What is the 13F Pro Quality Score for RPM?

13F Pro ranks RPM INTERNATIONAL INC/DE/ (RPM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RPM's current score at https://13fpro.ai/research/RPM (free sign-up required for the full ranking).

Where does 13F Pro source RPM data?

All RPM INTERNATIONAL INC/DE/ fundamentals and ownership data come directly from SEC EDGAR. RPM INTERNATIONAL INC/DE/ files with the SEC under CIK 110621. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RPM in?

RPM INTERNATIONAL INC/DE/ (RPM) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives RPM's revenue?

Per RPM INTERNATIONAL INC/DE/'s latest 10-Q filed with the SEC on 2026-04-08, the biggest revenue drivers are: CPG Segment ($2,165.6M, +6.0% YoY); Consumer Segment ($1,896.9M, +6.1% YoY); PCG Segment ($1,569.1M, +7.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/RPM.

What are RPM's largest expenses?

RPM INTERNATIONAL INC/DE/'s latest 10-Q reports these as the largest expense items: Cost of Sales ($3,323.4M, +6.4% YoY); SG&A Expenses ($1,656.9M, +6.3% YoY); Restructuring Expense ($33.2M, +82.1% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended February 28, 2026).

How often is RPM research updated on 13F Pro?

RPM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

RPM INTERNATIONAL INC/DE/(RPM)Stock Analysis

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13F Pro Quality Score

57.3/100

Rank #1,056 of 2,879 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

26.0/100

Profitability

53.4/100

Balance Sheet

76.2/100

Earnings Quality

20.5/100

Free Cash Flow

56.9/100

Institutional Flow

80.3/100

Revenue Scale

82.9/100

Dilution Risk

79.9/100

RPM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for RPM INTERNATIONAL INC/DE/ (RPM), a Materials sector company. 13F Pro's AI-powered ranking engine scores RPM at 57.3/100 on a 32-signal composite quality model, placing it at rank #1,056 of 2,879 stocks — the top half of the AI-ranked universe. RPM scores in the top quartile across revenue scale (82.9), institutional flow (80.3), balance sheet strength (76.2). Areas of concern include earnings quality (20.5) and revenue growth (26.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), RPM INTERNATIONAL INC/DE/ reports quarterly revenue of $1.6B, net income of $51.4M, free cash flow of $25.6M. Top institutional holders of RPM by reported 13-F value include BlackRock,, Aristotle Capital Management,, VANGUARD PORTFOLIO 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. RPM INTERNATIONAL INC/DE/'s 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 57.3 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about RPM INTERNATIONAL INC/DE/

Quirks, history, and lore behind RPM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty coatings and sealants company · mid-to-large cap · listed on NYSE · headquartered in Ohio.
2
The Numbers
Annual revenue of roughly $7 billion, built almost entirely through acquisitions — the company has bought well over 50 brands over its history.
3
The History
Founded in 1947, it started in the industrial maintenance and repair coating business and grew by relentlessly snapping up niche coating companies around the world.
4
The Secret
Its products largely go on things after they're built — think rust prevention, waterproofing, and corrosion control — not glamorous, but endlessly necessary.
5
The Lore
Its portfolio includes beloved consumer brands sold at hardware stores for roof coatings, wood stains, and concrete sealers, alongside heavy industrial products used on bridges and factories.
6
The Giveaway
If you've ever patched a roof with Tremco, stained a deck with Cabot, or trusted Rust-Oleum to save a rusty patio chair, you've already met this company.

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What's Driving RPM's Business? Latest 10-Q Breakdown

AI-extracted from RPM INTERNATIONAL INC/DE/'s 10-Q filed 2026-04-08 — Q3 FY2026 (nine months ended February 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

RPM posted $5.6B revenue (+6.4% YoY) and $440.2M net income (-4.9% YoY) in nine-month period, with organic growth of 1.7% as CPG and PCG segments offset Consumer DIY weakness.

Biggest Revenue Drivers

Total revenue: $5,631.6M+6.4% YoY

CPG Segment$2,165.6M+6.0% YoY

Driven by systems and roofing solutions serving high-performance buildings and infrastructure projects.

Consumer Segment$1,896.9M+6.1% YoY

Organic declines of 3.4% due to softness in DIY markets and product rationalization, offset by acquisitions.

PCG Segment$1,569.1M+7.5% YoY

Broad-based growth in flooring solutions, protective coatings, and strong demand in India and Middle East.

Largest Expense Items

Cost of Sales$3,323.4M+6.4% YoY

Improved pricing offset by cost inflation, tariff impacts, and temporary MAP 2025 plant consolidation inefficiencies.

SG&A Expenses$1,656.9M+6.3% YoY

Increased by $99.2M due to acquisitions ($54.3M), unfavorable FX, merit increases, and healthcare costs, partially offset by MAP 2025 and 2026 restructuring savings.

Restructuring Expense$33.2M+82.1% YoY

MAP 2025 completions and new 2026 SG&A optimization program totaling $16.9M in current period.

Margins: Consolidated gross margin remained flat at 41.0% YoY as improved pricing and MAP 2025 procurement/manufacturing savings offset cost inflation, tariff impacts, and temporary plant consolidation inefficiencies. SG&A at 29.4% of sales was consistent with prior year despite higher acquisition-related costs, aided by restructuring savings.

Watch Items from the Filing

Tariff-related inflationary headwinds expected throughout FY2026 and into FY2027; company noted geopolitical-driven inflation impacts on margins.
Consumer segment organic sales declined 3.4% YoY due to DIY market softness; acquisitions were necessary to offset organic declines in nine-month period.
Contingent litigation liability of $110.8M in Consumer segment from trade secret/fraud case; company believes verdict not probable to be affirmed on appeal with estimated range $0.5M–$152.5M.
Net Leverage Ratio at 1.77x as of Feb 28, 2026, below 3.75x covenant limit; $690.6M available on $1.35B revolving credit facility with Feb 2031 expiration.
Kalzip acquisition completed March 31, 2026 (€75M sales in 2024) added to CPG; ongoing M&A activity with $161.6M invested in acquisitions YTD.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$1.6B

Net Income

Q3 2026

$51.4M

Free Cash Flow

Q3 2026

$25.6M

D/E Ratio

Q3 2026

0.81

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+0.5% YoY

$7.37BFY 2025

FY22 $6.71BFY23 $7.26BFY24 $7.34BFY25 $7.37B

Net Income

+17.0% YoY

$688.7MFY 2025

FY22 $491.5MFY23 $478.7MFY24 $588.4MFY25 $688.7M

EPS (Diluted)

+17.3% YoY

$5.35FY 2025

FY22 $3.79FY23 $3.72FY24 $4.56FY25 $5.35

Total Assets

+18.1% YoY

$7.78BFY 2025

FY22 $6.71BFY23 $6.78BFY24 $6.59BFY25 $7.78B

Total Debt

+17.3% YoY

$2.65BFY 2025

FY22 $3.29BFY23 $2.86BFY24 $2.26BFY25 $2.65B

Op. Cash Flow

-31.6% YoY

$768.2MFY 2025

FY22 $178.7MFY23 $577.1MFY24 $1.12BFY25 $768.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$7.37B +0.5%	$7.34B +1.1%	$7.26B +8.2%	$6.71B +9.8%	$6.11B +10.9%	$5.51B
Net Income	$688.7M +17.0%	$588.4M +22.9%	$478.7M -2.6%	$491.5M -2.2%	$502.6M +65.1%	$304.4M
EPS (Diluted)	$5.35 +17.3%	$4.56 +22.6%	$3.72 -1.8%	$3.79 -2.1%	$3.87 +65.4%	$2.34
Total Assets	$7.78B +18.1%	$6.59B -2.9%	$6.78B +1.1%	$6.71B +7.3%	$6.25B +11.0%	$5.63B
Total Debt	$2.65B +17.3%	$2.26B -20.9%	$2.86B -13.0%	$3.29B +38.2%	$2.38B -9.1%	$2.62B
Operating Cash Flow	$768.2M -31.6%	$1.12B +94.5%	$577.1M +222.9%	$178.7M -76.7%	$766.2M +39.3%	$549.9M

AI Insight: RPM Financial Trends

RPM's revenue stabilized year-over-year in Q1 2026, but net income collapsed 98% versus Q1 2025, signaling seasonal weakness and margin compression.

• Q1 2026 revenue $1,608M vs Q1 2025 $1,477M (+8.8%), but net income fell to $51M from $52M—virtually flat despite higher sales.

• Operating cash flow halved to $73M in Q1 2026 from $92M in Q1 2025, despite modest revenue growth, indicating working capital strain.

• Total debt rose 22% from Q1 2025 ($2,097M) to Q1 2026 ($2,555M); equity expanded 17.7% to $3,147M, but leverage ratio deteriorated.

⚠ Q1 seasonality severe: revenue fell 16% Q4 2025 to Q1 2026; net income dropped 68% in same span. Monitor Q2 2026 recovery.

⚠ Operating cash conversion weak relative to net income across 2025–2026; Q1 2026 OCF of $73M on $51M net income suggests cash timing pressure.

AI Insight: RPM Ratio Trends

RPM's Q1 2026 profitability collapsed to near-zero margins, marking a severe seasonal trough worse than Q1 2025.

• OpMargin fell to 4.3% in Q1 2026 from 11.1% in Q4 2025; NPM dropped to 3.2% from 8.4%. Worst quarterly margin since Q1 2025.

• ROIC contracted to 4.9% in Q1 2026 versus 14.9% in Q4 2025 and TTM 14.5%. Returns eroding amid Q1 seasonality.

• D/E stable at 0.81 in Q1 2026, matching TTM and Q4 2025 levels. Leverage controlled despite margin pressure.

⚠ Q1 seasonal trough repeats: Q1 2025 OpMargin 2.8%, Q1 2026 4.3%. Pattern suggests acute first-quarter operational challenges.

⚠ Post-Q1 recovery critical: Q2–Q3 2025 margins rebounded sharply (11.9%–14.1%). Recovery trajectory in Q2 2026 will signal health.

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Available Research

13F Pro tracks comprehensive data for RPM INTERNATIONAL INC/DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RPM

BlackRock, Inc.
$1.3B12,835,588 sh
Aristotle Capital Management, LLC
$732.0M7,364,480 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$711.9M7,161,617 sh
STATE STREET CORP
$651.6M6,555,140 sh
VANGUARD CAPITAL MANAGEMENT LLC
$571.9M5,753,716 sh
MORGAN STANLEY
$449.9M4,526,368 sh
Allspring Global Investments Holdings, LLC
$387.7M3,853,081 sh
VICTORY CAPITAL MANAGEMENT INC
$386.6M3,889,257 sh
GEODE CAPITAL MANAGEMENT, LLC
$258.9M2,611,305 sh
DIMENSIONAL FUND ADVISORS LP
$129.0M1,297,411 sh

Fund	Value	Shares
BlackRock, Inc.	$1.3B	12,835,588
Aristotle Capital Management, LLC	$732.0M	7,364,480
VANGUARD PORTFOLIO MANAGEMENT LLC	$711.9M	7,161,617
STATE STREET CORP	$651.6M	6,555,140
VANGUARD CAPITAL MANAGEMENT LLC	$571.9M	5,753,716
MORGAN STANLEY	$449.9M	4,526,368
Allspring Global Investments Holdings, LLC	$387.7M	3,853,081
VICTORY CAPITAL MANAGEMENT INC	$386.6M	3,889,257
GEODE CAPITAL MANAGEMENT, LLC	$258.9M	2,611,305
DIMENSIONAL FUND ADVISORS LP	$129.0M	1,297,411

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Is RPM a good stock to buy?

13F Pro's AI-powered analysis of RPM INTERNATIONAL INC/DE/ (RPM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RPM are available on the RPM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RPM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RPM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RPM INTERNATIONAL INC/DE/'s investment landscape.