RPM International Inc. (RPM) AI Stock Analysis

Headquartered in Medina, Ohio, RPM International Inc. is a global manufacturer, marketer, and distributor of specialty chemicals for industrial, specialty, and consumer markets. Its product portfolio features waterproofing systems, coatings, roofing solutions, sealants, air barriers, tapes, and foams for construction, building maintenance, and residential home weatherization. Founded in 1947, RPM also provides resin flooring systems, epoxy coatings, concrete repair solutions, fire stopping, and intumescent steel coatings. In addition, the company produces polymer flooring, fiberglass reinforced plastic gratings, corrosion-control coatings, marine coatings, fluorescent colorants, and fire and water damage restoration products.

RPM grew revenue from $6.71B in FY2022 to $7.86B in FY2026, delivering a 5-year revenue CAGR of 5.2% from FY2021 to FY2026. Annual revenue growth improved to 6.7% in FY2026, compared to 0.5% in FY2025 and 1.1% in FY2024. Gross margin expanded from 35.9% in FY2022 to 41.4% in FY2025 and FY2026, while operating margin was 11.7% in FY2026. Net income was $661.4M in FY2026, with EPS reaching $5.54. For the latest quarter ended August 31, 2026, quarterly revenue grew 4.8% year-over-year, and quarterly earnings grew 13.3% year-over-year, supporting a trailing twelve months net profit margin of 8.7%.

As of August 31, 2026, RPM held $312.8M in cash and short-term investments against $2.74B in total debt, leaving net debt at $2.43B. Shareholders' equity stood at $3.48B, resulting in a debt-to-equity ratio of 0.79, alongside a current ratio of 1.76. In FY2026, the company generated $898.7M in operating cash flow and $675.2M in free cash flow. Capital allocation in FY2026 included $223.5M for capital expenditures, $271.7M in dividends paid, and $82.5M spent on share buybacks.

RPM trades at a trailing P/E of 18.4x, below the 19.7x median of its US-listed Basic Materials peers. However, its forward P/E of 16.6x and EV/EBITDA of 12.8x trade at a premium to the peer group medians of 13.4x and 10.5x, respectively. The stock carries a price-to-sales ratio of 1.6x compared to the peer median of 1.8x. Over the past year, RPM shares fell 9.7%, trailing the S&P 500 (SPY) gain of 16.8%. Over five years, RPM returned 30.4%, while SPY returned 83.0%.

RPM offers an annual forward dividend of $2.28 per share, representing a dividend yield of 2.29% and a payout ratio of 38.8%. The company has paid dividends for 42 consecutive years, with a 5-year annualized dividend growth rate of 7.2%. Its dividend is distributed on a quarterly basis, and its last ex-dividend date was October 20, 2026.

Wall Street analysts maintain 12 Strong Buy, 2 Buy, and 2 Hold ratings on RPM, with no Sell or Strong Sell ratings. The mean price target is $123.50, representing 23.8% upside from the last close of $99.73. For the fiscal year ending May 31, 2027, consensus estimates call for $8.25B in revenue and EPS of $5.91, implying 6.9% EPS growth. RPM has beaten EPS estimates in 3 of the last 4 quarters.

This page is an AI-written research summary of RPM International Inc. (RPM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: RPM income statement, RPM balance sheet, RPM key metrics, RPM analyst forecast, RPM chart. See the RPM stock overview for the latest quote and news.