RPM International Inc

RPM International shares have climbed 5.3% since its latest earnings report, outperforming the S&P 500. The company reported fourth-quarter fiscal 2026 adjusted earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.84, while net sales of $2.23 billion topped the consensus of $2.19 billion and rose 7.2% year over year. Adjusted EBIT increased 7.7% to a record $338.6 million, and for fiscal 2027 management expects sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%. Estimates have been trending upward, and the stock carries a Zacks Rank #3, or Hold.

RPM International posted record fourth-quarter net sales of $2.23 billion, a 7.2% increase driven by demand for engineered solutions, acquisitions, and pricing actions. Adjusted EBIT reached a record $338.6 million, while adjusted diluted EPS rose 9.9% to $1.89. For the full fiscal year 2026, sales climbed 6.7% to $7.86 billion and adjusted EBIT grew 4.4% to $1.02 billion. The company generated $899 million in operating cash flow, its second-highest ever, and returned $349 million to shareholders through dividends and buybacks. The board authorized a $700 million increase to the share repurchase program, adding to $115 million remaining from prior authorizations. Looking ahead, RPM guided for fiscal 2027 sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%, while expecting raw material inflation of 5% to 6% in the first quarter and 6% to 8% in the second quarter.

RPM International CFO Russell L. Gordon sold 1,137 shares at $105.08 each, totaling about $119,500, in a non-discretionary transaction to satisfy tax withholding obligations tied to vesting performance stock units. The sale represents 1% of his direct holdings, leaving him with 80,281 shares directly and 219,800 derivative securities. The filing comes as RPM posted record fourth-quarter adjusted EBIT, with all three segments growing sales and profit, though weak DIY demand remains a drag.

RPM International's board of directors declared a regular quarterly cash dividend of $0.54 per share, payable on July 31, 2026, to stockholders of record as of July 14, 2026. The company's last cash dividend increase of 6% in October 2025 marked its 52nd consecutive year of increased cash dividends, placing it among less than half of 1% of all publicly traded U.S. companies. Only 39 other U.S. companies have a longer streak of consecutive annual dividend increases, according to stockanalysis.com. RPM has returned approximately $3.9 billion in cash dividends to stockholders during this period.