Perimeter Solutions - Heating Up With More Deals

Impact · against what's priced in

Perimeter Solutions exhibits strong growth momentum with a 74% revenue increase and new multi-year government contracts. While valuation remains high, the scale of the EBITDA acceleration suggests the company is successfully scaling its Fire Safety and Specialty Products segments.

PRM+0.60

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In context

Q1 2026 revenue growth of 74% to $125 million and a 128% jump in adjusted EBITDA provide concrete evidence of scaling, while new DLA and Cal FIRE contracts secure long-term visibility.

Read from the article alone

• revenue growth▲8%
• earnings▲4%
• valuation
• PRM
• fire safety
• government contracts
• wildfires

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