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Feb 28
RPM Q3 2025 Earnings Report
RPM reported a decline in sales and earnings for Q3 2025, impacted by adverse weather and foreign currency headwinds.
Key Takeaways
RPM's Q3 2025 performance was challenged by unseasonably cold weather and wildfires, which reduced demand in key regions. Despite this, the company generated strong cash flow through disciplined inventory management, although lower production levels negatively affected margins.
Revenue declined 3.0% year-over-year to $1.48 billion due to weather and FX headwinds.
Adjusted EPS fell to $0.35, impacted by lower fixed-cost absorption and plant consolidation costs.
Strong operating cash flow of $91.5 million, the second highest third-quarter result in company history.
MAP 2025 initiatives helped offset some of the margin pressures.
RPM
RPM
RPM Revenue by Segment
RPM Revenue by Geographic Location
Revenue by Segment
Construction Products Group Revenue
CapyFin.comPerformance Coatings Group Revenue
CapyFin.comSpecialty Products Group Revenue
CapyFin.comConsumer Group Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEurope Revenue
CapyFin.comLatin America Revenue
CapyFin.comAfrica / Middle East Revenue
CapyFin.comAsia / Pacific Revenue
CapyFin.com Forward Guidance
RPM expects Q4 FY25 sales to be flat with low-single-digit adjusted EBIT growth, driven by cost efficiencies and maintenance-focused demand.
Positive Outlook
- Expecting modest Q4 adjusted EBIT growth.
- Focus on repair and maintenance expected to drive end-market demand.
- New product launches aimed at market share gains.
- MAP 2025 benefits to become more visible with volume recovery.
- Stable cash flow supported by working capital efficiency.
Challenges Ahead
- Challenging macroeconomic environment persists.
- Foreign currency headwinds remain a risk.
- Plant consolidations may continue to affect efficiency.
- Consumer segment expected to see slight sales decline.
- No financial contribution from pending Pink Stuff acquisition in Q4.
Revenue & Expenses
Visualization of income flow from segment revenue to net income