Fiscal 2024 Second-Quarter Financial Results slide image

Fiscal 2024 Second-Quarter Financial Results

Fiscal 2024 Second-Quarter Financial Results | Consolidated Record Q2 sales and adjusted EBIT ($ in millions, except per share amounts) Q2 2024 Q2 2023 % Change Sales EBIT¹ $1,792 $1,792 Up slightly $221 $196 +12.6% $237 $215 +10.4% Adjusted EBIT¹ Adjusted EBIT Margin¹ 13.2% 12.0% +120 bps Net Income Diluted EPS Adjusted Diluted EPS1 $146 $131 +10.8% $1.13 $1.02 +10.8% $1.22 $1.10 +10.9% (1) EBIT, Adjusted EBIT, Adjusted EBIT Margin and Adjusted Diluted EPS are non-GAAP financial measures. Refer to Appendix for reconciliations between GAAP and non-GAAP measures. RPM KEY POINTS Record Q2 sales with volume growth in CPG & PCG and positive pricing in all segments Sales include a -0.3% organic decline, +0.5% from F/X and -0.2% from divestitures / acquisitions SG&A increase driven by incentives to sell higher margin products, investments in long-term growth initiatives and inflation, partially offset by expense reduction actions taken in Q4-23 Record Q2 adjusted EBIT included 320 bp gross margin improvement, driven by MAP 2025, including the commodity cycle, positive mix and fixed-cost leverage at CPG / PCG $592.4 million debt paydown over last 12 months helped limit impact of higher interest rates Investor Presentation | Jan. 11, 2024 33
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