, 2026 |
| Morgan Stanley | Vincent Andrews | $121 | $110.97 | +21.3% | Apr 9, 2026 |
| Robert W. Baird | Ghansham Panjabi | $125 | $108.92 | +25.3% | Mar 4, 2026 |
| Deutsche Bank | David Begleiter | $126 | $112.64 | +26.3% | Jan 12, 2026 |
| Morgan Stanley | Analyst unavailable | $118 | $109 | +18.3% | Jan 9, 2026 |
| RBC Capital | Analyst unavailable | $126 | $106.61 | +26.3% | Jan 9, 2026 |
| Morgan Stanley | Vincent Andrews | $124 | $106.78 | +24.3% | Jan 8, 2026 |
| Mizuho Securities | John Roberts | $120 | $107.35 | +20.3% | Jan 8, 2026 |
| UBS | Analyst unavailable | $119 | $108 | +19.3% | Dec 18, 2025 |
| RBC Capital | Arun Viswanathan | $132 | $102.63 | +32.4% | Dec 9, 2025 |
| RBC Capital | Arun Viswanathan | $121 | $116.83 | +21.3% | Oct 6, 2025 |
| BMO Capital | John McNulty | $140 | $115.72 | +40.4% | Jun 6, 2025 |
| UBS | Joshua Spector | $110 | $104.97 | +10.3% | Apr 24, 2025 |
| Mizuho Securities | John Roberts | $140 | $121.74 | +40.4% | Jan 8, 2025 |
| Evercore ISI | Eric Boyes | $145 | $131.42 | +45.4% | Dec 17, 2024 |
| Bank of America Securities | Steve Byrne | $122 | $127.46 | +22.3% | Oct 3, 2024 |
| BMO Capital | John McNulty | $149 | $127.46 | +49.4% | Oct 3, 2024 |
| J.P. Morgan | Jeffrey Zekauskas | $120 | $120.09 | +20.3% | Oct 2, 2024 |
| BMO Capital | John McNulty | $139 | $115.43 | +39.4% | Aug 26, 2024 |
| Mizuho Securities | John Roberts | $134 | $117.47 | +34.4% | Jul 26, 2024 |
| RBC Capital | Arun Viswanathan | $120 | $118.29 | +20.3% | Jul 26, 2024 |
| Vertical Research | Kevin McCarthy | $126 | $111.04 | +26.3% | Jul 16, 2024 |
| Robert W. Baird | Ghansham Panjabi | $120 | $111.69 | +20.3% | Apr 5, 2024 |
| Mizuho Securities | John Roberts | $136 | $111.69 | +36.4% | Apr 5, 2024 |
| BMO Capital | John McNulty | $123 | $111.69 | +23.3% | Apr 5, 2024 |
| UBS | Joshua Spector | $122 | $111.69 | +22.3% | Apr 4, 2024 |
| UBS | Joshua Spector | $121 | $118.52 | +21.3% | Apr 4, 2024 |
| Deutsche Bank | David Huang | $118 | $94.43 | +18.3% | Oct 3, 2023 |
| BMO Capital | Analyst unavailable | $112 | $85.87 | +12.3% | Jan 6, 2023 |
| BMO Capital | Analyst unavailable | $111 | $96.32 | +11.3% | Aug 25, 2022 |
| Vertical Research | Kevin McCarthy | $96 | $92.96 | -3.7% | 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 |
|---|---|---|---|---|
| AA Alcoa Corporation | FY2026 Q3 · Calendar Q4 2026 | +20.5% | +7.2% | Alcoa: Strong Q3 execution, with safety and transaction risks ahead |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-03-25T00:03:08.113415+00:00
- Polygon adjusted daily market bars · 2026-10-18T07:30:42.291640+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-18T07:30:42.288878+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 2026-10-18. For educational purposes only; not investment advice.