Perimeter Solutions: I'm Betting On One Hot Summer

Perimeter Solutions is positioned to benefit from a potentially severe 2026 wildfire season amid high temperatures, drought, and increased fire risk. PRM's 16% revenue growth in 2025, driven by Fire Safety and Special Products, supports a bullish outlook, despite recent stock underperformance. Recent MMT acquisition signals a broader, strategy-driven M&A approach, though it introduces integration and diversification risks.