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Bessemer Group Inc. lifted its stake in shares of Perimeter Solutions, SA (NYSE: PRM) by 61.2% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,064,925 shares of the company's stock after buying an additional 404,417 shares during the period. Bessemer Group Inc.
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Perimeter Solutions is positioned to benefit from a severe wildfire season, supported by new multi-year contracts with the DLA and Cal FIRE. Q1 2026 revenue grew 74% YoY to $125 million, with adjusted EBITDA up 128%, driven by Fire Safety and Specialty Products segments. PRM's valuation remains elevated, with a forward P/S above sector median; sustained double-digit revenue growth is required to justify the current price.
Perimeter Solutions, SA (PRM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
IX, TTMI, ALB, IDR and PRM have been added to the Zacks Rank #1 (Strong Buy) List on June 29, 2026.
PRM is gaining earnings visibility as new five-year fire contracts, annual escalators and a growing services base reduce reliance on any single fire season.
PRM has rallied 159% in a year as contract wins, fixed revenues and strong earnings improve visibility, but valuation and execution risks persist.
PRM is shifting beyond seasonal wildfire demand with rising service revenues, long-term contracts and Specialty Products growth boosting visibility.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.