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Perimeter Solutions (PRM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.43

Last Year’s EPS

0.39

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and financial momentum: substantial consolidated revenue (+74% YoY) and adjusted EBITDA growth (+~128%), material contract wins (DLA, CAL FIRE), successful early integration of acquisitions (MMT), and improved earnings predictability and liquidity. The primary negatives are a severe operational failure at the Sauget facility, input-cost/headline supply risks, and elevated debt/interest commitments related to acquisitions. On balance, the positives (growth, contracts, liquidity, margin resilience) outweigh the negatives, though execution risk on integration and remedying Sauget remain important to monitor.

Company Guidance

Perimeter reiterated unchanged long‑term assumptions and provided specific forward guidance: annual interest expense of ~ $75M (Q1 cash interest $24.4M, including a $6.25M one‑time bridge charge), tax‑deductible depreciation & amortization of $60–65M annually (Q1 D&A $10.4M), a cash tax rate of ~20% or better (Q1 cash taxes were a $2M net benefit), and capital expenditures of $30–40M per year (Q1 CapEx $5.8M, with full‑year spend expected toward the higher end to fund suppressants capacity and MMT productivity initiatives). They expect working capital investment of ~10–15% of revenue growth (Q1 was consistent with that), and maintained a disciplined capital structure with net debt/LTM adjusted EBITDA of ~3.2x, about $92M of cash, a fully undrawn $200M revolver, and ~163.1M basic shares outstanding. Management closed the $682M MMT acquisition (funded in part with $550M 6.25% notes due 2034 alongside existing $675M 5% notes due 2029), expects MMT to exceed initial full‑year expectations with 9 product launches in 2026 (vs. 2 in 2025), and highlighted the new 5‑year DLA foam agreement (maximum $500M contract value, ~2/3 incremental uplift ≈ $333M, with ~ $50M incremental revenue expected in 2027 and ramping to steady‑state in 2028), while Q1 results (net sales $125.1M, adjusted EBITDA $41.2M, adjusted EPS $0.06 on an adjusted net income of $9M) were said to be consistent with this framework.

Strong Consolidated Revenue Growth

Net sales of $125.1M in Q1, up 74% year-over-year, driven by organic growth and recent acquisitions (notably MMT).

Material Adjusted EBITDA Improvement

Adjusted EBITDA of $41.2M in Q1, up from $18.1M a year ago (≈+128%), reflecting doubled-plus earnings and improved profitability across segments.

Adjusted and GAAP Earnings Progress

Net income of $72.9M ($0.44 diluted) vs $56.7M ($0.36) prior year (+~29%); adjusted net income $9.0M vs $4.1M prior (+~120%); adjusted EPS $0.06 vs $0.03 (+100%).

Fire Safety Segment Resilience

Fire Safety revenue $45.4M (+22% YoY) and adjusted EBITDA $18.7M (nearly double vs $10.1M prior, +~85%), driven by international retardants (e.g., Australia) and suppressants despite N. American retardant volume headwinds.

Major Contract Wins — DLA and CAL FIRE

Signed a 5-year DLA foam agreement with maximum contract value of $500M (Perimeter expects ~2/3 incremental uplift; financial impact starts late 2026, ~ $50M incremental revenue expected in 2027 above current run rate). Renewed CAL FIRE 5-year contract with a year-1 price step-up to align pricing with other large customers.

Specialty Products & Acquisition Momentum

Specialty Products revenue $79.6M (+128% YoY) and adjusted EBITDA $22.5M (from $8.0M prior, +~181%), driven primarily by contributions from MMT and other recent acquisitions; MMT integration progressing with product launches accelerating from 2 (2025) to 9 (2026).

Improved Earnings Predictability and Contract Structure

Management emphasizes durable, predictable earnings from new contracting structures, diversification (suppressants + international retardants), rising service revenue (Fire Safety service run-rate moved from ~$30M to >$100M) and contractual protections for input-cost pass-throughs.

Healthy Balance Sheet Liquidity and Manageable Leverage

Quarter-end liquidity ~ $92M cash plus a fully undrawn $200M revolving facility; issued $550M 6.25% notes to complement existing debt; net debt / LTM adjusted EBITDA ≈ 3.2x (below target leverage), preserving capacity for M&A.

Perimeter Solutions (PRM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	0.43 / -	0.39	―	―	―
May 06, 2026	2026 (Q1)	0.02 / 0.06	0.03	100.00% (+0.03)
Feb 26, 2026	2025 (Q4)	0.11 / 0.13	0.13	0.00% (0.00)
Oct 30, 2025	2025 (Q3)	0.68 / 0.82	0.668	22.75% (+0.15)
Aug 07, 2025	2025 (Q2)	0.26 / 0.39	0.161	142.24% (+0.23)
May 08, 2025	2025 (Q1)	0.01 / 0.03	-0.08	137.50% (+0.11)
Feb 20, 2025	2024 (Q4)	-0.06 / 0.13	-0.082	258.54% (+0.21)
Nov 12, 2024	2024 (Q3)	0.63 / 0.67	0.12	456.67% (+0.55)
Aug 01, 2024	2024 (Q2)	0.02 / 0.16	-0.048	435.42% (+0.21)
May 09, 2024	2024 (Q1)	-0.14 / -0.08	-0.092	13.04% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PRM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$30.18	$27.41	-9.18%
Feb 26, 2026	$26.37	$23.50	-10.88%
Oct 30, 2025	$21.34	$25.85	+21.13%
Aug 07, 2025	$15.82	$16.86	+6.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Perimeter Solutions, Sa (PRM) report earnings?

Perimeter Solutions, Sa (PRM) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).

What is Perimeter Solutions, Sa (PRM) earnings time?

Perimeter Solutions, Sa (PRM) earnings time is at Jul 30, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PRM EPS forecast?

PRM EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.