文章核心观点 - RPM International Inc的股价在10月2日中午交易时段上涨7.91%,达到129.69美元的当日最高价,最终收于129.59美元,较前一交易日收盘价120.09美元上涨[1] - 该股价目前距离52周高点129.69美元仅差0.08%,但较52周低点88.84美元上涨45.87%[1] - 当日交易量为631,665股,相当于该股日均交易量682,540股的92.5%[1] 行业和公司研究 分析师预测 - 14家分析师给出的1年目标价格平均为123.12美元,最高预测为140美元,最低为107美元,平均目标价较当前价格下跌4.99%[2] - 根据17家券商的评级,RPM International Inc的平均评级为2.7,属于"持有"评级[2] - 根据GuruFocus的估值,RPM International Inc在1年内的公允价值为104.20美元,较当前价格下跌19.59%[2]

文章核心观点 - 公司本季度收入为19.7亿美元,同比下降2.1% [1] - 公司本季度每股收益为1.84美元,同比增长12.2% [1] - 公司业绩表现与市场预期存在差距,收入低于预期,但每股收益超出预期 [1] 分组1: 各业务板块表现 - 建筑产品集团(CPG)收入为7.94亿美元,同比增长1.4% [2] - 专业产品集团(SPG)收入为1.75亿美元,同比下降3.5% [2] - 消费者业务收入为6.28亿美元,同比下降6.1% [2] - 性能涂料集团(PCG)收入为3.72亿美元,同比下降1.8% [2] - 消费者业务调整后EBIT为1.16亿美元,低于预期 [2] - 专业产品集团调整后EBIT为1811万美元,高于预期 [2] - 性能涂料集团调整后EBIT为6459万美元,略低于预期 [2] - 建筑产品集团调整后EBIT为1.60亿美元,高于预期 [2] 分组2: 股价表现 - 公司股价在过去一个月内上涨4%,优于标普500指数1.2%的涨幅 [3] - 公司目前评级为中性(Zacks Rank 3),预计未来短期内可能与大盘持平 [3]

文章核心观点 - RPM International公司第四季度每股收益1.84美元,超出市场预期1.76美元[1] - 公司收入19.7亿美元,低于市场预期[1] - 公司今年以来股价涨幅低于标普500指数[2] 公司表现 - 公司过去4个季度中有2次超出市场每股收益预期[1] - 公司属于涂料及相关产品行业,该行业目前在250多个行业中排名前7%[5] - 同行业公司Sherwin-Williams预计第三季度每股收益3.55美元,同比增长10.9%,收入预计62.6亿美元,同比增长2.3%[5][6] 未来展望 - 公司未来业绩表现将主要取决于管理层在财报电话会议上的评论[2] - 分析师对公司未来几个季度及本财年的盈利预期有分歧[4] - 公司目前被评为中性评级,预计未来表现将与大盘持平[4]

财务业绩 - 第一季度创下净收入、每股收益和息税前利润的历史新高[1][2] - 第一季度调整后每股收益增长12.2%至1.84美元，调整后息税前利润增长6.3%至3.283亿美元[3] - 第一季度净销售额为19.69亿美元，同比下降2.1%[28] - 毛利润为8.37亿美元，毛利率为42.5%[28] - 调整后息税前利润(Adjusted EBIT)为3.28亿美元，同比增长6.3%[30] - 公司第一季度调整后每股收益为1.84美元，同比增长12.2%[34] - 净收入同比增长13.5%至2.285亿美元[38] 业务表现 - 建材产品集团和性能涂料集团实现有机销售增长，消费者集团和特种产品集团利润率有所提升[6][9][11] - CPG分部调整后息税前利润为1.60亿美元，同比增长10.6%[30] - PCG分部调整后息税前利润为6,459万美元，同比增长9.4%[30] - 消费者分部调整后息税前利润为1.16亿美元，同比下降4.1%[30] 现金流与资产负债 - 通过MAP 2025计划实施,公司持续改善营运资本,现金流表现强劲[16] - 截至2024年8月31日，公司现金及现金等价物为23.16亿美元，较上年同期增加3.97亿美元[36] - 截至2024年8月31日，公司应收账款净额为13.44亿美元，较上年同期减少0.75亿美元[36] - 截至2024年8月31日，公司存货为10.03亿美元，较上年同期减少1.14亿美元[36] - 截至2024年8月31日，公司总资产为66.50亿美元，较上年同期减少0.65亿美元[36] - 截至2024年8月31日，公司总负债为39.98亿美元，较上年同期减少4.34亿美元[36] - 截至2024年8月31日，公司股东权益为26.51亿美元，较上年同期增加3.69亿美元[36] - 2024年第一季度，公司经营活动产生的现金流量为-1.04亿美元[37] - 2024年第一季度，公司投资活动产生的现金流量为-1.02亿美元[37] - 2024年第一季度，公司筹资活动产生的现金流量为-0.68亿美元[37] - 2024年第一季度，公司现金及现金等价物净减少2.74亿美元[37] - 经营活动产生的现金流为2.481亿美元[38] - 资本支出为5,074.2万美元[38] - 收购业务净现金支出为622.3万美元[38] - 偿还长短期债务1.318亿美元[38] - 支付现金股利5,889.2万美元[38] - 回购普通股1,750万美元[38] - 现金及现金等价物期末余额为2.315亿美元[38] 其他 - 公司实施的"利润加速计划"(MAP)相关费用为2,472万美元[32] - 公司完成非核心家具保修业务出售,获得相关收益[34] - 公司消费者业务获得保险赔付,收回2021和2022年因供应商爆炸事故造成的损失[34] - 公司投资收益波动性较大,已从调整后每股收益中剔除[34] - 公司获得境外税收抵免,对税收产生积极影响[34] - 公司持续推进ERP系统整合,相关费用为494.4万美元[32] - 公司进行专业服务费用投入,支持实施"利润加速计划",费用为902.2万美元[32] - 公司进行人员精简、关闭设施等重组活动,相关费用为1,075.4万美元[32] - 公司终止部分产品线,相关存货报废费用为0[32] 展望 - 第二季度预计销售持平,调整后息税前利润增长中个位数[18][19] - 全年预计销售增长低个位数,调整后息税前利润增长中个位数至低双位数[19]

RPM International Inc. RPM will release earnings results for its first quarter, before the opening bell on Wednesday, Oct. 2. Analysts expect the Medina, Ohio-based company to report quarterly earnings at $1.75 per share, up from $1.64 per share in the year-ago period. RPM projects to report revenue of $2.02 billion for the quarter, according to data from Benzinga Pro. On July 25, RPM International reported better-than-expected fourth-quarter earnings. RPM shares fell 0.8% to close at $120.09 on Tuesday. Be ...

RPM International Inc. (RPM) is slated to report first-quarter fiscal 2025 results on Oct. 2 before the opening bell. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. In the last reported quarter, RPM's adjusted earnings of $1.56 per share met the consensus mark and increased 14.7% from the year-ago period. Net sales of $2.008 billion marginally missed the consensus mark of $2.01 billion and slipped 0.4% from the prior year's level of $2.02 billion. The company's earnings topped ana ...

Wall Street analysts expect RPM International (RPM) to post quarterly earnings of $1.76 per share in its upcoming report, which indicates a year-over-year increase of 7.3%. Revenues are expected to be $2.02 billion, up 0.3% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earnings disclosure, it is crucia ...

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RPM International Inc. (RPM) is benefiting from the efficient execution of its MAP 2025 initiatives, increased infrastructure demand, especially in international markets, and its focus on the repair and maintenance business. The estimate for the Zacks Rank #3 (Hold) company's earnings for fiscal 2025 has trended upward in the past 30 days to $5.51 per share from $5.46. The estimate figure indicates growth rate of 11.5% from the figure reported a year ago. Although the estimate for first-quarter fiscal 2025 ...