Jun 2026 (Q2 FY26) — Jul 31, 2026
Perimeter Solutions Q2 FY26 — Strong EBITDA Growth and Strategic Monaco Acquisition
Read the full callPerimeter Solutions earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 214 | +31.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -95.0 | −78.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -182 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $22.07 on 14 Oct 2025 → $27.3. High $37.78 (18 Jun 2026), low $20.69 (20 Mar 2026).
Overview
Call summaries
Perimeter Solutions Q2 FY26 — Strong EBITDA Growth and Strategic Monaco Acquisition
Read the full callPerimeter Solutions Q1 FY26 — Strong Start with Key Contract Wins and MMT Integration
Read the full callPerimeter Solutions Q4 FY25 — Strong Earnings Power and Strategic M&A
Read the full callEvery analysed call
Financials
Net profit, year on year: −465% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 288 | 86 | 72 | 163 | 315 | 103 | 125 | 214 |
| Operating profit | -35 | 61 | 78 | -26 | -87 | -165 | 72 | -203 |
| Operating margin | −12.2% | 71.1% | 108.0% | −16.1% | −27.7% | −160.7% | 58.0% | −95.0% |
| Other income | -9 | -11 | -9 | -8 | -10 | -9 | -23 | -18 |
| Interest | 10 | 9 | 10 | 10 | 10 | 10 | 24 | 20 |
| Profit before tax | -44 | 50 | 69 | -34 | -97 | -174 | 50 | -221 |
| Tax rate | −102.2% | −188.8% | 18.1% | 5.0% | 6.7% | 19.6% | −46.3% | 18.0% |
| Net profit | -89 | 144 | 57 | -32 | -91 | -140 | 73 | -182 |
| EPS ($ per share) | -0.61 | — | 0.38 | -0.22 | -0.62 | — | 0.47 | -1.11 |
| Line item | Dec 2019 | Dec 2020 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 53 | 163 | 165 | 0 | 0 |
| Reserves | — | -48 | -648 | -581 | -587 | -793 |
| Total liabilities | — | 847 | 1,318 | 1,163 | 1,259 | 1,520 |
| Fixed assets | — | 48 | 59 | 59 | 65 | 85 |
| Investments | — | — | 0 | 6 | 0 | — |
| Total assets | — | 1,138 | 2,457 | 2,315 | 2,416 | 2,653 |
| Line item | Dec 2019 | Dec 2020 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -0 | 71 | -40 | 0 | 188 | 238 |
| Cash from investing | -25 | -9 | -10 | -15 | -43 | -107 |
| Cash from financing | 21 | -46 | -49 | -64 | 8 | -9 |
| Net cash flow | -6 | 13 | -99 | -79 | 151 | 127 |
| Capital expenditure | -9 | -7 | -9 | -9 | -16 | -30 |
| Free cash flow | -9 | 63 | -49 | -9 | 173 | 209 |
Specialty Products grew from 13% to 40% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Fire Safety | 87% | 70% | 52% | 74% | 87% | 57% | 36% | 60% | +7.3% |
| Specialty Products | 13% | 30% | 48% | 26% | 13% | 43% | 64% | 40% | +100.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
49 filings between Nov 24, 2025 and Jun 30, 2026.
Purchases
None
No insider bought shares.
Sales
$239.62M
28 sales by 6 insiders
Also filed: 5 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| WINDACRE PARTNERSHIP LLC | — | $195.61M | Jun 30, 2026 |
| Thorndike William N Jr | — | $15.40M | Mar 11, 2026 |
| Sable Kyle | — | $10.84M | May 13, 2026 |
| Khouri Haitham | — | $7.28M | May 22, 2026 |
| Emery Jeffrey | — | $6.57M | May 13, 2026 |
| Yokozuka Noriko | — | $3.91M | Dec 12, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 30, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 1,875,000 | $63.56M |
| Jun 29, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 437,500 | $14.44M |
| Jun 26, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 548,479 | $18.93M |
| Jun 26, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 378,600 | $13.71M |
| Jun 26, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 2,296,400 | $79.00M |
| Jun 26, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 20,000 | $725.0K |
| Jun 26, 2026 | WINDACRE PARTNERSHIP LLC 10% owner | Sale | 150,000 | $5.25M |
| May 22, 2026 | Khouri Haitham Chief Executive Officer | Sale | 117,511 | $3.67M |
| May 21, 2026 | Khouri Haitham Chief Executive Officer | Sale | 91,724 | $2.93M |
| May 20, 2026 | Khouri Haitham Chief Executive Officer | Sale | 20,300 | $692.0K |
| May 13, 2026 | Sable Kyle Chief Financial Officer | Option exercise | 49,540 | $414.2K |
| May 13, 2026 | Sable Kyle Chief Financial Officer | Sale | 46,263 | $1.53M |
| May 13, 2026 | Sable Kyle Chief Financial Officer | Sale | 3,277 | $110.1K |
| May 13, 2026 | Emery Jeffrey President - Global Fire Safety | Option exercise | 53,537 | $447.6K |
| May 13, 2026 | Emery Jeffrey President - Global Fire Safety | Sale | 53,537 | $1.79M |
| May 12, 2026 | Sable Kyle Chief Financial Officer | Option exercise | 30,000 | $250.8K |
| May 12, 2026 | Sable Kyle Chief Financial Officer | Sale | 30,000 | $952.5K |
| May 11, 2026 | Emery Jeffrey President - Global Fire Safety | Option exercise | 99,963 | $835.7K |
| May 11, 2026 | Emery Jeffrey President - Global Fire Safety | Sale | 97,855 | $3.22M |
| May 11, 2026 | Sable Kyle Chief Financial Officer | Option exercise | 20,460 | $171.0K |
| May 11, 2026 | Sable Kyle Chief Financial Officer | Sale | 20,460 | $672.9K |
| May 11, 2026 | Emery Jeffrey President - Global Fire Safety | Sale | 2,108 | $71.8K |
| May 8, 2026 | Sable Kyle Chief Financial Officer | Option exercise | 130,000 | $1.09M |
| May 8, 2026 | Emery Jeffrey President - Global Fire Safety | Option exercise | 46,500 | $388.7K |
| May 8, 2026 | Emery Jeffrey President - Global Fire Safety | Sale | 46,500 | $1.49M |
| May 8, 2026 | Sable Kyle Chief Financial Officer | Option exercise | 20,000 | $77.8K |
| May 8, 2026 | Sable Kyle Chief Financial Officer | Sale | 150,000 | $4.73M |
| Apr 23, 2026 | Howley W Nicholas Director | Gift | 3,480,640 | $0 |
| Apr 1, 2026 | Howley W Nicholas Director | Gift | 1,000,000 | $0 |
| Mar 11, 2026 | Thorndike William N Jr Director | Sale | 100,000 | $2.32M |
| Mar 10, 2026 | Thorndike William N Jr Director | Sale | 100,000 | $2.36M |
| Mar 9, 2026 | Thorndike William N Jr Director | Sale | 34,957 | $833.7K |
| Mar 9, 2026 | Thorndike William N Jr Director | Sale | 90,043 | $2.09M |
| Mar 6, 2026 | Thorndike William N Jr Director | Sale | 100,000 | $2.36M |
| Mar 5, 2026 | Thorndike William N Jr Director | Sale | 100,000 | $2.41M |
| Mar 4, 2026 | Thorndike William N Jr Director | Sale | 125,000 | $3.03M |
| Mar 3, 2026 | Howley W Nicholas Director | Award | 5,582,492 | $0 |
| Mar 3, 2026 | Howley W Nicholas Director | Gift | 1,101,852 | $0 |
| Mar 3, 2026 | Thorndike William N Jr Director | Award | 5,582,492 | $0 |
| Mar 3, 2026 | Cool Tracy Britt Director | Award | 65,843 | $0 |
| Mar 3, 2026 | Raj Vivek Director | Award | 555,859 | $0 |
| Mar 3, 2026 | Khouri Haitham Chief Executive Officer | Award | 1,600,317 | $0 |
| Dec 12, 2025 | Yokozuka Noriko General Counsel | Option exercise | 120,000 | $1.20M |
| Dec 12, 2025 | Yokozuka Noriko General Counsel | Option exercise | 17,500 | $175.0K |
| Dec 12, 2025 | Yokozuka Noriko General Counsel | Sale | 137,500 | $3.91M |
| Dec 12, 2025 | Sable Kyle Chief Financial Officer | Option exercise | 100,000 | $836.0K |
| Dec 12, 2025 | Sable Kyle Chief Financial Officer | Sale | 100,000 | $2.85M |
| Dec 9, 2025 | Thorndike William N Jr Director | Gift | 673,685 | $0 |
| Nov 24, 2025 | Howley W Nicholas Director | Gift | 746,767 | $0 |
| Sep 11, 2025 | Raj Vivek Director | Sale | 25,000 | $561.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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