Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

RPM INTERNATIONAL INC/DE/
Next earnings Jul 22, 2026 (before open) · consensus $1.86 EPS, $2.20B rev
Last earnings +12.4% on 2026-04-08
Diversified specialty-coatings compounder turning flat sales into 17% earnings growth — a quality buy at a fair 20x.
Sources: SEC EDGAR (CIK 0000110621, latest 10-Q filed 2026-04-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:44 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~18% below fair value) — the rarer case where both the business and the entry look good.
RPM International is a diversified specialty-chemicals maker — paints, sealants, roofing, coatings and repair products under brands like Rust-Oleum, DAP, Tremco and Carboline — selling across four segments in roughly 163 countries, with ~30% of sales international. That breadth across construction, industrial, specialty and consumer end markets gives the business resilience: FY2025 net sales of $7.37B were roughly flat (+0.5%) against a soft construction backdrop, yet net income rose 17.0% to $689M and diluted EPS climbed 17.3% to $5.35. The company is converting a stagnant top line into real bottom-line growth through margin and operating-efficiency gains — gross margin is a healthy 41.4% and return on equity an impressive 23.9%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $6.11B | $6.71B | $7.26B | $7.34B | $7.37B |
| Gross profit | $2.41B | $2.43B | $2.75B | $3.01B | $3.05B |
| Operating income | — | — | — | — | — |
| Net income | $503M | $491M | $479M | $588M | $689M |
| Diluted EPS | $3.87 | $3.79 | $3.72 | $4.56 | $5.35 |
| Net margin | 8.2% | 7.3% | 6.6% | 8.0% | 9.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
4 buys · 1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-31 | Gordon Russell L VP and CFO | Tax | 925.00 @ $105.97 | $98.0K |
| 2026-05-31 | SULLIVAN FRANK C Chairman and CEO | Tax | 496.00 @ $105.97 | $52.6K |
| 2026-05-31 | Ratajczak Matthew T VP-Global Tax and Treasurer | Tax | 224.00 @ $105.97 | $23.7K |
| 2026-05-31 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Tax | 748.00 @ $105.97 | $79.3K |
| 2026-05-31 | Kinser Timothy R. Former VP-Operations | Tax | 208.00 @ $105.97 | $22.0K |
| 2026-04-28 | Gordon Russell L VP and CFO | Exercise | 30.0K @ $50.99 | $1.53M |
| 2026-04-28 | Gordon Russell L VP and CFO | Disposed (D) | 14.8K @ $103.70 | $1.53M |
| 2026-04-28 | Gordon Russell L VP and CFO | Tax | 5.04K @ $103.70 | $522K |
| 2026-04-17 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Exercise | 30.0K @ $50.99 | $1.53M |
| 2026-04-17 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Disposed (D) | 13.9K @ $109.81 | $1.53M |
| 2026-04-17 | Kastner Janeen B. VP Corp. Benefits/Risk Mgmt. | Tax | 5.45K @ $109.81 | $599K |
| 2026-01-21 | Kinser Timothy R. VP-Operations | Sell | 3.44K @ $110.31 | $380K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.