earnings
confidence high
sentiment positive
materiality 0.75
Q1 net sales $125.1M (+74% YoY); Adj EBITDA $41.2M (+128%); acquired MMT for $682.3M
Perimeter Solutions, Inc.
2026-Q1 EPS reported
$0.44
revenue$125,069,000
- Net sales $125.1M (+74% YoY); Fire Safety +22% to $45.5M, Specialty Products +128% to $79.6M.
- Net income $72.9M ($0.44 diluted EPS); Adjusted EPS $0.06 vs $0.03 prior year.
- Adjusted EBITDA $41.2M (+128% YoY); Fire Safety Adj EBITDA $18.7M (+85%), Specialty $22.5M (+181%).
- Acquired MMT for $682.3M cash in Jan 2026, funded by cash and notes offering; in Specialty Products segment.
- Entered five-year contracts with U.S. Defense Logistics Agency and California Department of Forestry in April 2026.