Perimeter Solutions is evolving into a broader critical-response platform with a more recurring revenue model. Fire Safety service revenues have grown from roughly $30 million a few years ago to a little more than $100 million recently, much of it contractually fixed each year, reducing reliance on one-off retardant demand. The company is investing ahead of a five-year Defense Logistics Agency suppressants contract with a stated maximum value of $500 million, with financial impact beginning late 2026 and ramping in 2027. Specialty Products diversification, including the January 2026 acquisition of Medical Manufacturing Technologies, further broadens earnings. PRM shares have gained 29.9% year-to-date, and the stock carries a Zacks Rank of 1, or Strong Buy.
Perimeter Solutions SAFire Safety service revenues growing and becoming more recurring, plus a large DLA contract
Api Group Corp
MSA Safety