Financial Performance - RPM achieved record Q1 adjusted EBIT of $3378 million, a 29% increase year-over-year[7] - The company reported record Q1 revenue of $211 billion, up 74% from the previous year[7] - Adjusted EPS for Q1 reached a record $188, a 22% increase compared to the prior year[7, 9] - Consolidated sales increased by 74%, including 30% organic growth, 38% from acquisitions, and 06% from foreign exchange[20] Segment Performance - Construction Products Group (CPG) sales increased by 65% to $8814 million, with adjusted EBIT up 31% to $1691 million[27] - Performance Coatings Group (PCG) sales grew by 99% to $5385 million, and adjusted EBIT increased by 110% to $870 million[32] - Consumer Group sales increased by 66% to $6938 million, with adjusted EBIT up 29% to $1199 million[38] Regional Performance - North America accounted for 79% of total sales, with a growth of 59%[22] - Europe represented 15% of total sales, showing a significant growth of 207%[22] - Latin America contributed 3% of total sales, experiencing a decline of 48%[22] Outlook - The company anticipates mid-single-digit (MSD) percentage growth in both sales and adjusted EBIT for Q2 2026[52] - For fiscal year 2026, RPM expects sales growth to be at the higher end of the low-to-mid single-digit range and adjusted EBIT growth to be at the lower end of the high-single-digit to low-double-digit range[55]
RPM(RPM) - 2026 Q1 - Earnings Call Presentation