Perimeter (PRM) Q3 2026 Earnings Call Transcript

Perimeter Solutions (PRM) reported Q3 earnings, highlighting strong international retardant sales and a 64.5% adjusted EBITDA margin. Specialty Products revenue rose 84% to $77.3M, but supply issues at PDI weighed on the outlook. The company generated $150.4M in free cash flow and expects to work through excess inventory by Q2 2027. PRM remains focused on acquisitions for capital allocation.

Perimeter Solutions (PRM) reported strong Q3 2026 EBITDA growth, with Fire Safety revenue up 14% and margins at 64.5%. CEO Haytham Khoury highlighted successful integrations of MMT and Monaco, while CFO Kyle Sable discussed investments in PDI supply and inventory management. The company expects Q4 Specialty Products EBITDA to be slightly below prior quarters due to PDI transition costs. PRM generated $150.4 million in free cash flow.

Perimeter Group reported 3Q 2026 revenue of $389.87M, up 24% YoY, and net income turned positive. Fire Safety and Specialty Products segments drove growth, with acquisitions contributing. Supply disruptions impacted base-business sales in Specialty Products. Adjusted EBITDA rose in both segments.

Perimeter Group Inc. (PRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Perimeter Group Reports Third Quarter 2026 Financial Results November 5, 2026 Third quarter Net Income of $304.5M and Adjusted Net Income of $144.3M Continued Value Driver execution and recent acquisitions drove third quarter Adjusted EBITDA of $223.5M Third quarter

UBS cut its price target on Perimeter Solutions (NYSE:PRM) to $38 from $42, citing concerns about slower acres burned and potential Q3 earnings disappointment. The stock is down 6.4% over the past week, trading at $27.64. UBS maintains a Buy rating, noting potential 15% EBITDA growth next year. The company recently reported strong Q2 2026 results, with adjusted EPS of $0.41 and net sales up 31% to $313.8 million, but faced a 17% premarket drop due to margin and acquisition concerns.

Perimeter Solutions (PRM) reported Q2 2026 sales of $213.81 million and a net loss of $181.64 million, with a year-over-year shift from profit to loss despite higher revenue. The company agreed to buy Monaco Enterprises for about $120 million to expand its Fire Safety segment. The article cites higher adjusted EBITDA and net sales from acquisitions and volumes.