Firefighting chemicals supplier Perimeter Solutions Q3 sales beat estimates

Perimeter Solutions

30/10/2025 10:07

Overview

Perimeter Q3 net sales grew 9% yr/yr, beating analyst expectations

Adjusted EBITDA for Q3 increased 9%, surpassing analyst estimates

Company acquired IMS add-on product lines for $12 mln on Sept 12

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

FIRE SAFETY GROWTH - Fire Safety net sales increased 9%, contributing to overall revenue growth

SPECIALTY PRODUCTS GROWTH - Specialty Products net sales rose 15%, aiding in revenue increase

IMS ACQUISITION - Acquisition of IMS add-on product lines for $12 mln to bolster Specialty Products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$315.40 mln
$238.27 mln (1 Analyst)
Q3 EPS
-$0.62
Q3 Net Income
-$90.70 mln
Q3 Adjusted EBITDA
Beat
$186.30 mln
$138.55 mln (1 Analyst)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Perimeter Solutions Inc is $26.00, about 17.9% above its October 29 closing price of $21.34

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX1x9hjN

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)