RPM Q2 sales rise 3.5% to $1.91 billion as adjusted EPS falls 13.7% to $1.20
RPM reported fiscal 2026 second-quarter results for the quarter ended November 30, 2025, with record sales of $1.91 billion, up 3.5%, but net income attributable to stockholders fell 12.0% to $161.2 million and adjusted diluted EPS fell 13.7% to $1.20. The company said a slower demand environment prompted SG&A-focused optimization actions expected to save about $100 million annually once fully implemented, and it gave mid-single-digit sales growth outlooks for both the third and fourth quarters.
Key points
- Second-quarter net sales were $1,909,895 thousand, up 3.5%, with a 0.5% organic decline and 3.4% growth from acquisitions.
- Diluted EPS was $1.26 versus $1.42 a year earlier; adjusted EBIT was $226.6 million, down 11.2%.
- Cost savings of about $100 million annually: roughly $5 million expected in Q3 fiscal 2026, an incremental $20 million in Q4 fiscal 2026 and an incremental $75 million in fiscal 2027.
- Outlook: Q3 fiscal 2026 sales expected to rise in the mid-single-digit range and adjusted EBIT up mid- to high-single digits; Q4 sales up mid-single digits and adjusted EBIT up low- to high-single digits.
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 08, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.