RPM International has entered into a definitive agreement for its Tremco Construction Products Group to acquire Kalzip GmbH, a German leader in aluminum roofing and façade systems. Kalzip delivered €75 million in net sales during calendar 2024 and has supplied over 1.2 billion square feet of metal solutions on flagship projects such as El Prat Airport in Barcelona and the Mercedes-Benz Arena in Berlin. The acquisition, expected to close in Q4 of fiscal 2026 pending customary conditions, will bolster Tremco CPG’s presence in Europe and India and create opportunities to introduce Kalzip’s systems to North American customers. Senior management of Kalzip, including CEO Andrew Leach, will remain in place to ensure operational continuity and to drive integration milestones.

For the quarter ended November 30, 2025, RPM reported adjusted EPS of $1.20, missing the Zacks Consensus estimate of $1.41, and revenue of $1.91 billion, just below the expected $1.93 billion but up 3.5% year-over-year. Adjusted EBIT declined 11.2% to $226.6 million, pressured by extended lead times in construction projects, lower fixed-cost absorption and temporary inefficiencies from plant consolidations. In response, the company launched SG&A optimization measures targeting $100 million in annual savings: $5 million expected in Q3, $20 million in Q4 of fiscal 2026, and the remaining $75 million in fiscal 2027.

RPM ended the quarter with a debt-to-equity ratio of 0.11 and a current ratio of 2.22, reflecting strong liquidity. Cash from operations reached $583.2 million in the first half of fiscal 2026, the second-highest six-month total in company history, despite capital expenditures rising to $111.8 million for growth investments. Under its MAP 2025 program, RPM expects mid-single-digit consolidated sales growth and mid- to high-single-digit adjusted EBIT expansion in the third quarter, driven by strong demand for high-performance building solutions and contributions from recent acquisitions.