RPMRPM INTERNATIONAL INC/DE/
Paints, Varnishes, Lacquers, Enamels & Allied Prods
- Revenue
- $7.9B
- 6.7% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $13.1B
- Employees
- —
- Net debt / EBITDA
- —
- $1.7B net debt
- AI in 10-K
- 1.4
- mentions per 10K words
Takeover score 0 of 13
Fixable underperformance 0 of 7
- TSR below peersNo0 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$11M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo136% of net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo39% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo20% of assetsOver 40% of assets
- Shareholder dissentNo93% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo1.4 per 10K words · 42nd pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$13.1B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$465K netNet sales over $10M in 12 months
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6.7B | $7.3B | $7.3B | $7.4B | $7.9B | 6.7% |
| Net income | $492M | $480M | $589M | $690M | $662M | 4.1% |
| Operating cash flow | $179M | $577M | $1.1B | $768M | $899M | 17% |
| Capex | $222M | $254M | $214M | $230M | $224M | 2.8% |
| Stock-based comp | $40M | $29M | $26M | $27M | $33M | 21% |
| Buybacks | $53M | $50M | $55M | $70M | $77M | 11% |
| Dividends | $204M | $214M | $232M | $256M | $272M | 6.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $465K · 2
- Net
- −$465K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $11M | $7M | 124 | 91 |
| FY2025 | $11M | $10M | 131 | 101 |
| FY2024 | $12M | $18M | 127 | 103 |
| FY2023 | $6M | $2M | 89 | 83 |
| FY2022 | $9M | $7M | 96 | 90 |