Revenue: As of FY2026 Q2, the actual value is USD 213.81 M, missing the estimate of USD 216.89 M.

EPS: As of FY2026 Q2, the actual value is USD -1.11, missing the estimate of USD 0.0758.

EBIT: As of FY2026 Q2, the actual value is USD -201.84 M.

Second Quarter 2026 Financial Highlights

Perimeter Solutions, Inc. reported net sales of $213.8 million for the second quarter of 2026, an increase of 31% compared to $162.6 million in the prior year quarter. Fire Safety net sales grew by 7% to $129.1 million from $120.3 million, while Specialty Products net sales significantly increased by 100% to $84.7 million from $42.4 million in the same period last year. The company experienced a net loss of -$181.6 million, compared to a net loss of -$32.2 million in the prior year quarter. Adjusted EBITDA increased by 16% to $105.6 million, up from $91.3 million in the prior year quarter. Segment-wise, Fire Safety Adjusted EBITDA rose by 1% to $78.8 million from $77.7 million, and Specialty Products Adjusted EBITDA saw a substantial increase of 96% to $26.8 million from $13.7 million. Gross profit for the quarter was $117,868 thousand, up from $101,496 thousand in the prior year. Operating loss for the quarter was -$203,019 thousand, compared to an operating loss of -$26,226 thousand in the prior year quarter. Total operating expenses were $320,887 thousand, versus $127,722 thousand in the prior year. Interest expense, net, was $19,593 thousand, compared to $9,930 thousand. The company recorded an income tax benefit of $39,801 thousand, versus $1,687 thousand in the prior year. Total comprehensive loss was -$190,767 thousand, compared to -$8,041 thousand in the prior year quarter.

Year-to-Date 2026 Financial Highlights

For the six months ended June 30, 2026, Perimeter Solutions, Inc.’s net sales increased by 44% to $338.9 million, compared to $234.7 million in the prior year period. Fire Safety net sales grew 11% to $174.5 million from $157.4 million, and Specialty Products net sales surged 113% to $164.4 million from $77.2 million. Net loss for the year-to-date period was -$108.7 million, contrasting with a net income of $24.5 million in the prior year period. Adjusted EBITDA for the period increased by 34% to $146.7 million, up from $109.4 million. Fire Safety Segment Adjusted EBITDA increased by 11% to $97.5 million from $87.7 million, and Specialty Products Segment Adjusted EBITDA grew by 127% to $49.3 million from $21.7 million. Gross profit for the year-to-date period was $168,655 thousand, up from $129,649 thousand in the prior year period. Operating loss for the period was -$130,532 thousand, compared to an operating income of $51,581 thousand in the prior year period. Total operating expenses were $299,187 thousand, versus $78,068 thousand in the prior year period. Interest expense, net, was $43,949 thousand, compared to $19,574 thousand. The company reported an income tax benefit of $62,891 thousand, versus an income tax expense of -$10,806 thousand in the prior year period. Total comprehensive loss was -$124,397 thousand, compared to a total comprehensive income of $56,530 thousand in the prior year period.

Cash Flow from Operating Activities

Net cash used in operating activities for the six months ended June 30, 2026, was -$89,615 thousand, a decrease from $20,894 thousand provided by operating activities in the prior year period. Net cash used in investing activities was -$700,820 thousand, compared to -$42,803 thousand in the prior year period. Net cash provided by financing activities was $547,212 thousand, compared to net cash used in financing activities of -$40,560 thousand in the prior year period. Cash and cash equivalents at the end of the period were $82,776 thousand, down from $140,658 thousand in the prior year period.

Capital Allocation and Acquisitions

Perimeter Solutions, Inc. invested $12.7 million in capital expenditures during the quarter ended June 30, 2026. On July 30, 2026, the company acquired Monaco Enterprises, Inc. for a total cash purchase price of $120.0 million, funded by cash on hand and existing credit facilities. This acquisition is expected to contribute over $11 million in annualized Adjusted EBITDA, corresponding to a purchase multiple of approximately 10.5x enterprise value to Adjusted EBITDA, and will be included within the Fire Safety segment.

Outlook / Guidance

The provided Form 8-K filing does not contain financial or operational outlook or guidance; these details are stated to be furnished in Exhibit 99.1, which is not part of the provided text for analysis.