Q2 FY2026 EarningsQ2 FY2026 results missed consensus across key financial metrics, with revenue of $213.8M falling 1.42% short of the $216.9M estimate. Adjusted EPS of $0.35 significantly lagged the $0.42 mean consensus, despite a 16% YoY increase in Adjusted EBITDA to $105.6M. Growth was bifurcated: Fire Safety revenue rose a modest 7% YoY, while Specialty Products surged 100% to $84.7M, driven by recent acquisitions and Value Driver execution. Management announced the $120M acquisition of Monaco Enterprises, which is expected to contribute over $11M in annualized Adjusted EBITDA.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Perimeter Solutions SA(PRM) the Revenue is 213.81 M (+31.46%), Miss estimate;the EBIT is 76.68 M (+4.45%), Miss estimate;the EPS is -1.11 (-404.6%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.21B31.46%
0.22B33.36%
-0.00B1.90%
EBITMiss expectations
0.08B4.45%
0.09B20.61%
-0.01B16.16%
EPSMiss expectations
-1.11404.55%
0.0758134.45%
-1.1858539.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf