Record Q1 FY2027: Sales Climb 4.8% to $2.22B, EPS Reaches $2.01
RPM is trading near its 52-week low of $92.92 (4.7% above the low).
Summary
RPM reported record fiscal Q1 2027 results with sales up 4.8% to $2.216B and diluted EPS of $2.01, up 13.6% year-over-year. The 10-Q adds full segment detail, cash flow data, and new disclosures on restructuring costs and the Volteco acquisition.
Key Events · Earnings and Guidance · RPM
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Record Q1 Sales and EPS
Net sales rose 4.8% to $2.216 billion and diluted EPS increased 13.6% to $2.01, driven by PCG organic growth of 7.9% and Consumer growth of 5.2%.
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Gross Margin Compression
Consolidated gross margin declined 100 basis points to 41.3% on cost inflation, tariff impacts, and warranty expenses, partially offset by MAP 2025 savings and pricing actions.
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CPG Bad Debt Charge
CPG segment recorded $4.4 million in bad debt expense related to a customer bankruptcy, contributing to a 1.7% organic sales decline in the segment.
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Restructuring Cost Increase
Total expected costs for the 2026 Restructuring Action increased $8.4 million to $40.1 million, with $11.2 million in future charges still expected.
Analysis · RPM · Industrial Applications And Services
RPM delivered record fiscal Q1 2027 results, with sales up 4.8% to $2.216 billion and diluted EPS up 13.6% to $2.01. The 10-Q adds full financial detail beyond the morning's 8-K, including segment-level performance showing PCG organic growth of 7.9% and Consumer growth of 5.2%, while CPG declined 1.7% organically. Gross margin compressed 100 basis points to 41.3% on cost inflation and warranty expenses, partially offset by MAP 2025 savings. The company also disclosed a $4.4 million bad debt charge from a customer bankruptcy in CPG and completed the Volteco acquisition after quarter end. Against a backdrop of the CEO's stark housing warning on the earnings call, the results show resilience but with margin pressure and pockets of weakness.
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In the 30 days to Oct 6, 2026, 28.9% of the 1573 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, RPM was trading at $97.33 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $12.4B. The 52-week trading range was $92.92 to $121.78. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.