Q3 2026 RPM International Inc Earnings Call Transcript

Apr 8, 2026 / 02:00 PM GMT

Release Date Price: MXN2060

Transcript 10-Q8-K

Key Points

Positve

RPM International Inc (RPM) achieved record results in the third quarter with top-line growth and improved margins across all segments.
The company successfully navigated severe winter weather and economic volatility by focusing on competitive strengths and operational improvements.
RPM's Green Belt program has trained over 600 associates, generating more than $50 million in savings, with $30 million in the current pipeline.
The company has strong liquidity with $1.02 billion, providing financial flexibility for M&A opportunities.
RPM's focus on maintenance, repair, and restoration solutions has proven to be a key component of its ability to outgrow underlying markets.

Negative

Geopolitical events in the Middle East have created supply chain disruptions and increased raw material costs, impacting RPM's business.
Inflation has picked up meaningfully in Europe and South America, with North America also experiencing inflation, albeit to a lesser extent.
The consumer segment continues to face challenges with soft DIY demand and product rationalization.
Temporary inefficiencies related to plant consolidations cost RPM over $6 million in the third quarter.
Healthcare costs have risen, impacting profitability, with a significant rise attributed to the inclusion of weight loss drugs in the healthcare program.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RPM.N - RPM International Inc
Q3 2026 RPM International Inc Earnings Call
Apr 08, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the RPM International fiscal 3rd quarter earnings conference call.

All participants are in a listen-only mode

Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions.

To ask a question you may press starer than one on your telephone keypad and to withdraw your question, please press star than 2.

Please note today's event is being recorded

I would now like to turn the conference over to Matt Larb, Vice President, Investor relations, and sustainability.

Please go ahead.

Thank you, Rocco, and welcome to RPM

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