RPM International delivered second-quarter revenue of $1.91 billion, a 3.5% increase year-over-year driven by acquisitions and favorable foreign-exchange translation. Adjusted diluted EPS came in at $1.20, missing the consensus by roughly 15 cents, as margin pressures from lower fixed-cost absorption and temporary inefficiencies during facility consolidations more than offset MAP 2025 operational improvements. Adjusted EBIT declined 11.2% to $226.6 million, reflecting higher growth investments and acquisition-related expenses, while net income attributable to RPM stockholders fell 12.0% to $161.2 million.

Management cited continued benefits from the MAP 2025 productivity program, which contributed to operational improvements across all segments, but acknowledged headwinds from plant consolidations and elevated SG&A costs. In response, RPM has launched targeted cost-optimization actions aimed at generating approximately $100 million in annual SG&A savings: $5 million expected in Q3, $20 million in Q4 of fiscal 2026, and the remaining $75 million in fiscal 2027. These initiatives are designed to bolster margins while preserving strategic growth investments in high-potential product lines.

RPM strengthened its global building envelope platform through the acquisition of Kalzip, a premium metal roofing and façade systems provider. This deal expands Tremco’s offering into high-end architectural metal solutions and enhances RPM’s presence in Europe and the Middle East, regions where the Construction Products Group saw a 13.9% sales increase in Q2. The acquisition is expected to be accretive to consolidated sales growth in the mid-single-digit range and to support improved adjusted EBIT margins as integration synergies are realized under the MAP 2025 framework.