RPM International reported second-quarter fiscal 2026 net sales of $1.91 billion, a 3.5% year-over-year increase driven by acquisitions and engineered building solutions. Adjusted diluted EPS came in at $1.20, missing the consensus estimate by roughly 15 cents. While top-line growth reflected 3.4% contribution from recent bolt-on deals and a 0.6% currency tailwind, organic revenues were flat to slightly negative as softer DIY demand and extended construction lead times weighed on volumes.

Adjusted EBIT for the quarter declined 11.2% to $226.6 million, as growth investments, lower fixed-cost absorption and temporary inefficiencies from facility consolidations offset operational improvements under the MAP 2025 program. In response, RPM is implementing SG&A optimization actions targeting $100 million of annual savings, with approximately $5 million to be realized in Q3, $20 million in Q4 and the remaining $75 million in fiscal 2027.

RPM strengthened its global building-envelope platform with the acquisition of Kalzip, adding premium metal roofing and façade systems to its Tremco business. Management forecasts mid-single-digit consolidated sales growth and mid- to high-single-digit adjusted EBIT growth in the third quarter, supported by deferred project restarts, ongoing MAP 2025 margin initiatives and contributions from recent acquisitions.