NYSE$RPM

RPM International Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Reported record first-quarter results driven by MAP 2025 initiatives and strategic execution.

RPM International Inc. reported record financial results for its fiscal 2025 first quarter, with record net income of $227.7 million and diluted EPS of $1.77. Adjusted diluted EPS increased 12.2% to $1.84, and adjusted EBIT increased 6.3% to $328.3 million. Net sales were $1.97 billion, a decrease of 2.1% from the prior year.

  • Record first-quarter net income of $227.7 million and diluted EPS of $1.77 were achieved.
  • Adjusted diluted EPS increased 12.2% year-over-year to $1.84, and adjusted EBIT increased 6.3% to $328.3 million.
  • Net sales decreased 2.1% year-over-year to $1.97 billion.
  • Strong cash flow from operating activities of $248.1 million was reported.

Headline financials

Total Revenue

$1.97B

Previous: $2.01B-2.1%
EPS

$1.77

Previous: $1.64+7.9%
Adjusted EBIT Margin

16.7%

No prior period
Capital Expenditures

-$50.7M

Previous: -$52.2M+2.8%
Free Cash Flow

$228M

Previous: $201M+13.2%
Net Income

$228M

Previous: $201M+13.2%
Operating Income

$313M

Previous: $297M+5.3%
Gross Profit

$837M

Previous: $829M+1.0%
Cash & Equivalents

$232M

Previous: $241M-3.8%
Total Assets

$6.65B

Previous: $6.72B-1.0%

Revenue & EPS history

RPM · Revenue · Quarterly

$1.97B

Q1 2025-2.1%vs Q1 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

RPM · $1.18B total across 3 segments · Q2 2019

  • Construction Products
    $467M
  • Consumer
    $425M
  • Performance Coatings
    $292M

Forward guidance

The company expects flat sales growth and mid-single digit adjusted EBIT growth for the fiscal 2025 second quarter. The full-year outlook is unchanged with revenue growth of low-single digits and adjusted EBIT growth of mid-single digits to low-double digits.

Tailwinds

  • Consolidated sales to be flat compared to prior-year record results.
  • CPG sales to increase in the low-single-digit percentage range compared to prior-year record results.
  • PCG sales to be flat compared to prior-year record results.
  • Consolidated sales increasing in the low-single-digit percentage range compared to prior-year record results for full year.
  • Consolidated adjusted EBIT increasing in the mid-single- to low-double-digit percentage range compared to prior-year record results for full year.

Headwinds

  • SPG sales to decline in the low-single-digit percentage range compared to prior-year results.
  • Consumer Group sales to decline in the low-single-digit percentage range compared to prior-year results.
  • The economic outlook for the second quarter remains mixed with continued growth in high-performance building construction and renovation, and softness in residential end markets.
  • While we are optimistic that lower interest rates will eventually lead to a rebound in residential markets, it is too early to say precisely when growth will return.
  • Global and regional markets and general economic conditions, including uncertainties surrounding the volatility in financial markets, the availability of capital and the viability of banks and other financial institutions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.7%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+12.5%

Q4 2023

Best reaction

-11.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.7%+13.2%+4.2%
Q2 2026+1.7%+6.5%+11.6%
Q1 2026-0.8%-3.1%-7.3%
Q4 2025-2.4%-1.2%+10.1%
Q3 2025-9.1%-2.2%+3.9%
Q2 2025+1.8%+0.0%+2.6%
Q1 2025+6.0%+7.6%+5.3%
Q4 2024+6.0%+7.9%+4.9%
Q3 2024-4.7%-4.6%-7.8%
Q2 2024-2.2%-1.3%-0.6%
Q1 2024+6.3%+5.4%+3.8%
Q4 2023+12.5%+10.4%+6.6%
Q3 2023-2.6%-2.6%-3.7%
Q2 2023-11.7%-11.4%-6.8%
Q1 2023+5.6%+1.3%+3.3%
Q4 2022+0.4%+5.0%+7.6%
Q3 2022+4.0%+3.8%+1.5%
Q2 2022-2.8%-5.3%-11.0%
Q1 2022+0.4%+0.4%+12.9%
Q4 2021-3.7%-1.8%-5.4%
Q3 2021-2.7%-2.4%+3.3%
Q2 2021-1.2%-1.0%-2.9%
Q1 2021+2.8%+4.5%+9.7%
Q4 2020+2.1%+2.4%+7.8%
Q3 2020+5.4%+3.7%+10.2%
Q2 2020-1.8%-1.0%+0.4%
Q1 2020+0.3%+1.3%+8.8%
Q4 2019+5.6%+7.9%+9.5%
Q3 2019+1.0%+1.0%+3.0%
Q2 2019-3.8%+0.7%+4.4%
Q1 2019-6.3%-5.3%-2.3%
Q4 2018+1.4%+2.4%+5.1%
Q3 2018-1.2%+2.2%+2.3%
Q2 2018+1.9%+0.1%-4.6%
Q1 2018-2.4%-3.0%-0.0%
Q4 2017-3.9%-4.6%-11.0%
Q3 2017-2.6%-3.4%-2.0%
Q2 2017-3.5%-4.9%-5.6%
Q1 2017-4.8%-6.9%-10.6%
Q4 2016+6.2%+4.5%+6.5%
Q3 2016+1.3%
Q2 2016-3.0%
Q1 2016+0.8%
Q4 2015+0.6%
Q3 2015-1.9%
Q2 2015-4.5%
Q1 2015-3.6%
Q4 2014+2.5%
Q3 2014+2.1%
Q2 2014+2.0%
Q1 2014+3.8%
Q4 2013+3.7%
Q3 2013-2.2%
Q2 2013+1.1%
Q1 2013+2.3%
Q4 2012-2.4%
Q3 2012-0.9%
Q2 2012-6.4%
Q1 2012+1.6%
Q4 2009-2.8%
Q4 2011-2.8%
Q3 2010-1.2%
Q3 2011-1.2%
Q2 2010+2.1%
Q2 2011+2.1%
Q1 2011+1.4%
Q4 2010+1.4%
Q1 2010+1.4%

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