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 manufacturing and marketing various products for construction and maintenance....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for assessing future performance.

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 various products for construction and maintenance. With a market cap of $14 billion, RPM plays a crucial role in the materials industry, particularly as demand for construction and home improvement products continues to grow.

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 estimates by 56.16%. The stock reacted positively, gaining 12.42% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to expanding product lines in high-demand areas.
Continued investment in marketing and customer engagement.

Expectations

Wall Street Expectations

Overall, expectations for RPM's upcoming earnings are mixed, with investors hoping for continued strong performance after last quarter's surprise.

Bull Case

If RPM can replicate its previous EPS beat and demonstrate strong revenue growth, it may signal robust demand and effective management strategies.

Bear Case

Conversely, any signs of declining margins or weaker-than-expected revenue could raise concerns about the company's ability to sustain its recent performance.

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 last quarter's surprise?

Given the significant EPS surprise last quarter, investors will be keen to see if RPM can maintain momentum or if it will revert to lower performance.

How is RPM addressing potential supply chain challenges and their impact on margins?

Supply chain issues can significantly affect production costs and profitability, making this a critical area for investor scrutiny.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate RPM's ability to leverage recent operational improvements, which could lead to a stronger-than-expected EPS this quarter.

Supporting Evidence

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

The recent positive stock reaction suggests that investor sentiment is more optimistic than reflected in current estimates.

Key Risk

If RPM's EPS comes in below $0.50, it could invalidate the bullish sentiment and raise concerns about future growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around RPM's ability to sustain its recent earnings momentum amidst potential supply chain challenges.

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 potential struggles in maintaining 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%, indicating uncertainty about the earnings results.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 14 of 30 (47%)

This setup has occurred 30 times across Materials in the last 2 years. 14 of 30 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.7%, with a raw directional average of +0.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RPM beats expectations, history suggests a positive reaction of around +5.77%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious, the stock may see a muted response as investors await clearer guidance on future performance.

Miss

A miss could lead to a decline of around -3.71%, raising concerns about the company's ability to sustain growth.

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

1Updates on supply chain management and its impact on production costs.
2Any commentary on new product lines and their expected contribution to revenue.
3Insights into market demand trends for RPM's products.
4Management's outlook on operational efficiencies and cost management strategies.
5Guidance on expected EPS and revenue growth for the next quarter.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for assessing future performance.

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 Q3-2026, RPM reported an EPS of $0.57, significantly beating estimates by 56.16%. The stock reacted positively, gaining 12.42% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to expanding product lines in high-demand areas.
Continued investment in marketing and customer engagement.

Expectations

Wall Street Expectations

Overall, expectations for RPM's upcoming earnings are mixed, with investors hoping for continued strong performance after last quarter's surprise.

Bull Case

If RPM can replicate its previous EPS beat and demonstrate strong revenue growth, it may signal robust demand and effective management strategies.

Bear Case

Conversely, any signs of declining margins or weaker-than-expected revenue could raise concerns about the company's ability to sustain its recent performance.

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 last quarter's surprise?

Given the significant EPS surprise last quarter, investors will be keen to see if RPM can maintain momentum or if it will revert to lower performance.

How is RPM addressing potential supply chain challenges and their impact on margins?

Supply chain issues can significantly affect production costs and profitability, making this a critical area for investor scrutiny.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate RPM's ability to leverage recent operational improvements, which could lead to a stronger-than-expected EPS this quarter.

Supporting Evidence

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

The recent positive stock reaction suggests that investor sentiment is more optimistic than reflected in current estimates.

Key Risk

If RPM's EPS comes in below $0.50, it could invalidate the bullish sentiment and raise concerns about future growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around RPM's ability to sustain its recent earnings momentum amidst potential supply chain challenges.

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 potential struggles in maintaining 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%, indicating uncertainty about the earnings results.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 14 of 30 (47%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RPM beats expectations, history suggests a positive reaction of around +5.77%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but cautious, the stock may see a muted response as investors await clearer guidance on future performance.

Miss

A miss could lead to a decline of around -3.71%, raising concerns about the company's ability to sustain growth.

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

1Updates on supply chain management and its impact on production costs.
2Any commentary on new product lines and their expected contribution to revenue.
3Insights into market demand trends for RPM's products.
4Management's outlook on operational efficiencies and cost management strategies.
5Guidance on expected EPS and revenue growth for the next quarter.