Paint maker RPM's Q4 sales rise, beat analyst expectations
Overview
RPM Q4 fiscal 2025 sales rise 3.7% yr/yr, beating analyst expectations
Adjusted EPS for Q4 fiscal 2025 beats consensus, driven by operational improvements
Adjusted EBIT for Q4 fiscal 2025 exceeds estimates, aided by acquisitions
Outlook
RPM sees fiscal 2026 sales rising low- to mid-single digits
Fiscal 2026 adjusted EBIT to grow high-single to low-double digits
Q1 2026 sales expected to rise in the low- to mid-single digit percentage range
Q1 2026 adjusted EBIT to grow low- to mid-single digits
Result Drivers
SYSTEMS AND SOLUTIONS - Sales increase driven by systems and turnkey solutions for high-performance buildings
GEOGRAPHIC GROWTH - Europe led sales growth with a 14.9% increase, driven by high-performance coatings and acquisitions
MAP 2025 IMPROVEMENTS - Record adjusted EBIT achieved through operational improvements under MAP 2025, despite temporary costs
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $2.08 bln | $2.01 bln (14 Analysts) |
Q4 Adjusted EPS | Beat | $1.72 | $1.59 (15 Analysts) |
Q4 EPS |
| $1.76 |
|
Q4 Net Income |
| $225.76 mln |
|
Q4 Adjusted EBIT | Beat | $314.38 mln | $292.30 mln (13 Analysts) |
Q4 EBIT |
| $271.03 mln |
|
Q4 Pretax Profit |
| $248.38 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the commodity chemicals peer group is "buy"
Wall Street's median 12-month price target for RPM International Inc is $124.00, about 8.9% above its July 23 closing price of $112.95
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nBwGsZCJa
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