Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-K ________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-41027 _______________________________ PERIMETER SOLUTIONS, INC. (Exact ...

Perimeter Solutions (NYSE:PRM) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsHaitham Khouri - CEOJoshua Spector - Director of Equity ResearchKyle Sable - CFOSeth Barker - Head of Investor RelationsConference Call ParticipantsDan Jester - AnalystOperatorGreetings, and welcome to the Perimeter Solutions Q4 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assista ...

Perimeter Solutions (NYSE:PRM) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker4Greetings, and welcome to the Perimeter Solutions Q4 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Set ...

Perimeter Solutions, SA (PRM) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +44.44%. A quarter ago, it was expected that this company would post earnings of $0.68 per share when it actually produced earnings of $0.82, delivering a surprise of +20.59%.Over the last four quarters, the ...

Certain statements in this presentation and discussion are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on Perimeter Solutions, Inc.'s ("we," "us," "our" or the "Company") expectations, intentions and projections regarding the Company's future performance, anticipated events or trends and other matters that are not historical facts. Words such as "anticipate," "estimate," "expect," "forecast," "project," "plan," "intend," "believe," "may ...

Full year Net Loss of $206.4M and Adjusted Net Income of $206.7M Continued value driver execution drove full year Adjusted EBITDA of $331.7M Full year Loss Per Diluted Share of $1.37 and Adjusted Earnings Per Diluted Share of $1.34 Specialty Products Segment acquired add-on product lines in Q4 2025, and MMT in Q1 2026 CLAYTON, Mo., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Perimeter Solutions, Inc. (NYSE: PRM) (“Perimeter,” “Perimeter Solutions,” or the “Company”), a leading provider of industrial products and serv ...

Core Viewpoint - Perimeter Solutions will release its financial results for Q4 and year-end 2025 on February 26, 2026, before market opening [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call at 8:30 a.m. ET on the same day, led by CEO Haitham Khouri, CFO Kyle Sable, and Head of Investor Relations Seth Barker [2] - The conference call will be accessible via Perimeter's investor relations website and will include a replay available until March 26, 2026 [2] Group 2: Company Overview - Perimeter Solutions is a leading provider of industrial products and services, focusing on critical customer missions across niche applications [3] - The company operates in two segments: Fire Safety, which includes fire retardants and suppressants, and Specialty Products, covering lubricant additives and medical device machinery [3] - Perimeter aims to expand its portfolio through organic growth and value-creating acquisitions [3]

Acquisition Details - Perimeter Solutions, Inc. has completed the acquisition of Medical Manufacturing Technologies LLC for approximately $685 million in cash, including certain tax benefits [1] - The acquisition was financed using cash on hand and proceeds from a senior secured notes offering that closed on January 2, 2026 [1] Company Overview - Perimeter Solutions is a leading global solutions provider for the Fire Safety and Specialty Products industries, organized into two reporting segments: Fire Safety and Specialty Products [4] Fire Safety Segment - The Fire Safety segment formulates and manufactures fire management products to combat various types of fires, including wildland and structural fires [5] - This segment also offers specialized equipment and services to support firefighting operations, including mobile retardant bases and custom-designed equipment [5] - The service network can meet emergency resupply needs for approximately 150 air tanker bases in North America and other global locations [5] Specialty Products Segment - The Specialty Products segment develops and markets products for non-fire safety markets, including phosphorus derivatives and electronic components [6] - Phosphorus Pentasulfide produced by this segment is used in lubricant additives, pesticides, mining chemicals, and emerging electric battery technologies [6] - Intelligent Manufacturing Solutions within this segment focuses on a variety of product lines across communications, energy, defense, and industrial systems, with an emphasis on aftermarket repair and replacement [6] Medical Manufacturing Technologies (MMT) - MMT is a leading provider of highly engineered machinery and aftermarket consumables for minimally invasive medical devices, with nearly all revenue from proprietary products and about half from the aftermarket [2]

Company Overview - Perimeter Solutions, Inc. is a specialty chemicals company focused on fire safety and lubricant additives, operating globally with a diverse customer base [6] - The company generates revenue primarily through its Fire Safety and Oil Additives segments, supplying products and services to industrial and government clients [9] - As of the latest report, Perimeter Solutions has a market capitalization of $4.15 billion, with trailing twelve-month (TTM) revenue of $636.34 million and net income of $78.03 million [4] Financial Performance - In the third quarter, Perimeter Solutions reported a 9% year-over-year revenue increase to $315.4 million, with adjusted EBITDA also rising 9% to $186.3 million, driven by strong performance in Fire Safety products [11] - Year-to-date adjusted EBITDA is up 20%, and adjusted earnings per share (EPS) for the quarter increased to $0.82 from $0.75 a year earlier [11] Investment Activity - East Coast Asset Management reduced its stake in Perimeter Solutions by 497,847 shares, amounting to an estimated $6.40 million, as per a November 14 SEC filing [1][2] - Post-reduction, the remaining stake in Perimeter Solutions is approximately 1.6 million shares valued at $35.24 million, representing 11.04% of the fund's 13F assets and ranking as its second-largest holding [2][3] - The fund's decision to trim its position is viewed as a risk management strategy rather than a retreat, maintaining significant exposure to the company [10][12]

Core Insights - Perimeter Solutions, Inc. (PRM) has announced a $550 million offering of 6.250% senior secured notes due January 15, 2034, with an expected closing date of January 2, 2026 [1][8] Group 1: Offering Details - The notes will mature on January 15, 2034, and will bear interest at a rate of 6.250% per annum, payable semi-annually [1] - The offering is fully guaranteed on a senior secured basis by Perimeter Intermediate, LLC, and secured by first-priority interests on substantially all present and future assets of Perimeter Holdings and its guarantors [2][8] Group 2: Use of Proceeds - The net proceeds from the offering, along with cash on hand, will be used to fund the acquisition of Medical Manufacturing Technologies LLC (MMT) and to cover related fees and expenses [3][8] - If the acquisition is not completed by September 9, 2026, or if the company decides not to pursue it, Perimeter Holdings will be required to redeem the notes [3] Group 3: Strategic Implications - The acquisition of MMT is expected to enhance Perimeter's focus on businesses in secular growth markets characterized by strong free cash flow, high returns on tangible capital, and sustainable earnings power [4] - Post-transaction, the company anticipates a net leverage ratio of approximately 2.7x net debt to combined adjusted EBITDA for the last 12 months ending September 30, 2025 [4] Group 4: Market Performance - PRM shares have increased by 117.3% over the past year, contrasting with a 1% decline in the industry [6]