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RPM International
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Latest analysis
Updated Jul 22, 2026
RPM International delivers record FY2026 results on construction-led momentum, guiding FY2027 to 3%-7% sales growth with raw material inflation the primary margin headwind.
RPM International closed FY2026 with record consolidated sales and adjusted EBIT for the fourth consecutive year, driven by Construction Products Group and Performance Coatings Group outperformance in data centers, infrastructure, and emerging markets under a system-selling platform model. Raw material inflation — led by propylene oxide-derived inputs, MDI tightness, and tariff-driven steel packaging costs — is the dominant margin risk for the first half of FY2027, with management guiding 5%-6% inflation in Q1 and up to 6%-8% in Q2 before expected moderation. The company is transitioning its primary profit metric from adjusted EBIT to adjusted EBITDA to align with peer reporting, and has authorized a $700 million share repurchase expansion, signaling confidence in structurally higher cash generation from MAP initiatives.
Tone: mixedRevenue
$7.9B
RPM 10-K · FY 2026
Employees
17,546
Revenue FY2025
$7.4B
Founded
1947
Profile
RPM 10-K Item 1 · Jul 22, 2026RPM International is a Medina, Ohio-based specialty chemical company whose subsidiaries manufacture and sell protective coatings, roofing systems, sealants, adhesives, and related construction and consumer products across approximately 167 countries. The company operates through three reportable segments — Construction Products Group (CPG), Performance Coatings Group (PCG), and Consumer — serving industrial, commercial, and residential end markets. For fiscal year ended May 31, 2026, RPM recorded net sales of $7.9 billion.
Read filing description ↓ Collapse description ↑
Our subsidiaries manufacture, market and sell various specialty chemical product lines, including high-quality specialty paints, infrastructure rehab and repair products, protective coatings, roofing systems, sealants and adhesives, focusing on the maintenance and improvement needs of the construction, industrial, specialty and consumer markets. Our family of products includes those marketed under brand names such as API, Carboline, CAVE, DAP, Day-Glo, Dri-Eaz, Dryvit, Euclid, EUCO, Fibergrate, Fibregrid, Fibrecrete, Flecto, Flowcrete, Gator, Grupo PV, Hummervoll, illbruck, Kalzip, Kemtile, Key Resin, Nudura, Mohawk, The Pink Stuff, Prime Resins, Ready Seal, Rust-Oleum, Specialty Polymer Coatings, Stonhard, Strathmore, TCI, Toxement, Tremco, Tuf-Strand, Universal Sealants, Viapol, Watco and Zinsser. As of May 31, 2026, our subsidiaries marketed products in approximately 167 countries and territories and operated manufacturing facilities in approximately 120 locations in Argentina, Australia, Belgium, Brazil, Canada, Chile, Colombia, France, Germany, India, Italy, Malaysia, Mexico, The Netherlands, New Zealand, Poland, South Africa, South Korea, Spain, the United Arab Emirates, the United Kingdom, and the United States. Approximately 31% of our sales are generated in international markets through a combination of exports to and direct sales in foreign countries. For the fiscal year ended May 31, 2026, we recorded net sales of $7.9 billion. Effective June 1, 2025, we realigned certain businesses and management structures and now report under three reportable segments: the Construction Products Group (CPG), the Performance Coatings Group (PCG) and Consumer, replacing our prior four-segment structure.
Primary products
- specialty paints
- infrastructure rehab and repair products
- protective coatings
- roofing systems
- sealants and adhesives
- concrete admixture and repair products
Business segments
End markets
Geographies
“We conduct our business in highly competitive markets, and all of our major products face competition from local, regional, national and multi-national firms. Our markets, however, are fragmented, and we do not face competition across all of our products from any one competitor in particular.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Net sales grew from $7.37 billion in fiscal 2025 to $7.86 billion in fiscal 2026, driven by growth across all three reportable segments, with CPG and PCG showing the largest absolute increases.
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