RPM International Inc. (RPM) Q1 FY2027 earnings

Reported results

• Record first-quarter net sales of $2,215.6 million increased 4.8% compared to prior year (GAAP); organic growth of 3.1%, acquisition growth of 1.6%, and foreign currency tailwind of 0.1%
• Net income attributable to RPM stockholders of $256.4 million, up 12.6% year-over-year (GAAP diluted EPS of $2.01, up 13.6%)
• Record adjusted EBITDA of $405.5 million increased 4.5% compared to prior year (non-GAAP); record adjusted diluted EPS of $1.98 increased 5.3% (non-GAAP)
• Cash provided by operating activities was $263.9 million, up from $237.5 million in prior-year period
• Total debt decreased to $2.41 billion from $2.67 billion a year ago; total liquidity increased to $1.21 billion from $933.4 million
• Returned $90.5 million to stockholders through dividends and share repurchases, up 10.2% compared to prior year

Guidance

• Fiscal 2027 Q2: Consolidated sales projected to increase in the low- to mid-single-digit range; CPG sales in low-single-digit range; PCG sales in mid- to high-single-digit range; Consumer Group sales in low- to mid-single-digit range; consolidated adjusted EBITDA to increase in low- to mid-single-digit range
• Fiscal 2027 full-year: Consolidated sales projected to increase in the mid-single-digit range compared to prior-year record results; consolidated adjusted EBITDA projected to increase in the mid-single-digit range compared to prior-year record results

Notes

Effective June 1, 2026, the company reorganized to manage certain Latin America businesses in the Performance Coatings Group (previously in Construction Products Group and Consumer Group); approximately $143 million in annual revenue affected. Recast fiscal 2026 quarterly results provided in Form 8-K. The company excludes certain items from adjusted measures including MAP initiatives, inventory step-up costs, acquisition earn-out fair value adjustments, and investment returns. A reconciliation of non-GAAP measures to GAAP amounts is provided in the document.

Price and volatility reaction

The stock moved +3.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -4.8 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-06 (8-K, Item 2.02). Read the original filing on sec.gov.