RPM Posts Record Quarter as Margins Expand

RPM International Inc. reported record financial results for its fiscal 2026 third quarter ended February 28, 2026, driven by growth across its construction products and performance coatings businesses.
The company reported net sales of $1.61 billion, an increase of 8.9% compared to the prior year. Adjusted diluted earnings per share reached $0.57, up 62.9%, while adjusted EBIT increased 48.8% to $116.4 million.
Chairman and CEO Frank C. Sullivan said the company achieved volume growth and record sales despite volatile market conditions, supported by demand in key end markets and operational improvements under its MAP initiatives.
The Construction Products Group reported record sales, driven by strength in roofing systems, wall systems and concrete admixtures, along with favorable foreign exchange and recovery from prior-year disruptions. The Performance Coatings Group also delivered record results, supported by growth in protective coatings and passive fire protection, as well as demand tied to infrastructure and high-performance building projects.
The Consumer Group posted sales growth driven by acquisitions and pricing actions, though results were partially offset by continued softness in do-it-yourself markets and product rationalization efforts.
Geographically, Europe led growth, supported by acquisitions and currency benefits, while North America also contributed through demand in construction-related applications. Emerging markets recorded growth led by infrastructure activity and favorable currency translation.
Adjusted EBIT gains were attributed to higher volumes, improved fixed-cost leverage and ongoing operational efficiency initiatives. These gains more than offset increased costs, including higher healthcare expenses.
During the first nine months of the fiscal year, RPM generated $656.7 million in operating cash flow and returned $255.3 million to shareholders through dividends and share repurchases. Total debt increased to $2.56 billion, primarily reflecting acquisition activity.
Looking ahead, Sullivan said the company expects continued sales and earnings growth in the fourth quarter, despite geopolitical uncertainty and cost pressures tied to global supply chain conditions.
The company also completed its acquisition of Kalzip GmbH, a manufacturer of metal roofing and façade systems, which will be integrated into its Construction Products Group.
Read the full results here.
Looking for a reprint of this article?
From high-res PDFs to custom plaques, order your copy today!





