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Earnings transcript
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RPM
RPM International Inc.
$105.71
-1.35
(-1.26%)
| Exchange: | NYSE |
| Market Cap: | 13.503B |
| Shares Outstanding: | 52.5M |
Delayed data
About The Company
| Sector: | Basic Materials | |||||
| Industry: | Chemicals – Specialty | |||||
| CEO: | Frank C. Sullivan | |||||
| Full Time Employees: | 17546 | |||||
| Address: |
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| Website: | https://www.rpminc.com |
RPM 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. It also provides concrete and masonry admixtures, concrete fibers, cement performance enhancers, curing and sealing compounds, structural grouts and mortars, epoxy adhesives, injection resins, polyurethane foams, floor hardeners and toppings, joint fillers, industrial and architectural coatings, decorative color/stains/stamps, restoration materials, concrete panel wall systems, flooring systems, fluorescent colorants and pigments, shellac-based-specialty and marine coatings, and fuel additives. It offers fiberglass reinforced plastic gratings and shapes; corrosion-control coating, containment and railcar lining, fire and sound proofing, heat and cryogenic insulation, and specialty construction products; amine curing agents, reactive diluents, and epoxy resins; fire and water damage restoration, carpet cleaning, and disinfecting products; wood treatments, coatings, and touch-up products; nail enamels, polishes, and coating components; paint contractors and DIYers, concrete restoration and flooring, metallic and faux finish coatings, cleaners, and hobby paints and cements; and caulks, adhesives, insulating foams, and patches, spackling, glazing, and repair products. The company was incorporated in 1947 and is headquartered in Medina, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 7,335,277 | 7,372,644 | 7,863,422 |
| Gross Profit | 3,014,589 | 3,050,478 | 3,258,225 |
| EBITDA | 1,077,057 | 1,083,143 | 981,884 |
| Operating Income | 883,258 | 906,341 | 923,483 |
| Net Income | 588,397 | 688,688 | 661,392 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 6,586,543 | 7,775,949 | 8,344,605 |
| Total Liabilities | 4,074,318 | 4,889,167 | 5,031,500 |
| Total Stockholders Equity | 2,510,884 | 2,885,356 | 3,311,533 |
| Total Debt | 2,408,429 | 2,963,947 | 2,874,807 |
| Cash and Cash Equivalents | 237,379 | 302,137 | 315,188 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 1,122,305 | 768,190 | 898,708 |
| Capital Expenditure | -213,970 | -229,930 | -223,507 |
| Free Cash Flow | 908,335 | 538,260 | 675,201 |
| Net Income | 589,442 | 690,327 | 662,483 |
| Net Change in Cash | 21,592 | 64,758 | 13,051 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 8,728,363.524 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 9,016,602.933 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 8,886,152.600 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,167,491.155 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,206,045.571 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,188,596.755 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 940,988.825 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 981,605.845 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 963,224.038 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 2,388,566.398 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 2,467,444.754 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 2,431,746.277 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 7.550 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 7.700 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 7.380 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 2 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Sales Performance: RPM International reported record quarterly sales in Q1 2026, as highlighted in the earnings call transcript, reflecting strong revenue growth and effective operational execution. This performance underscores the company’s ability to capitalize on market demand and maintain a competitive edge.
- Solid Financial Metrics: Key metrics such as revenue, gross profit, and net income from the income statements indicate consistent financial health. Positive free cash flow trends, as seen in the cash flow statements, demonstrate the company’s capacity to fund operations and investments without excessive reliance on external financing.
- Operational Efficiency: The earnings call summary points to successful cost management strategies and operational improvements, contributing to margin expansion despite external pressures. This indicates a robust internal framework for profitability.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates RPM intrinsic value between $104.14 – $126.46 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about RPM valuation
Is RPM International Inc. (RPM) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for RPM International Inc. (RPM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is RPM a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether RPM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is RPM’s P/E ratio?
You can see RPM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for RPM?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is RPM a good long-term investment?
Whether RPM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
RPM
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Daily snapshot
-1.26
Trading Metrics:
| Open: | 106.25 | Previous Close: | 107.05 | |
| Day Low: | 104.87 | Day High: | 106.25 | |
| Year Low: | 92.92 | Year High: | 128.51 | |
| Price Avg 50: | 109.12 | Price Avg 200: | 106.66 | |
| Volume: | 200498 | Average Volume: | 904590 |
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Login — it's freeRPM full analysis
Welcome to MARKETSNAP’s SWOT analysis for RPM International! If you’re a long-term investor looking to build wealth, you’ve come to the right place. Today, we’re diving deep into RPM International, a company that might not be a household name for everyone but plays a significant role in its niche. So, grab a coffee, let’s break down what makes this company tick, and figure out if it’s a potential gem for your portfolio. We’ll cover a quick overview, recent news, performance…
