Company Performance - RPM International reported quarterly earnings of $1.88 per share, exceeding the Zacks Consensus Estimate of $1.87 per share, and up from $1.84 per share a year ago, representing an earnings surprise of +0.53% [1] - The company posted revenues of $2.11 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 3.43%, compared to year-ago revenues of $1.97 billion [2] - Over the last four quarters, RPM International has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - RPM International shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has gained 13.7% [3] - The current Zacks Rank for RPM International is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $1.47 on revenues of $1.9 billion, and for the current fiscal year, it is $5.73 on revenues of $7.68 billion [7] - The outlook for the Chemical - Specialty industry, to which RPM International belongs, is currently in the bottom 42% of over 250 Zacks industries, which may impact the stock's performance [8]

Core Insights - Axalta Coating Systems (AXTA) reported quarterly earnings of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.61 per share, and showing an increase from $0.57 per share a year ago, resulting in an earnings surprise of +4.92% [1] - The company posted revenues of $1.31 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 1.33% and a decrease from $1.35 billion year-over-year [2] - Axalta's shares have declined approximately 16.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $1.34 billion, and for the current fiscal year, it is $2.50 on revenues of $5.29 billion [7] - The estimate revisions trend for Axalta was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Chemical - Specialty industry, to which Axalta belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]