RPM International posts transcript of fiscal 2026 Q4 earnings call

RPM International posted a transcript of its fiscal 2026 Q4 earnings call attended by CEO Frank Sullivan, CFO Russell Gordon, controller Michael Laroche, and IR head Matt Schlarb.

• Guided fiscal 2027 sales growth of 3% to 7% with adjusted EBITDA up 5% to 10%; shifted primary P&L metric to adjusted EBITDA.
• Forecast Q1 raw material inflation of 5% to 6% with Q2 at 6% to 8%; expects price/cost negative in 1H, closer to neutral in 2H.
• Identified supply tightness in propylene oxide-derived inputs in North America due to a supplier fire; expects Q1 sales hit at Tremco Roofing.
• Projected about $75 million of FY27 SG&A benefits; cited $20 million benefit realized in Q4; authorized $700 million share repurchase increase.