$PRM

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.

WindAcre Partnership LLC, its Master Fund, and Snehal Rajnikant Amin filed an amended Schedule 13G/A for Perimeter Solutions (PRM). The Master Fund reports 16,148,621 shares of PRM common stock, about 9.9% of 163,127,063 shares outstanding as of May 1, 2026, with shared voting and dispositive power.

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.

Perimeter Solutions (PRM) reported Q2 2026 net sales of $213.8 million (+31% YoY) and adjusted EBITDA of $105.6 million (+16%). Specialty Products revenue rose to $84.7 million (+100%), while Fire Safety revenue was $129.1 million (+7%). Adjusted EPS was $0.35. The company discussed a ~$120 million Monaco Enterprises acquisition and $316.7 million Canada aerial asset program.

Perimeter Solutions (PRM) reported Q2 2026 net loss of $181.6M, or $1.11/share, versus a year-ago loss of $32.2M. Adjusted EPS was 35 cents, below the Zacks estimate of 43 cents. Revenue rose 31% Y/Y to $213.8M, below the $220.3M estimate. The company reported $82.8M cash and acquired Monaco Enterprises for $120M.

Perimeter Solutions agreed to buy Monaco Enterprises for about $120M to expand its life safety and emergency management offerings. Bending Spoons will acquire Airtable in an all-cash deal valued around $1.285B, implying about $2.25B equity value. d-Matrix will buy Wallaroo to broaden enterprise AI orchestration and deployment.

Perimeter Solutions (NYSE: PRM) shares fell sharply after the company reported Q2 2026 results. Revenue was $213.8 million versus analysts’ $216.9 million estimate, and adjusted EPS was $0.35 versus $0.42 expected. The company cited $105.6 million adjusted EBITDA and 31% year-over-year revenue growth, with most revenue tied to U.S. Air Force and Air National Guard.

Perimeter Solutions (PRM) shares fell 17.8% to $30.61 after its latest earnings. The company reported Q2 adjusted EBITDA of $105.6M on net sales of $213.8M, both up year over year. The article cites segment impacts from federal pricing changes and paused DLA deliveries, and notes operational issues at the Sauget facility.

Perimeter Solutions (NYSE:PRM) reported Q2 call highlights. Management said Defense Logistics Agency contract prep drove costs, with deliveries ramping in 2H 2026 and more in 2027. Specialty Products revenue rose to $84.7M and adjusted EBITDA to $26.8M. PDI EBITDA fell after Sauget, Illinois disruptions and a June 10 receiver appointment. Perimeter will add Monaco to Fire Safety and funded it with cash and credit.

Perimeter Solutions shares fell about 17% after its Q2 2026 results. GAAP net loss widened to $181.6 million ($1.11 per diluted share) from $32.2 million a year earlier, despite 31% higher net sales to $213.8 million and adjusted EPS of $0.35. Adjusted EBITDA margin fell to ~49% from 56%. The company also announced a $120 million cash acquisition of Monaco Enterprises and noted weak Fire Safety segment growth.