Rising star award recipient: Tracy Crandall

RPM held its Q4 2026 earnings call, reporting consolidated sales up 7.2% to a record and record adjusted EBIT and adjusted EPS, driven by engineered solutions, pricing to offset inflation, and M&A. Management said SG&A optimization actions are on track for $75 million in fiscal 2027 savings and expects raw-material inflation of 5% to 6% in Q1 2027 and 6% to 8% in Q2.

RPM International reported Q4 results and forecast consolidated sales growth of mid-single digits for Q1 and 3% to 4% for FY2027. Its board authorized a $700.0 million increase to its existing common stock repurchase program, on top of $114.8 million remaining. The stock was about $101.23 pre-market, down $0.30.

RPM INTERNATIONAL INC/DE/ (RPM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d141573dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 RPM Reports Record Fiscal 2026 Fourth-Quarter and Full-Year Results • Record fourth-quarter sales of $2.23 billion increased 7.2% compared to the prior year • Fourth-quarter net income of $221.2 million, diluted EPS of $1.7

Analysts issued multiple rating and price-target changes across Wall Street. JPMorgan upgraded Openlane to overweight and raised its Dec 2026 PT to $38; UBS upgraded Ecolab to buy with a $325 PT; Barclays upgraded SanDisk to overweight. Micron’s PT was raised to $1,175 by Barclays. JPMorgan upgraded FedEx to overweight ahead of late-June earnings.

BioNTech (NASDAQ:BNTX) halted a mid-stage trial of its mRNA cancer vaccine, autogene cevumeran, due to an overall survival imbalance. The decision raises concerns about its mRNA strategy in colorectal cancer and other 'cold' tumors. BioNTech plans to continue other trials, including one for pancreatic cancer and BNT113 for head and neck cancer. The company also focuses on diversifying its oncology pipeline. According to Reuters, the news caused a 7.5% drop in BioNTech's US-listed shares.

Volkswagen (VW) plans to produce components for Israel's Iron Dome missile defense system at its Osnabrück, Germany factory. The move is part of VW's restructuring efforts amid economic challenges and competition. The project involves a joint venture with Israeli defense company Rafael and the German state of Lower Saxony, aiming to overcome opposition from Qatar's sovereign wealth fund, a VW stakeholder. This marks VW's return to defense-related manufacturing as European defense spending rises.