Perimeter Solutions Inc (PRM)

Perimeter Solutions' stock has shown significant positive momentum in the past six months. In Q1 2025, the company reported a strong start with consolidated net sales up 22% and adjusted EBITDA rising 49%, driven by Fire Safety revenue. In Q2 2025, net sales increased 28% and adjusted EBITDA rose 41%, with both Fire Safety and Specialty Products segments contributing. Perimeter Solutions and the USDA entered a five-year agreement to strengthen wildfire response. Over the past six months, there has been significant insider selling, with executives selling over $8 million worth of shares.

Demand for Perimeter Solutions' Fire Safety products is highly seasonal and cyclical, driven by the intensity and duration of wildfire seasons. The company is working to reduce the impact of fire seasonality by creating more predictable cash flows and customer spending. The Specialty Products segment's demand is less directly tied to seasonality but can be impacted by operational challenges.

Perimeter Solutions, Inc. (PRM) is a global specialty chemicals company that operates in the Fire Safety and Specialty Products segments. The Fire Safety segment formulates, manufactures, and sells fire retardants and firefighting foams, along with specialized equipment and services. The Specialty Products segment develops and markets products for non-fire safety applications, with a focus on Phosphorus Pentasulfide (P2S5) based lubricant additives and Intelligent Manufacturing Solutions (IMS).

Headquartered in Clayton, Missouri, and Tempe, Arizona, Perimeter Solutions serves customers in over 50 countries. It maintains a global presence through regional sales offices, technical service laboratories, and production facilities across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. Research and development centers are located in North America and Europe.

Perimeter Solutions generally maintains a positive brand reputation, particularly within its specialized markets. The company has a consensus rating of "Moderate Buy" from research analysts and a Zacks Rank #1 (Strong Buy) with a Momentum Style Score of A. The agreement with the USDA solidifies its position in wildfire response. Its operational excellence and R&D breakthroughs in fluorine-free foams reinforce its market leadership.

Perimeter Solutions' stock ownership includes institutional, retail, and individual investors. Institutional investors hold approximately 82.85% of the shares, with major holders including Windacre Partnership Llc, Principal Financial Group Inc., BlackRock, Inc., and Vanguard Group Inc. Individual insiders own about 6.32% of the company's stock.