RPM

EX-99.1

2 d80757dex991.htm

EX-99.1

EX-99.1

Exhibit 99.1

RPM Reports Record Fiscal 2027 First-Quarter Results

•

Record first-quarter sales of $2.22 billion increased 4.8% compared to the prior year

•

Net income of $256.4 million and diluted EPS of $2.01

•

Record adjusted diluted EPS of $1.98 increased 5.3% and record adjusted EBITDA of $405.5 million increased 4.5% compared to the prior year

•

Fiscal 2027 second-quarter outlook projects sales and adjusted EBITDA to increase in the low- to mid-single-digit range

•

Fiscal 2027 full-year outlook projects sales and adjusted EBITDA to increase in the mid-single-digit range

MEDINA, OH – October 6, 2026 – RPM International Inc. (NYSE: RPM), a world leader in specialty coatings, sealants and building materials, today reported financial results for its fiscal 2027 first quarter ended August 31, 2026.

Frank C. Sullivan, RPM Chairman and CEO, said, “The resilience of our associates and business model was on full display in the first quarter as we generated another quarter of record sales and adjusted EBITDA. Solid organic growth in our Performance Coatings Group and Consumer Group, and a focus on manufacturing, procurement and SG&A efficiencies overcame multiple challenges, including raw material inflation and a temporary slowdown in our Construction Products Group. This record profitability, combined with improved working capital efficiency, also allowed us to generate another quarter of strong operating cash flow, which we are using to invest in growth opportunities and reward shareholders with dividends and share repurchases.”

First-Quarter 2027 Consolidated Results

Organization and Reporting Update

Effective June 1, 2026, the company modified its organizational structure to manage and report certain businesses in Latin America in PCG. The businesses generate approximately $143 million in annual revenue and were previously part of CPG and Consumer Group. Starting with the first fiscal quarter of 2027, results reflect the updated structure for both current and prior periods presented. These changes have no impact on consolidated results. Recast quarterly results for fiscal year 2026 reflecting this change have been provided in a Form 8-K filed with the SEC.

RPM Reports Results for Fiscal 2027 1st Quarter

October 6, 2026

Page 2

Consolidated

Three Months Ended

$ in 000s except per share data

August 31,

August 31,

2026

2025

$ Change

% Change

Net Sales

$ 2,215,593

$ 2,113,743

$ 101,850

4.8 %

Net Income Attributable to RPM Stockholders

256,357

227,605

28,752

12.6 %

Diluted EPS

2.01

1.77

0.24

13.6 %

Income Before Income Taxes (IBT)

337,053

298,047

39,006

13.1 %

Adjusted EBITDA (1)

405,457

388,048

17,409

4.5 %

Adjusted Diluted EPS(1)

1.98

1.88

0.10

5.3 %

(1)

Excludes certain items that are not indicative of RPM’s ongoing operations. See tables below titled Supplemental Segment Information and Reconciliation of Reported to Adjusted Amounts for details.

Record first-quarter sales were driven

by solid organic growth in the PCG and Consumer segments, including pricing to offset inflation. Acquisitions also contributed to the growth.

Geographically, all emerging market regions generated revenue increases above 20%, fueled by strong demand for engineered solutions used in high-performance buildings and infrastructure projects and the continued expansion of RPM’s Platform model, which leverages shared regional resources to accelerate growth and improve efficiency. North American growth was driven by PCG and Consumer improvement. Growth in Europe was driven by acquisitions.

Sales included 3.1% organic growth, 1.6% growth from acquisitions net of divestitures, and a 0.1% tailwind from foreign currency translation.

Adjusted EBITDA increased to a record, driven by higher sales and MAP operational improvement initiatives, including SG&A optimization. Healthcare expenses were lower compared to the prior year, driven by procurement efforts to lower prescription drug costs. These gains more than offset higher raw material inflation, warranty expenses from a small European business that is under review for closure, and bad debt expense from a customer bankruptcy.

Record adjusted diluted EPS was primarily driven by improved adjusted EBITDA.

RPM Reports Results for Fiscal 2027 1st Quarter

October 6, 2026

Page 3

First-Quarter 2027 Segment Sales and Earnings

Construction Products Group

Three Months Ended

$ in 000s

August 31,

August 31,

2026

2025

$ Change

% Change

Net Sales

$ 859,209

$ 851,997

$ 7,212

0.8 %

Income Before Income Taxes

149,110

159,184

(10,074 )

(6.3 %)

Adjusted EBITDA(1)

166,193

183,944

(17,751 )

(9.7 %)

(1)

Excludes certain items that are not indicative of RPM’s ongoing operations. See table below titled Supplemental Segment Information for details.

Lower than expected CPG sales growth was driven by delayed sales resulting from a slowdown in the healthcare and education markets, as

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