earnings
confidence high
sentiment negative
materiality 0.75
RPM Q3 sales -3% to $1.48B; adjusted EPS $0.35 vs $0.52; sees Q4 flat sales, low-single-digit EBIT growth
RPM INTERNATIONAL INC/DE/
2025-Q3 EPS reported
$3.59
revenue$5,290,669,000
- Net sales $1.48B (-3.0% YoY); net income $52.0M, diluted EPS $0.40 vs $0.47 in prior year.
- Adjusted diluted EPS $0.35 (-32.7% YoY); adjusted EBIT $78.2M vs $110.1M.
- All segments saw sales declines: CPG -4.5%, PCG -0.8%, SPG -10.1%, Consumer -0.7%; weather and production cuts pressured margins.
- Definitive agreement to acquire The Pink Stuff (Star Brands, ~£150M revenue); expected close late Q4 FY2025 or early Q1 FY2026.
- Q4 outlook: flat sales, adjusted EBIT up low-single-digit; tariffs may raise raw material inflation to mid-single digits.