Slide 1: Perimeter Solutions, Inc. Q2 2026 Earnings
Perimeter Solutions, Inc. Q2 2026 Earnings July 31, 2026
Slide 2: Disclaimer
Disclaimer 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, Inc.’s (“we,” “us,” “our” or the “Company”) expectations, intentions and projections regar
Slide 3: Three Elements Achieve Purpose
Three Elements Achieve Purpose Our Exceptional Value Creation Purpose Decentralization Businesses Strategy Fulfill Mission Broad Industrials Focus Operational Value Drivers Operating Autonomy ▪ Mission Critical / Small Cost ▪ Profitable New Business Deliver private-equity ▪ Challenging Problems ▪ Pr
Slide 4: Operational Developments: Fire Safety
Operational Developments Fire Safety 4
Slide 5: Operational Developments: Specialty Products
Operational Developments Specialty Products 5
Slide 6: Monaco Enterprises Acquisition
Monaco Enterprises Acquisition ENTERPRI S E VALUE EXPECTE D 2026 REVENUE EXPECTE D 2026 ADJ. EB ITDA EV / ADJ. EB ITDA $120m ~$31m ~$11m / ~35% 10.5x BUSINESS OVERVIEW • A leading life safety systems provider: develops customized hardware/software solutions for fire alarm, dispatch, mass notificatio
Slide 7: Q2 2026 Financial Summary
Q2 2026 Financial Summary ($000) Q2 '25 Q2 '26 y/y YTD '25 YTD '26 y/y Consolidated Revenue 162,639 213,810 31% 234,669 338,879 44% Adjusted EBITDA 91,338 105,590 16% 109,421 146,749 34% Adjusted EBITDA Margin 56% 49% 47% 43% GAAP Earnings Per Share (diluted) (0.22) (1.11) 0.16 (0.69) Adjusted Earni
Slide 8: Long-Term Assumptions
Long-Term Assumptions Item Forward-Looking Assumption Interest Expense ~$75M annually Tax-deductible D&A and other ~$60-65M annually Capital Expenditures ~$30-40M annually Annual Change In Working Capital ~10-15% of revenue growth (1) Cash Tax Rate 20% or lower 8 (1) Cash paid for taxes, over a mult
Slide 9: Capital Allocation Priorities
Capital Allocation Priorities Priority Q2 ‘26 ▪ Support our customers’ mission Capex ▪ $12.7M ▪ Drives Profitable New Business and Productivity M&A ▪ Acquiror advantage from Value Drivers ▪ $120M* implementation Share Buybacks ▪ Repurchase shares when compelling opportunities ▪ None arise Special ▪
Slide 10: Attractive Debt Profile, Ample Liquidity
Attractive Debt Profile, Ample Liquidity Maturity Schedule $800M $700M $675M $600M $550M 5.00% fixed rate Debt 5% fixed rate $500M 6.25% fixed rate Senior Secured Notes $400M $300M $200M $100M $0M $0M $0M $0M $0M $0M $0M $0M 2026 2027 2028 2029 2030 2031 2032 2033 2034 • NO financial maintenance cov
Slide 11: Questions & Discussion
Questions & Discussion 11 Photo courtesy of Marty Wolin
Slide 12: Appendix
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Slide 13: Incentive Alignment
Incentive Alignment Stock Options • Approximately 13.8M stock options granted to management, employees, and directors are outstanding as of June 30, 2026 • Vest over five years based on intrinsic share price growth Founders Advisory Agreement (pertaining to the EverArc Founders) • Fixed Annual Advis
Slide 14: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Adjusted EBITDA & Adjusted EBITDA Margin The computation of Adjusted EBITDA is defined as income (loss) before income taxes plus net interest and other financing expenses, and depreciation and amortization, adjusted on a consistent basis for certain non-recu
Slide 15: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Adjusted EBITDA ($000) Q2 '25 Q2 '26 YTD '25 YTD '26 (Loss) income before income taxes (33,848) (221,436) 35,331 (171,590) Depreciation and amortization 17,924 28,908 34,817 56,047 Interest and financing expense 9,930 19,593 19,574 43,949 Founders advisory f
Slide 16: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Net Debt to LTM Adjusted EBITDA Net Debt to LTM Adjusted EBITDA is defined as Net Debt divided by LTM Adjusted EBITDA. Net Debt is defined as total gross debt (Senior Notes due 2029 and 2034) less cash and cash equivalents. Management believes Net Debt to LT
Slide 17: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Last Twelve Months (“LTM”) Adjusted EBITDA Net Debt to LTM Adjusted EBITDA ($000) LTM 6/30/2026 ($000) 6/30/2026 Loss before income taxes (443,168) Senior Notes due 2029 675,000 Depreciation and amortization 95,262 Senior Notes due 2034 550,000 Interest and
Slide 18: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Adjusted Net Income and Adjusted Earnings Per Share The computation of Adjusted Earnings Per Share (“Adjusted EPS”) is defined as Adjusted Net Income (loss) divided by adjusted diluted shares. Adjusted Net Income is defined as net income (loss) plus amortiza
Slide 19: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Adjusted Net Income and Adjusted Earnings Per Share - QTD Three Months Ended June 30, Three Months Ended June 30, 2026 2025 2026 2025 ($000) GAAP net loss $ (181,635) $ (32,161) Shares used in computing GAAP (Loss) Earnings Per Share (diluted) 163,410,894 14
Slide 20: Non-GAAP Financial Metrics (Consolidated)
Non-GAAP Financial Metrics (Consolidated) Adjusted Net Income and Adjusted Earnings Per Share - YTD Six Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 ($000) GAAP net (loss) income $ (108,699) $ 24,525 Shares used in computing GAAP (Loss) Earnings Per Share (diluted) 158,663,642
Slide 21: Thank You!
Thank You! NOTICE: Although the information and recommendations set forth herein (hereinafter “Information”) are presented in good faith and believed to be correct as of the date hereof, Perimeter Solutions/Solberg/Auxquimia (the “Company”) makes no representations or warranties as to the completene