NYSE$PRM

Perimeter Solutions SA · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Perimeter Solutions reported Q1 2026 with $125.1M revenue, net income of $72.9M, and diluted EPS of $0.44.

For the period ended 2026-03-31, Perimeter Solutions reported $125.1M revenue. Net sales $125.1M (+74% YoY) with products $122.6M. Net income $72.9M; diluted EPS $0.44. Founders advisory fee fair-value benefit of $76.4M in operating expenses. No numeric quarterly guidance; wildfire seasonality and M&A integration discussed in MD&A.

  • Net sales $125.1M (+74% YoY) with products $122.6M.
  • Net income $72.9M; diluted EPS $0.44.
  • Founders advisory fee fair-value benefit of $76.4M in operating expenses.

Headline financials

Total Revenue

$125M

Previous: $72M+73.6%
EPS (adj)

$0.44

Previous: $0.36+22.2%
Capital Expenditures

-$5.8M

Previous: -$4.81M-20.5%
Net Income

$72.9M

Previous: $56.7M+28.7%
Operating Income

$72.5M

Previous: $77.8M-6.8%
Gross Profit

$50.8M

Previous: $28.2M+80.4%

Revenue & EPS history

Perimeter Solutions · Revenue · Quarterly

$125M

Q1 2026+73.6%vs Q1 2025
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

No numeric quarterly guidance; wildfire seasonality and M&A integration discussed in MD&A.

Tailwinds

  • Sharp revenue growth and strong gross profit.
  • Large non-cash advisory fee benefit boosted earnings.
  • Share repurchase authorization remains available.

Headwinds

  • Earnings include significant non-cash fair-value items.
  • Seasonal demand for fire retardants.
  • Integration and debt costs from acquisitions.

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 2026

Historical avgQ1 2026

+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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