AI-extracted from the 10-Q filed 2026-10-06 — Q1 FY2027 (quarter ended August 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
RPM's fiscal Q1 2027 net sales rose 4.8% to $2.22B and net income rose 13% to $256.6M, helped by a $10.8M property gain and a $4.9M earnout fair-value gain, while gross margin fell 100 bps to 41.3%.
Biggest Revenue Drivers
Performance Coatings Group (PCG)$629.7M+10.2% YoY
Broad-based growth, with strength in engineered solutions for high-performance buildings, energy and infrastructure projects, including emerging markets, plus food coatings and ingredients
Consumer$726.7M+5.3% YoY
Solid growth across all businesses, aided by shelf space wins, new product introductions and pricing to offset inflation
Biggest Revenue Drivers
Total revenue: $2.2B+4.8% YoY
Performance Coatings Group (PCG)$629.7M+10.2% YoY
Broad-based growth, with strength in engineered solutions for high-performance buildings, energy and infrastructure projects, including emerging markets, plus food coatings and ingredients
Consumer$726.7M+5.3% YoY
Solid growth across all businesses, aided by shelf space wins, new product introductions and pricing to offset inflation
Construction Products Group (CPG)$859.2M+0.8% YoY
Organic sales decline from delayed sales in healthcare and education markets and supplier raw material availability issues, partially offset by pricing; growth came from prior-period acquisitions
Largest Expense Items
Selling, general and administrative$559.8M-2.4% YoY
Reduced commission expenses, $10.8M net gain on sale of a Consumer property and $4.9M earnout fair-value gain, offset by $8.3M from prior-period acquisitions, bonus and stock compensation, and $4.4M CPG bad debt from a customer bankruptcy
Cost of sales$1,301.6M+6.6% YoY
Cost inflation, inclusive of net tariff-related impacts, and warranty expenses, partially offset by pricing and MAP 2025 savings
Margins: Gross profit margin fell to 41.3% from 42.3%, driven by cost inflation including tariffs and warranty expenses, partly offset by pricing and MAP 2025 savings. Management expects inflationary headwinds, including geopolitically driven inflation, to persist through fiscal 2027.
Watch Items from the Filing
A jury verdict against a Consumer subsidiary; the District Court's judgment is $110.8M plus interest, and the company estimates a possible range of about $0.5M to $152.5M, with only the low end accrued.
A $4.4M bad debt charge in CPG related to a customer bankruptcy; CPG organic sales declined 1.7% on healthcare and education slowdowns.
Restructuring continues: a new 2026 action has $40.1M total expected costs with $28.9M incurred to date, and MAP 2025 projects continue into fiscal 2027.
Repurchase authorization was increased by $700M on July 22, 2026, leaving $792.4M available; cash used on repurchases was $22.4M in the quarter.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
24 transactions in RPM reported by 5 members of Congress under the STOCK Act, most recent trade Oct 9, 2026. Reported transactions, not recommendations.
About RPM INTERNATIONAL INC/DE/ (RPM): stock profile, AI score and financials
RPM INTERNATIONAL INC/DE/ (RPM) stock profile, AI quality score, and SEC EDGAR financial data, a Materials sector company. 13F Pro's AI-powered ranking engine scores RPM at 60.1/100 on a composite quality score built from its SEC filings, placing it at rank #882 of 2,925 stocks — the top half of the AI-ranked universe. RPM scores in the top quartile across revenue scale (83.9), balance sheet strength (81.9). Based on the latest XBRL financial filings (Q1 2027), RPM INTERNATIONAL INC/DE/ reports quarterly revenue of $2.2B, net income of $256.4M, an operating margin of 15.2%. RPM trades on the NYSE exchange and files with the SEC under CIK 110621. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RPM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RPM INTERNATIONAL INC/DE/ directly from SEC EDGAR.