RPM International Inc. · RPM · FY2026 Q4 · Calendar Q3 2026
RPM pairs record results with efficiency gains and a measured FY2027 outlook
The supplied analysis supports a constructive but conditional view: earnings growth appears supported by construction and performance-coatings demand, system selling, acquisitions and efficiency programs, while inflation, supply constraints and consumer weakness remain material tests.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis adds a more detailed FY2027 growth outlook, larger quantified efficiency priorities, continued acquisition activity and new raw-material supply risks tied to a plant fire and MDI tightness.
Guidance delta
Management maintained its guidance stance and outlined a FY2027 outlook for mid-single-digit sales growth and 5–10% adjusted EBITDA growth.
Key takeaways
- Construction Products and Performance Coatings were the main operating strengths in the supplied analysis.
- System selling, maintenance and restoration demand, and bolt-on acquisitions remain central growth drivers.
- Pricing, MAP 3.0 and Green Belt savings are intended to counter inflation and support profitability.
Management priorities
- Execute MAP 3.0 and Green Belt efficiency initiatives.
- Expand system selling through component acquisitions and product breadth.
- Complete the European distribution center and India operating facility.
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Try FN2 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 |
|---|---|---|---|---|
| HMY Harmony Gold Mining Company Limited | FY2026 Q4 · Calendar Q3 2026 | 0.0% | -6.2% | Harmony Gold posts record FY2026 while Eva Copper risks remain |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-07-22T19:02:30.221910+00:00
- FN2 earnings calendar · 2026-08-27T01:23:13.912278+00:00
- Polygon adjusted daily market bars · 2026-10-06T16:20:43.460932+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T16:20:43.458064+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.
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 2026-10-06. For educational purposes only; not investment advice.