Rpm International Inc. · NYSE:RPM
Rpm International — Shareholder Meeting (October 2025)
23 slides from Rpm International's shareholder meeting presentation, Oct 2, 2025
Slide 1: Annual Meeting of Stockholders
Annual Meeting of Stockholders October 2, 2025
Slide 2: Forward-Looking Statements & Regulation G
Forward-Looking Statements & Regulation G This presentation includes forward-looking statements relating to our business. These forward-looking statements, or other statements made by us, are made based on our expectations and beliefs concerning future events impacting us and are subject to uncertai
Slide 3: Record Consolidated FY25 Results
Record Consolidated FY25 Results $400 Adjusted EBIT¹ ($ in millions) FINANCIAL H IGHLIGHT S – FY2 5 Record $300 $328.3 $314.4 $309.0 $285.6 $7.37B $236.9 $255.1 Q3 slowdown due FY25 REVENUE $200 primarily to weather +0.5% FROM PY $976.0M $100 $110.1 FY25 ADJUSTED EBIT¹ +3.7% FROM PY $78.2 $0 $5.30 Q
Slide 4: Consistent Improvement Driven by MAP 2025
Consistent Improvement Driven by MAP 2025 Sta rt o f M AP 2 0 2 5 J u n. 1, 2 0 2 2 FY23 FY24 FY25 RECORD SALES RECORD ADJ. EBIT¹ 13.2% ADJUSTED EBIT¹ MARGIN RECORD ADJ. EPS¹ IN FY25 WAS ALL-TIME RECORD (1) EBIT, adjusted EBIT, and adjusted EPS are non-GAAP financial measures. Refer to filings with
Slide 5: MAP 2025 Accomplishments and Top Priorities
MAP 2025 Accomplishments and Top Priorities MAP 2025 Accomplishments Top Priorities Going Forward (compared to FY22) 1 Continuing implementation of efficiency initiatives +510 bps +260 bps 2 Focusing capital allocation to GROSS MARGINS ADJ. EBIT¹ MARGINS highest potential opportunities 3 Increasing
Slide 6: RPM Comparative Shareholder Return
RPM Comparative Shareholder Return COMPARISON OF 10 YEAR CUMULATIVE TOTAL RETURN Among RPM International, Inc., the S&P 500 Index, Performance and Peer Group RPM Peers S&P 500 279.5% 225.1% 335.4% $400 $350 $300 $250 $200 $150 $100 $50 $0 5/15 5/16 5/17 5/18 5/19 5/20 5/21 5/22 5/23 5/24 5/25 RPM In
Slide 7: The Power of RPM
— ss 7 RECOLOR ¢ an CRACKLE | FOR LATEX PAINT E a s S a Ci g The Power of RPM
Slide 8: Proven Platform Approach to Sustainable Growth & Value Creation
Proven Platform Approach to Sustainable Growth & Value Creation CONSTRUCTION PRODUCTS GROUP PERFORMANCE COATINGS GROUP Create and drive unique systems for the Protecting, decorating and extending construction, restoration and maintenance the useful life of steel and concrete in industry + infrastruc
Slide 9: WHERE WE PLAY: $100 Billion of Market Potential
WHERE WE PLAY: $100 Billion of Market Potential RPM operates in a RPM SAM ~$102B Serviceable Addressable Market (SAM) $B, 2024 ($96 non-overlapping across BUs) RPM Market Assessment Note(s): 1) Total SAM value includes overlaps that occur across Bus for Paints & Coatings and Concrete Annual Meeting
Slide 10: WHERE WE PLAY: Repair & Maintenance vs. New Construction
WHERE WE PLAY: Repair & Maintenance vs. New Construction* CONSTRUCTION PERFORMANCE PRODUCTS GROUP COATINGS GROUP ~5% 40% ~30% 50% 50% 60% ~65% CONSUMER SPECIALTY GROUP PRODUCTS GROUP 15% 40% 50% 85% Repair & New Specialty Maintenance Construction OEM 10% *Current estimates, which are subject to chan
Slide 11: WHERE WE PLAY: International Presence/Opportunity
WHERE WE PLAY: International Presence/Opportunity EUROPE $1.1 billion – 14% NORTH AMERICA RPM $5.8 billion – 78% CONSOLIDATED $7.4 billion AFRICA/MIDDLE EAST/ ASIA/PACIFIC OTHER FOREIGN $159 million – 2% $109 million – 2% LATIN AMERICA $290 million – 4% Annual Meeting of Stockholders | October 2, 20
Slide 12: The Power of RPM: Developing a New Strategic Plan
The Power of RPM: Developing a New Strategic Plan MAP 2020 successes MAP 2025 focus • Implemented MS-168 at over 40 larger facilities • Expand MS-168 to additional facilities Manufacturing • Created center-led manufacturing • Continue to optimize footprint (MS-168) • Purchased Corsicana, TX facility
Slide 13: Entrepreneurial Operating Philosophy and Competitive Advantage of Leading Brands
Entrepreneurial Operating Philosophy ● Competitive Advantage of Leading Brands ● Balance Between Consumer and Industrial Markets ● Growth Strategy Balanced Between Internal Investment and Acquisitions ● Connections Creating Value ● Sustainable Shared Value Frank Sullivan Ron Rice $5.3 billion May 31
Slide 14: Proven Platform Approach to Sustainable Growth & Value Creation
Proven Platform Approach to Sustainable Growth & Value Creation CONSTRUCTION PRODUCTS GROUP PERFORMANCE COATINGS GROUP Create and drive unique systems for the Protecting, decorating and extending construction, restoration and maintenance the useful life of steel and concrete in industry + infrastruc
Slide 15: The Power of RPM: Segment Overview
CONSTRUCTION PRODUCTS PERFORMANCE COATINGS GROUP GROUP 27% 39% Creating and driving the market for FY25 Sales FY25 Sales Protecting, enhancing and extending unique systems for the construction, $2.9bb $2.0bb the life of industrial, commercial, and restoration and maintenance of the infrastructure su
Slide 16: Platform Approach to Growth in the Developing Markets
The Power of RPM: Platform Approach to Growth in the Developing Markets EUROPE $1.1 billion – 14% RPM Platform NORTH AMERICA $5.8 billion – 78% ASIA/PACIFIC $159 million – 2% LATIN AMERICA $290 million – 4% AFRICA/MIDDLE EAST/ OTHER FOREIGN $109 million – 2% Annual Meeting of Stockholders | October
Slide 17: Self-Help Drives Record Q1-26 Results in Challenging Environment
Self-Help Drives Record Q1-26 Results in Challenging Environment Turnkey Offerings Innovation Strategic M&A Engineered Solutions System Selling Repair & Maintenance Talent Development Efficiency Gains Annual Meeting of Stockholders | October 2, 2025 17
Slide 18: Fiscal 2026 First-Quarter Financial Results | Consolidated
Fiscal 2026 First-Quarter Financial Results | Consolidated Strong revenue growth drove record Adjusted EBIT Q1 Q1 KEY POINTS ($ in millions, except 2026 2025 % Change per share amounts) • Strength in systems and turnkey solutions serving high- performance buildings Sales $2,113.7 $1,968.8 +7.4% • Gr
Slide 19: Broad-Based Pivot to Growth
Broad-Based Pivot to Growth All 3 segments grew sales and adjusted EBIT FINANCIAL H IGHLIGHT S Q1 YoY Growth 12% Sales 11.0% Adj. EBIT¹ 9.9% 8% $2.11B 4% 6.5% 6.6% 7.4% Q1 RECORD REVENUE 4.8% +7.4% FROM PY 3.1% 2.9% 0% $337.8M CPG PCG Consumer Operating Q1 RECORD ADJUSTED EBIT ¹ Companies +2.9% FROM
Slide 20: Outlook Q2-26
Outlook Q2-26 Q2-26 OUTLOOK (YOY) SALES | Consolidated +MSD % Consumer growth moderately SALES | By Segment above CPG and PCG due to M&A ADJUSTED EBIT | Consolidated +MSD % Expected Trends in Q2 (+) Efficiency improvements incl. MAP 2025 carry-overs (-) Economic uncertainty (+) High-performance buil
Slide 21: Outlook FY26
Outlook FY26 FY26 OUTLOOK (YOY) SALES | Consolidated Higher end of +LSD % to +MSD % range ADJUSTED EBIT | Consolidated Lower end of +HSD % to +LDD % range Expected Trends in FY26 (+) Operating efficiency / MAP initiatives (-) Economic uncertainty (+) Pricing to recover inflation (-) Consumer confide
Slide 22: Delivering Value to Shareholders
Delivering Value to Shareholders Only 39 publicly traded U.S. companies have an equal or better record* $3.8 Billion $2.25 Paid 52 $2.00 $1.75 $1.50 Consecutive Years of $1.25 Dividend $1.00 Increases $0.75 $0.50 $0.25 $0.00 74 '76 '78 '80 '82 '84 '86 '88 '90 '92 '94 '96 '98 '00 '02 '04 '06 '08 '10
Slide 23: Creating & Keeping Cathedral Builders
The Power of RPM: Creating & Keeping Cathedral Builders “Hire the best people you can find. Create an atmosphere that will keep them. Then let them do their jobs.” Frank C. Sullivan, 1947 Annual Meeting of Stockholders | October 2, 2025 23
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