earnings
confidence high
sentiment positive
materiality 0.85
RPM reports record fiscal 2027 Q1 sales of $2.22B and adjusted EPS of $1.98
RPM INTERNATIONAL INC/DE/
2026-Q1 EPS
reported $2.01
vs consensus $0.36
▲ beat
(+464.0%)
- Q1 fiscal 2027 net sales rose 4.8% to $2.2156B; net income attributable to RPM was $256.4M and diluted EPS was $2.01, with record adjusted diluted EPS of $1.98, up 5.3%.
- Record adjusted EBITDA rose 4.5% to $405.5M; PCG sales increased 10.2% to $629.7M and adjusted EBITDA 18.2% to $121.1M, while Consumer sales rose 5.3% to $726.7M.
- CPG sales edged up 0.8% to $859.2M but adjusted EBITDA fell 9.7% to $166.2M on a $4.4M bankruptcy-related bad debt charge and $6.3M warranty charge at a European business under closure review.
- Operating cash flow was $263.9M versus $237.5M a year ago; total debt fell to $2.41B from $2.67B, liquidity was $1.21B, and RPM returned $90.5M via dividends and buybacks, up 10.2%.
- RPM guided fiscal 2027 sales and adjusted EBITDA to grow mid-single digits, below prior 3%-7% and 5%-10% outlooks, and acquired Italy-based Volteco, with €28M calendar 2025 sales.