PRESS-RELEASE ·Filed May 6, 2026
Press release · Earnings
Actionable Insight ▲ Bullish
Monitor the Q2 2026 earnings for organic growth sustainability and integration progress of MMT. The new government contracts provide a multi-year backlog.
Final — all horizons settled through T+60d ⚠ clustered
PRM ▲ +11.67% at T+60d
LONG call ✓ call won +11.67% · α vs SPY +9.61% · entry $27.41 → $30.61
T+1d
+7.11%
call +7.11% · α +7.45%
$29.36
settled 6mo ago
T+5d
+17.11%
call +17.11% · α +15.98%
$32.10
settled 6mo ago
T+20d
+8.87%
call +8.87% · α +6.08%
$29.84
settled 5mo ago
T+60d
+11.67%
call +11.67% · α +9.61%
$30.61
settled 3mo ago
Price Chart
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Executive Summary
Perimeter Solutions reported Q1 2026 net sales of $125.1M (+74% YoY) and GAAP diluted EPS of $0.44, far exceeding the $0.02 consensus. Adjusted EBITDA surged 128% to $41.2M.
Key Financial Metrics
EPS
$0.44
est $0.02 · +2100.0%
Revenue
$125.1M
est $121.8M · +2.7% · +73.7% YoY
Rating
strong beat
Free Cash Flow
-$94.8M
Gross Margin
40.6%
Key Facts
- Net sales $125.1M, +74% YoY vs $72.0M (consensus $121.8M)
- GAAP diluted EPS $0.44 vs consensus $0.02 (beat by 2100%)
- Adjusted diluted EPS $0.06 vs $0.03 YoY
- Adjusted EBITDA $41.2M, +128% YoY
- Fire Safety segment net sales +22% to $45.5M; Specialty Products +128% to $79.6M
- Acquired MMT for $682.3M in January 2026, funded with cash and senior secured notes
- Long-term debt increased to $1.21B from $669M at year-end 2025
- Operating cash flow was -$89.0M due to $95.7M cash settlement of founders advisory fees
- Entered key five-year contracts with U.S. Defense Logistics Agency and California Department of Forestry in April 2026
Financial Impact
Revenue beat consensus by ~$3.3M (2.7%); GAAP EPS beat by $0.42 (2100%); Adjusted EBITDA doubled to $41.2M
revenueepsebitdadebt
Risk Factors
- High leverage: long-term debt $1.21B vs market cap $4.9B (25% debt/cap)
- Negative operating cash flow of -$89M in Q1 due to advisory fee settlement
- Historical pattern of post-earnings selloffs on bullish calls for PRM
Market Snapshot
Exchange
NYSE
Sector
Chemicals & Allied Products
Analyst Consensus
83% bullish (6 analysts)
Investment Themes
Materials & Mining
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288589 |
12 reports for PRM
100% Hit rate @ T+60 Went positive at some point 4 of 4 best @ T+60▲ +34.87%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $27.80 | awaiting T+60 | — | $28.48 (+2.45%) |
Jul 31, 2026 12w ago | 8-K | $30.61 $28.10 | ▼ −8.20% | ▼ −10.65% | $28.48 (−6.96%) |
Jul 31, 2026 12w ago | Press Release | $30.61 $28.10 | ▲ +8.20% | ▲ +10.65% | $28.48 (+6.96%) |
Jul 23, 2026 13w ago | Press Release | $33.73 $26.35 | ▼ −21.88% | ▼ −25.17% | $28.48 (−15.56%) |
Jun 12, 2026 19w ago | 144 | $36.36 $31.23 | ▼ −14.11% | ▼ −15.11% | $28.48 (−21.67%) |
May 15, 2026 23w ago | Insider Cluster | $33.44 $34.56 | ▲ +3.35% | ▼ −1.50% | $28.48 (−14.83%) |
May 6, 2026 24w ago | 8-K | $27.41 $30.61 | ▲ +11.67% | ▲ +9.61% | $28.48 (+3.90%) |
May 6, 2026 24w ago | Press Release | $27.41 $30.61 | ▲ +11.67% | ▲ +9.61% | $28.48 (+3.90%) |
Apr 21, 2026 26w ago | Press Release | $30.65 $34.42 | ▲ +12.30% | ▲ +7.52% | $28.48 (−7.08%) |
Apr 17, 2026 27w ago | DEFA14A | $27.80 $33.32 | ▲ +19.86% | ▲ +13.71% | $28.48 (+2.45%) |
Showing 10 of 12
US Market Status
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