RPM International (RPM) · wyniki II kw. 2026 i wycena

Przy wzroście 2,7% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $56.11 na akcję — kurs jest o 92% powyżej niej. Obecna cena zakłada wzrost o 10,0% rocznie.

1. Główny temat

   RPM reported low to mid-single-digit unit volume growth in CPG and PCG, which contributed to overall positive growth in the quarter.

   Cytat ze źródła

   “As you would expect, we had kind of low to mid-single-digit unit volume growth in CPG and PCG and a 2%... We, overall, had positive growth in the quarter. The Consumer segment results were benefited by The Pink Stuff acquisition and the Ready Seal acquisition.”

2. Prognoza

   The company expects price increases in its consumer segment to recover the gross margin percentage lost in the first part of the fiscal year.

   Cytat ze źródła

   “As we progress through the fiscal year, we anticipate that our price increases, including in our consumer segment, will recover the gross margin percentage lost in the first...”

3. Prognoza

   RPM expects sales to increase in the mid-single-digit range.

   Cytat ze źródła

   “In total, we expect sales to increase in the mid-single-digit range.”

4. Liczba

   Revenue reached $1.09 billion this quarter, providing the company with financial flexibility and capital for deployment in acquisitions.

   Cytat ze źródła

   “The quarter remained strong at $1.09 billion, which gives us financial flexibility and capital deployment, including in acquisitions where the pipeline...”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Again, it's volatile, but it does feel like after two years of a pretty steady single-digit negative declines in consumer takeaway and volume impact, that we're hitting bottom.”

“Although, as I mentioned earlier, we could see some raw material cost challenges and some revenue challenges in Q1 related to this raw material supply issue, which is temporary.”

“It's interesting to note that some of the underlying primary chemicals have not been as negatively impacted and as volatile as oil prices or gasoline prices.”