- In the past week, RPM International reported its fourth quarter and full-year 2025 results, showcasing increased sales of US$2,081.98 million and net income of US$225.76 million for the quarter, while also announcing the completion of its long-term share repurchase program and the intention to pursue further acquisitions in adjacent categories like cleaning products.
- An interesting insight is that RPM’s management is prioritizing acquisitions in new product categories and expanding its presence in the cleaner space, highlighting a shift toward growth via both organic and inorganic initiatives.
- We'll now examine how RPM’s strong year-end earnings and renewed acquisition plans may influence its existing investment narrative.
These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
RPM International Investment Narrative Recap
For an investor to remain confident in RPM International’s story, belief in the company’s ability to drive growth through a mix of acquisitions and operational efficiency is essential, especially in the face of cyclical consumer segment headwinds. While the recent results highlight steady earnings and an active acquisition pipeline, this does not materially alter the biggest risk right now: lingering weakness in consumer DIY demand, which could weigh on revenue if market trends don’t improve soon.
Among the week’s key announcements, the finalized long-term share repurchase program stands out; this underscores RPM’s commitment to shareholder returns and financial discipline, which remains an important theme tied to the company’s ongoing catalysts of cash generation and acquisition-led expansion.
But while RPM’s optimism is encouraging, investors should also keep in mind persistent consumer demand softness, especially if...
Read the full narrative on RPM International (it's free!)
RPM International's outlook anticipates $8.2 billion in revenue and $867.8 million in earnings by 2028. This reflects a 3.7% annual revenue growth rate and a $181.7 million increase in earnings from current levels of $686.1 million.
Uncover how RPM International's forecasts yield a $133.14 fair value, a 12% upside to its current price.
Exploring Other Perspectives
Four community members on Simply Wall St estimate RPM’s fair value from US$116.12 up to US$145. With consumer demand volatility still the primary near-term concern, it is worth comparing these contrasting viewpoints about future growth.
Explore 4 other fair value estimates on RPM International - why the stock might be worth as much as 22% 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 4 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.
Interested In Other Possibilities?
Our daily scans reveal stocks with breakout potential. Don't miss this chance:
- We've found 22 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
- Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
- Uncover the next big thing with financially sound penny stocks that balance risk and reward.
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com