The earnings call presented strong financial performance and strategic investments, particularly in the Fire Safety and Specialty Products segments. However, significant operational challenges at the Sauget plant and ongoing litigation with Flexsys pose risks. The strong growth and successful resolution of the Compass Minerals litigation are positive indicators, but these are balanced by the operational hurdles and negative cash flow.

Company Guidance

During Perimeter Solutions' Second Quarter 2025 Earnings Call, the company reported a strong financial performance with a second-quarter adjusted EBITDA of $91.3 million and a first-half adjusted EBITDA of $109.4 million. The quarter's results were driven by normalized fire activity in the U.S., robust international markets, and significant performance in the suppressants and Specialty Products businesses. Revenue for Fire Safety reached $120.3 million, a 22% year-over-year increase, with an adjusted EBITDA of $77.7 million, marking a 40% increase from the previous year. Specialty Products saw a 47% increase in net sales to $42.4 million due to contributions from IMS acquisitions and growth in the base business, despite operational challenges at the Sauget plant. The company invested $62 million in the quarter, including $12.8 million in capital expenditures and $32 million for the repurchase of 2.9 million shares. Additionally, the company resolved litigation with Compass Minerals for $20 million, acquiring surplus assets and securing its intellectual property. Perimeter also emphasized its strategy of operational value drivers and capital allocation to enhance long-term free cash flow and equity value.

Strong Financial Performance

Second quarter adjusted EBITDA reached $91.3 million, a 41% improvement year-over-year, driven by normalized U.S. fire activity and strong international operations.

Fire Safety Revenue Growth

Fire Safety segment revenue increased 22% year-over-year to $120.3 million in Q2, with year-to-date revenue up 27%.

Specialty Products Segment Growth

Q2 net sales for the Specialty Products segment rose 47% from the prior year, driven by IMS acquisitions and base business uplift.

Successful Litigation Settlement

Settlement with Compass Minerals returned intellectual property and included acquisition of assets, resolving trade secret disputes.

Operational and Strategic Investments

Continued capital deployment of nearly $62 million in Q2, including new production facilities and share repurchases.

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
Dec 16, 2025	2025 (Q3)	0.60 / -	0.668	―	―	―
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)
Feb 22, 2024	2023 (Q4)	-0.12 / -0.08	-0.137	40.15% (+0.06)
Nov 09, 2023	2023 (Q3)	0.16 / 0.12	0.064	87.50% (+0.06)
Aug 03, 2023	2023 (Q2)	-0.05 / -0.05	0.017	-382.35% (-0.07)

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
Aug 07, 2025	$15.82	$16.86	+6.57%
May 08, 2025	$10.25	$11.77	+14.83%
Feb 20, 2025	$11.76	$10.82	-7.99%
Nov 12, 2024	$14.08	$12.23	-13.14%

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 (PRM) report earnings?

Perimeter Solutions (PRM) is schdueled to report earning on Dec 16, 2025, Before Open (Confirmed).

What is Perimeter Solutions (PRM) earnings time?

Perimeter Solutions (PRM) earnings time is at Dec 16, 2025, 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 2025 (Q3) is 0.6.

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