Perimeter Solutions' Q2 revenue rose 31% as acquisitions and Value Driver execution fueled growth, but earnings and revenue missed estimates.
Perimeter Solutions NYSE: PRM reported second-quarter 2026 adjusted EBITDA of $105.6 million, up 16% from a year earlier, as growth in its Specialty Products portfolio and acquisitions helped offset temporary pressures in Fire Safety. The company said adjusted net income increased to $68.6 million from $61.2 million, while adjusted diluted earnings per share was unchanged at $0.41.
The headline numbers for Perimeter Solutions, SA (PRM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Perimeter Solutions, SA (PRM) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.39 per share a year ago.
Perimeter Solutions, SA (PRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Perimeter Solutions is positioned to benefit from a severe wildfire season, supported by new multi-year contracts with the DLA and Cal FIRE. Q1 2026 revenue grew 74% YoY to $125 million, with adjusted EBITDA up 128%, driven by Fire Safety and Specialty Products segments. PRM's valuation remains elevated, with a forward P/S above sector median; sustained double-digit revenue growth is required to justify the current price.
Perimeter Solutions, SA (PRM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
PRM is gaining earnings visibility as new five-year fire contracts, annual escalators and a growing services base reduce reliance on any single fire season.
PRM has rallied 159% in a year as contract wins, fixed revenues and strong earnings improve visibility, but valuation and execution risks persist.
PRM is shifting beyond seasonal wildfire demand with rising service revenues, long-term contracts and Specialty Products growth boosting visibility.
Perimeter Solutions, SA (PRM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Perimeter Solutions, SA (PRM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.