RBC Capital maintains RPM International stock rating on solid growth

RPM International reported Q1 2027 sales of $2.22B, up 4.8%, with net income rising 12.6% to $256.4M. The company revised its full-year sales and adjusted EBITDA growth outlook to mid-single digits. RPM completed the acquisition of Volteco on October 1.

BMO Capital reduced its price target for RPM International (NYSE:RPM) to $147 from $151, citing raw material and logistics cost headwinds, though it kept an Outperform rating. RPM reported Q1 fiscal 2027 earnings of $1.98 per share, beating estimates, with revenue at $2.22 billion. The company faces margin pressures but is growing through pricing, market share gains, and cost efficiency. RPM's stock trades near its 52-week low at $96.81.

BMO Capital reiterated an Outperform rating on RPM International (NYSE:RPM) with a $151 price target after its Q1 earnings beat estimates. RPM reported Q1 EPS of $1.98, exceeding expectations, but lowered full-year EBITDA guidance due to inflation. Shares had declined 19% before earnings, near a 52-week low. The company has maintained dividends for 54 years, yielding 2.2%. RPM's next potential catalyst is its November Map 3.0 presentation.

RPM International reported Q1 2027 earnings, with record sales led by Performance Coatings and Consumer segments. Adjusted EBITDA and EPS increased, offsetting raw material inflation and other expenses. Emerging markets grew over 20%, driven by engineered solutions. The company also highlighted cost discipline and strategic acquisitions, including volteco, and plans to discuss operational improvements at an Investor Day on November 9.

Lamb Weston (LW) shares rose 11.85% after reporting Q1 sales of $1.67B and raising 2027 EBITDA guidance. Option Care (OPCH) jumped 32.8% on a $5.8B take-private deal. Apogee (APOG) gained 18.7% on strong Q2 earnings and raised FY2027 outlook. Constellation (CEG) surged 14.79% after a Google nuclear deal. RPM (RPM) rose 2.5% on record Q1 results.

RPM International reported Q1 FY2027 revenue of $2.22B (up 4.8% YoY) and EPS of $2.01 (up 13.6% YoY). Growth was driven by the Performance Coatings Group and Consumer segments, while the Construction Products Group saw an organic decline. The company realigned its Latin American reporting structure for efficiency.