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USBasic Materials

Perimeter Solutions SA (PRM)

US · Basic Materials · Specialty Chemicals

$32.18+0.88%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$213.8M
Revenue YoY
+31.5%
Net profit
$-181.6M
EPS
$0.35
EPS estimate
$0.43
Net margin
-85.0%

EPS came in at 0.35 against a street estimate of 0.43 — a miss of 18.6%.

Key statistics

Market cap
$5.17B
Forward P/E
16.0
P/B
4.89
Book value
$6.24
EPS (TTM)
$-2.22
52-week high
$38.17
52-week low
$19.70
50-day MA
$33.10
200-day MA
$29.51
Beta
1.90

Analyst view

Analysts rate Perimeter Solutions SA a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $43.75.

From the latest earnings call · 2026-07-31

CONFIDENT PRM grew Q2 EBITDA 16% YoY to $105.6M despite temporary headwinds in Fire Safety. Acquired Monaco for $120M, expanding to 6 platforms. PDI production issues persist; MMT and IMS performing well. Q2 2026 Q2 U.S. volumes grew despite lower Canadian acres burned. Geographic diversification moderating regional volatility. Global fire activity currently in normal range. Analysts pressed on Fire Safety margin recovery mechanics, Monaco volume potential, and DLA ramp timing. Management detailed temporary Q2 headwinds abating H2; Monaco upside to low single-digit baseline through DoD branch expansion; DLA deliveries resuming H3 with 2027 acceleration. 2026-07-31…

Full summary in the app.

Shareholding

Insiders
9.04%
Institutions
87.04%

Largest institutional holders

FundStake
WINDACRE PARTNERSHIP LLC9.87%
Principal Financial Group Inc8.56%
BlackRock Inc6.62%
FMR Inc5.52%
Vanguard Capital Management, LLC3.77%
Dimensional Fund Advisors, Inc.2.64%
HHG PLC2.45%
DF Dent & Co Inc2.40%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
PERIMETER SOLUTIONS, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales (6 months): $338.9 million (2026) vs. $234.7 million (2025) — 44%
2026-07-31
Results announced · Q3 2026
PERIMETER SOLUTIONS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $213.8 million, up 31% from $162.6 million in Q2 2025 • Q2 2026
2026-07-31
Shareholder vote results · Q2 2026
PERIMETER SOLUTIONS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 • Total votes cast for director elections: approxim
2026-05-28
Quarterly report · Q1 2026
PERIMETER SOLUTIONS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (Q1 2026): $125.1 million, up 74% from $72.0 million in Q1 2025 • Net
2026-05-06
Results announced · Q2 2026
PERIMETER SOLUTIONS Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales: $125.1 million, up 74% from $72.0 million in Q1 2025 • Net income: $72.9
2026-05-06
Proxy statement · Q2 2026
PERIMETER SOLUTIONS, INC. — PROXY SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Eight Directors — Vote FOR
2026-04-17
Annual report FY2025
PERIMETER SOLUTIONS, INC. — 10-K SUMMARY FOR RETAIL INVESTOR HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $1,854,719,564 • Shares
2026-02-26
Results announced · Q1 2026
PERIMETER SOLUTIONS Q4 2025 EARNINGS SUMMARY HEADLINE NUMBERS • Full year 2025 net sales: $652.9M, up 16% from $561.0M in 2024 • Full year net loss:
2026-02-26

Readable in the app.

Deals & corporate news

AnnouncementDate
Securities purchase agreement signed for acquisition by Thunderbird TopCo
Perimeter Solutions, Inc. is acquiring Thunderbird MidCo, LLC (a company owned by Thunderbird TopCo, L.P.) through a securities purchase agreement dated December 9, 2025. Perimeter Solutions
2026-01-22
Agrees to acquire Thunderbird Midco for $685 million in cash
Perimeter Solutions announced on December 9, 2025, that its subsidiary will acquire Thunderbird Midco, LLC (MMT) for $685 million in cash. The deal is expected to close in Q1 2026, pending s
2025-12-10

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Data updated 2026-09-18.