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RPM International
RPM International (RPM) investor relations material
RPM International Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary8 Jan, 2026
Executive summary
Achieved record Q2 sales of $1.91 billion, up 3.5% year-over-year, driven by acquisitions and high-performance building solutions, but organic sales declined 0.5% and momentum slowed due to soft DIY demand and longer construction project lead times.
Adjusted EBIT fell 11.2% to $226.6 million and adjusted EPS dropped 13.7% to $1.20, reflecting lower volumes, higher SG&A, growth investments, and temporary plant consolidation inefficiencies.
Net income attributable to stockholders was $161.2 million, down 12% year-over-year, with diluted EPS of $1.26.
SG&A optimization actions are underway, expected to yield $100 million in annual benefits, with incremental savings realized through fiscal 2027.
Continued focus on high-growth areas such as high-performance buildings, business intelligence, and innovation, supported by recent and pending acquisitions.
Financial highlights
Q2 sales grew 3.5% year-over-year to $1.91 billion, with acquisitions contributing 3.4%, FX 0.6%, and organic sales down 0.5%.
Adjusted EBIT margin decreased 190 bps to 11.9%; net income margin was 8.4% (down from 9.9%); gross profit margin declined to 40.8%.
Operating cash flow for the first six months was $583.2 million, up $66.3 million year-over-year, enabling $127 million in debt repayment, $169 million returned to shareholders, and $162 million spent on acquisitions.
Total liquidity at quarter-end was $1.1 billion.
Interest expense increased due to higher acquisition-related borrowings.
Outlook and guidance
Market conditions expected to remain sluggish in Q3, with soft DIY demand and extended construction project lead times.
Q3 consolidated sales expected to increase mid-single digits, with Consumer segment outpacing others due to acquisitions.
Adjusted EBIT anticipated to grow mid- to high-single digits in Q3; Q4 sales and EBIT also expected to grow mid-single digits, with volume growth as a key variable.
SG&A optimization benefits to be more fully realized in Q4 and fiscal 2027.
Inflationary headwinds and temporary inefficiencies from plant consolidations are expected to persist through fiscal 2026.
What is the total SG&A savings expected in FY26?
What drove the Consumer Group's organic sales decline?
What factors offset MAP 2025 operational improvements?
How much of SG&A savings is reallocation vs cuts?
What drives the wide Q3/Q4 EBIT guidance range?
Are recent acquisitions accretive to margins?
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Next RPM International earnings date
Q3 20267 Apr, 2026
RPM International
Next RPM International earnings date
Q3 20267 Apr, 2026
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Frequently asked questions
RPM International Inc. engages in the manufacture, marketing, and sale of specialty chemicals for the industrial, specialty, and consumer markets worldwide. The company operates through three segments: Industrial Segment, Consumer Segment, and Specialty Segment. The Industrial Segment manufactures waterproofing products, roofing systems, sealants, corrosion control coatings, flooring systems, paints and other specialty chemicals.
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