. Clayton, Missouri--(Newsfile Corp. - July 17, 2024) - Perimeter Solutions (NYSE: PRM) ("Perimeter" or the "Company"), producers of PHOS-CHEK® long-term fire retardant and other high-quality firefighting products and specialty chemicals, announced today it will release its financial results for the second quarter 2024 on Thursday, August 1, 2024, before the market opens. Dial-in Number: 877-407-9764 (Toll-Free), 201-689-8551 (Toll) (No access code needed) ● July 17, 2024 5:00 PM EDT | Source: Perimeter Sol ...

Kyle Robillard, General Manager for Perimeter Solutions Canada (right), presents Logan Lake Fire Department Chief Doug Wilson and FireSmart Coordinator Trazanna-Lee German (left) with a tote of PHOS-CHEK LCE20-Fx Fire Retardant that will be used to protect Logan Lake property and residents from wildfire. . July 10, 2024 9:00 AM EDT | Source: Perimeter Solutions Clayton, Missouri--(Newsfile Corp. - July 10, 2024) - Perimeter Solutions (NYSE: PRM), a leading global manufacturer of high-quality fire retardant, ...

Investors interested in Basic Materials stocks should always be looking to find the best-performing companies in the group. Perimeter Solutions, SA (PRM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question. Perimeter Solutions, SA is a member of our Basic Materials group, which inclu ...

财务数据和关键指标变化 - 第一季度销售额同比增长35%至5.9亿美元,调整后EBITDA同比增长近4倍至1.21亿美元 [25] - 消防安全业务第一季度销售额同比增长34%至2.52亿美元,调整后EBITDA亏损0.2百万美元,较上年同期亏损3.4百万美元有所改善 [21][22] - 特殊产品业务第一季度销售额同比增长35%至3.39亿美元,调整后EBITDA同比增长91%至1.24亿美元 [23][24] 各条业务线数据和关键指标变化 - 消防安全业务中的阻燃剂销售在第一季度相对较小,主要集中在南美和澳大利亚市场 [23] - 特殊产品业务在经历了几个季度的低迷后,在第一季度交出了不错的业绩,调整后EBITDA率约37%,与此前水平基本持平,反映了该业务在去库存期间依然具有稳健的单位经济学 [10][11] 各个市场数据和关键指标变化 - 第一季度德克萨斯州和俄克拉荷马州的大火导致消防安全业务的阻燃剂销售影响较小,因为当地空中基地在火灾发生时尚未开放,加上天气条件的急剧转变 [23] 公司战略和发展方向及行业竞争 - 公司的目标是通过拥有、运营和发展独特的高质量业务来实现类似私募股权的收益率 [6] - 公司定义高质量业务的5个关键标准包括:可预测的经常性收入、长期行业增长动力、在更大价值链中占重要地位、高自由现金流和资本回报率、以及具有整合机会 [6] - 公司通过3P战略(新业务、生产力提升、定价)来推动长期股权价值创造 [7] - 公司将根据资本配置的内部收益率来决定是否进行并购、股票回购或特殊股息 [51][52][53][54][55][56][57] - 公司坚信自身产品的卓越性、服务质量和员工的专业精神,将继续保持行业领先地位 [18][19] 管理层对经营环境和未来前景的评论 - 公司对特殊产品业务的复苏保持谨慎,需要更多时间来评估终端市场需求 [11] - 对于2024年的火灾季,公司表示目前还为时尚早,很难做出可靠预测 [33][34] - 公司对于美国消防部门重新审视产品资格认证程序表示支持,认为这是一个非常健康的过程,有利于提高产品安全性和有效性 [42][43][44][45] 问答环节重要的提问和回答 问题1 **Chris Perrella 提问** 特殊产品业务是否存在库存补充的情况?还是说这是一个良好的增长态势和运营水平? [30] **Haitham Khouri 回答** 公司认为这是一个自然的反弹,而不是库存补充,过去4-5个季度该业务一直处于低迷状态 [31] 问题2 **Dan Kutz 提问** 公司是否存在因美国消防部门重新审视产品资格认证程序而面临产品风险? [39][40] **Haitham Khouri 回答** 公司对此非常乐观,认为这是一个非常健康的过程,有利于提高产品安全性和有效性,公司的所有产品都在合格供应商名单上,预计不会受到影响 [42][43][44][45] 问题3 **Dan Kutz 提问** 公司在何种情况下会更倾向于采取特殊股息而不是股票回购? [49][50] **Haitham Khouri 回答** 公司的原则是将现金用于回报股东,优先考虑回购股票,因为公司最了解自身的未来价值;其次是并购,如果找不到合适的并购机会且回购也不合适,才会考虑特殊股息 [51][52][53][54][55][56][57]

Perimeter Solutions SA May 9, 2024 Certain statements in this presentation and discussion are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on Perimeter Solutions, SA's (the "Company") expectations, intentions and projections regarding the Company's future performance, anticipated events or trends and other matters that are not historical facts. Words such as "anticipate," "estimate," "expect," "forecast," "project," "plan," "intend," "be ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________ FORM 10-Q __________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-41027 _______________________________ PERIMETER SOLUTION ...

Exhibit 99.1 Perimeter Solutions Reports First Quarter 2024 Financial Results May 9, 2024 Notably stronger YoY Fire Safety results in the seasonally modest first quarter Significant rebound in Specialty Products revenue and Adjusted EBITDA Repurchased 3 million shares in Q1 at an average price of $4.79 Clayton, Missouri, May 9, 2024 – Perimeter Solutions, SA (NYSE: PRM) ("Perimeter" or the "Company"), a leading provider of mission-critical firefighting products and services, as well as high-quality phosphor ...

Q4 and Full Year 2023 Earnings Call February 22, 2024 2 To supplement the financial measures prepared in accordance with generally accepted accounting principles in the United States ("GAAP"), we have included the following non-GAAP financial information in this presentation: adjusted EBITDA and adjusted EBITDA margin. The reconciliations of these non-GAAP measures to the most directly comparable financial measures calculated and presented in accordance with GAAP can be found in the Appendix to this present ...

Haitham Khouri Josh Spector Thanks, Josh. Now when weÂ're speaking about that, we are talking about the improvement and the performance of the business, not the overall mix of the business in the quarter. So itÂ's very hard to quantify precisely because mil spec a very large market and the nature of our product in suppressants tends to be razor, razor blade. So even if you penetrate the market with upfront installs, youÂ're then setting yourself up for a very nice long-term fairly captive stream of foam sal ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ FORM 10-K ________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-41027 _______________________________ PERIMETER SOLUTIONS, SA (Exact na ...