RPM International (RPM) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
8 Oct, 2026Opening 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.
Latest events from RPM International
- Record Q1 results, with PCG and Consumer gains offsetting CPG softness and inflation.RPM
Q1 2027 - Record sales, strong governance, and expanded capital returns mark this year's proxy.RPM
Proxy filing - Vote on directors, executive pay, and auditor ratification at the October 2026 virtual meeting.RPM
Proxy filing - Record sales, margin expansion, and robust FY27 outlook with increased share repurchase authorization.RPM
Q4 2026 - Record Q3 sales and earnings growth driven by M&A and operational improvements.RPM
Q3 2026 - Record sales growth offset by margin headwinds; cost actions to drive future earnings improvement.RPM
Q2 2026 - Record sales, margin gains, and a 52nd straight dividend increase amid strong governance votes.RPM
AGM 2025 - Record sales and EBIT growth achieved, with raised outlook despite inflation and tariffs.RPM
Q1 2026 - Q3 sales fell 3% on weather and FX, but cash flow improved; Q4 outlook is flat with pending acquisition.RPM
Q3 2025