$PRM

Perimeter Solutions, Inc.

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No SEC Form 4 filings for $PRM in the last 30 days.

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Perimeter Solutions (PRM) Q2 2026 Earnings Call Transcript

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.

PRM's Q2 Earnings and Revenues Miss Estimates, Sales Up Y/Y

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.

Tech M&A Deals: Perimeter Solutions, d-Matrix, Wallaroo - InfotechLead

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.

PRM sentiment & insider activity

Over the past 7 days, alphai's AI scored 5 news stories mentioning PRM (Perimeter Solutions, Inc.). Coverage has skewed bearish: 1 bullish, 1 neutral, and 3 bearish.

Recent PRM coverage spans earnings, mergers & acquisitions and market movers.

What's driving PRM

  • Near-term focus is on Fire Safety margin headwinds from federal pricing step-down and Sauget P2S5 production issues, offset by Specialty Products growth and new contract visibility.

    fool.com · Aug 8, 2026

  • Earnings miss with weaker cash flow and lower EBITDA margin likely pressures near-term sentiment, despite revenue growth and acquisition support.

    tradingview.com · Aug 7, 2026

  • Deal expands Perimeter’s life-safety/emergency management tech footprint and could lift recurring revenue visibility, but execution and integration risk remain.

    infotechlead.com · Aug 5, 2026

  • The earnings miss is the immediate driver of the selloff, despite year-over-year growth and higher EBITDA.

    aol.com · Aug 3, 2026

  • The article frames a selloff driven by contract timing and segment profitability sensitivity, not by top-line growth alone.

    simplywall.st · Aug 2, 2026

alphai scores every news story that mentions PRM with an AI model for sentiment and relevance, and aggregates insider trades from Perimeter Solutions, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PRM

Score
$PRMMed

Perimeter Solutions (PRM) Q2 2026 Earnings Call Transcript

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.

PRM's Q2 Earnings and Revenues Miss Estimates, Sales Up Y/Y

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.

$PRMMed

Why Perimeter Solutions Stock Is Crashing Today

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 Q2 Earnings Call Highlights

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.

$PRMMedAI 8/10

Why Perimeter Solutions Stock Is Crashing Today

Perimeter Solutions (PRM) shares fell after the company reported Q2 2026 results before market open. Revenue was $213.8 million versus analysts’ $216.9 million estimate, and adjusted EPS was $0.35 versus $0.42 expected. The stock was down about 13.8% by 3:48 p.m. ET, despite a 31% YoY revenue increase and $105.6 million adjusted EBITDA.

$PRMHighAI 9/10

Why is Perimeter Solutions stock plunging today?

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.

$PRMMed

Perimeter Solutions, Inc. (PRM): Results of Operations and Financial Condition

Perimeter Solutions, Inc. (PRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 prmearningspressreleaseq22.htm EX-99.1 Document Exhibit 99.1 Perimeter Solutions Reports Second Quarter 2026 Financial Results July 31, 2026 Second quarter Net Loss of $181.6M and Adjusted Net Income of $59.6M Continued Value Driver execution and recent acquisitions dro

Kyle Grieve and Shawn O'Malley: This Company Compounded at 25% a Year and Still Looks Like a "Too Hard" Pile — BigGo Finance

BigGo Finance discusses Perimeter Solutions (PBI), saying its stock has compounded near 25% annually since its 2021 IPO while GAAP results show losses. The article cites a GAAP net loss of $190 million over 12 months and a recent quarter with $76 million operating expense on $125 million revenue. It attributes GAAP swings to a founder advisory fee marked to market and notes acquisitions including MMT for about $700 million cash.

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