RPM International Inc. has published the transcript of its fiscal 2026 second quarter earnings conference call. The event featured key members of the company’s leadership, including Frank Sullivan, Chairman, President, and CEO; Rusty Gordon, Vice President and Chief Financial Officer; Michael Laroche, Vice President, Comptroller, and Chief Accounting Officer; and Matthew Schlarb, Vice President of Investor Relations and Sustainability. During the call, management reported record sales for the second quarter and discussed recent structural changes, specifically the reallocation of certain businesses from the specialty products group to other segments effective June 1, 2025. It was emphasized that these changes have not impacted consolidated results. Frank Sullivan commented, “We achieved record sales during the second quarter,” highlighting the company’s performance. Management also addressed upcoming details on a $100 million allocation, stating, “We’ll provide that detail in April. We are in the midst of executing and, people deserve to understand what’s happening, within RPM before, people hear it publicly.” The call also included updates on cash flow, the balance sheet, and a recent acquisition. The leadership team concluded by reiterating their commitment to transparency and answering questions from analysts. The full transcript can be accessed through the link below.
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