Added to YB: 2026-08-07
Pitch date: 2026-08-05
PRM [neutral]
Perimeter Solutions, Inc.
+8.01%
current return
Author Info
Speedwell Research produces comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company and goes into an incredible level of detail. Sign up for the newsletter.
Company Info
Perimeter Solutions, Inc. manufactures and supplies firefighting products, electronic components, lubricant additives, and engineered machinery in the United States, Germany, and internationally.
Market Cap
$5.7B
Pitch Price
$34.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
-26.00
P/E
-16.00
EV/Sales
9.27
Sector
Chemicals
Category
growth
Perimeter Solutions: 2Q26 Business Recap
PRM (earnings): 2Q26 rev +31% but adj op income -11% to $63mn; stock fell 15%. Fire Safety EBITDA +1% on USDA price step-down & DLA foam transition (ex-these, double-digit growth). Specialty rev +100% on MMT/IMS. Added Monaco ($120mn, 10.5x EBITDA). ~$219mn adj earnings, EPS $1.21, 24.5x. Dilution from founder fees pressures EPS despite growth. High-SD organic, mid-teen earnings growth doable.
Read full article (4 min)