Atmus Filtration Technologies (NYSE:ATMU) Announces Earnings Results

Key Points

• Atmus delivered a record second quarter: Revenue increased about 16.5% year over year to $527.9 million, while EPS of $0.82 exceeded analysts’ $0.78 consensus estimate.
• Full-year 2026 EPS guidance was set at $2.85-$3.00 with revenue expected near $2.0 billion, though EBITDA margins may face pressure from commodity inflation, weaker India results, reduced pricing benefits and foreign exchange.
• Shares fell despite the earnings beat, declining to about $51.41, as the guidance midpoint modestly trailed consensus expectations and investors focused on second-half margin risks.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) released its quarterly earnings data on Friday. The company reported $0.82 earnings per share for the quarter, beating analysts' consensus estimates of $0.78 by $0.04, FiscalAI reports. The business had revenue of $527.90 million during the quarter, compared to analyst estimates of $507.02 million. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. Atmus Filtration Technologies's revenue was up 16.5% compared to the same quarter last year. During the same period last year, the business earned $0.75 EPS. Atmus Filtration Technologies updated its FY 2026 guidance to 2.850-3.000 EPS.

Here are the key takeaways from Atmus Filtration Technologies' conference call:

• Record second-quarter performance: Revenue rose 16.4% year over year to $528 million, while adjusted EBITDA reached $109 million, adjusted EPS was $0.82, and free cash flow increased to $67 million.
• Power Solutions showed improved momentum: Segment revenue grew 7%, driven by 3% pricing, 2% volume growth, and 2% favorable foreign exchange. Management expects continued 1%-2% market-share gains and a cyclical recovery in first-fit markets.
• 2026 revenue outlook was reaffirmed and narrowed: Total revenue is expected to reach $1.975 billion-$2.03 billion, representing approximately 13.5% growth at the midpoint, while adjusted EPS is guided to $2.85-$3.00.
• Second-half margins face pressure: The company narrowed adjusted EBITDA margin guidance to 19.75%-20.25% as Middle East-related commodity inflation, weaker India joint-venture results, moderating pricing benefits, and less favorable foreign exchange are expected to weigh on results.
• Koch Filter integration is nearly complete: More than 95% of transition-service activities have ended, with full completion expected in the third quarter, allowing Atmus to focus on industrial growth initiatives including distributor expansion, new products, data centers, and healthcare markets.

Atmus Filtration Technologies Stock Performance

Shares of ATMU stock traded down $3.10 during mid-day trading on Friday, reaching $51.41. 961,254 shares of the company's stock traded hands, compared to its average volume of 589,971. The company has a debt-to-equity ratio of 2.47, a quick ratio of 1.70 and a current ratio of 2.53. The firm has a market capitalization of $4.20 billion, a PE ratio of 19.54, a price-to-earnings-growth ratio of 2.32 and a beta of 1.19. Atmus Filtration Technologies has a 12 month low of $39.19 and a 12 month high of $66.50. The firm has a 50 day moving average price of $50.92 and a two-hundred day moving average price of $55.94.

Atmus Filtration Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Tuesday, May 26th were given a dividend of $0.055 per share. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.4%. Atmus Filtration Technologies's payout ratio is presently 8.63%.

Insider Buying and Selling

In other Atmus Filtration Technologies news, CEO Stephanie Disher sold 25,652 shares of the company's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $1,160,753.00. Following the completion of the sale, the chief executive officer owned 363,024 shares in the company, valued at $16,426,836. This represents a 6.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Renee Swan sold 2,566 shares of the company's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $116,111.50. Following the completion of the sale, the insider owned 50,745 shares of the company's stock, valued at approximately $2,296,211.25. The trade was a 4.81% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 36,240 shares of company stock worth $1,639,860 in the last quarter. Company insiders own 0.43% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Atmus Filtration Technologies by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 49,874 shares of the company's stock worth $1,832,000 after acquiring an additional 2,176 shares during the period. Millennium Management LLC increased its stake in shares of Atmus Filtration Technologies by 17.5% in the first quarter. Millennium Management LLC now owns 219,639 shares of the company's stock worth $8,067,000 after purchasing an additional 32,727 shares in the last quarter. Jones Financial Companies Lllp increased its stake in shares of Atmus Filtration Technologies by 143.1% in the first quarter. Jones Financial Companies Lllp now owns 700 shares of the company's stock worth $26,000 after purchasing an additional 412 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of Atmus Filtration Technologies during the 1st quarter valued at $283,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Atmus Filtration Technologies by 2.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,638 shares of the company's stock valued at $5,864,000 after purchasing an additional 3,419 shares during the period. 32.73% of the stock is currently owned by institutional investors.

Key Atmus Filtration Technologies News

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Atmus reported record Q2 2026 sales of approximately $528 million, up 16.5% year over year. Adjusted EPS was $0.82, exceeding analyst estimates ranging from $0.78 to $0.79 and improving from $0.75 a year earlier. Atmus Filtration Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised or reaffirmed full-year 2026 guidance at $2.85-$3.00 in EPS and approximately $2.0 billion in revenue. The EPS range is consistent with expectations and indicates management continues to anticipate solid profitability. Atmus Filtration Technologies Q2 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Atmus’ 64.29% return on equity and 11.56% net margin highlight strong financial performance, although its debt-to-equity ratio of 2.47 may remain a consideration for investors.
• Neutral Sentiment: Analyst sentiment remains generally constructive: brokerages assign the stock an average “Moderate Buy” rating, while Wells Fargo recently initiated research coverage. Atmus Filtration Technologies Given Average Moderate Buy Rating
• Negative Sentiment: The share-price decline despite the earnings and revenue beats indicates the results may have fallen short of elevated investor expectations. The midpoint of the full-year EPS outlook, $2.925, is slightly below the $2.94 consensus estimate, potentially limiting the upside reaction. Atmus Filtration Technologies Delivers Strong Q2 Numbers

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on ATMU shares. Wall Street Zen cut shares of Atmus Filtration Technologies from a "buy" rating to a "hold" rating in a report on Sunday, June 14th. Wells Fargo & Company started coverage on Atmus Filtration Technologies in a research report on Monday. They issued an "equal weight" rating and a $56.00 price objective on the stock. Weiss Ratings downgraded Atmus Filtration Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, July 15th. Robert W. Baird cut their target price on Atmus Filtration Technologies from $66.00 to $63.00 and set an "outperform" rating on the stock in a research note on Monday, May 4th. Finally, JPMorgan Chase & Co. reduced their target price on Atmus Filtration Technologies from $70.00 to $67.00 and set an "overweight" rating for the company in a report on Monday, May 4th. Three analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Atmus Filtration Technologies currently has an average rating of "Moderate Buy" and a consensus target price of $62.00.

About Atmus Filtration Technologies

Atmus Filtration Technologies is a global developer and manufacturer of high-performance filter media and filtration solutions. The company designs and produces advanced materials that capture airborne particles across a range of applications, from heating, ventilation and air-conditioning (HVAC) systems to industrial and cleanroom environments. By focusing on proprietary meltblown and nanofiber technologies, Atmus delivers media that balances efficiency, airflow and durability for both original equipment manufacturers (OEMs) and aftermarket customers.

The company’s product portfolio encompasses pleated and panel filter media, depth filtration products and specialty laminates used in industries such as commercial buildings, healthcare, transportation and power generation.

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