Perimeter Solutions, Inc. (PRM)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · PRM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-11-05.
The screen ranks PRM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 49% of the time over the next year (vs 53% for the rest of the cohort, n=1963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Perimeter reinvests in its businesses to strengthen the products and services they provide to customers, and it expects to continue growing organically and through value-creating acquisitions.
Stated in 3 of 3 supplied quarters. Management reported: “Perimeter reinvests in its businesses to strengthen the products and services they provide to customers, and it expects to continue growing organically and through value-creating acquisitions.” “Perimeter expects to continue expanding its portfolio through organic growth and value creating acquisitions.” Revenue was $389.865 million in 2026-Q3.
“Perimeter reinvests in its businesses to strengthen the products and services they provide to customers, and it expects to continue growing organically and through value-creating acquisitions.”
“Perimeter expects to continue expanding its portfolio through organic growth and value creating acquisitions.”
“Perimeter expects to continue expanding its portfolio through organic growth and value creating acquisitions.”
Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.
Stated in 3 of 3 supplied quarters. Management reported: “Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.” “Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital structure management, fulfills our dual mandate: to serve customers and create value for stockholders.” Operating income was $416.455 million in 2026-Q3.
Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.
Stated in 3 of 3 supplied quarters. Management reported: “Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.” “Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital structure management, fulfills our dual mandate: to serve customers and create value for stockholders.” Net income was $304.466 million in 2026-Q3.
Continue growing Specialty Products segment via acquisitions like MMT and Monaco and organic sales increases, aiming to boost revenue and Adjusted EBITDA.
Grow Fire Safety segment revenue and Adjusted EBITDA through organic sales growth and integration of acquisitions like Monaco.
Over the trailing year it converted -1.54x of net income into operating cash flow. Historically, Materials names rated fragile grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=1429).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Materials names rated stable grew net income 57% of the time over the next year (vs 51% for the rest of the cohort, n=1843).
Not investment advice. As of 2026-11-05.
“Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.”
“Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital s…”
“Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital s…”
“Perimeter prioritizes serving its customers’ needs while driving private-equity-like returns, all enabled by its Operational Value Drivers model and decentralized operating structure.”
“Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital s…”
“Perimeter’s focus on superior customer service, paired with our Value Driver-focused operating strategy, decentralized operating model, and focus on driving value via capital allocation and capital s…”