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Perimeter Solutions (PRM) investor relations material
Perimeter Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 consolidated net sales rose 9% year-over-year to $315.4M, with Fire Safety and Specialty Products both contributing to growth.
Adjusted EBITDA increased 9% to $186.3M in Q3 2025, with year-to-date Adjusted EBITDA at $295.7M, driven by operational execution, contract improvements, and international expansion.
A major five-year contract with the U.S. Forest Service was signed, expanding to new airbases, increasing fixed service revenue, and transitioning to powder-based products.
Operating loss widened to $87.3M in Q3 2025, primarily due to a significant increase in founder advisory fees linked to share price appreciation.
IMS business and Specialty Products segment saw growth from acquisitions, but Specialty Products faced operational and safety challenges at the Sauget, IL plant.
Financial highlights
Q3 2025 consolidated revenue: $315.4M (+9% YoY); year-to-date: $550.1M (+16% YoY).
Q3 2025 Adjusted EBITDA: $186.3M (+9% YoY); year-to-date: $295.7M (+20% YoY).
Q3 2025 net loss: $90.7M ($0.62/share); adjusted EPS: $0.82 (vs. $0.75 prior year).
Free cash flow for Q3 2025: $193.6M; year-to-date: $197M.
Gross profit for Q3 2025: $199.1M (+10% YoY); gross margin: 63.2%.
Outlook and guidance
2025 full-year assumptions remain unchanged; Q3 results align with expectations, and management expects sufficient liquidity for at least the next 12 months.
Long-term assumptions include ~$40M annual interest expense, ~$20-25M tax-deductible D&A, 20-25% cash tax rate, and $15-30M annual capex.
Continued focus on organic growth, productivity, M&A, and resilience to policy and economic shifts.
The company continues to monitor inflation, interest rates, and supply chain risks, with mitigation strategies in place.
Future impact of Founders advisory fees?
Why did Specialty Products EBITDA decline?
Strategic rationale for IMS product line acquisition?
Sauget plant dispute resolution outlook
Future M&A target characteristics beyond IMS
New USFS contract: 2026 earnings & revenue mix
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Next Perimeter Solutions earnings date
Q4 202519 Feb, 2026
Next Perimeter Solutions earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Perimeter Solutions SA is a global provider of fire safety and oil additives solutions, operating primarily in two business segments: Fire Safety and Specialty Products. The company specializes in the manufacture and supply of firefighting products and lubricant additives, catering to a diverse international market including the United States and Germany. Its products are designed to address critically important life safety issues, with a focus on delivering solutions that are effective, environmentally friendly, and vital for applications where failure is not an option. The company was established following the acquisition by SK Capital Partners from Israel Chemicals Ltd. in 2018, building on a legacy of over 50 years in technology development for fire safety and oil additives. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE under the ticker PRM.
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