Core Viewpoint - RPM International is expected to report quarterly earnings of $1.76 per share, reflecting a year-over-year increase of 7.3%, with revenues projected at $2.02 billion, up 0.3% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Key Metrics Projections - Analysts estimate 'Net Sales- Construction Products Group/CPG' at $801.62 million, indicating a year-over-year increase of 2.4% [4] - 'Net Sales- Specialty Products Group/SPG' is forecasted to reach $178.37 million, reflecting a year-over-year decrease of 1.4% [4] - The consensus for 'Net Sales- Consumer Segment' stands at $657.24 million, indicating a decline of 1.9% from the previous year [4] Adjusted EBIT Estimates - 'Adjusted EBIT- Consumer Segment' is projected at $128.46 million, up from $121.17 million in the same quarter last year [5] - 'Adjusted EBIT- Specialty Products Group/SPG' is estimated at $17.26 million, slightly down from $17.89 million reported in the same quarter last year [6] - 'Adjusted EBIT- Performance Coatings Group/PCG' is expected to be $65.66 million, compared to $59.05 million in the previous year [6] - 'Adjusted EBIT- Construction Products Group/CPG' is forecasted at $150.38 million, up from $144.60 million in the same quarter last year [7] Stock Performance - RPM International shares have returned +8% over the past month, outperforming the Zacks S&P 500 composite, which saw a +2.4% change [7]

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RPM International Inc. (RPM) is benefiting from the efficient execution of its MAP 2025 initiatives, increased infrastructure demand, especially in international markets, and its focus on the repair and maintenance business. The estimate for the Zacks Rank #3 (Hold) company's earnings for fiscal 2025 has trended upward in the past 30 days to $5.51 per share from $5.46. The estimate figure indicates growth rate of 11.5% from the figure reported a year ago. Although the estimate for first-quarter fiscal 2025 ...

Financial Data and Key Metrics - The company achieved a record adjusted EBIT for the 10th consecutive quarter, with sales also reaching a record for the year [22] - Adjusted EBIT increased by approximately 12% year-over-year, in line with the guidance provided a year ago [22] - Cash flow from operating activities reached a record $1.12 billion in fiscal 2024, an improvement of over $545 million from fiscal 2023 [23] - Debt was reduced by approximately $557 million during the year, leading to lower interest expense and a 14.9% increase in adjusted EPS to a record $4.94 per share [23] - Working capital as a percentage of sales fell by 350 basis points to 23.5% in Q4 [29] Business Line Performance - The Construction Products Group (CPG) led growth during the quarter, particularly in roofing and wall systems, driven by new building construction and renovation [37] - The Performance Coatings Group (PCG) faced challenging comparisons and project timing issues, leading to a decline in sales and EBIT [27][37] - The Consumer Group achieved market share gains and improved product mix, resulting in record adjusted EBIT despite a sales decline due to DIY softness [28][37] - The Specialty Products Group (SPG) experienced sales declines primarily due to challenging comparisons in the disaster restoration business and softness in residential-related OEM markets [43] Market Performance - North America, Africa, and the Middle East saw sales growth, while Europe experienced a 4% decline due to FX headwinds and divestitures [25] - Latin America grew mid-single digits excluding FX, benefiting from infrastructure projects [25] - Asia-Pacific sales declined due to challenging comparisons, but the region is performing well under the new management structure [25] Company Strategy and Industry Competition - The company is leveraging its MAP 2025 initiatives to improve margins, streamline SG&A, and enhance working capital efficiency [22][38] - The company is focusing on infrastructure projects, including those related to the $1 trillion infrastructure bill and the CHIPS Act, which are expected to benefit the Performance Coatings Group and Construction Products Group [4][47] - The company is consolidating production facilities and implementing lean manufacturing practices to improve efficiency and reduce costs [57][66] Management Commentary on Operating Environment and Future Outlook - Management expects low single-digit sales growth and mid-single to low-double-digit adjusted EBIT growth for fiscal 2025, driven by MAP 2025 benefits and improved SG&A efficiency [65][66] - The company anticipates a low-growth environment in the near term but expects positive momentum in the second half of fiscal 2025 as easier comparisons come into play [112][130] - Management highlighted the importance of housing turnover for the Consumer Group and noted that the current 30-year low in housing turnover is a significant headwind [81][151] Other Important Information - The company returned $287 million to shareholders through dividends and share repurchases in fiscal 2024 [29] - The company is focusing on small and medium-sized acquisitions that are highly strategic to its businesses [95][117] - The company introduced new products, such as the Reptilion product line, which is expected to drive growth in the abrasives market [44][167] Q&A Session Summary Question: Expectations for infrastructure sales in fiscal 2025 and beyond - The company expects continued growth in infrastructure sales, benefiting from the $1 trillion infrastructure bill and the CHIPS Act, with positive growth expected through 2026 [4] Question: Ability to accelerate MAP savings if demand weakens - The company is executing MAP initiatives at a high level and does not see a need to accelerate them, but there is room for additional SG&A expense reductions if necessary [6][8] Question: Progress in moving Nudura into residential applications - The company is making progress in moving Nudura into residential applications, with efforts to educate architects, engineers, and builders about the product [9][10] Question: Reasons for the slowdown in restoration sales - The slowdown in restoration sales is due to challenging comparisons and delays in project completions, with spending expected to be spread out over a longer period [12] Question: Impact of under-absorption on profitability - The company experienced $50 million of unfavorable under-absorption in fiscal 2024, but expects to benefit from easier comparisons and improved profitability as volumes pick up [75][77] Question: Outlook for DIY and consumer markets - The company expects continued softness in the DIY market due to low housing turnover but sees potential for growth in the back half of fiscal 2025 as easier comparisons come into play [81][133] Question: M&A opportunities and capital allocation - The company expects to increase M&A activity in fiscal 2025, focusing on small and medium-sized acquisitions, while also continuing share repurchases and dividend increases [95][117] Question: Impact of plant consolidations on cost savings - The company expects $185 million in annualized MAP savings from plant consolidations in fiscal 2025, with significant benefits expected as volumes improve [100][101] Question: Pricing and raw material cost outlook - The company expects modest pricing increases of around 1% in fiscal 2025, with raw material costs remaining relatively stable [104] Question: Impact of reshoring on PCG growth - The company expects moderating growth in reshoring projects, with some delays in project completions and a low-growth environment impacting PCG [120] Question: Consumer segment volume growth expectations - The company expects low to mid-single-digit growth in the Consumer segment in the back half of fiscal 2025, driven by easier comparisons and new product introductions [133] Question: Impact of housing turnover on Specialty Products Group - The company highlighted the significant impact of low housing turnover on the Specialty Products Group, particularly in the Industrial Coatings business, which serves the housing market [150] Question: SG&A reduction opportunities - The company implemented SG&A reductions in Q4, with annualized benefits of $25 million, and sees further opportunities to reduce SG&A over time [71][155] Question: Impact of raw material deflation on COGS - The company experienced mid-single-digit raw material deflation in Q4, which contributed to a 5% reduction in COGS [160][169]

Operating improvement initiatives could cause us to incur significant expenses and impact the trading value of our common stock. On May 31, 2021, we formally concluded our 2020 Margin Acceleration Plan ("MAP to Growth") operating improvement program, which resulted in significant changes in our organizational and operational structure impacting most of our companies. In August 2022, we approved and announced our Margin Achievement Plan 2025 ("MAP 2025"). MAP 2025 is a multi-year restructuring plan to build ...

Exhibit 99.1 News Release • Fourth-quarter net income of $180.6 million, diluted EPS of $1.40, and record EBIT of $258.0 million • Record fourth-quarter adjusted diluted EPS of $1.56 increased 14.7% over prior year and record adjusted EBIT increased 6.6% to $285.6 million • Positive organic sales growth more than offset by unfavorable F/X and divestitures, leading to fourth-quarter net sales of $2.01 billion, down 0.4% from the prior year • Record fiscal 2024 net sales of $7.34 billion, up 1.1% from the pri ...

Company Overview - RPM International Inc. manufactures and markets high-performance coatings, sealants, and specialty chemicals primarily for maintenance and improvement applications [8]. Zacks Rank and Style Scores - RPM is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A [14]. - The Zacks Rank is a proprietary stock-rating model that utilizes earnings estimate revisions to assist investors in building successful portfolios [13]. - The Style Scores categorize stocks into Value, Growth, and Momentum, helping investors identify stocks with the best chances of outperforming the market [17][18]. Earnings Estimates and Growth Potential - One analyst has revised RPM's earnings estimate higher for fiscal 2024, with the Zacks Consensus Estimate increasing by $0.01 to $4.95 per share [15]. - RPM is forecasted to experience year-over-year earnings growth of 15.1% for the current fiscal year, indicating strong growth potential [19]. Investment Strategy - To maximize investment success, it is recommended to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [22]. - RPM's solid Zacks Rank and top-tier Growth and VGM Style Scores make it a strong candidate for investors [20].

"The journey of the DAP Baltimore plant over the past 50 years is a testament to our commitment to excellence, innovation, and the communities we serve," said Mark Heird, President of DAP. "From our early days producing oil-based caulks with just four mixers, to our current diverse product lines, we have remained steadfast in our mission to provide strong jobs and careers for our associates while giving back to the Baltimore community, which we call home." Thursday's anniversary celebration brought together ...

Financial Data and Key Metrics Changes - The company achieved record sales and EBIT results for the ninth consecutive quarter, with margins expanding and record cash flow from operations of $1,260 million over the trailing 12-month period, significantly exceeding previous records [25][27][35] - Adjusted EPS increased by 40.5% to $0.52, driven by adjusted EBIT growth and a reduction in interest expense due to a $629 million debt reduction [35][44] Business Line Data and Key Metrics Changes - The Construction Products Group and Performance Coatings Group led sales growth, benefiting from strong demand for infrastructure and high-performance building projects [26][36] - The Consumer Group faced volume declines due to lower DIY takeaway and retail customers managing inventory levels, although market share gains partially offset these declines [27][41] - Specialty Products Group sales declined primarily due to challenging comparisons in the disaster restoration business, but signs of stabilization were noted in core specialty OEM markets [39] Market Data and Key Metrics Changes - The company noted a 30-year low in housing turnover in the U.S., which has negatively impacted the Consumer Group, but there are signs of recovery in housing turnover [2] - Emerging markets showed strong sales growth, particularly in infrastructure investments, with significant contributions from the newly aligned businesses in Africa, the Middle East, and Asia Pacific [30][45] Company Strategy and Development Direction - The company is focused on its MAP 2025 operational improvement initiatives, which have consistently generated efficiencies and higher cash flow [31][79] - Investments are being made in new plants in Malaysia and India to enhance capacity and reduce shipping costs, with sustainability features incorporated into the construction of these facilities [46] - The company is exploring growth opportunities in the Asian market under a new management structure to improve market share and brand awareness [11][12] Management's Comments on Operating Environment and Future Outlook - Management expects a gradual recovery in Consumer takeaway and volume growth as the market stabilizes, particularly in fiscal '25 [56][75] - The company anticipates continued strength in the Construction Products and Performance Coatings segments, driven by government stimulus and infrastructure projects [61][75] - There is cautious optimism regarding the Specialty Products Group, with expectations for sequential improvement in performance as comparisons become easier [115] Other Important Information - The company reduced working capital as a percentage of sales by 580 basis points to 21.4%, contributing to record cash flow from operating activities [43] - The company is committed to achieving its MAP 2025 targets, focusing on improving working capital, margins, and driving a favorable product mix [78][79] Q&A Session Summary Question: Current view on Consumer segment and retail takeaway - Management expects continued challenges in the Consumer segment but anticipates improvement in takeaway and volume as fiscal '25 approaches [56] Question: Strength in Construction Products Group - Backlogs in both Construction Products and Performance Coatings are strong, with expectations for continued growth despite some project completion timing issues [59][64] Question: Consumer pricing and raw material costs - Management noted some raw material cost increases but overall expects commodity cycle recovery to continue, impacting pricing dynamics [66] Question: Specialty Products Group margin performance - The Specialty Products Group faced under-absorption due to lack of disaster restoration business, but management expects improvement moving forward [70][115] Question: Fiscal '25 earnings growth outlook - Management is not ready to provide detailed guidance for fiscal '25 but anticipates easier comparisons and potential market share gains in the Consumer segment [75][76]