RPM INTERNATIONAL INC/DE/(RPM)— Stock Profile, AI Score & Financials
Materials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 59.6/100 on a 32-signal composite quality model, placing it at rank #914 of 2,961 stocks — the top half of the AI-ranked universe. RPM scores in the top quartile across revenue scale (84.0), balance sheet strength (83.7). Areas of concern include revenue growth (36.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), RPM INTERNATIONAL INC/DE/ reports quarterly revenue of $2.2B, net income of $221.2M, an operating margin of 13.1%. Top institutional holders of RPM by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Aristotle Capital Management, based on the most recent SEC filings. 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.
AI Quality Score
59.6/100
AI Rank
#914
Revenue
$2.2B
Net Income
$221.2M
Free Cash Flow
$178.2M
Operating Margin
13.1%
RPM key financials by period
RPM INTERNATIONAL INC/DE/ reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$7.9B
$661.4M
11.1%
FY 2025
10-K
$7.4B
$688.7M
10.8%
FY 2024
10-K
$7.3B
$588.4M
10.7%
FY 2023
10-K
$7.3B
$478.7M
8.9%
FY 2022
10-K
$6.7B
$491.5M
9.0%
FY 2021
10-K
$6.1B
$502.6M
10.9%
Institutions holding RPM
Institutional investors reporting a position in RPM INTERNATIONAL INC/DE/ on SEC Form 13F.
AI-extracted from the 10-K filed 2026-07-22 — FY2026 (year ended May 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
RPM's net sales grew 6.7% to $7.9B and pre-tax income rose 9.8% to $870.3M, but net income fell to $662.5M as the effective tax rate jumped to 23.9% from an unusually low 12.9% in FY2025.
Biggest Revenue Drivers
CPG Segment$3,069.8M+6.8% YoY
Growth in systems and roofing solutions for high-performance buildings/infrastructure and strength in concrete admixtures, partly offset by soft international markets and lower storm-driven restoration demand.
Consumer Segment$2,661.7M+6.4% YoY
Organic sales declined 2.6% on DIY/European softness and weak Color Group demand, but acquisitions (8.4 pts) more than offset the decline.
Biggest Revenue Drivers
Total revenue: $7.9B+6.7% YoY
CPG Segment$3,069.8M+6.8% YoY
Growth in systems and roofing solutions for high-performance buildings/infrastructure and strength in concrete admixtures, partly offset by soft international markets and lower storm-driven restoration demand.
Consumer Segment$2,661.7M+6.4% YoY
Organic sales declined 2.6% on DIY/European softness and weak Color Group demand, but acquisitions (8.4 pts) more than offset the decline.
PCG Segment$2,131.9M+6.8% YoY
Growth in turnkey flooring, protective/fireproofing coatings and food coatings, plus strong demand in India and the Middle East; acquisitions and FX also contributed.
Largest Expense Items
Cost of Sales$4,605.2M+6.5% YoY
Gross margin held flat at 41.4% as cost inflation (incl. tariffs) and unfavorable mix were offset by pricing actions and MAP 2025 procurement/manufacturing savings.
SG&A$2,292.1M+$141.6M YoY
$70.2M of added SG&A from acquisitions, FX, growth investments, merit increases and higher healthcare/commission costs, plus a $9.7M PP&E impairment, partly offset by a $14.4M earn-out fair-value gain.
Interest Expense$111.5M+15.5% YoY
Increase driven by acquisition-related borrowings and a higher average interest rate (4.24% vs 4.00%).
Margins: Consolidated gross margin was flat at 41.4% as cost inflation (including tariffs), unfavorable sales mix and MAP 2025 plant-consolidation inefficiencies were offset by pricing actions and MAP 2025 procurement/manufacturing savings; the company expects inflationary and tariff-related headwinds to persist into fiscal 2027.
Watch Items from the Filing
The effective tax rate jumped to 23.9% in fiscal 2026 from an unusually low 12.9% in fiscal 2025 (which included a one-time $43.9M foreign tax credit benefit), pressuring net income growth despite higher pre-tax earnings.
Sales to RPM's single largest customer represented 20% of Consumer segment net sales in fiscal 2026, versus 23% in fiscal 2025 and 22% in fiscal 2024, indicating meaningful customer concentration within that segment.
Consumer segment organic sales declined 2.6% due to DIY and European market softness, product rationalization and weak Color Group demand, masked at the total-segment level only by acquisition contribution of 8.4 points.
Management expects raw-material inflation stemming from the Middle East conflict and tariffs to create cost headwinds in fiscal 2027.
On July 22, 2026 (subsequent event), the Board authorized a $700 million increase to the stock repurchase program, on top of $114.8 million still available.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
