RPM International (RPM) Fiscal Q1 2027 Earnings Call: Record EPS, Guidance Narrowed
Source Tradingkey
Key Takeaways
- RPM International delivered record fiscal first-quarter sales, adjusted EBITDA and adjusted diluted EPS. Adjusted EPS rose 5.3% year over year to $1.98.
- Gross margin declined 100 basis points as raw material inflation outpaced pricing and MAP benefits. SG&A optimization kept the adjusted EBITDA margin consistent with the prior-year quarter.
- Consumer organic sales grew 5.2%, supported by shelf-space gains, new products, pricing and improving performance from The Pink Stuff.
- Performance Coatings Group posted record results, helped by demand from high-performance buildings, energy and infrastructure projects. Emerging-market revenue grew more than 20%.
- Construction Products Group organic sales declined due to weakness in education and healthcare, polyurethane-related product shortages and a smaller project backlog.
- Management narrowed fiscal 2027 guidance to mid-single-digit growth for both sales and adjusted EBITDA, citing higher inflation and uncertainty over the timing of a Construction Products recovery.
Core Financial Data
| Metric | Fiscal Q1 2027 result | Year-over-year change or context |
|---|---|---|
| Adjusted diluted EPS | $1.98 | Up 5.3%; first-quarter record |
| Sales | Record first-quarter level | Increased year over year |
| Adjusted EBITDA | Record first-quarter level | Increased year over year |
| Adjusted EBITDA margin | Not quantified | Consistent with the prior-year quarter |
| Gross margin | Not quantified | Down 100 basis points |
| Consumer organic sales | — | Up 5.2% |
| Emerging-market revenue | — | Up more than 20% |
| Working-capital efficiency | — | Improved 150 basis points |
| Share repurchases and dividends | $90.5 million | Up 10.2% |
| Total debt | — | Declined by $263 million |
Business and Operating Performance
Performance Coatings Group
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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