AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Primo Brands posted $1.8B in Q2 revenue (+3.8% YoY) with net income of $69.2M, driven by regional spring water (+4.1%) and premium brands (+30.5%), though gross margin compressed to 30.5% from 31.3% due to elevated transportation costs.
Increased transportation related costs of $42.6M and depreciation of $8.4M, partially offset by lower integration costs of $6.8M
Selling, general and administrative expenses$345.5M-8.7% YoY
Decreased marketing costs of $17.4M and depreciation/amortization of $11.6M from prior year intangible amortization not recurring
Interest and financing expense, net$81.3M-0.7% YoY
Relatively flat reflecting stable debt levels and interest rates
Acquisition, integration and restructuring expenses$10.0M-79.9% YoY
Lower integration costs as efforts wind down and net restructuring gains from facility sales
Margins: Gross margin declined 80 basis points to 30.5% from 31.3% YoY, primarily due to $42.6M in incremental transportation costs partially offset by sales growth and lower integration charges. Operating leverage improved, with operating margin expanding to 10.0% from 6.5% due to lower SG&A and restructuring expenses.
Watch Items from the Filing
Hamilton class action alleges failed water delivery service post-merger affecting up to 600,000 customers; defendant's motion to compel arbitration pending with no damages specified yet.
City of Miami Fire Fighters' securities class action ongoing against Company and officers for alleged false statements regarding integration; lead plaintiffs appointed February 2026.
Patane litigation over Poland Spring® labeling fraud claims remains active; court denied class certification motion March 2026 but permitted replead with end-date; mediation scheduled September 2026.
Transportation costs surged $42.6M in Q2 (+4.9% cost inflation) while revenue grew only 3.8%, pressuring margins; company hedges commodity exposure with forward contracts.
Refinanced $3.1B Term Loans in March 2026, extending maturity to March 2031 and recording $17.7M loss on modification; interest rate swaps in place on $500M principal.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Sudhanshu PriyadarshiDirectorGrant or award · Jul 14, 2026
Brimmer Andrea CDirectorGrant or award · May 15, 2026
Prim Billy DDirectorGrant or award · Apr 28, 2026
Bomhard BrittaDirectorGrant or award · Apr 28, 2026
Metropoulos C. DeanDirectorGrant or award · Apr 28, 2026
Fowden Jeremy SGDirectorGrant or award · Apr 28, 2026
Congress trading in PRMB
4 transactions in PRMB reported by 1 member of Congress under the STOCK Act, most recent trade Dec 18, 2025. Reported transactions, not recommendations.
About Primo Brands Corp (PRMB): stock profile, AI score and financials
Primo Brands Corp (PRMB) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores PRMB at 60.0/100 on a composite quality score built from its SEC filings, placing it at rank #891 of 2,925 stocks — the top half of the AI-ranked universe. PRMB scores in the top quartile across earnings quality (94.0), revenue scale (82.1). Areas of concern include institutional flow (34.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Primo Brands Corp reports quarterly revenue of $1.8B, net income of $69.2M, an operating margin of 10.0%. Top institutional holders of PRMB by reported 13-F value include One Rock Capital Partners, FMR, Sachem Head Capital Management, based on the most recent SEC filings. PRMB trades on the NYSE exchange and files with the SEC under CIK 2042694. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PRMB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Primo Brands Corp directly from SEC EDGAR.