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Nov 30, 2025
RPM Q2 2026 Earnings Report
RPM reported solid Q2 2026 results with record revenue but experienced declines in profitability.
Key Takeaways
RPM International achieved record quarterly sales driven by acquisitions and high-performance building solutions, though profitability declined due to margin pressures, increased expenses, and weaker demand toward the end of the quarter.
Record Q2 revenue of $1.91B, driven by acquisitions and growth in high-performance building solutions
Net income declined to $161.2M due to margin headwinds and lower fixed-cost absorption
Adjusted EPS fell to $1.20 amid higher interest expense and SG&A investments
Company announced $100M in annual SG&A optimization savings, starting in Q3
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
RPM expects continued sales and EBIT growth in Q3 and Q4, supported by SG&A optimizations and steady construction demand despite macro uncertainty.
Positive Outlook
- Mid-single-digit sales growth expected in Q3 and Q4
- Adjusted EBIT forecasted to increase mid- to high-single-digits in Q3
- Q4 adjusted EBIT growth projected in low- to high-single-digits
- Benefits from SG&A optimization actions to start materializing
- Solid construction pipeline provides a base for sustained demand
Challenges Ahead
- Consumer sentiment remains weak, impacting demand
- Construction lead times are extending due to macro factors
- Temporary inefficiencies from facility consolidations persist
- Higher interest expense from acquisition-related debt
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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