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RPM International Inc. (RPM) earnings date & stock reaction

RPM International Inc. · Consumer Discretionary

RPM International Inc. earnings date & time

Next earningsThu, January 7 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Thu, January 7
Reporting pattern
12 of last 12 before open
Typical move
±5.4% · 12-report avg

What the market expects

Consensus EPS

$1.27Coming in above this counts as a beat

Year-ago quarter
$1.20→+5.8%
Full earnings calendarFrom an earnings calendar · Schedule last checked October 7
Latest reportJun–Aug 2026 results· October 6, 2026 reported
EPS consensus $1.95 → $1.98 ▲ +1.8% beatRev $2.1B → $2.2B +5% YoY
Post-earnings price move
Next-day move
+3.2%
After 5 days
+2.4%
Price around earnings
Earnings callRecord quarterly results driven by PCG and Consumer segment growth despite raw material inflation and CPG headwinds.
“Record first-quarter sales of $2.22 billion increased 4.8% compared to the prior year.”
· Frank Sullivan, Chairman and CEO
“As a result, we now expect second quarter inflation will be in the 9%-11% range, up from our previous estimate of 6%-8%.”
· Rusty Gordon, CFO
Positives
  • ▲Strong Growth in PCG and Consumer Segments
    • The PCG segment reported revenue of $629.7 million, up 10.2% vs last year.
    • The Consumer segment achieved 5.2% organic growth, contributing to total revenue of $726.7 million.
  • ▲Double-Digit Growth in Emerging Markets
    • All emerging market regions generated revenue increases above 20% vs last year, fueled by demand for high-performance building solutions.
  • ▲Improved Cash Flow and Working Capital
    • Operating cash flow reached $263.9 million, up from $237.5 million in the prior-year period.
    • Working capital efficiency improved by 150 basis points vs last year.
Concerns
  • ▼CPG Segment Performance Slowdown
    • CPG revenue grew only 0.8% to $859.2 million, with a 1.7% decline in organic sales.
    • Adjusted EBITDA for the segment fell 9.7% to $166.2 million due to lower volumes and supply constraints.
  • ▼Rising Raw Material Inflation
    • Second-quarter inflation outlook was raised to 9%-11% from the previous 6%-8% estimate.
    • Gross margins declined 100 basis points as raw material inflation outpaced pricing actions.
  • ▼Downward Revision of Full-Year Guidance
    • Full-year adjusted EBITDA growth outlook was narrowed to mid-single digits from the previous 5%-10% range.
Based on the Oct 6, 2026 earnings-call transcript. Quotes are verbatim.

RPM International Inc. (RPM) rose the day after earnings in 8 of its last 12 reports (67%), moving ±5.4% on average. It has fallen despite beating the consensus estimate 1 times.

Up next day
8/12
67%
Fell despite growth
3/12
Good earnings ignored
Price when beating
+4.5%
avg over 7 beats
Price when missing
-3.5%
avg over 3 misses
Avg earnings move
±5.4%
typical swing on earnings
Biggest single move
+12.4%
'26.4 · largest reaction
🔑What actually moves this stock?
What really matters here
Whether existing demand grew, plus outlook
In finance terms: Comps/demand · guidance
Growth · revenue (YoY by quarter, latest right)
+4%
25-07(May qtr)
+7%
25-10(Aug qtr)
+3%
26-01(Nov qtr)
+9%
26-04(Feb qtr)
+7%
26-07(May qtr)
+5%
26-10(Aug qtr)
Holding steady · Growth is holding around +5%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 8 of 12 times
Median beat +5.9%. 1 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 6 of 7 beats (86%)
Moves in line with results, fairly predictable
Avg +4.5% on a beat, -3.5% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Consumer Discretionary sector avg (218 peers)
This
+2.3%
Sector
+0.6%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 2 of last 10 times (20%)
1xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

1/7 beats fell next day · watches Comps/demand · guidance

Next-day reaction
  • Aug 2026 report+3.2%
  • May 2026 report+5.8%
  • Feb 2026 report+12.4%
  • Nov 2025 report+1.7%
  • Aug 2025 report-0.6%
  • May 2025 report+8.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-10-06
Next-day move
+3.2%
After 5 days +2.4%
EPS consensus $1.95 → $1.98 ▲ +1.8% beatRev $2.1B → $2.2B +5% YoY
Price around earnings

Earnings trend · last 12 quarters

EPS$1.98YoY +5%
'24.1'26.10
Revenue$2.2BYoY +5%
'24.1'26.10

Earnings history and price reaction

RPM International Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-10-06+1.8%+3.2%+2.4%
5/20262026-07-22+3.3%+5.8%+10.1%
2/20262026-04-08+61.8%+12.4%+12.4%
11/20252026-01-08-15.0%+1.7%+6.1%
8/20252025-10-01-0.0%-0.6%-4.3%
5/20252025-07-24+7.8%+8.6%+5.1%

12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next RPM International Inc. earnings date?

The next RPM International Inc. (RPM) earnings report is expected Thu, January 7 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for RPM International Inc.'s next earnings?

Analysts expect EPS of about $1.27 for RPM International Inc. (RPM). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does RPM International Inc. (RPM) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±5.4%.

Does RPM International Inc. react more to the earnings numbers or to guidance?

In 2 of the last 10 reports (20%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can RPM International Inc. stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, RPM International Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does RPM International Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 58% of the time. This tendency is known as post-earnings announcement drift.