RPM's strong Q4 beat and constructive FY2027 guidance, combined with a $700M buyback authorization and a clear COO succession plan, present a bullish setup. Traders should watch for continued execution on MAP operational improvements and the investor day on November 9, 2026, for the next operational improvement plan.
Price Chart
Executive Summary
RPM reported record fiscal Q4 2026 results with revenue of $2.23B (+7.2% YoY) and adjusted diluted EPS of $1.89 (+9.9% YoY), beating consensus estimates. The company issued a constructive FY2027 outlook calling for sales growth of 3-7% and adjusted EBITDA growth of 5-10%, and the Board authorized a $700M increase to the share repurchase program. The appointment of David C. Dennsteadt as President and COO signals a clear succession plan, reinforcing the positive narrative around operational execution and capital allocation.
Key Financial Metrics
Key Facts
- Record Q4 sales of $2.23B, up 7.2% YoY
- Record Q4 adjusted diluted EPS of $1.89, up 9.9% YoY, beating consensus of $1.83
- Record FY2026 sales of $7.86B, up 6.7% YoY
- Record FY2026 adjusted diluted EPS of $5.53, up 4.3% YoY
- FY2027 guidance: sales growth 3-7%, adjusted EBITDA growth 5-10%
- Board authorized $700M increase to share repurchase program
- David C. Dennsteadt named President and COO, effective July 17, 2026
- Operating cash flow of $898.7M in FY2026, second-highest in company history
- Total debt reduced to $2.53B from $2.65B YoY
Financial Impact
Record Q4 revenue of $2.23B and adjusted EPS of $1.89, beating consensus by 3.3%; FY2027 guidance implies continued mid-single-digit top-line growth and mid-to-high single-digit EBITDA growth
Risk Factors
- Geopolitical uncertainty in the Middle East adding cost and complexity
- Ongoing softness in DIY markets and potential for further consumer weakness
- Inflationary pressures on healthcare, insurance, and raw material costs
- Integration risks from recent acquisitions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-311276 |
| Document: d141573dex992.htm | 0001193125-26-311276 |
| Document: d141573d8k.htm | 0001193125-26-311276 |
| Document: d141573dex993.htm | 0001193125-26-311276 |
| Document: 0001193125-26-311276-index-headers.html | 0001193125-26-311276 |
| Document: 0001193125-26-311276-index.html | 0001193125-26-311276 |
| Document: 0001193125-26-311276.txt | 0001193125-26-311276 |
| 8-K Data (Synthetic) | 0001193125-26-311276 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 10w ago | 8-K | $107.43 $111.66 | ▲ +3.94% | ▲ +1.04% | $99.19 (−7.67%) |
Jun 17, 2026 15w ago | Institutional Cluster | $107.02 $106.31 | ▼ −0.66% | ▼ −1.98% | $99.19 (−7.32%) |
Jun 2, 2026 17w ago | 8-K | $103.41 $110.68 | ▲ +7.03% | ▲ +8.15% | $99.19 (−4.08%) |
Apr 8, 2026 25w ago | 8-K | $108.74 $99.41 | ▼ −8.58% | ▼ −17.13% | $99.19 (−8.78%) |
Mar 5, 2026 30w ago | 8-K | $101.67 $96.96 | ▼ −4.63% | ▼ −2.59% | $99.19 (−2.44%) |
US Market Status
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