RPM International (RPM) investor relations material

Opening remarks and agenda

• Meeting agenda covered formal business, FY 2026 and Q1 FY 2027 results, then shareholder Q&A; quorum established with at least 114 million shares represented, ~89% of outstanding shares.

Financial performance review

• FY 2026 revenue reached $7.9 billion; adjusted EBIT rose 4.4% to a record $1.019 billion and adjusted diluted EPS rose 4.3% to a record $5.53.

• Operating cash flow rose 17% to $899 million, the second-highest level in the organization’s history.

• North America generated 77% of FY 2026 revenue, Europe 15%, and Southern Hemisphere developing markets nearly $600 million, or 8% of consolidated results, up from less than 5% a few years earlier.

• Q1 FY 2027 sales rose 4.8% to a record, adjusted EBITDA rose 4.5% to a record, and diluted EPS increased 5.3% to $1.98.

• Full-year FY 2027 outlook called for another record in sales and earnings.

Board and executive committee updates

• Shareholders elected 12 directors for one-year terms through the 2027 annual meeting; Jeff Rowe and Thomas Gentile were identified as the two newest directors.

• Bruce Carbonari and William Summers retired from the board; both were recognized for governance and strategic contributions during a period of substantial growth.