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Perimeter Solutions
Perimeter Solutions (PRM) investor relations material
Perimeter Solutions Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved higher structural earnings power and improved financial consistency in 2025, driven by operational value drivers, M&A, and a shift to more fixed and recurring contract structures.
Net sales for 2025 rose 16% year-over-year to $652.9M, with Fire Safety up 12% and Specialty Products up 31%.
Adjusted EBITDA increased 18% to $331.7M for the year; adjusted EPS rose to $1.34 from $1.11 in 2024.
Major acquisitions included IMS, NMT, and the $685M MMT deal in January 2026, adding $140M revenue and $50M adjusted EBITDA.
Specialty Products faced operational and safety challenges at the Sauget plant, impacting results and prompting legal action.
Financial highlights
Consolidated 2025 revenue grew 16% to $652.9M; adjusted EBITDA rose 18% to $331.7M.
Full-year GAAP loss per share was $1.37; adjusted EPS increased 21% to $1.34.
Q4 revenue was $102.8M (up 19%); Q4 adjusted EBITDA was $36.0M (up 9%).
Fire Safety revenue for the year was $489.0M (up 12%), with adjusted EBITDA of $290.5M (up 21%).
Specialty Products revenue reached $163.9M (up 31%), with adjusted EBITDA of $41.2M (up 3%).
Outlook and guidance
Expect continued improvement in earnings predictability and growth, supported by new contract structures and secular growth drivers in fire safety.
MMT acquisition expected to contribute $140M in revenue and $50M in adjusted EBITDA annually, with meaningful year-over-year growth in 2026.
Annual interest expense projected at $75M; capital expenditures expected at $30–$40M per year; cash tax rate expected to be 20% or better.
Focus on value driver execution and portfolio expansion through organic growth and acquisitions.
Founders advisory fees settlement details
Specialty Products Q4 vs. full-year growth drivers
Drivers of the 2025 GAAP net loss increase
Sauget plant dispute: expected resolution path
Fire Safety revenue decoupling from fire activity
Future M&A sub-verticals beyond current portfolio?
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Next Perimeter Solutions earnings date
Q1 20267 May, 2026
Perimeter Solutions
Next Perimeter Solutions earnings date
Q1 20267 May, 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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