Axalta Coating Systems vs RPM International
RPM International is the larger business, with $7.86bn of revenue in fiscal 2026 against $5.12bn for Axalta Coating Systems (1.5 times as much). RPM International grew faster (6.7% against -3.0%). RPM International kept more of each dollar of sales as profit: a net margin of 8.4% against 7.4%. RPM International carries less debt relative to equity (76.5% against 137.5%).
| Latest fiscal year | Axalta Coating SystemsAXTA, 2025 | RPM InternationalRPM, 2026 |
|---|---|---|
| Revenue | $5.12bn | $7.86bn |
| Revenue growth | -3.0% | 6.7% |
| Net income | $378m | $661m |
| Operating margin | 14.4% | — |
| Net margin | 7.4% | 8.4% |
| Return on equity | 17.8% | 21.3% |
| Free cash flow | $453m | $675m |
| Cash | $657m | $315m |
| Total debt | $3.23bn | $2.53bn |
| Debt to equity | 137.5% | 76.5% |
| Dividend per share | — | — |
| Dividend yield | — | 2.0% |
| Share buybacks | $165m | $77.5m |
| Employees | 12,300 | — |
| Market value | $7.62bn | $13.53bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 70 (Strong) | 64 (Moderate) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 2 sales |