Perimeter Solutions: 2Q26 Business Recap
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it acquired Monaco Enterprises for $120 million.
Thursday, August 6, 2026
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Investor Letters
All letters- Vulcan Value Partners Q2 2026 BMI $3.7BFBIN $4.8B
- Heartland Advisors 1Q26 ALGT $2.2B
- Palm Valley Capital First Quarter 2026 CHRD $8BDOX $6.2B
- Massif Capital fourth quarter of 2025 PMOIF $6.8B
- Pershing Square Holdings 2025 HHH $4BFMCC $2.9B
- Palm Valley Capital Fourth Quarter 2025 INGR $6.2B
- Rowan Street Capital first half of 2025 DNOPF $9.3BTOI $5.4B
- Pershing Square Holdings Six-month period ended June 30, 2025 HHH $4BFMCC $2.9B
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