Dividend Champion RPM: Robust Cash Flow to Combat Inflation

RPM's business is divided into four reportable segments: the Construction Products Group ("CPG"), the Performance Coatings Group ("PCG"), the Consumer Group ("Consumer"), and the Specialty Products Group ("SPG"). These four reportable segments also represent RPM's operating segments. ・CPG: Primarily manufactures and sells construction sealants and adhesives, coatings and chemicals, roofing systems, concrete admixtures and repair products. Provides building envelope solutions, insulated cladding, flooring systems, and weatherproofing solutions. In the third quarter of fiscal year 2022, sales for this segment increased 21.7% year-on-year to $482 million, driven by 23.2% organic growth and a 2.2% contribution from acquisitions. Innovative building envelope solutions and differentiated repair offerings delivered benefits. ・PCG: Offers high-performance flooring solutions, corrosion-control and fire-protection coatings, infrastructure repair systems, fiberglass-reinforced plastic gratings, and drainage systems. In the third quarter of fiscal year 2022, segment sales rose 19.6% year-on-year to $270.9 million, primarily due to 17.8% organic growth and a 3.4% contribution from acquisitions. ・Consumer: Manufactures and sells rust-preventive, specialty-purpose and decorative paints, caulks and sealants, primers, cement cleaners, floor sealers, woodworking paints, sandpaper and other abrasives, and other branded consumer products. Organic sales for this segment grew 3.6% in the third quarter of fiscal year 2022, while total segment sales rose 2.9% year-on-year to $491.6 million. ・SPG: Manufactures and sells industrial cleaning agents for pharmaceutical and food industries, equipment for repair services, colorants, nail enamels, exterior coatings, edible coatings, specialty glazes, and other specialty original equipment manufacturer ("OEM") coatings. Segment sales totaled $189 million, up 11.9% year-on-year. 03 Financial Data ① Revenue and Profit ・Net sales for the third quarter of fiscal year 2022 reached a record $1.43 billion, up 13.0% from $1.27 billion in the prior-year period. Operating profit for the quarter was $500 million, up 5.6% from $470 million in the prior-year period. ・Frank C. Sullivan, RPM’s Chairman and CEO, stated that RPM’s employees persistently navigated unprecedented supply-chain challenges, Omicron-related disruptions, and inflation—achieving record EBIT and record sales for the quarter despite heightened difficulty compared to last year. In September, RPM swiftly responded to supply-chain challenges by rapidly expanding internal resin production at its acquired manufacturing facility in Texas. Furthermore, RPM’s continued investment in its fastest-growing business areas drove accelerated growth in its high-performance construction and coating systems. Construction and industrial maintenance activity remained strong, energy markets began rebounding, and consumer takeout demand stayed robust. ・In the third quarter of fiscal year 2022, RPM’s U.S. revenue accounted for 69% of total revenue, serving as its primary revenue source. The company markets its products directly to contractors, distributors, and end customers—most of whom are located domestically in the United States. ・In the third quarter of fiscal year 2022, RPM’s European revenue accounted for 17% of total revenue. Europe serves as the primary overseas market for RPM’s Consumer and SPG segments.

AI Boom Bolsters ASM Orders Beyond Expectations; Q3 Revenue Hits All-Time Quarterly High, Shares Surge Over 7% | Caibao Insight

New Orders and Order Backlog: Q3 new orders totaled €815.3 million, up 30% year-on-year and exceeding analyst expectations of €768.2 million—driven primarily by strong market demand for gate-all-around (GAA) transistors and high-bandwidth memory (HBM). Order backlog stood at €1.56 billion for the quarter, slightly below analyst expectations of €1.59 billion. Revenue: On a constant-currency basis, Q3 revenue reached €778.6 million—the highest quarterly revenue on record—up 26% year-on-year and at the upper end of the guidance range of €740–780 million. Gross Margin: Q3 gross margin was 49.4%, above analyst expectations of 48.5%. Operating Margin: Q3 operating margin was 27.6%, surpassing analyst expectations of 25.7%. Adjusted operating margin rose to 28.2% from 25.3% in the prior-year quarter and from 25.8% in the prior quarter—primarily attributable to higher revenue and a one-time positive gain of €7 million related to the sale of a building. 2) Guidance: Revenue: Fourth-quarter revenue is expected to range between €770 million and €810 million—a sequential decline—and below analyst expectations of €789.8 million. Second-half FY2024 revenue is projected to grow over 15% versus the first half, with full-year FY2024 revenue expected to increase approximately 10% year-on-year. FY2025 revenue is forecast to fall between €3.2 billion and €3.6 billion. Following the earnings release, ASM International’s ADRs surged over 7.4%—their largest intraday gain in over two weeks—before closing up 6.16%. large_image?... AI Boom Boosts Demand for Advanced Manufacturing Equipment The AI boom has spurred market demand for the company’s advanced chip-manufacturing equipment, driving ASM International’s third-quarter orders beyond expectations—particularly for its gate-all-around (GAA) products, which significantly enhance device performance. ASM CEO Hichem M'Saad expects substantial sales growth for these products next year. ASM CEO Hichem M'Saad stated: “Against a backdrop of persistently mixed market conditions, ASM delivered strong results. Third-quarter revenue set a new all-time quarterly record and landed at the upper end of our guidance range. With a gross margin of 49.4%, the company continues to emphasize cost control.”

RPM International Posts Record Q3 Earnings, Shares Rise 12.3%

Apr 13, 2026

RPM International reported record Q3 fiscal 2026 sales of $1.6 billion, driving a 12.3% stock increase. The company reaffirmed its growth outlook and declared a $0.54 dividend despite concerns over rising raw material costs.

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RPM International Inc. (NYSE:RPM) Q3 2026 Earnings Call Transcript

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RPM International Inc. (NYSE:RPM) Q3 2026 Earnings Call Transcript

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RPM International: A High-Quality Name That Still Looks Fully Valued (NYSE:RPM)