Added to YB: 2025-09-08
Pitch date: 2025-09-04
PRM [neutral]
Perimeter Solutions, Inc.
+27.64%
current return
Author Info
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Company Info
Perimeter Solutions, Inc. manufactures and supplies firefighting products and lubricant additives in the United States, Germany, and internationally.
Market Cap
$3.5B
Pitch Price
$22.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.53
P/E
44.98
EV/Sales
6.22
Sector
Chemicals
Category
growth
Perimeter Solutions: 2Q25 Business Update
PRM (earnings update): Q2 rev +28% to $163M, adj EBITDA $91M with 98% incremental margin in Fire Safety. IMS PCB acquisition performing ahead of underwriting assumptions, tripling capacity. Settled Compass litigation for $20M, acquired assets. Flexsys plant issues ongoing. At $22 (+73% YTD), trades 21x normalized $1.05 EPS estimate.
Read full article (7 min)