Conestoga Capital Advisors Adds Perimeter Solutions to Portfolio

Conestoga Capital Advisors added Perimeter Solutions, Inc. to its small cap composite portfolio, according to the firm's second-quarter 2026 investor letter. The asset management firm attributed the decision to Perimeter Solutions' disciplined capital allocation, durable earnings profile, and strong competitive position within niche markets.

Perimeter Solutions, which manufactures specialty chemicals and firefighting products, has demonstrated an ability to generate predictable cash flow. This stability is supported by significant long-term contracts, including a five-year agreement with the Defense Logistics Agency. As of August 4, 2026, Perimeter Solutions had a share price of $33.25 and a market capitalization of $5.44 billion.