Equity Profile

RPM

RPM International Inc.

MaterialsSpecialty Chemicals$13.4B

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 construction and industrial markets....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well RPM has managed costs and revenue.

N/A

Revenue Growth

Understanding revenue growth will help investors gauge demand for RPM's products in the current economic climate.

N/A

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 construction and industrial markets. With a market cap of $13 billion, RPM plays a crucial role in the materials industry, which is influenced by trends in construction and infrastructure 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 Q3-2026, 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

Expectations

Wall Street Expectations

Overall, expectations for RPM's upcoming earnings are mixed, given the lack of analyst estimates and management guidance. Investors will be closely watching for any signs of continued profitability.

Bull Case

If RPM continues its trend of beating EPS estimates, it could indicate strong demand and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if RPM fails to meet expectations or shows signs of declining revenue, it could lead to a negative market reaction, especially given the current economic uncertainties.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026?

EPS is a crucial metric that reflects RPM's profitability and efficiency, and a significant deviation from expectations could impact stock performance.

How has revenue growth been impacted by current market conditions?

Understanding revenue trends will help investors assess the company's resilience in a potentially challenging economic environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating RPM's ability to capitalize on recent construction trends, which could lead to better-than-expected revenue growth.

Supporting Evidence

RPM has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a relatively modest move, suggesting that traders may not fully anticipate a strong performance.

Recent positive trends in the construction sector could provide a tailwind for RPM's products.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment in favor of RPM.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around RPM's ability to maintain profitability amid fluctuating market conditions.

Bull Confirmed If

An EPS of $0.70 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, suggesting significant challenges in revenue generation.

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 5.33%, suggesting that traders expect some volatility around 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 strong demand and operational efficiency.

In-Line / Cautious

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

Miss

A miss could lead to a decline of about 3.71%, reflecting investor disappointment and concerns about future performance.

Preparation

Congressional Activity

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

Trades

4 buys·1 sell

Members

House only

Est. Notional

$5,005.00–$75,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
5

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in the construction sector.
2Details on cost management strategies and their impact on profitability.
3Insights into demand for RPM's products in key markets.
4Management's outlook on economic conditions and their potential impact on future performance.
5Any commentary on new product developments or market expansions.

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 construction and industrial markets....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well RPM has managed costs and revenue.

N/A

Revenue Growth

Understanding revenue growth will help investors gauge demand for RPM's products in the current economic climate.

N/A

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 Q3-2026, 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

Expectations

Wall Street Expectations

Overall, expectations for RPM's upcoming earnings are mixed, given the lack of analyst estimates and management guidance. Investors will be closely watching for any signs of continued profitability.

Bull Case

If RPM continues its trend of beating EPS estimates, it could indicate strong demand and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if RPM fails to meet expectations or shows signs of declining revenue, it could lead to a negative market reaction, especially given the current economic uncertainties.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026?

EPS is a crucial metric that reflects RPM's profitability and efficiency, and a significant deviation from expectations could impact stock performance.

How has revenue growth been impacted by current market conditions?

Understanding revenue trends will help investors assess the company's resilience in a potentially challenging economic environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating RPM's ability to capitalize on recent construction trends, which could lead to better-than-expected revenue growth.

Supporting Evidence

RPM has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a relatively modest move, suggesting that traders may not fully anticipate a strong performance.

Recent positive trends in the construction sector could provide a tailwind for RPM's products.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment in favor of RPM.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around RPM's ability to maintain profitability amid fluctuating market conditions.

Bull Confirmed If

An EPS of $0.70 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, suggesting significant challenges in revenue generation.

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 5.33%, suggesting that traders expect some volatility around 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 strong demand and operational efficiency.

In-Line / Cautious

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

Miss

A miss could lead to a decline of about 3.71%, reflecting investor disappointment and concerns about future performance.

Preparation

Congressional Activity

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

Trades

4 buys·1 sell

Members

House only

Est. Notional

$5,005.00–$75,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
5

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in the construction sector.
2Details on cost management strategies and their impact on profitability.
3Insights into demand for RPM's products in key markets.
4Management's outlook on economic conditions and their potential impact on future performance.
5Any commentary on new product developments or market expansions.