RPM International Inc. (RPM) Stock Price & Analysis
RPM International Inc. (RPM) closed at USD 101.72 on Thursday, October 22, 2026, up 1.84% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 99.88; the Oct 22, 2026 session ranged USD 98.21–102.02 on volume of 1,159,768 shares. Market capitalization is $12.97B, with a 52-week range of USD 92.92–121.78 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RPM.md
Latest Earnings Results (RPM)
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q1 FY2027 | $1.98 (adjusted (non-GAAP) diluted) | $2.22B | Oct 6, 2026, 6:53:29 AM ET · on Nexqual +28 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (RPM)
- Last four reported quarters (through Aug 31, 2026): revenue $7.97B, net income $690M (8.7% margin), free cash flow $706M (SEC filings).
- Valuation: P/E 18.8x (avg 22.0x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold RPM (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (16 analysts), mean target USD 123.5 (range 107–147).
- Total return with dividends: 1Y -7.5% vs S&P 500 +14.9%; 5Y +26.2% vs S&P 500 +80.3%.
- Next earnings: 2027-01-07, EPS estimate USD 1.27, revenue estimate $2.00B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RPM)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.71B | $7.26B | $7.34B | $7.37B | $7.86B | $7.97B |
| Gross profit | $2.43B | $2.75B | $3.01B | $3.05B | $3.26B | — |
| Net income | $491M | $479M | $588M | $689M | $661M | $690M |
| EPS (diluted) | $3.79 | $3.72 | $4.56 | $5.35 | $5.17 | — |
| Free cash flow | -$43.7M | $323M | $908M | $538M | $675M | $706M |
| Gross margin | 36.3% | 37.9% | 41.1% | 41.4% | 41.4% | — |
| Net margin | 7.3% | 6.6% | 8.0% | 9.3% | 8.4% | 8.7% |
| Revenue growth | +9.8% | +8.2% | +1.1% | +0.5% | +6.7% | — |
| Cash + short-term investments | $208M | $221M | $244M | $306M | $318M | — |
| Total debt | $2.69B | $2.68B | $2.13B | $2.65B | $2.53B | — |
Fiscal years end May. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 31, 2026) (RPM)
P/E 18.8x · P/S 1.6x · P/FCF 18.4x · P/B 3.7x · FCF yield 5.44% · Earnings yield 5.32% · Dividend yield (paid, TTM) 2.12% · Buyback yield (TTM) 0.64%
P/E at fiscal year-ends: May 2026 20.4x, May 2025 21.2x, May 2024 24.5x.
Superinvestors (SEC 13F-HR, Q2 2026) (RPM)
1 of 80 tracked investors hold RPM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | <0.01% | $192K | Reduced -2.4% |
Analysts (RPM)
Consensus Buy (mean 2.00 on a 1–5 scale), 16 analysts; mean target USD 123.5 (low 107, high 147).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Barclays | Initiated | Equal-Weight | $107 |
| 2026-10-09 | Keybanc | Target lowered | Overweight | $123 → $117 |
| 2026-10-08 | Deutsche Bank | Target lowered | Buy | $126 → $115 |
| 2026-10-07 | UBS | Target lowered | Buy | $142 → $128 |
| 2026-10-07 | Citigroup | Target lowered | Buy | $128 → $116 |
| 2026-10-07 | RBC Capital | Target lowered | Outperform | $128 → $120 |
| 2026-10-05 | Wells Fargo | Target lowered | Overweight | $135 → $130 |
| 2026-09-28 | Morgan Stanley | Target lowered | Equal-Weight | $117 → $114 |
| 2026-09-11 | Keybanc | Initiated | Overweight | $123 |
| 2026-07-23 | B of A Securities | Target raised | Buy | $129 → $130 |
| 2026-07-23 | Morgan Stanley | Target lowered | Equal-Weight | $121 → $117 |
| 2026-07-23 | BMO Capital | Target raised | Outperform | $143 → $151 |
Total return (dividends reinvested) (RPM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -7.5% | +26.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -7.5% | +4.8% |
| Volatility (annualized) | 29.6% | 26.1% |
| Max drawdown | -22.4% (Feb 2026→Mar 2026) | -31.3% (Nov 2024→Mar 2026) |
RPM revenue by business segment (quarter ended Aug 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Construction Products Group | $859.2M | 38.8% | +0.8% |
| Consumer | $726.7M | 32.8% | +5.3% |
| Performance Coatings Group | $629.6M | 28.4% | +10.2% |
| Total revenue | $2.22B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RPM company outlook (results filed Oct 6, 2026)
- “The company's outlook for fiscal 2027 is for: Consolidated sales to increase in the mid-single-digit range compared to prior-year record results.”
- “The previous outlook was for 3% to 7% growth. Consolidated adjusted EBITDA to increase in the mid-single-digit range compared to prior-year record results.”
- “The previous outlook was for 5% to 10% growth.”
Quoted word-for-word from the SEC 8-K results press release.
RPM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Nov 2026) | $1.27 | $1.29 | -1.1% | $2.00B | 16 |
| Next quarter (ends Feb 2027) | $0.60 | $0.59 | +0.5% | $1.69B | 16 |
| Current fiscal year (ends May 2027) | $5.91 | $5.85 | +1.0% | $8.25B | 16 |
| Next fiscal year (ends May 2028) | $6.61 | $6.60 | +0.1% | $8.59B | 15 |
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 101.72 |
|---|---|
| Change | ▲ 1.84% (up) |
| Previous Close | USD 99.88 |
| Open | USD 99.16 |
| Day Range | USD 98.21 – 102.02 |
| 52-Week Range | USD 92.92 – 121.78 |
| Volume | 1,159,768 shares |
| Market Cap | $12.97B |
| Exchange | NYQ |
Technical Analysis (RPM)
Nexqual's technical model rates RPM "NEUTRAL" based on 3 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 53.84 (neutral) |
| vs SMA50 | Below (USD 102.24) |
| MACD | -0.37 (negative) |
Analyst Ratings (RPM)
Wall Street analysts rate RPM "Buy" based on 16 analysts, with a mean price target of USD 123.5 (range USD 107–147), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 123.5 |
| High Target | USD 147 |
| Low Target | USD 107 |
| Buy / Hold / Sell | 14 / 2 / 0 |
Earnings (RPM)
| Next Earnings Date | 2027-01-07 |
|---|---|
| EPS Estimate | USD 1.27 |
| Revenue Estimate | $2.00B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 1.98 vs est 1.95 ▲ beat |
| 2026-05-31 | USD 1.89 vs est 1.83 ▲ beat |
| 2026-02-28 | USD 0.57 vs est 0.35 ▲ beat |
| 2025-11-30 | USD 1.2 vs est 1.41 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (RPM)
| Total Revenue | $7.97B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.80% |
| Gross Margin | +41.17% |
| Operating Margin | +16.20% |
| Profit Margin | +8.66% |
| ROE | +21.15% |
| Debt / Equity | 0.79 |
| Current Ratio | 1.76 |
| Total Cash | $312.84M |
| Total Debt | $2.74B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $705.58M (8.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (RPM)
Nexqual rates RPM International Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 41%, operating 16% (last 12 months) |
| Balance Sheet | Mixed — $318M cash and investments vs $2.53B debt (May 2026, SEC) |
| Cash Flow | Solid — FCF $706M (last 4 quarters to Aug 2026, SEC), 9% margin |
| Efficiency | Strong — ROE 21%, ROA 7.9% |
Ownership (RPM)
| Insider Ownership | +1.26% |
|---|---|
| Institutional Ownership | +88.41% |
| Shares Outstanding | 127.53M |
| Float | 125.71M |
| Short % of Float | +3.80% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (RPM)
RPM International Inc. is led by Frank C. Sullivan, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:24 UTC.
| Chairman & CEO | Frank C. Sullivan |
|---|---|
| COO & President | David C. Dennsteadt |
| VP & CFO | Russell L. Gordon |
| Vice President of Corporate Development | John F. Kramer |
| Director of Human Resource Information Systems | Michael Matchinga |
Major Backers & Investors (RPM)
Notable institutional backers of RPM International Inc. include Aristotle Capital Management, LLC, Morgan Stanley, Allspring Global Investments Holdings, LLC, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Aristotle Capital Management, LLC | 5.42% |
| Morgan Stanley | 3.29% |
| Allspring Global Investments Holdings, LLC | 3.26% |
| Victory Capital Management Inc. | 3% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | 2.61% |
| Victory Portfolios-Victory Sycamore Established Value Fund | 2.12% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.28% |
| Vanguard Group | 10.12% |
| State Street | 5.29% |
| Geode Capital | 2.08% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
From RPM International Inc.'s Latest SEC 10-K Filing (filed 2026-07-22)
Key Strengths & Strategy (as disclosed to the SEC)
- During fiscal years 2026, 2025 and 2024, approximately $97.9 million, $94.7 million and $92.2 million, respectively, was charged to expense for research and development activities.
Legal & Regulatory Risks (Item 1A, quoted)
- The industries in which we operate expose us to inherent risks of legal and warranty claims and other litigation-related risks and costs, which could adversely impact our business.
- Compliance with environmental, sustainability, health and safety and other laws and regulations could subject us to unforeseen future expenditures or liabilities, which could have a material adverse effect on our business.
- We may not always be in full compliance with all environmental, health and safety laws and regulations in every jurisdiction in which we conduct our business.
- Our businesses are subject to varying domestic and foreign laws and regulations that may restrict or adversely impact our ability to conduct our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SSL | Sasol Ltd. | USD 17.46 | ▲ 7.84% |
| ALB | Albemarle Corporation | USD 92.54 | ▼ 2.04% |
| SQM | Sociedad Quimica y Minera S.A. | USD 56.37 | ▼ 3.54% |
| SOLS | Solstice Advanced Materials Inc | USD 59.8 | ▼ 7.99% |
| DD | DuPont de Nemours, Inc. | USD 135.1 | ▲ 0.71% |
| WLK | Westlake Corporation | USD 64.14 | ▲ 5.42% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt