RPM International Projects Accelerated Growth Via Acquisitions

Published Feb. 28, 2026, analyst Danny Green's Substack presents a bullish thesis on RPM International Inc., whose shares traded at $117.60 on Feb. 17, 2026. The piece highlights Q1 2026 European sales growth of 20.7%, a decentralized acquisition-driven strategy, MAP 2025 margin gains toward 42%, and 52 consecutive years of dividend increases, suggesting material sales and EBIT expansion.