NYSE$PRM

Perimeter Solutions SA · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Perimeter Solutions reported Q1 2025 net sales of $72.0M with net income of $56.7M and diluted EPS of $0.36.

Net sales rose 22% to $72.0M on strong fire-retardant demand. Net income of $56.7M included a large favorable founders advisory fee reversal; diluted EPS was $0.36.

  • Q1 net sales $72.0M (+22% YoY).
  • Net income $56.7M on advisory fee accounting.
  • Wildfire season and utility contracts drive mix.
  • Founders advisory and M&A fees add volatility.
  • Operational income supports core fire-safety franchise.

Headline financials

Total Revenue

$72M

Previous: $59M+22.0%
EPS (adj)

$0.36

Previous: -$0.57+163.2%
Capital Expenditures

-$4.81M

Previous: -$1.55M-209.9%
Net Income

$56.7M

Previous: -$82.6M+168.7%
Operating Income

$77.8M

Previous: -$74.9M+203.9%
Gross Profit

$28.2M

Previous: $20.7M+36.0%

Revenue & EPS history

Perimeter Solutions · Revenue · Quarterly

$72M

Q1 2025+22%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Perimeter Solutions · $143M total across 2 segments · Q3 2023

  • Fire Safety
    $118M-3.0%
  • Specialty Products
    $24.4M-36.6%

Forward guidance

Management discusses operational priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core operating metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures in the sector.
  • One-time items affecting GAAP comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.1%

Avg return

Earnings day

+6.4%

Avg return

5 days after

+7.8%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+29.1%

Q3 2022

Best reaction

-14.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.2%+6.5%-0.2%
Q4 2025-10.5%-7.6%-19.1%
Q3 2025+20.6%+13.2%+30.6%
Q1 2025+15.2%+18.7%+24.9%
Q4 2024-8.0%-13.4%-23.1%
Q3 2024-14.1%-13.6%-8.5%
Q2 2024+0.0%+5.3%+20.8%
Q1 2024-0.9%+3.3%-7.2%
Q4 2023+2.7%+6.2%+10.1%
Q3 2023+10.8%+37.0%+37.7%
Q2 2023+10.7%+6.5%+9.2%
Q1 2023-5.4%-4.6%-12.1%
Q4 2022+2.7%+1.9%-7.9%
Q3 2022+29.1%+29.2%+52.2%
Q2 2022-5.1%-1.6%-14.8%
Q2 2021-5.1%-1.6%-14.8%
Q1 2021-1.2%+14.6%+34.6%
Q1 2022-5.1%+17.2%+40.8%
Q4 2019+0.4%-2.7%-15.0%
Q4 2021+0.3%+1.8%-7.3%
Q4 2020+6.5%+10.0%+16.1%
Q3 2020+6.5%+10.0%+16.1%
Q3 2021+6.5%+10.0%+16.1%
Q2 2020
Q1 2020

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