Feed / RPM

RPM International Inc.

RPM

Basic Materials · 95.27 -4.0% today

Isolated · not yet confirmedMarket checked 5 Oct, 15:55 GMT-4

Market read

RPM International Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-4.0% todayVolume comparison unavailable
Market group0 of 17 activeEconomic Cyclicals · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • RPM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if RPM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Specialty Chemicals

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • RPM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 5, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations344
Usable filing statements156
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +6.7% year over year.
  • Operating cash flow covered net income at 1.36x in the latest annual period.
  • Tariffs and trade policy has repeated favorable evidence across 5 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • EV/sales is 16% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 5, 2026

95.27
6m-2.1%12m-18.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-05-31$6.7B+9.8%$3.79+0.5%
2023-05-31$7.3B+8.2%$3.72-0.6%
2024-05-31$7.3B+1.1%$4.56-0.4%
2025-05-31$7.4B+0.5%$5.35-0.1%
2026-05-31$7.9B+6.7%$5.17-0.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
“Our corporate/other category results reflect increased healthcare costs, compensation costs, interest expense and increased restructuring expense, partially offset by decreased professional fees related to our MAP 2025 operational improvement initiatives, imp…”
10-K · Jul 22, 2026 ↗
Demand and volumemixed · 5 filings
“This was partially offset by the $9.7 million property, plant and equipment impairment charge, cost inflation, increased marketing expenses, and reduced fixed-cost absorption from lower volumes and temporary inefficiencies from a plant consolidation and ramp…”
10-K · Jul 22, 2026 ↗
Input and raw-material costsmixed · 5 filings
“This was partially offset by the $9.7 million property, plant and equipment impairment charge, cost inflation, increased marketing expenses, and reduced fixed-cost absorption from lower volumes and temporary inefficiencies from a plant consolidation and ramp…”
10-K · Jul 22, 2026 ↗
Macroeconomic conditionsmixed · 5 filings
“This was partially offset by the $9.7 million property, plant and equipment impairment charge, cost inflation, increased marketing expenses, and reduced fixed-cost absorption from lower volumes and temporary inefficiencies from a plant consolidation and ramp…”
10-K · Jul 22, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.5× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

95.27-4.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 5 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for RPM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for RPM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind RPM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

MASMasco CorporationcompetitorFeb 10, 2026 ▾

“Our competitors in this segment include large national and international brands such as Benjamin Moore & Co., Pittsburgh Paints Co.'s Glidden, Olympic, Pittsburgh Paints and Stains and PPG Paints brands, RPM International Inc.'s Rust-Oleum and Zinsser brands,…”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

RPM is currently a Leader in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for RPM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.