• RPM International Inc. recently reported past second-quarter fiscal 2026 results, with sales rising to US$1,909.9 million while net income eased to US$161.21 million, and also completed a long-running share repurchase program totaling 12,957,724 shares for US$755.12 million.
• The company’s guidance for mid–single-digit sales growth in the upcoming third and fourth quarters, alongside years of buybacks, offers fresh insight into how management is balancing growth investment with returning capital to shareholders.
• Now we’ll examine how RPM’s higher sales but softer earnings, together with its updated mid-single-digit growth guidance, affect the existing investment narrative.

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RPM International Investment Narrative Recap

To own RPM International today, you need to be comfortable with a steady, materials-focused business where modest sales growth and consistent capital returns drive the story. The latest quarter’s higher revenue but softer earnings, combined with mid single digit sales guidance, does not materially change that near term catalyst, though it does keep margin pressure and cost inflation firmly in focus as key risks.

The completion of RPM’s long running US$755.12 million buyback, retiring nearly 10% of shares over time, is the most relevant update here. It sits alongside ongoing dividends and mid single digit sales guidance, reinforcing that near term outcomes may hinge more on cost control and input pricing than on headline revenue trends.

Yet even as RPM continues to return cash to shareholders, investors should be aware that high and rising input costs could...

RPM International's narrative projects $8.2 billion revenue and $867.8 million earnings by 2028.

Uncover how RPM International's forecasts yield a $127.64 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$116 to US$154 per share, showing how far opinions can stretch. Set these against RPM’s recent mid single digit sales guidance and margin pressures, and you can see why it helps to compare several viewpoints before forming a view.

Explore 4 other fair value estimates on RPM International - why the stock might be worth as much as 39% more than the current price!

Build Your Own RPM International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your RPM International research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.
• Our free RPM International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate RPM International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.