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Dec 31, 2025
Perimeter Solutions Q4 2025 Earnings Report
Perimeter Solutions reported higher fourth quarter 2025 net sales with a significant GAAP net loss driven by advisory fees, while adjusted profitability improved.
Key Takeaways
In Q4 2025, Perimeter Solutions generated net sales of 102750000 and a net loss of 140231000, primarily impacted by founders advisory fees, while Adjusted EBITDA increased to 35952000 and adjusted net income reached 19893000.
Net sales increased 19% year-over-year to 102750000.
GAAP net loss was 140231000 compared to net income in the prior year quarter.
Adjusted EBITDA rose 9% year-over-year to 35952000.
Specialty Products net sales grew 75% year-over-year to 44700000.
Revenue by Segment
Forward Guidance
The company highlighted continued execution of its value driver strategy and expansion within Specialty Products through acquisitions, without providing specific quantitative forward guidance for 2026 in the release.
Positive Outlook
- Continued value driver execution supporting profitability.
- Strong growth in Specialty Products segment.
- Recent acquisition of electro-optical product lines.
- Acquisition of MMT expected to expand Specialty Products.
- Improved adjusted profitability metrics year-over-year.
Challenges Ahead
- Significant GAAP net loss in the quarter.
- High founders advisory fee expenses impacting earnings.
- Fire Safety segment revenue declined year-over-year.
- Operating loss of 165164000 for the quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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