RPM jumps as record Q3 results deliver big adjusted EPS, EBIT gains

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RPM International shares rose after the company posted record fiscal 2026 third-quarter results, including adjusted EPS of $0.57 (+62.9% YoY) on record sales of $1.61 billion (+8.9% YoY). Investors also focused on sharply higher adjusted EBIT of $116.4 million (+48.8% YoY) and reaffirmed Q4 guidance.

1. What’s moving the stock

RPM International is trading higher as investors react to its fiscal 2026 third-quarter earnings release (reported April 8, 2026), which highlighted record sales and a sharp jump in profitability on an adjusted basis. The market is rewarding operating leverage and execution tied to the company’s MAP initiatives, along with strength tied to high-performance building solutions and acquisitions. (rpminc.com)

2. The key numbers investors are trading

For the quarter ended February 28, 2026, RPM reported record net sales of $1.6079 billion, up 8.9% year over year. Adjusted diluted EPS rose to $0.57 from $0.35 (+62.9%), while adjusted EBIT increased to $116.4 million from $78.236 million (+48.8%); reported diluted EPS was $0.40. RPM also cited organic growth plus contributions from acquisitions and favorable FX translation. (rpminc.com)

3. Guidance and what investors will watch next

RPM reaffirmed its fiscal 2026 fourth-quarter outlook for mid-single-digit sales growth and low- to high-single-digit adjusted EBIT growth, which helped support the move as investors look for durability in margins after the quarter’s operating leverage. Management commentary pointed to volume growth and efficiency gains, while noting DIY demand remained soft in parts of the portfolio. (rpminc.com)

4. Segment drivers behind the upside

Construction Products and Performance Coatings both posted record sales and improved profitability, supported by higher volumes, mix, and SG&A-focused optimization actions. Consumer sales reached a record level as well, helped by acquisitions and pricing actions, though RPM said DIY softness and product rationalization partially offset growth. (rpminc.com)