Equity Profile

RPM

RPM International Inc.

MaterialsSpecialty Chemicals$14.5B

Jul23Thu

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

RPM International Inc. is a leading company in the specialty chemicals sector, focusing on coatings, sealants, and other products for various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and capture market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

RPM Q4-2026 Earnings Preview

Context

Company Snapshot

RPM International Inc. is a leading company in the specialty chemicals sector, focusing on coatings, sealants, and other products for various industries. With a market cap of $14 billion, it plays a crucial role in the materials sector, which is influenced by trends in construction, manufacturing, and consumer spending.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.14%

Avg Stock Reaction

+3.40%

Last Quarter Recap

In the last quarter, RPM reported an EPS of $0.57, significantly beating expectations by 56.16%. The stock reacted positively, gaining 12.42% the following day.

Management Promises & Guidance

Continue to focus on innovation in specialty chemicals.
Expand market presence through strategic acquisitions.
Improve operational efficiencies to enhance margins.

Expectations

Wall Street Expectations

Overall, expectations for RPM's upcoming earnings are mixed, with investors looking for signs of continued profitability and revenue growth. Given the company's recent performance, there is cautious optimism.

Bull Case

If RPM can deliver strong EPS and revenue growth, it may signal robust demand in its markets, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining revenue, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given RPM's recent strong performance, any significant deviation from expectations could greatly influence investor sentiment.

What are the company's revenue growth projections for the upcoming quarters?

Revenue growth is crucial for RPM's long-term success, and any guidance on this front will be closely scrutinized by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RPM's ability to leverage recent innovations in specialty chemicals, which could drive better-than-expected results.

Supporting Evidence

Recent strong EPS surprises indicate a trend of outperforming expectations.

The company's focus on operational efficiency could enhance margins beyond current forecasts.

Options pricing suggests a significant move, indicating that the market is bracing for impactful news.

Key Risk

If the EPS comes in above $0.70, it could challenge the current cautious sentiment and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether RPM can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

An EPS of $0.70 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $0.50 would raise concerns about declining profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±5.33%

Historical Avg

±5.8%

In line with history

The options market is pricing in a potential move of about 5.3%, indicating uncertainty ahead of the earnings report.

Options are pricing ±5.3% while RPM has averaged ±5.8% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.3%

30d HV

31.0%

Calls (600)P/C Ratio: 3.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RPM beats expectations, history suggests the stock could rise by around 5.77%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further clarity from management.

Miss

Should RPM miss earnings expectations, history indicates a potential decline of about 3.71%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the next quarter.
2Details on cost management strategies and their impact on margins.
3Insights into market demand for specialty chemicals.
4Management's commentary on competitive positioning.
5Any new product launches or innovations that could drive future growth.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Domino's Pizza, Inc.

Company Snapshot

RPM International Inc. is a leading company in the specialty chemicals sector, focusing on coatings, sealants, and other products for various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and capture market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

RPM Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.14%

Avg Stock Reaction

+3.40%

Last Quarter Recap

In the last quarter, RPM reported an EPS of $0.57, significantly beating expectations by 56.16%. The stock reacted positively, gaining 12.42% the following day.

Management Promises & Guidance

Continue to focus on innovation in specialty chemicals.
Expand market presence through strategic acquisitions.
Improve operational efficiencies to enhance margins.

Expectations

Wall Street Expectations

Bull Case

If RPM can deliver strong EPS and revenue growth, it may signal robust demand in its markets, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining revenue, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given RPM's recent strong performance, any significant deviation from expectations could greatly influence investor sentiment.

What are the company's revenue growth projections for the upcoming quarters?

Revenue growth is crucial for RPM's long-term success, and any guidance on this front will be closely scrutinized by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RPM's ability to leverage recent innovations in specialty chemicals, which could drive better-than-expected results.

Supporting Evidence

Recent strong EPS surprises indicate a trend of outperforming expectations.

The company's focus on operational efficiency could enhance margins beyond current forecasts.

Options pricing suggests a significant move, indicating that the market is bracing for impactful news.

Key Risk

If the EPS comes in above $0.70, it could challenge the current cautious sentiment and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether RPM can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

An EPS of $0.70 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $0.50 would raise concerns about declining profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±5.33%

Historical Avg

±5.8%

In line with history

The options market is pricing in a potential move of about 5.3%, indicating uncertainty ahead of the earnings report.

Options are pricing ±5.3% while RPM has averaged ±5.8% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.3%

30d HV

31.0%

Calls (600)P/C Ratio: 3.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RPM beats expectations, history suggests the stock could rise by around 5.77%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further clarity from management.

Miss

Should RPM miss earnings expectations, history indicates a potential decline of about 3.71%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth projections for the next quarter.
2Details on cost management strategies and their impact on margins.
3Insights into market demand for specialty chemicals.
4Management's commentary on competitive positioning.
5Any new product launches or innovations that could drive future growth.