PRM · Perimeter Solutions, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Perimeter Solutions reported Q2 2026 net sales up 31% to $213.8M and adjusted EBITDA up 16% to $105.6M, driven by specialty products growth and the acquisition of Monaco Enterprises for $120M (~10.5x EBITDA). GAAP results swung to a $181.6M net loss largely due to a $266.3M founders advisory fee mark-to-market expense, while two temporary fire safety headwinds—federal contract pricing step-down and a pause in DLA sales ahead of a $500M ramp—are expected to abate in the second half.
- + Excluding two temporary headwinds, fire safety EBITDA would have grown at a double-digit rate, with both headwinds expected to moderate in H2 as the $500M DLA contract ramps and the CAL FIRE agreement contributes.
- + MMT is performing ahead of the underwriting model and provides a runway for long-term earnings growth through pricing, productivity and capex initiatives.
- + Balance sheet retains significant flexibility at ~3.1x net debt to LTM adjusted EBITDA with ~$150M+ of liquidity after the Monaco deal.
- − Adjusted diluted EPS declined to $0.35 in Q2 2026 from $0.39 a year ago.
- − Two temporary fire safety headwinds—federal contract pricing step-down and a pause in DLA sales ahead of the $500M contract ramp—drove an underwhelming quarter, with the Flexsys production disruption continuing to weigh on near-term results.
- − Q2 net cash used in operating activities of $89.6M and ongoing litigation costs tied to the P2S5 facility contractual dispute with Flexsys remain a risk.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PRM
this stock
Perimeter Solutions, Inc.
|
$4.76B | -0.3% | +16.4% | — | 4.3% |
|
LIN
Linde PLC
|
$216.61B | +12.5% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | +0.7% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -1.4% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +4.3% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PRM | -5.7% | -14.4% | +7.9% | +4.3% | -0.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -5.5% | -13.9% | -4.3% | +3.4% | -13.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.