Specialty Chemicals - Coatings, Sealants & Building Materials
Strategic Profile
RPM is the fifth largest paint and coating company in the world. The company has a diverse portfolio of market-leading brands, including Rust-Oleum, DAP, Zinsser, Varathane, The Pink Stuff, Legend Brands, Stonhard, Carboline, Tremco, Dryvit and Nudura. RPM has increased its cash dividend paid to stockholders for 48 consecutive years.
Cyborg Score Rationale
RPM demonstrates strong market positioning with leading brands and consistent dividend growth, but recent quarterly results show margin pressures from market headwinds, softening consumer demand, and temporary facility consolidation inefficiencies. Management is implementing cost optimization initiatives.
Top Insights
Organic sales declined 0.5% in Q2 FY2026, with adjusted EBIT declining due to growth investments and temporary inefficiencies from plant and warehouse facility consolidations.
RPM is implementing SG&A-focused optimization actions expected to generate annual benefits of approximately $100 million.
Europe led sales growth with 13.9% increase driven by acquisitions, while North America saw 1.9% sales increase.
RPM has approximately 17,300 employees and operates 121 manufacturing facilities around the world.
Named Competitors
PPG Industries — Global paint and coatings manufacturer
H.B. Fuller — Specialty adhesives and sealants supplier
Huntsman — Specialty chemicals including coatings
Axalta — Industrial and automotive coatings
Recent Developments
(January 2026) RPM reported Q2 FY2026 record second-quarter sales of $1.91 billion but experienced declining net income and adjusted EBIT decline due to market challenges including government shutdown impact on construction projects
(June 2025) Strategic acquisition of Ready Seal Inc. to expand specialty coatings portfolio
(December 2025) Announced offering of $400 million of 3.750% Notes due 2027 and $50 million of 5.250% Notes due 2045 for debt refinancing
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