Perimeter Solutions 2025 Q2 Earnings Sharp Net Income Decline Amid Revenue Growth
Generated by AI AgentAinvest Earnings Report Digest
Friday, Aug 8, 2025 2:44 am ET1min read
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Aime Summary
Aime SummaryPerimeter Solutions reported mixed Q2 2025 results, showing strong revenue growth but a significant net loss. While the company raised CAPEX guidance, it provided no EPS or revenue targets, and performance challenges remain in key operations.
Revenue
Perimeter Solutions reported total revenue of $162.64 million for Q2 2025, marking a 27.8% year-over-year increase from $127.28 million in Q2 2024.
Earnings/Net Income
The company swung to a net loss of $32.16 million, or $0.22 per share, in Q2 2025, compared to net income of $21.65 million, or $0.15 per share, in Q2 2024. This represents a 248.5% decline in net income and a 246.7% negative change in EPS, reflecting a sharp deterioration in profitability.
Price Action
Perimeter Solutions’ stock has shown strong recent performance, with a 1.51% rise on the latest trading day, a 4.53% gain over the past week, and a 10.34% increase month-to-date.
Post Earnings Price Action Review
A historical strategy of buying shares following a revenue beat and holding for 30 days has delivered a 65.74% return over the past three years, outperforming the 51.69% benchmark by 14.05%. This approach generated a 18.64% CAGR with no maximum drawdown and a Sharpe ratio of 0.37, indicating strong risk-adjusted performance and capital appreciation.
CEO Commentary
CEO Haitham R. Khouri attributed performance to operational improvements, normalized U.S. fire activity, and international growth in retardants and suppressants. He highlighted $62 million in capital deployed for CapEx, repurchases, and acquisitions, and emphasized strategic priorities including R&D, customer value, and decentralized management. Despite challenges at the Sauget plant, he expressed confidence in restoring performance and executing the company’s long-term strategy.
Guidance
Haitham R. Khouri and Kyle Sable raised 2025 CAPEX guidance to $30 million from $20 million, reflecting strategic infrastructure investments. While no EPS or revenue targets were provided, the leadership expects continued execution of operational value drivers to support durable free cash flow and long-term equity value.
Additional News
Perimeter Solutions has hosted several key events in the last three weeks, including its Q2 2025 earnings call on August 7, 2025. Additional recent events include the 2025 Annual Meeting of Stockholders on May 29, 2025, and the Q1 2025 and Q4 2024 earnings calls. No upcoming events are currently scheduled, but the company encourages investors to sign up for updates. No major M&A activity, C-level changes, or new buyback programs were announced in this period.
Revenue
Perimeter Solutions reported total revenue of $162.64 million for Q2 2025, marking a 27.8% year-over-year increase from $127.28 million in Q2 2024.
Earnings/Net Income
The company swung to a net loss of $32.16 million, or $0.22 per share, in Q2 2025, compared to net income of $21.65 million, or $0.15 per share, in Q2 2024. This represents a 248.5% decline in net income and a 246.7% negative change in EPS, reflecting a sharp deterioration in profitability.
Price Action
Perimeter Solutions’ stock has shown strong recent performance, with a 1.51% rise on the latest trading day, a 4.53% gain over the past week, and a 10.34% increase month-to-date.
Post Earnings Price Action Review
A historical strategy of buying shares following a revenue beat and holding for 30 days has delivered a 65.74% return over the past three years, outperforming the 51.69% benchmark by 14.05%. This approach generated a 18.64% CAGR with no maximum drawdown and a Sharpe ratio of 0.37, indicating strong risk-adjusted performance and capital appreciation.
CEO Commentary
CEO Haitham R. Khouri attributed performance to operational improvements, normalized U.S. fire activity, and international growth in retardants and suppressants. He highlighted $62 million in capital deployed for CapEx, repurchases, and acquisitions, and emphasized strategic priorities including R&D, customer value, and decentralized management. Despite challenges at the Sauget plant, he expressed confidence in restoring performance and executing the company’s long-term strategy.
Guidance
Haitham R. Khouri and Kyle Sable raised 2025 CAPEX guidance to $30 million from $20 million, reflecting strategic infrastructure investments. While no EPS or revenue targets were provided, the leadership expects continued execution of operational value drivers to support durable free cash flow and long-term equity value.
Additional News
Perimeter Solutions has hosted several key events in the last three weeks, including its Q2 2025 earnings call on August 7, 2025. Additional recent events include the 2025 Annual Meeting of Stockholders on May 29, 2025, and the Q1 2025 and Q4 2024 earnings calls. No upcoming events are currently scheduled, but the company encourages investors to sign up for updates. No major M&A activity, C-level changes, or new buyback programs were announced in this period.
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