
RPM International (RPM) Stock Forecast & Price Target
RPM International (RPM) Analyst Ratings
Bulls say
RPM International is viewed favorably because its ~20% infrastructure exposure and strength in construction products position it to benefit from expected 2026/2027 non-residential construction growth, offsetting softer DIY/consumer demand. The company’s aggressive pricing actions, supported by global scale and product innovation, should help it remain price/cost positive and protect profitability even as raw material inflation eases. Management’s ongoing SG&A investments, including $5.3M in new employees and $3.2M in ads in FQ1 2026 plus another $10M in FQ2, should support share gains, while recovering Pro/contractor demand, international sales, and ~65% industrial end markets add further upside.
Bears say
RPM International is facing a fundamental earnings setback because FQ1 organic growth missed guidance by about 400 bps, or roughly $35M of revenue, and management’s lower outlook appears driven more by Construction Products Group delays than by inflation alone. The company’s inflation forecast was raised to 9-11% y/y for FQ2, while pricing actions and freight surcharges may cushion margins, the delayed deflation timeline pushes benefits to F3Q28 and keeps COGS pressure elevated longer. With ~75% U.S. exposure, ~15% Europe exposure, and customer concentration including Home Depot at 10% of sales, weak demand, acquisition-related overhead, and limited visibility support a negative stance.
This aggregate rating is based on analysts' research of RPM International and is not a guaranteed prediction by Public.com or investment advice.
RPM International (RPM) Analyst Forecast & Price Prediction
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