RPM International 2026 Q1 Earnings Stable Earnings as Net Income Slightly Declines

RPM International (RPM) reported its fiscal 2026 Q1 earnings on October 1, 2025. The results reflected stable earnings, with a slight decline in net income, while revenue grew year-over-year. The company maintained its full-year outlook, aligning with its long-term strategic direction.

Revenue
The company’s total revenue rose 7.4% to $2.11 billion in Q1 2026, compared to $1.97 billion in the same period of the previous year. The CPG Segment drove a strong performance with $881.45 million in revenue, while the PCG Segment contributed $538.48 million. The Consumer Segment added $693.82 million, rounding out the consolidated total of $2.11 billion across all segments. This broad-based growth underscores RPM’s diversified business model and strategic positioning across multiple markets.

Earnings/Net Income
Earnings per share remained stable at $1.78 in Q1 2026, in line with the previous year. However, net income decreased slightly by 0.3% to $227.84 million from $228.55 million in Q1 2025. Despite the minor decline, the company has maintained profitability for over 20 consecutive years in this fiscal quarter, a testament to its resilient operations and strategic efficiency.

Price Action
The stock price of RPM International has seen a downward trend in recent weeks. It fell 0.61% during the latest trading day, 0.94% during the most recent full trading week, and 6.48% month-to-date, reflecting investor caution or macroeconomic pressures.

Post-Earnings Price Action Review
Frank Sullivan, Chairman, President, and CEO, highlighted the company’s Q1 2026 results as a reflection of its pivot to a growth-driven strategy. He noted that organic revenue growth and strategic acquisitions drove record sales and adjusted EBIT, despite ongoing macroeconomic headwinds. Key growth areas included turnkey solutions in roofing and flooring, customer-focused product innovation, and an expanded sales and support staff. Sullivan emphasized the importance of investments in advertising, M&A, and efficiency initiatives, which contributed to unit volume growth of 4% in the Construction Products Group and 8% in the Performance Coatings Group. Looking ahead, he expressed confidence in leveraging MAP 2025 benefits, expanding market share in high-performance building sectors, and maintaining employee benefits and 401(k) contributions to reinforce long-term stability and confidence in the company’s strategic direction.

Guidance
For Q2 2026, RPM International anticipates another record quarter, with mid-single-digit growth in consolidated sales and adjusted EBIT. This growth is expected to be driven by systems and turnkey solutions, repair and maintenance demand, and contributions from recent acquisitions. The company’s full-year outlook anticipates sales at the high end of low to mid-single-digit growth, with adjusted EBIT growth toward the lower end of the high single-digit to low double-digit range. These projections factor in ongoing growth investments and macroeconomic challenges. Management also expects SG&A expenses to increase year-over-year due to higher health care costs, M&A expenses, and advertising efforts, while leveraging MAP 2025 efficiencies and strategic capital deployment to maintain financial leverage.

Additional News
On October 1, 2025, RPM International (NYSE:RPM) released its quarterly earnings report, marking a key moment for investors and analysts. While the earnings report provided comprehensive insights into the company’s performance, the additional news did not disclose specific non-earnings related developments such as M&A activity, C-level changes, or dividend/buyback announcements within the three-week period from October 1, 2025. The focus of the release remained centered on financial results and strategic guidance. As such, the company’s broader corporate updates were not included in this particular report.