RPM
Building specialty coatings, sealants and maintenance brands through an acquisition-led portfolio.
Something off on this page? Send us feedback.
Profile
Makes specialty coatings, sealants, construction chemicals and consumer maintenance products through Construction Products, Performance Coatings and Consumer. An acquisition-led portfolio preserves entrepreneurial operating companies while adding group-level collaboration and operating discipline.
Manufactures specialty coatings, sealants, construction chemicals and consumer maintenance products. Construction Products, Performance Coatings and Consumer cover roofing, concrete repair, corrosion control, flooring, paints and household cleaning.
Builds the portfolio by acquiring specialty businesses, investing in their growth and often retaining operating-company leadership. Product innovation, collaboration, geographic expansion and operating efficiency complement that acquisition engine.
Coordinates market reach, manufacturing, distribution and technical resources across entrepreneurial operating companies. The model depends on integrating acquisitions and gaining group efficiencies while preserving the brands, local accountability and leadership continuity that underpin the decentralized portfolio.
Company facts
Key statistics
Year to date +2.8% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 23, 2026 | Seaport Global | Reiterate | Buy | $145 | ||
| Jul 23, 2026 | UBS | Reiterate | Buy | $130 | $142 | |
| Jul 23, 2026 | RBC Capital | Reiterate | Outperform | $126 | $128 | |
| Jul 23, 2026 | Morgan Stanley | Reiterate | Equal Weight | $121 | $117 | |
| Jul 23, 2026 | BMO Capital | Reiterate | Outperform | $143 | $151 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q4 FY26 | $1.83 | $1.89 | +3.3% | $2.18B | $2.23B | +2.3% | −2.48% |
| Apr 8, 2026Q3 FY26 | $0.37 | $0.57 | +54.1% | $1.55B | $1.61B | +3.8% | +2.07% |
| Jan 8, 2026Q2 FY26 | $1.41 | $1.20 | −14.9% | $1.93B | $1.91B | −0.9% | +4.14% |
| Oct 1, 2025Q1 FY26 | $1.88 | $1.88 | 0.0% | $2.06B | $2.11B | +2.8% | −0.79% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $2.08B | $2.11B | $1.91B | $1.61B | $2.23B | |
| Gross profit | $567.5M | $881.8M | $893.2M | $780.2M | $634.8M | $950.0M | |
| Operating income | $65.8M | $293.6M | $319.7M | $230.7M | $81.1M | $334.6M | |
| Net income | $52.0M | $225.8M | $227.6M | $161.2M | $51.4M | $221.2M | |
| Diluted EPS | $0.40 | $1.76 | $1.77 | $1.26 | $0.40 | $1.74 | |
| Gross margin | 38.4% | 42.4% | 42.3% | 40.8% | 39.5% | 42.6% | |
| Operating margin | 4.5% | 14.1% | 15.1% | 12.1% | 5.0% | 15.0% |
Fiscal years (4-quarter sums)FY22 $6.71B · FY23 $7.26B · FY24 $7.34B · FY25 $7.37B · FY26 $7.86B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, May 31, 2026Cash & short-term investments $315.2M · Total debt $2.87B · Total assets $8.34B · Shareholders' equity $3.31B
Dividends
Raised for 33 straight years — most recently to $0.54 from $0.51 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 14, 2026 | Jul 14 | Jul 31 | $0.54 | |
| Apr 16, 2026 | Apr 16 | Apr 30 | $0.54 | |
| Jan 16, 2026 | Jan 16 | Jan 30 | $0.54 | |
| Oct 20, 2025 | Oct 20 | Oct 31 | $0.54 | raised from $0.51 |
| Jul 15, 2025 | Jul 15 | Jul 31 | $0.51 | |
| Apr 17, 2025 | Apr 17 | Apr 30 | $0.51 | |
| Jan 17, 2025 | Jan 17 | Jan 31 | $0.51 | |
| Oct 18, 2024 | Oct 18 | Oct 31 | $0.51 | raised from $0.46 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 127.74M · Float 126.01M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.11M | 10.26% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 7.14M | 5.59% | 13F | Aug 13, 2026 |
| Aristotle Capital Management, LLC | 6.91M | 5.41% | 13F | Aug 14, 2026 |
| State Street Corp | 6.75M | 5.29% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 5.77M | 4.51% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 21, 2026 | Timothy R. Kinser | officer: VP-Operations | −3,441 | $110.31 |
| Nov 11, 2025 | Frederick R. Nance | director | −792 | $107.98 |
| Oct 31, 2025 | Salvatore D. Fazzolari | director | −375 | $107.67 |
Peers
- Sherwin-Williams
Scaled rival in consumer, protective, and specialty coatings
- PPG Industries
Global rival in protective, marine, and industrial coatings
- Carlisle
Direct overlap in commercial roofing and building envelopes
- Masco
Home-center rival through BEHR and KILZ coatings
- H.B. Fuller
Focused overlap in construction adhesives and sealants
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RPM | $106.65 | +0.03% | $13.62B | 20.6 | 17.7 | 1.7 | +7.2% |
| Sherwin-Williams | $344.86 | +0.01% | $83.72B | 31.8 | 27.1 | 3.4 | +7.5% |
| PPG Industries | $114.22 | +0.04% | $25.39B | 16.4 | 13.8 | 1.5 | +7.2% |
| Carlisle | $356.53 | −0.05% | $14.43B | 20.5 | 15.7 | 2.8 | +8.3% |
| Masco | $73.25 | +0.04% | $14.44B | 16.8 | 16.8 | 1.9 | −2.9% |
| H.B. Fuller | $56.35 | −0.02% | $3.03B | 16.7 | 11.0 | 0.9 | +5.8% |
| Median | 16.8 | 15.7 | 1.9 | +7.2% |