RPM International (RPM)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
$105.52+2.02%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · RPM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-09-04.
The screen ranks RPM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 61% of the time over the next year (vs 47% for the rest of the cohort, n=1943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue growing consolidated sales by mid-single-digit percentages compared to prior-year record results.
Stated as a priority in 4 of last 4 quarters. Consolidated sales grew 6.7% from $7.37 billion in fiscal 2025 to $7.86 billion in fiscal 2026. Management’s guidance for fiscal 2027 calls for sales growth of 3% to 7%, consistent with the mid-single-digit growth priority, indicating delivery on this growth objective.
“Fiscal 2027 full-year outlook calls for consolidated sales to increase 3% to 7% compared to prior-year record results.”
“Fiscal 2026 second-quarter outlook calls for mid-single-digit sales and adjusted EBIT growth.”
“Reaffirming consolidated sales to increase in the mid-single-digit range compared to prior-year record results.”
“Fiscal 2026 first-quarter outlook calls for low- to mid-single-digit sales and adjusted EBIT growth.”
Continue to grow adjusted EBIT by low- to high-single-digit percentages compared to prior-year record results.
Stated as a priority in 4 of last 4 quarters. Adjusted EBIT grew 4.4% from $976 million in fiscal 2025 to $1.02 billion in fiscal 2026. Management reaffirmed guidance for low- to high-single-digit adjusted EBIT growth, consistent with the priority, showing delivery on operational profitability improvement.
Continue to leverage operational improvement programs to generate record EBIT and expand margins despite inflationary pressures.
Stated as a priority in 4 of last 4 quarters. Adjusted EBIT increased from $976 million in fiscal 2025 to $1.02 billion in fiscal 2026, driven by MAP operational improvements. Management highlights record EBIT in 16 of 18 quarters, indicating consistent delivery of operational efficiency gains.
Expand the existing common stock repurchase program by an additional $700 million to enhance capital return to shareholders.
Newly stated in 2026-Q2. The Board authorized a $700 million increase to the share repurchase program, adding to the prior $114.8 million available. This represents a significant capital allocation commitment, with no prior quarters stating this increase.
Over the trailing year it converted 1.43x of net income into operating cash flow. Historically, Materials names rated robust grew net income 56% of the time over the next year (vs 47% for the rest of the cohort, n=1401).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 49% of the time over the next year (vs 52% for the rest of the cohort, n=976).
Not investment advice. As of 2026-09-04.
“Fiscal 2026 second-quarter outlook calls for consolidated adjusted EBIT to be up in the mid-single-digit percentage range compared to prior-year record results.”
“Reaffirming consolidated adjusted EBIT to be up low- to high-single-digits compared to prior-year record results.”
“Reaffirming consolidated adjusted EBIT to be up low- to high-single-digit percentage range compared to prior-year record results.”
“Fiscal 2026 first-quarter outlook calls for low- to mid-single-digit sales and adjusted EBIT growth.”
“The 16th time we have generated record adjusted EBIT out of the past 18 quarters due to MAP operational improvements.”
“Adjusted EBIT was a record, driven by MAP 2025 operational improvement benefits.”
“Adjusted EBIT was driven by MAP operational improvement initiatives.”
“Adjusted EBIT was a record as the strong top-line growth and MAP 2025 operational improvement benefits more than offset SG&A growth.”
“Board of Directors authorizes $700 million increase to share repurchase program.”