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 manufacturing and marketing a wide range of products for construction, maintenance, and repair....

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, 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 manufacturing and marketing a wide range of products for construction, maintenance, and repair. With a market cap of $14 billion, it plays a crucial role in the materials industry, which is influenced by trends in construction 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 estimates by 56.16%. The stock reacted positively, increasing by 12.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for RPM's upcoming earnings are mixed, with investors looking for signs of continued profitability and revenue growth. The company's recent performance has generated some optimism, but uncertainties remain.

Bull Case

The optimistic view hinges on RPM maintaining strong EPS growth and demonstrating solid revenue figures, which could lead to further stock price appreciation.

Bear Case

On the downside, if RPM fails to meet expectations for EPS or revenue growth, it could lead to a negative reaction in the stock price, especially given the recent mixed performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026, and how does it compare to previous quarters?

The EPS figure will be a critical measure of the company's profitability and could significantly influence investor sentiment.

How is RPM managing its costs and what is the expected gross margin for this quarter?

Understanding cost management and gross margin will provide insights into the company's operational efficiency and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RPM's ability to leverage cost efficiencies and maintain margins despite economic pressures.

Supporting Evidence

RPM has a strong track record of beating EPS estimates, with a 75% beat rate over the last eight quarters.

The recent positive stock reaction following earnings surprises suggests that investors may be overly cautious.

Options pricing indicates a significant expected move, which may reflect uncertainty not fully captured in consensus estimates.

Key Risk

If RPM reports an EPS significantly above $0.70, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect RPM's ability to sustain growth amid market pressures.

Bull Confirmed If

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

Bear Confirmed If

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

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% in either direction, indicating some 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 about 5.77%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted response, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline of around 3.71%, indicating disappointment and potential 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 cost management strategies and their impact on gross margins.
2Details on revenue growth drivers and market demand for RPM's products.
3Insights into any challenges faced in the supply chain or production.
4Management's outlook for the next quarter and any guidance provided.
5Responses to questions regarding competitive pressures in the specialty chemicals market.

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Company Snapshot

RPM International Inc. is a leading company in the specialty chemicals sector, focusing on manufacturing and marketing a wide range of products for construction, maintenance, and repair....

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, 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 estimates by 56.16%. The stock reacted positively, increasing by 12.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

The optimistic view hinges on RPM maintaining strong EPS growth and demonstrating solid revenue figures, which could lead to further stock price appreciation.

Bear Case

On the downside, if RPM fails to meet expectations for EPS or revenue growth, it could lead to a negative reaction in the stock price, especially given the recent mixed performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q4-2026, and how does it compare to previous quarters?

The EPS figure will be a critical measure of the company's profitability and could significantly influence investor sentiment.

How is RPM managing its costs and what is the expected gross margin for this quarter?

Understanding cost management and gross margin will provide insights into the company's operational efficiency and overall financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RPM's ability to leverage cost efficiencies and maintain margins despite economic pressures.

Supporting Evidence

RPM has a strong track record of beating EPS estimates, with a 75% beat rate over the last eight quarters.

The recent positive stock reaction following earnings surprises suggests that investors may be overly cautious.

Options pricing indicates a significant expected move, which may reflect uncertainty not fully captured in consensus estimates.

Key Risk

If RPM reports an EPS significantly above $0.70, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect RPM's ability to sustain growth amid market pressures.

Bull Confirmed If

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

Bear Confirmed If

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

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% in either direction, indicating some 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 about 5.77%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted response, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline of around 3.71%, indicating disappointment and potential 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 cost management strategies and their impact on gross margins.
2Details on revenue growth drivers and market demand for RPM's products.
3Insights into any challenges faced in the supply chain or production.
4Management's outlook for the next quarter and any guidance provided.
5Responses to questions regarding competitive pressures in the specialty chemicals market.