True Grids

$RPM Q1 FY2027 Earnings RPM International delivered record first quarter sales, adjusted EBITDA and adjusted EPS, with strong growth in Performance Coatings and Consumer helping offset weakness in Construction Products and raw material inflation. -> Revenue: $2.22B +4.8% Y/Y down 0.7% Q/Q -> Construction Products Group: $859M down 2.5% Y/Y -> Consumer Group: $727M +4.7% Y/Y -> Performance Coatings Group: $630M +16.9% Y/Y -> Gross Profit: $914M +2.3% Y/Y -> Operating Income: $349M +12.3% Y/Y -> Pre Tax Income: $337M +13.1% Y/Y -> Net Income: $256M +12.6% Y/Y -> EPS: $2.01 +13.6% Y/Y What changed? -> RPM generated record Q1 sales of approximately $2.22B. -> Performance Coatings was the standout segment with revenue increasing 16.9% Y/Y. -> Consumer revenue increased 4.7% Y/Y while Construction Products declined 2.5% amid a temporary slowdown. -> Gross profit increased 2.3% Y/Y, slower than revenue growth as raw material inflation remained a headwind. -> Operating expenses declined 3.0% Y/Y while gross profit increased, helping operating income grow 12.3%. -> Net income increased 12.6% Y/Y while GAAP EPS increased 13.6% to $2.01. -> Adjusted EPS reached a record $1.98 +5.3% Y/Y. -> Adjusted EBITDA reached a record $405.5M +4.5% Y/Y. Management highlighted manufacturing, procurement and S G and A efficiencies as important offsets to raw material inflation and softer Construction Products demand. Q2 FY27 outlook. -> Sales expected to increase low to mid single digits Y/Y -> Adjusted EBITDA expected to increase low to mid single digits Y/Y FY27 outlook. -> Sales expected to increase mid single digits Y/Y -> Adjusted EBITDA expected to increase mid single digits Y/Y The key question. RPM continues to generate earnings growth faster than revenue despite inflation and uneven end market demand. The next test is whether strong Performance Coatings growth and productivity savings can continue offsetting weakness in Construction Products while supporting another year of record profitability. Full visual breakdown of the Q1 financial flow below. What matters more for $RPM from here: accelerating Construction Products demand or sustaining margin expansion through productivity?

$NVDA Q3 FY27 outlook tops Wall Street estimates with $108.0B in projected revenue (±2%) notably assuming $0 in compute revenue from China Data Center sales. Key Metrics: • Gross Margin: ~74% GAAP/non-GAAP • OpEx: ~$9.2B (GAAP) / ~$9.0B (non-GAAP) • Full-Year Tax Rate: 16%-18%

$KSS 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗶𝘁𝘀 𝗤𝟮 𝗳𝗶𝘀𝗰𝗮𝗹 𝟮𝟬𝟮𝟲 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. Department-store retailer reported soft top line growth, driven by lower net sales and other revenues. ◆ Revenue: $3,515M (-0.9% Y/Y) ◆ Gross Profit: $1,622M (+5.7% Y/Y) ◆ Operating Income: $261M (-6.5% Y/Y) ◆ Net Income: $151M (-1.3% Y/Y) ◆ EPS: $1.28 (-5.2% Y/Y) 𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱? ① 𝗡𝗲𝘁 𝘀𝗮𝗹𝗲𝘀 𝘀𝗹𝗶𝗽𝗽𝗲𝗱 𝟬.𝟵% 𝗬/𝗬 𝘁𝗼 $𝟯,𝟯𝟭𝟴𝗠, 𝘄𝗵𝗶𝗹𝗲 𝗼𝘁𝗵𝗲𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀 𝗳𝗲𝗹𝗹 𝟭.𝟬% 𝘁𝗼 $𝟭𝟵𝟳𝗠. 𝗧𝗼𝘁𝗮𝗹 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗱𝗲𝗰𝗹𝗶𝗻𝗲𝗱 𝟬.𝟵% 𝘁𝗼 $𝟯,𝟱𝟭𝟱𝗠. ② 𝗚𝗿𝗼𝘀𝘀 𝗺𝗮𝗿𝗴𝗶𝗻 𝗲𝘅𝗽𝗮𝗻𝗱𝗲𝗱 𝟲.𝟲% 𝗬/𝗬 𝘁𝗼 𝟰𝟲.𝟭%, 𝗮𝘀 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗺𝗲𝗿𝗰𝗵𝗮𝗻𝗱𝗶𝘀𝗲 𝘀𝗼𝗹𝗱 𝗱𝗿𝗼𝗽𝗽𝗲𝗱 𝟱.𝟵% 𝘁𝗼 $𝟭,𝟴𝟵𝟯𝗠, 𝗼𝘂𝘁𝗽𝗮𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗱𝗲𝗰𝗹𝗶𝗻𝗲. ③ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 𝗿𝗼𝘀𝗲 𝟴.𝟰% 𝘁𝗼 $𝟭,𝟯𝟲𝟭𝗠, 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗶𝗻𝗴 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗶𝗻𝗰𝗼𝗺𝗲 𝗱𝗼𝘄𝗻 𝟲.𝟱% 𝘁𝗼 $𝟮𝟲𝟭𝗠. 𝗡𝗲𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗱𝗶𝗽𝗽𝗲𝗱 𝟭.𝟯% 𝘁𝗼 $𝟭𝟱𝟭𝗠, 𝘄𝗶𝘁𝗵 𝗘𝗣𝗦 𝗮𝘁 $𝟭.𝟮𝟴. Full visual breakdown of the Q2 financial flow below! #KSS #TrueGrids #FinTwit #EarningsSeason #StocksToWatch #DataViz #Sankey

$SPCX 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗶𝘁𝘀 𝗤𝟮 𝗳𝗶𝘀𝗰𝗮𝗹 2026 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. Space exploration and technology company posted robust revenue growth, driven by AI solutions and Starlink connectivity. ◆ Revenue: $7,814M (+66.5% Y/Y) ◆ Gross Profit: $4,319M (+87.3% Y/Y) ◆ Operating Income: $-143M (+92.6% Y/Y) ◆ Operating Expense: $4,462M (+5.0% Y/Y) ◆ R&D Expense: $3,548M (+1.0% Y/Y) ◆ Net Income: $-541M (+87.3% Y/Y) ◆ EPS: $-0.09 (+92.9% Y/Y) 𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱? ① 𝗔𝗜 & 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗱𝗿𝗶𝘃𝗲 𝗿𝗲𝗰𝗼𝗿𝗱 𝘀𝗮𝗹𝗲𝘀. Revenue surged 66.5% to $7,814M, with AI Rev up 213.1% to $2,561M and Connectivity Rev up 31.7% to $4,291M. Space Rev rose 55.4% to $962M, while Launch Services jumped 96.4% to $648 M. ② 𝗚𝗿𝗼𝘀𝘀 𝗺𝗮𝗿𝗴𝗶𝗻 𝗲𝘅𝗽𝗮𝗻𝗱𝘀 𝗮𝘀 𝗰𝗼𝘀𝘁𝘀 𝗹𝗮𝗴 𝘀𝗮𝗹𝗲𝘀. Gross margin reached 55.3% (+12.5% Y/Y) as cost of revenue grew just 46.4% to $3,495M. Operating expenses increased only 5.0% to $4,462M, with R&D up 1.0% strong operating leverage. ③ 𝗡𝗲𝘁 𝗹𝗼𝘀𝘀 𝗻𝗮𝗿𝗿𝗼𝘄𝘀 𝘀𝗵𝗮𝗿𝗽𝗹𝘆. Operating loss improved 92.6% to $-143M, and net loss fell 87.3% to $-541M. EPS came in at $-0.09 (+92.9% Y/Y). Full visual breakdown of the Q2 financial flow below! #SPCX #TrueGrids #FinTwit #EarningsSeason #StocksToWatch #DataViz #Sankey