Atmus Filtration Technologies (NYSE:ATMU) Announces Earnings Results, Beats Expectations By $0.04 EPS

Key Points

• Atmus reported Q1 adjusted EPS of $0.69, beating consensus by $0.04 on revenue of $477.5M (+14.6% YoY), but FY2026 guidance of $2.75–$3.00 EPS and ~$1.945B–$2.015B revenue disappointed investors and the stock fell about 16.5%.
• The company closed the acquisition of Koch Filter (Jan 7), creating a new Industrial Solutions segment that materially boosted Q1 sales and is slated for full integration by early Q3.
• Profitability and liquidity remain strong with an adjusted EBITDA margin of ~19.8%, $33M of adjusted free cash flow, roughly $210M cash plus a $500M revolver (~$710M available), and an active share repurchase program/quarterly dividend.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) released its earnings results on Friday. The company reported $0.69 earnings per share for the quarter, topping analysts' consensus estimates of $0.65 by $0.04, Briefing.com reports. The company had revenue of $477.50 million during the quarter, compared to the consensus estimate of $474.41 million. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.Atmus Filtration Technologies's quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.63 EPS. Atmus Filtration Technologies updated its FY 2026 guidance to 2.750-3.000 EPS.

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

• Completed the acquisition of Koch Filter (closed Jan 7), creating a new Industrial Solutions segment focused on industrial air filtration and high-growth end markets, with >50% of TSAs exited and full integration expected early in Q3.
• Q1 results showed sales of $478M (+14.6% YoY, largely from Koch), adjusted EBITDA of $95M (19.8%), adjusted EPS of $0.69, and adjusted free cash flow of $33M, indicating margin resilience despite slightly lower Power Solutions volumes.
• Management maintained full-year guidance with consolidated revenue of $1.945B–$2.015B (+10%–14%), Power Solutions guidance of ~$1.79B–$1.85B, Industrial Solutions $155M–$165M, adjusted EBITDA 19.5%–20.5%, and adjusted EPS $2.75–$3.00.
• The company warned the Middle East conflict is an ongoing risk (Q1 impact ≈ $4M) that could raise petroleum-based input costs and cause timing lags in cost recovery, while integration, transaction and tariff-related uncertainties add near-term pressures.
• Capital allocation and balance-sheet flexibility remain strong — $12M returned to shareholders in Q1, $62M repurchase authorization remaining (targeting $20M–$40M of repurchases in 2026), $210M cash on hand plus a $500M revolver (~$710M available) and estimated net debt/EBITDA ~2x.

Atmus Filtration Technologies Trading Down 16.5%

Shares of Atmus Filtration Technologies stock traded down $10.46 on Friday, reaching $52.94. The company had a trading volume of 4,154,394 shares, compared to its average volume of 1,759,470. The firm has a market cap of $4.32 billion, a price-to-earnings ratio of 23.22, a P/E/G ratio of 2.88 and a beta of 1.48. The company has a debt-to-equity ratio of 1.43, a current ratio of 2.42 and a quick ratio of 1.66. The firm's 50-day moving average price is $60.58 and its two-hundred day moving average price is $55.40. Atmus Filtration Technologies has a 1 year low of $34.58 and a 1 year high of $66.50.

Atmus Filtration Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Friday, February 20th were issued a $0.055 dividend. The ex-dividend date was Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.4%. Atmus Filtration Technologies's payout ratio is 8.80%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Zacks Research cut Atmus Filtration Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 6th. JPMorgan Chase & Co. reduced their price target on Atmus Filtration Technologies from $73.00 to $70.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 1st. Citigroup reissued an "outperform" rating on shares of Atmus Filtration Technologies in a research note on Wednesday, February 18th. Weiss Ratings reissued a "buy (b-)" rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Finally, Robert W. Baird decreased their price objective on Atmus Filtration Technologies from $69.00 to $66.00 and set an "outperform" rating on the stock in a research note on Monday, March 30th. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Atmus Filtration Technologies presently has a consensus rating of "Moderate Buy" and a consensus target price of $58.25.

Hedge Funds Weigh In On Atmus Filtration Technologies

Institutional investors and hedge funds have recently modified their holdings of the stock. Jones Financial Companies Lllp boosted its holdings in shares of Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company's stock worth $26,000 after purchasing an additional 412 shares during the period. Essex Investment Management Co. LLC bought a new stake in shares of Atmus Filtration Technologies during the 4th quarter worth approximately $37,000. PNC Financial Services Group Inc. lifted its stake in shares of Atmus Filtration Technologies by 87.8% during the 4th quarter. PNC Financial Services Group Inc. now owns 849 shares of the company's stock worth $44,000 after acquiring an additional 397 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of Atmus Filtration Technologies by 93.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company's stock worth $49,000 after acquiring an additional 644 shares during the last quarter. Finally, Smartleaf Asset Management LLC lifted its stake in shares of Atmus Filtration Technologies by 1,498.3% during the 4th quarter. Smartleaf Asset Management LLC now owns 959 shares of the company's stock worth $50,000 after acquiring an additional 899 shares during the last quarter. Hedge funds and other institutional investors own 32.73% of the company's stock.

Atmus Filtration Technologies News Summary

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

• Positive Sentiment: Q1 results beat expectations — Adjusted EPS $0.69 vs. consensus $0.65 and revenue $477.5–478M (+14.6% y/y), showing continued top-line growth. Article Title
• Positive Sentiment: Profitability & cash flow metrics were solid — adjusted EBITDA margin ~19.8% and adjusted free cash flow of $33M for the quarter, supporting earnings quality. Article Title
• Neutral Sentiment: Full call materials available — earnings press release, slide deck and transcript were posted for investors to review management’s commentary and segment detail. Article Title
• Neutral Sentiment: Analyst consensus still expects ~2.90 FY2026 EPS; the Q1 beat keeps upside potential if execution continues. Article Title
• Negative Sentiment: FY2026 guidance came in light — management guided EPS to $2.75–$3.00 (consensus ~2.91) and revenue to $1.9–$2.0B vs. street ~$2.0B, leaving investors concerned about upside for the year. Article Title
• Negative Sentiment: Market reaction: shares declined sharply on the guidance/expectations gap and elevated trading volume, signaling short-term investor disappointment despite the quarter beat. Article Title

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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