Perimeter Solutions (PRM) Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
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Should l Buy PRM?
Source: NASDAQ.COM
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Analyst Views on PRM
Wall Street analysts forecast PRM stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 23.260
Low
31.00
Averages
33.00
High
35.00
Current: 23.260
Low
31.00
Averages
33.00
High
35.00
About PRM
Perimeter Solutions, Inc. is a global solutions provider for the fire safety and specialty products industries. Its Fire Safety segment is a formulator and manufacturer of fire management products that help its customers combat various types of fires, including wildland, structural, flammable liquids and other types of fires. Its specialized equipment includes air base retardant storage, mixing and delivery equipment; mobile retardant bases; retardant ground application units; mobile foam equipment, and equipment that it custom designs and manufactures to meet specific customer needs. The Specialty Products segment includes operations that develop, produce and market products for non-fire safety markets. It also includes Phosphorus Derivatives, Inc., which produces Phosphorus Pentasulfide (P2S) based lubricant additives. The Company also acquired Medical Manufacturing Technologies LLC, which provides engineered machinery and associated aftermarket consumables, parts, and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Perimeter Solutions (PRM.US) Officer Plans to Sell $6.95 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Edward Goldberger plans to sell 300,000 shares of its common stock on February 27.
- Market Value: The total market value of the shares being sold is approximately $6.95 million.
See More
Perimeter Solutions Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: In 2025, Perimeter Solutions achieved consolidated revenue of $652.9 million, a 16% increase, with Q4 revenue rising 19% to $102.8 million, reflecting strong performance in the fire safety business and indicating potential for future profitability.
- Successful Acquisition Strategy: The company completed acquisitions of IMS and MMT in 2025, with MMT generating approximately $140 million in revenue and $50 million in adjusted EBITDA, validating the effectiveness of its acquisition strategy and promising substantial growth for 2026.
- Contract Structure Optimization: CEO Khouri highlighted a shift towards more fixed and recurring contract structures, significantly reducing sensitivity to fire season volatility, which enhances financial stability and boosts long-term profitability prospects.
- Operational Challenges Addressed: Despite facing production disruptions and safety incidents at the Sauget facility, management remains committed to regaining operational control, anticipating that resolving these issues will reduce variability in the P2S5 business and improve overall performance.
See More
Perimeter Solutions (PRM) Earnings Transcript
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Perimeter Solutions to Announce Q4 Earnings on February 26
- Earnings Announcement: Perimeter Solutions is set to release its Q4 2023 earnings on February 26 before market open, with consensus EPS estimated at $0.12 and revenue projected at $94.05 million, reflecting a 9.1% year-over-year growth.
- Earnings Estimate Adjustments: Over the past three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates also experienced one downward revision, indicating a cautious market outlook on the company's profitability.
- Acquisition Activity: Recently, Perimeter Solutions acquired Medical Manufacturing Technologies, LLC for $685 million, aiming to strengthen its market position in the healthcare sector and expand its business portfolio.
- Financing Initiatives: The company announced the offering of $550 million in senior secured notes to support its acquisition and operational funding needs, demonstrating its active engagement in capital markets and financing capabilities.
See More
Harvest Declares $0.1031 Monthly Cash Distribution for Big Pharma Split Corp. Class A Shares
- Cash Distribution Announcement: Harvest Portfolios Group Inc. has declared a cash distribution of $0.1031 per Class A share for Big Pharma Split Corp., scheduled for payment on February 6, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Payment Timeline: The distribution will be payable to Class A shareholders of record as of the close of business on January 30, 2026, ensuring timely returns for investors and enhancing their confidence in the company.
- Asset Management Scale: As an independent Canadian investment fund manager, Harvest manages over CAD 10 billion in assets, indicating its solid market position and attractiveness to investors.
- Investment Philosophy: Harvest's core investment philosophy focuses on building and preserving wealth through the long-term ownership of high-quality businesses, a strategy that is well-represented across its diverse range of ETF offerings, further solidifying its competitive edge in the market.
See More
Materials Stocks with A+ EPS Ratings: Investor Focus
- EPS Rating Upgrades: Companies like Constellium SE, Flotek Industries, and Fuchs SE have received the highest A+ EPS revision ratings from analysts, indicating growing market confidence in their profitability outlook, which may attract more investor attention.
- Strong Earnings Momentum: Warrior Met Coal and K+S Aktiengesellschaft also achieved A+ ratings, suggesting ongoing improvements in their profitability, which could drive stock price increases and enhance market competitiveness.
- Industry Trends: The A+ EPS revision ratings for Nexa Resources and Perimeter Solutions reflect an overall trend of earnings improvement within the materials sector, potentially encouraging institutional investors to increase their allocations to this industry.
- Investment Opportunities: The A+ ratings for Santacruz Silver Mining and Stora Enso Oyj further confirm the investment value of materials stocks, especially as the earnings season approaches, prompting investors to reassess their portfolios.
See More
Perimeter Solutions (PRM.US) Officer Plans to Sell $6.95 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Edward Goldberger plans to sell 300,000 shares of its common stock on February 27.
- Market Value: The total market value of the shares being sold is approximately $6.95 million.
See More
Perimeter Solutions Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: In 2025, Perimeter Solutions achieved consolidated revenue of $652.9 million, a 16% increase, with Q4 revenue rising 19% to $102.8 million, reflecting strong performance in the fire safety business and indicating potential for future profitability.
- Successful Acquisition Strategy: The company completed acquisitions of IMS and MMT in 2025, with MMT generating approximately $140 million in revenue and $50 million in adjusted EBITDA, validating the effectiveness of its acquisition strategy and promising substantial growth for 2026.
- Contract Structure Optimization: CEO Khouri highlighted a shift towards more fixed and recurring contract structures, significantly reducing sensitivity to fire season volatility, which enhances financial stability and boosts long-term profitability prospects.
- Operational Challenges Addressed: Despite facing production disruptions and safety incidents at the Sauget facility, management remains committed to regaining operational control, anticipating that resolving these issues will reduce variability in the P2S5 business and improve overall performance.
See More
Perimeter Solutions (PRM) Earnings Transcript
See More
Perimeter Solutions to Announce Q4 Earnings on February 26
- Earnings Announcement: Perimeter Solutions is set to release its Q4 2023 earnings on February 26 before market open, with consensus EPS estimated at $0.12 and revenue projected at $94.05 million, reflecting a 9.1% year-over-year growth.
- Earnings Estimate Adjustments: Over the past three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates also experienced one downward revision, indicating a cautious market outlook on the company's profitability.
- Acquisition Activity: Recently, Perimeter Solutions acquired Medical Manufacturing Technologies, LLC for $685 million, aiming to strengthen its market position in the healthcare sector and expand its business portfolio.
- Financing Initiatives: The company announced the offering of $550 million in senior secured notes to support its acquisition and operational funding needs, demonstrating its active engagement in capital markets and financing capabilities.
See More
Harvest Declares $0.1031 Monthly Cash Distribution for Big Pharma Split Corp. Class A Shares
- Cash Distribution Announcement: Harvest Portfolios Group Inc. has declared a cash distribution of $0.1031 per Class A share for Big Pharma Split Corp., scheduled for payment on February 6, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Payment Timeline: The distribution will be payable to Class A shareholders of record as of the close of business on January 30, 2026, ensuring timely returns for investors and enhancing their confidence in the company.
- Asset Management Scale: As an independent Canadian investment fund manager, Harvest manages over CAD 10 billion in assets, indicating its solid market position and attractiveness to investors.
- Investment Philosophy: Harvest's core investment philosophy focuses on building and preserving wealth through the long-term ownership of high-quality businesses, a strategy that is well-represented across its diverse range of ETF offerings, further solidifying its competitive edge in the market.
See More
Materials Stocks with A+ EPS Ratings: Investor Focus
- EPS Rating Upgrades: Companies like Constellium SE, Flotek Industries, and Fuchs SE have received the highest A+ EPS revision ratings from analysts, indicating growing market confidence in their profitability outlook, which may attract more investor attention.
- Strong Earnings Momentum: Warrior Met Coal and K+S Aktiengesellschaft also achieved A+ ratings, suggesting ongoing improvements in their profitability, which could drive stock price increases and enhance market competitiveness.
- Industry Trends: The A+ EPS revision ratings for Nexa Resources and Perimeter Solutions reflect an overall trend of earnings improvement within the materials sector, potentially encouraging institutional investors to increase their allocations to this industry.
- Investment Opportunities: The A+ ratings for Santacruz Silver Mining and Stora Enso Oyj further confirm the investment value of materials stocks, especially as the earnings season approaches, prompting investors to reassess their portfolios.
See More
