(Members can download a PDF of this post here) 2Q25 Business Update. Perimeter reported 2Q25 and their revenues were up +28% y/y to $163mn. Their Fire Safety Segment grew +22% y/y to $120mn, with t…| Speedwell Research
(If you are a Speedwell Member, click here to get the full version of this post) 4Q24 Update. PRM reported 4Q24 and the stock dropped 15% over the next couple days. While it is always hard to under…| Speedwell Research
Sell-off brings Valuation to 10x Earnings, First Acquistion Since Going Public, Following the Transdigm Model| www.speedwellmemos.com