Sep. 25 at 1:56 AM
$RPM "Heads up alert! Upcoming earnings on Wednesday, 10/1/2025 for
$RPM
Consensus Signal:
Neutral (5.2)
Financial Analysis:
RPM International Inc.
(NYSE: RPM), a leader in the specialty coatings industry, reflects a mixed outlook based on recent financial data and industry trends.
The company's P/E ratio stands at approximately 23.5, which is relatively in line with the industry average, suggesting that the stock is fairly valued compared to its peers.
However, the EPS growth trajectory has shown some variability, with a moderate year-over-year increase of 4.2%, indicating steady but not exceptional growth.
Revenue forecasts for the upcoming fiscal year suggest a potential increase of 3.5%, supported by consistent demand in the specialty coatings and sealants segments.
Compared to industry peers like PPG Industries, which recently experienced a 5.5% increase post-earnings, RPM's market performance appears stable but lacks significant momentum.
Institutional investors have shown considerable interest, evidenced by a recent US
$550 million market cap gain, highlighting confidence in RPM's long-term potential.
Earnings Report Summary:
RPM International is set to announce its fiscal 2026 first-quarter results on October 1, 2025.
The company does not appear to have the ideal combination of factors to exceed earnings expectations significantly.
Historically, RPM's earnings have been consistent, yet not groundbreaking, with recent quarters showing steady rather than spectacular results.
Analyst consensus estimates suggest a cautious optimism, with EPS projected to see modest growth.
However, any deviation from these estimates could lead to volatility in RPM's stock price, given the high institutional ownership.
Investors should pay close attention to the company's guidance for the remainder of the fiscal year, as it will be crucial for shaping market expectations and potential stock price movements.
Sector Performance:
The specialty chemicals sector, to which RPM belongs, has displayed resilience amidst broader economic challenges.
Recent performance has been bolstered by robust demand in both consumer and industrial applications.
Companies like Element Solutions and PPG Industries have shown positive earnings momentum, reflecting the sector's overall healthy state.
However, macroeconomic conditions, such as raw material price fluctuations and supply chain constraints, continue to pose risks.
RPM's performance aligns with the sector's average, providing a stable outlook but lacking the dynamism seen in some of its competitors.
Investors should remain vigilant about sector-specific trends and how they could impact RPM's future performance.
- Funds were net sellers of
$RPM during the previous reporting quarter.
- Funds with large holdings in
$RPM include:
- Aristotle Capital Management LLC, MV:
$942MM. Fund Rank: 76%
www.aristotlecap.com
- GW&K Investment Management LLC, MV:
$67MM. Fund Rank: 75%
- Point72 Asset Management LP, MV:
$26MM. Fund Rank: 91%
www.point72.com
- Adage Capital P, MV:
$14MM. Fund Rank: 87%
www.adagecapital.com
- Ensign Peak Advisors, MV:
$8MM. Fund Rank: 52%
- Last 10 days performance: -6%
- Last 30 days performance: -6%
- Last 90 days performance: 9%
Some of the latest news articles:
- Title: RPM International (RPM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Publication Date: 9/24/2025 2:00:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/rpm-international-rpm-earnings-expected-140002775.html?.tsrc=rss
- Title: Do RPM International's (NYSE:RPM) Earnings Warrant Your Attention?
Publication Date: 9/8/2025 1:03:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/rpm-internationals-nyse-rpm-earnings-130302154.html?.tsrc=rss
- Title: RPM to Announce Fiscal 2026 First-Quarter Results on October 1, 2025
Publication Date: 9/5/2025 1:00:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/rpm-announce-fiscal-2026-first-130000807.html?.tsrc=rss
- Title: Element Solutions (ESI) Up 9.8% Since Last Earnings Report: Can It Continue?
Publication Date: 8/29/2025 3:30:08 PM, Source: yahoo
URL: https://finance.yahoo.com/news/element-solutions-esi-9-8-153008838.html?.tsrc=rss
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