Perimeter Solutions Q4 net sales rise 19%

Perimeter Solutions

26/02/2026 11:10

Overview

Industrial products provider's Q4 net sales rose 19% yr/yr

Company reported Q4 net loss of $140.2 mln vs year-ago profit

Specialty Products segment acquired new product lines in Q4 2025

Outlook

Perimeter Solutions did not give any specific financial forecasts

Result Drivers

SPECIALTY PRODUCTS GROWTH - Specialty Products segment net sales increased 75% in Q4, driven by acquisitions and strong demand

FIRE SAFETY DECLINE - Fire Safety segment net sales decreased 4% in Q4, reflecting weaker demand in that segment

ACQUISITIONS - Acquisitions of new product lines in Specialty Products segment expected to drive future growth

Company press release: ID:nGNX5SKQRv

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$102.80 mln
$94.05 mln (1 Analyst)
Q4 Adjusted EPS
Beat
$0.13
$0.11 (2 Analysts)
Q4 EPS
-$0.94
Q4 Net Income
-$140.20 mln
Q4 Adjusted EBITDA
Beat
$36 mln
$35.38 mln (1 Analyst)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "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 $33.00, about 25.1% above its February 25 closing price of $26.37

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 three months ago

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