- A Look At RPM International (RPM) Valuation After Recent Share Price Pullback
May 12, 2026
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Stock performance snapshot and recent moves
RPM International (RPM) has seen its stock pull back recently, with the share price around $99.54 after declining 1.3% in the past day, 8.8% over the past month, and 16.5% over the past 3 months.
See our latest analysis for RPM International.
Stepping back from the recent pullback, RPM International’s 1-year total shareholder return is down 11.2%, even though longer term total shareholder returns over 3 and 5 years remain positive. This suggests recent momentum has faded compared with earlier periods.
If you are weighing RPM against other materials and industrials exposures, it can help to scan for companies with similar business profiles and different risk drivers, starting with 19 top founder-led companies
With RPM’s share price under pressure despite positive multi year returns, and analyst targets and intrinsic estimates above the current US$99.54 level, you have to ask: is there hidden value here, or is the market already pricing in future growth?
Most Popular Narrative: 22% Undervalued
RPM International’s most followed narrative pegs fair value at about $127.64 per share, versus the recent close at $99.54. This comparison highlights a valuation gap for investors to interrogate.
The successful execution of the MAP 2025 efficiency program (with incremental $70 million in savings targeted for FY26), ongoing plant consolidations, and a streamlined 3-segment structure are set to deliver further margin improvement and operational leverage, directly benefiting earnings and free cash flow.
Read the complete narrative.
Curious what earnings path and margin profile support that higher fair value, and how future share count, discount rate and profit multiples all fit together? The full narrative joins these moving parts into one clear earnings and valuation roadmap, so you can see exactly which assumptions need to hold for that price to make sense.
Result: Fair Value of $127.64 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this narrative can break if prolonged weakness in the Consumer segment or higher input and tariff-driven costs squeeze margins more than current assumptions allow for.
Find out about the key risks to this RPM International narrative.
Next Steps
Mixed messages on value, risks, and rewards can be confusing, so move quickly, review the underlying data, and weigh the 6 key rewards and 1 important warning sign
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include RPM.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- RPM International (RPM) Down 8.6% Since Last Earnings Report: Can It Rebound?
May 8, 2026
A month has gone by since the last earnings report for RPM International (RPM). Shares have lost about 8.6% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is RPM International due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
RPM International Q3 Earnings & Sales Beat, Both Up Y/Y
RPM International reported excellent third-quarter fiscal 2026 (ended Feb. 28, 2026) results, with quarterly earnings and net sales topping the Zacks Consensus Estimate and increasing on a year-over-year basis.
The quarterly results were driven by increased demand for engineered solutions for high-performance buildings, contributions from acquisitions and favorable foreign currency translation. Besides, favorable comparisons from last year’s growth, which was affected by harsh weather conditions, also led to year-over-year growth in the financial performance. These tailwinds were somewhat offset by soft DIY demand during the fiscal quarter.
Looking ahead, management expects sales and adjusted EBIT growth in the upcoming quarter even if geopolitical uncertainties add to the costs and complexity of the operating environment. RPM aims at disciplined investments in areas demonstrating strong returns and long-term growth potential, including high-performance buildings, business intelligence and innovation.
Inside RPM International’s Headlines
The company’s adjusted earnings per share (EPS) of 57 cents topped the Zacks Consensus Estimate of 37 cents by 54.1%. In the year-ago quarter, RPM reported an adjusted EPS of 35 cents.
Net sales of $1.61 billion also surpassed the consensus mark of $1.55 billion by 3.9% and grew 8.9% year over year. Net sales increased 3% organically during the quarter year over year. Acquisitions and favorable foreign currency translation aided sales by 3.5% and 2.4%, respectively.
Geographically, sales climbed 20.1% in Europe (17% of the fiscal third quarter’s total sales) compared with a year ago, driven by mergers and acquisitions and favorable foreign exchange. North American (74% of total sales) sales increased 6.3% thanks to elevated demand for high-performance building solutions and acquisitions. Sales in Latin America (4% of total sales) were up 6.8% year over year. Moreover, the markets in Africa and the Middle East (2% of total sales) elevated the growth in all emerging markets because of high-performance building and infrastructure projects, along with favorable foreign currency translation. The metric in the Asia Pacific (3% of total sales) also grew 16.1% year over year.
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RPM’s Operational Discussion
Selling, general and administrative expenses, as a percentage of net sales, contracted 80 basis points (bps) to 33.2% from 34% reported a year ago. Adjusted EBIT grew 48.8% year over year to $116.4 million. Adjusted EBIT margin expanded 190 bps to 7.2%.
Segmental Details of RPM International
Construction Products Group: In the reported quarter, the segment’s net sales increased 10.5% from a year ago to $546.7 million, owing to 6.9% organic sales growth, a 0.2% contribution from buyouts (net of divestitures) and 3.4% favorable foreign currency translation. Adjusted EBIT of $30.3 million surged 178.8% year over year, and adjusted EBIT margin expanded 330 bps to 5.5%.
Performance Coatings Group: The segment’s net sales grew 8.4% year over year to $496.8 million. Sales were up 5.1% organically, 0.9% driven by acquisitions and 2.4% aided by favorable foreign currency translation. Adjusted EBIT was up 20% on a year-over-year basis to $66.8 million and adjusted EBIT margin increased 130 bps to 13.4%.
Consumer Group: Net sales in the segment increased 7.9% year over year to $564.5 million. Organic sales declined 2.4%, while favorable foreign currency translation aided sales by 1.3%. Also, the acquisition contributed 9% to sales growth. The segment’s adjusted EBIT was up 15% from the prior-year level to $58.5 million and the adjusted EBIT margin expanded 70 bps to 10.4%.
RPM International’s Balance Sheet
At the end of the fiscal third quarter, RPM International had a total liquidity of $1.02 billion compared with $969.1 million at the fiscal 2025-end. This includes cash and cash equivalents of $294.2 million compared with $302.1 million at fiscal 2025-end. Long-term debt (excluding current maturities) as of Feb. 28, 2026, was $2.55 billion, down from $2.64 billion at fiscal 2025-end.
As of the first nine months of fiscal 2026, net cash provided by operating activities was $656.7 million, up from $619 million in the year-ago period. RPM also returned $255.3 million to stockholders through $202.8 million of dividends and $52.5 million of share repurchases during the first nine months of fiscal 2026.
RPM Reaffirms Q4 FY2026 Outlook
The company still expects net sales in the fourth quarter of fiscal 2026 to increase in the mid-single-digit range year over year. Also, the adjusted EBIT is projected to be up in low- to high-single-digits compared with the year-ago quarter.
How Have Estimates Been Moving Since Then?
Since the earnings release, investors have witnessed a upward trend in estimates revision.
VGM Scores
Currently, RPM International has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Following the exact same course, the stock was allocated a score of C on the value side, putting it in the middle 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, RPM International has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
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RPM International Inc. (RPM) : Free Stock Analysis Report
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- RPM International (RPM) Down 8.6% Since Last Earnings Report: Can It Rebound?
May 8, 2026 · zacks.com
RPM International (RPM) reported earnings 30 days ago. What's next for the stock?
- Wells Fargo Adjusts Sherwin-Williams (SHW) Outlook to Equal Weight
Apr 21, 2026
The Sherwin-Williams Company (NYSE:SHW) is one of the 10 High Growth Chemical Stocks to Buy.Wells Fargo Adjusts Sherwin-Williams (SHW) Outlook to Equal Weight
On April 9, 2026, Wells Fargo downgraded The Sherwin-Williams Company (NYSE:SHW) from Overweight to Equal Weight, lowering its price target from $410 to $365. The firm expects the company to face more significant volume pressure compared to peers like RPM (RPM) and PPG Industries (PPG). The conflict in Iran has resulted in a broad-based inflation across commodity chains, driving up raw material costs for coatings. In addition to the margin compression, the firm’s analysts believe that sales growth will be challenged by a difficult macro environment and housing affordability. Accordingly, Wells Fargo lowered its estimates for The Sherwin-Williams Company (NYSE:SHW) to reflect a weakening U.S. housing outlook as well as the rising financial burden of higher input costs.
Previously, on April 1, 2026, Citi lowered its price target on The Sherwin-Williams Company (NYSE:SHW) from $410 to $385 and kept a Buy rating on the stock, citing the changes in the cost of key raw materials for coating following the rise in oil prices and supply disruptions. However, as of April 17, 2026, 54% of 28 analysts have shown confidence in the stock’s growth capabilities by assigning a Buy rating. The 1-year median upside potential stands at 10.69%.
Founded in 1866, The Sherwin-Williams Company (NYSE:SHW) is a global leader in the manufacture, development, and sale of paints and coatings. The Ohio-based company operates through a network of over 5,000 company-operated stores and various retail channels.
While we acknowledge the potential of SHW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: MLP Stocks List: 20 Largest MLPs and 10 Top Stocks Fund Managers Are Loading Up On in 2026.
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- RPM Announces Appointment of Thomas C. Gentile, III to Board of Directors
Apr 20, 2026
Thomas C. Gentile, III
MEDINA, Ohio, April 20, 2026--(BUSINESS WIRE)--RPM International Inc. (NYSE: RPM) today announced the appointment of Thomas C. Gentile, III to its board of directors, effective immediately. This appointment expands the board to 13 members and reflects RPM’s ongoing commitment to expanding the expertise and leadership capabilities of its board as the company continues to drive long-term growth and shareholder value.
Mr. Gentile currently serves as chairman, chief executive officer and president of Hexcel Corporation, a global leader in advanced lightweight composites technology. He assumed the position of CEO and president in May 2024 and was appointed as chairman of the company’s board of directors in December 2024. His extensive executive experience in complex, global manufacturing environments and comprehensive understanding of industrial operations will provide valuable oversight as RPM continues to grow its global operations.
Prior to joining Hexcel, Mr. Gentile served as president and CEO of Spirit AeroSystems, a global supplier of structures for commercial aerospace and defense platforms. He previously spent 19 years at GE, holding a succession of leadership roles across the U.S., France and Australia. During his tenure at GE, his executive positions included president and chief operating officer of GE Capital, president and CEO of GE Healthcare Systems, and president and CEO of GE Aviation Services. Earlier in his career, he held leadership and strategy roles with McKinsey & Company, CBS and General Motors.
Mr. Gentile earned his bachelor’s degree in economics magna cum laude and a master of business administration from Harvard University. He also studied international relations at the London School of Economics. He will serve on RPM’s compensation committee.
"We are very pleased to welcome Tom to the RPM board of directors," said Frank C. Sullivan, RPM chairman and CEO. "Tom’s exceptional leadership across global manufacturing and his deep understanding of advanced industrial operations bring tremendous value to our board. His proven operational expertise aligns with our strategic goals, and we look forward to his insights as we continue to drive long-term growth and deliver outstanding results for our shareholders."
About RPM
RPM International Inc. owns subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services. The company operates across three reportable segments: consumer, construction products and performance coatings. RPM has a diverse portfolio of market-leading brands, including Rust-Oleum, DAP, Zinsser, Varathane, The Pink Stuff, Stonhard, Carboline, Tremco, Euclid Chemical, Dryvit and Nudura. From homes and workplaces to infrastructure and precious landmarks, RPM’s brands are trusted by consumers and professionals alike to help build a better world. The company employs approximately 17,800 individuals worldwide. Visit www.RPMinc.com to learn more.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20260420750798/en/
Contacts
For more information, contact Matt Schlarb, Vice President – Investor Relations & Sustainability, at 330-220-6064 or mschlarb@rpminc.com.
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- RPM Announces Appointment of Thomas C. Gentile, III to Board of Directors
Apr 20, 2026 · businesswire.com
MEDINA, Ohio--(BUSINESS WIRE)--RPM Announces Appointment of Thomas C. Gentile, III to Board of Directors.
- RPM ANNOUNCES APPOINTMENT OF THOMAS C. GENTILE, III TO BOARD OF DIRECTORS
Apr 20, 2026
MEDINA, OHIO--(BUSINESS WIRE)--RPM ANNOUNCES APPOINTMENT OF THOMAS C. GENTILE, III TO BOARD OF DIRECTORS.
- RPM to Continue 'Solid' Mid-Single Digit Growth in Construction Products, Performance Coatings Businesses, RBC Says
Apr 16, 2026
RPM International (RPM) is expected to continue posting "solid" mid-single digit percentage growth i
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- RPM International (RPM) Balances Record Q3 Sales, New Leaders and Dividends – But At What Margin Cost?
Apr 14, 2026
In early April 2026, RPM International Inc. reported fiscal third-quarter results showing higher sales of US$1,607.95 million year over year, reaffirmed its outlook for mid-single-digit consolidated sales growth in the fourth quarter, announced leadership promotions within its Consumer Group, and declared a regular quarterly dividend of US$0.54 per share. The combination of record revenue, stable earnings, fresh leadership in the Consumer segment, and continued dividend payments highlights management’s focus on operational efficiency, disciplined capital returns, and organizational depth at a time when analysts are closely assessing RPM’s margin potential and international expansion. Now we’ll examine how RPM’s record third-quarter sales and reaffirmed guidance influence its existing investment narrative around margins and growth.
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RPM International Investment Narrative Recap
To own RPM, you need to believe it can convert its strong specialty coatings and consumer brands into healthier margins while managing debt and cost inflation. The latest quarter’s record sales, steady outlook for mid single digit Q4 growth, and unchanged dividend support that thesis, though flat earnings and higher leverage keep margin resilience and balance sheet flexibility as key near term swing factors. The recent news does not materially change the core risk around input costs and consumer demand.
Among the recent updates, the reaffirmed Q4 fiscal 2026 guidance for mid single digit consolidated sales growth stands out. It directly ties into the main catalyst investors are watching: whether RPM can translate higher volumes and international contributions into sustainable profit improvement, even as raw material costs, tariffs, and Consumer segment demand remain the main areas that could limit how much of that sales growth reaches the bottom line.
Yet against those positives, RPM’s exposure to rising resin and metal packaging costs is something investors should be aware of as...
Read the full narrative on RPM International (it's free!)
RPM International's narrative projects $8.2 billion revenue and $867.8 million earnings by 2028.
Uncover how RPM International's forecasts yield a $127.64 fair value, a 17% upside to its current price.
Exploring Other PerspectivesRPM 1-Year Stock Price Chart
Some of the most optimistic analysts were already assuming RPM could lift annual revenue toward US$9.0 billion and earnings to about US$1.0 billion, which is far more bullish than consensus, so this latest update on sales strength and Consumer leadership changes could either reinforce or challenge that view depending on how you weigh the raw material inflation risk they were flagging.
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Explore 6 other fair value estimates on RPM International - why the stock might be worth just $110.00!
Reach Your Own Conclusion
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
A great starting point for your RPM International research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision. Our free RPM International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate RPM International's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include RPM.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Investing in RPM International (RPM)? Don't Miss Assessing Its International Revenue Trends
Apr 13, 2026
Have you looked into how RPM International (RPM) performed internationally during the quarter ending February 2026? Considering the widespread global presence of this specialty chemicals company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.
In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.
International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.
In our recent assessment of RPM's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.
The recent quarter saw the company's total revenue reaching $1.61 billion, marking an improvement of 8.9% from the prior-year quarter. Next, we'll examine the breakdown of RPM's revenue from abroad to comprehend the significance of its international presence.
A Closer Look at RPM's Revenue Streams Abroad
Of the total revenue, $91.84 million came from Canada during the last fiscal quarter, accounting for 5.7%. This represented a surprise of -11.55% as analysts had expected the region to contribute $103.83 million to the total revenue. In comparison, the region contributed $126.75 million, or 6.6%, and $87.1 million, or 5.9%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, Other Foreign contributed $29.67 million in revenue, making up 1.8% of the total revenue. When compared to the consensus estimate of $23.27 million, this meant a surprise of +27.48%. Looking back, Other Foreign contributed $31.92 million, or 1.7%, in the previous quarter, and $24.42 million, or 1.7%, in the same quarter of the previous year.
Asia Pacific generated $43.78 million in revenues for the company in the last quarter, constituting 2.7% of the total. This represented a surprise of +33.46% compared to the $32.8 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia Pacific accounted for $42.89 million (2.3%), and in the year-ago quarter, it contributed $37.72 million (2.6%) to the total revenue.
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Latin America accounted for 4.4% of the company's total revenue during the quarter, translating to $70.95 million. Revenues from this region represented a surprise of +19.39%, with Wall Street analysts collectively expecting $59.43 million. When compared to the preceding quarter and the same quarter in the previous year, Latin America contributed $76.87 million (4%) and $66.44 million (4.5%) to the total revenue, respectively.
Europe generated $269.39 million in revenues for the company in the last quarter, constituting 16.8% of the total. This represented a surprise of +15.04% compared to the $234.17 million projected by Wall Street analysts. Comparatively, in the previous quarter, Europe accounted for $304.09 million (15.9%), and in the year-ago quarter, it contributed $224.29 million (15.2%) to the total revenue.
International Revenue Predictions
The current fiscal quarter's total revenue for RPM International, as projected by Wall Street analysts, is expected to reach $2.19 billion, reflecting an increase of 5.2% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Canada is anticipated to contribute 6.9% or $150.44 million, Other Foreign 1.5% or $31.94 millionAsia Pacific 2% or $43.84 millionLatin America 3.7% or $80.11 million and Europe 15% or $329.23 million.
For the full year, the company is projected to achieve a total revenue of $7.79 billion, which signifies a rise of 5.7% from the last year. The share of this revenue from various regions is expected to be: Canada at 6.8% ($529.84 million), Other Foreign at 1.5% ($117.14 million), Asia Pacific at 2% ($158.95 million), Latin America at 3.7% ($287.32 million), and Europe at 15.1% ($1.18 billion).
The Bottom Line
Relying on global markets for revenues presents both prospects and challenges for RPM International. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.
In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.
We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.
The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.
Currently, RPM International holds a Zacks Rank #3 (Hold), signifying its potential to match the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Exploring Recent Trends in Stock Price
The stock has witnessed an increase of 9.5% over the past month versus the Zacks S&P 500 composite's an increase of 0.6%. In the same interval, the Zacks Basic Materials sector, to which RPM International belongs, has registered an increase of 0.8%. Over the past three months, the company's shares saw a decrease of 1.5%, while the S&P 500 declined by 1.8%. In comparison, the sector experienced an increase of 10.8% during this timeframe.
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RPM International Inc. (RPM) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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