RPM INTERNATIONAL INC/DE/
RPM · Paints, Varnishes, Lacquers, Enamels & Allied Prods · 127.6M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $21M (gross $50M, SBC $29M)
Reference price $110.31 · est. market cap ~$14.1B — last insider sale, 2026-01-21 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Diversified specialty-coatings franchise with strong brand-driven returns and durable demand.
Strengths
- ROE 23.9% (80th pct) and ROA 8.9% (87th pct) — top-quartile returns
- Deep portfolio of moat-y brands (Rust-Oleum, DAP, Carboline, Tremco) with repair/maintenance demand resilience
Risks
- Mid-pack margins (gross 49th, OCF 56th pct) and raw-material/inflation exposure
- Cyclicality in construction and oil & gas end markets
- Pension and capital-market sensitivity
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
41.4%
Net margin
9.3%
Return on equity
23.9%
Return on assets
8.9%
Revenue growth (QoQ)
-15.8%
Net-income growth
17.0%
Current ratio
2.2×
Tangible book value
$487M
Cash & investments
$326M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-31 | Ratajczak Matthew T | Tax withheld | 224 | $105.97 |
| 2026-05-31 | Kastner Janeen B. | Tax withheld | 748 | $105.97 |
| 2026-05-31 | SULLIVAN FRANK C | Tax withheld | 496 | $105.97 |
| 2026-05-31 | Gordon Russell L | Tax withheld | 925 | $105.97 |
| 2026-05-31 | Kinser Timothy R. | Tax withheld | 208 | $105.97 |
| 2026-04-28 | Gordon Russell L | Tax withheld | 5.0K | $103.70 |
| 2026-04-28 | Gordon Russell L | Option exercise | 30K | $50.99 |
| 2026-04-28 | Gordon Russell L | Disposition | 15K | $103.70 |
| 2026-04-17 | Kastner Janeen B. | Option exercise | 30K | $50.99 |
| 2026-04-17 | Kastner Janeen B. | Disposition | 14K | $109.81 |
| 2026-04-17 | Kastner Janeen B. | Tax withheld | 5.5K | $109.81 |
| 2026-01-21 | Kinser Timothy R. | Sell | 3.4K | $110.31 |
| 2025-11-12 | Nance Frederick R. | Gift | 155 | — |
| 2025-11-11 | Nance Frederick R. | Sell | 792 | $107.98 |
| 2025-10-31 | FAZZOLARI SALVATORE D | Sell | 375 | $107.67 |
| 2025-10-01 | Nance Frederick R. | Grant | 1.4K | — |
| 2025-10-01 | Whited Elizabeth F | Grant | 1.4K | — |
| 2025-10-01 | SUMMERS WILLIAM B JR | Grant | 1.4K | — |
| 2025-10-01 | Pawlikowski Ellen M | Grant | 1.4K | — |
| 2025-10-01 | Morford Craig S | Grant | 1.4K | — |
| 2025-10-01 | MAPES CHRISTOPHER L | Grant | 1.4K | — |
| 2025-10-01 | Livingston Robert | Grant | 1.4K | — |
| 2025-10-01 | FAZZOLARI SALVATORE D | Grant | 1.4K | — |
| 2025-10-01 | Deckard Jenniffer D. | Grant | 1.4K | — |
| 2025-10-01 | CARBONARI BRUCE A | Grant | 1.4K | — |
| 2025-10-01 | BECK JULIE A | Grant | 1.4K | — |
| 2025-08-06 | Nance Frederick R. | Sell | 1.0K | $119.36 |
| 2025-07-16 | Kinser Timothy R. | Grant | 1.1K | — |
| 2025-07-16 | Kinser Timothy R. | Grant | 970 | — |
| 2025-07-16 | Ratajczak Matthew T | Grant | 292 | — |
| 2025-07-16 | Ratajczak Matthew T | Grant | 1.5K | — |
| 2025-07-16 | Gordon Russell L | Grant | 1.3K | — |
| 2025-07-16 | Gordon Russell L | Grant | 970 | — |
| 2025-07-16 | SULLIVAN FRANK C | Grant | 5.7K | — |
| 2025-07-16 | Laroche Michael J. | Grant | 899 | — |
| 2025-07-16 | Laroche Michael J. | Grant | 1.2K | — |
| 2025-07-16 | Kastner Janeen B. | Grant | 1.4K | — |
| 2025-07-16 | Kastner Janeen B. | Grant | 970 | — |
| 2025-07-16 | Crandall Tracy D. | Grant | 761 | — |
| 2025-07-16 | Crandall Tracy D. | Grant | 1.2K | — |
| 2025-05-31 | Ratajczak Matthew T | Tax withheld | 346 | $113.84 |
| 2025-05-31 | Kinser Timothy R. | Tax withheld | 269 | $113.84 |
| 2025-05-31 | SULLIVAN FRANK C | Tax withheld | 34 | $113.84 |
| 2025-05-31 | Kastner Janeen B. | Tax withheld | 711 | $113.84 |
| 2025-05-31 | Gordon Russell L | Tax withheld | 1.3K | $113.84 |
| 2025-05-20 | Gordon Russell L | Option exercise | 30K | $47.14 |
| 2025-05-20 | Gordon Russell L | Disposition | 12K | $114.53 |
| 2025-05-20 | Gordon Russell L | Tax withheld | 6.3K | $114.53 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-02 | Material agreementExec/director change | filing ↗ |
| 2026-04-23 | Exec/director changeOtherExhibits | filing ↗ |
| 2026-04-08 | ResultsExhibits | filing ↗ |
| 2026-03-05 | Material agreement | filing ↗ |
| 2026-01-08 | ResultsExhibits | filing ↗ |
| 2025-10-08 | Exec/director changeShareholder voteOtherExhibits | filing ↗ |
| 2025-10-01 | ResultsExhibits | filing ↗ |
| 2025-07-24 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-02 | 2026-05-27 | 0001193125-26-253577 ↗ |
| 8-K | 2026-04-23 | 2026-04-20 | 0001193125-26-173804 ↗ |
| 10-Q | 2026-04-08 | 2026-02-28 | 0001193125-26-147191 ↗ |
| 8-K | 2026-04-08 | 2026-04-08 | 0001193125-26-146312 ↗ |
| 8-K | 2026-03-05 | 2026-02-27 | 0001193125-26-094139 ↗ |
| 8-K | 2026-01-08 | 2026-01-08 | 0001193125-26-006976 ↗ |
| 10-Q | 2026-01-08 | 2025-11-30 | 0001193125-26-007515 ↗ |
| 8-K | 2025-10-08 | 2025-10-02 | 0001193125-25-234548 ↗ |
| 8-K | 2025-10-01 | 2025-10-01 | 0001193125-25-225841 ↗ |
| 10-Q | 2025-10-01 | 2025-08-31 | 0001193125-25-226607 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0001193125-25-163802 ↗ |
| 10-K | 2025-07-24 | 2025-05-31 | 0000950170-25-098313 ↗ |