RPM International Q4 sales, adjusted EPS beat estimates
Reuters2026/07/22 11:00
Overview
US specialty coatings maker's fiscal Q4 sales rose 7.2%, beating analyst expectations
Adjusted diluted EPS for fiscal Q4 increased 9.9%, beating analyst expectations
Company authorized $700 mln increase to share repurchase program
Outlook
RPM sees fiscal 2027 sales rising 3% to 7%
Company expects fiscal 2027 adjusted EBITDA to grow 5% to 10%
RPM anticipates continued strength in high-performance building and infrastructure projects
Result Drivers
ENGINEERED SOLUTIONS INFRASTRUCTURE - Increased sales of engineered solutions for high-performance buildings and infrastructure projects drove record Q4 sales, per CEO Frank C. Sullivan
ACQUISITIONS PRICING - Acquisitions and pricing actions to offset inflation contributed to sales growth across segments
OPERATIONAL IMPROVEMENTS - Higher adjusted EBIT was driven by volume growth, improved fixed-cost leverage, and operational improvements from the MAP program
Company press release: ID:nBw42SP0ca
Key Details
Metric |
Beat/Miss |
Actual |
Consensus Estimate |
Q4 Sales |
Beat |
$2.23 bln |
$2.18 bln (14 Analysts) |
Q4 Adjusted EPS |
Beat |
$1.89 |
$1.85 (15 Analysts) |
Q4 EPS |
|
$1.73 |
|
Q4 Net Income |
|
$221.22 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the commodity chemicals peer group is "buy"
Wall Street's median 12-month price target for RPM International Inc is $127.88, about 26% above its July 21 closing price of $101.53
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago
Reuters Recommended Reads
July 22 - Akzo Nobel beats profit estimates as price rises offset higher raw-material costs
July 21 - Valmont beats Q2 revenue estimates, raises outlook
July 21 - 3M boosts annual profit forecast driven by resilient industrial unit
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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