Atmus Filtration Technologies (NYSE:ATMU) Releases FY 2026 Earnings Guidance

Key Points

• Atmus Filtration Technologies guided FY 2026 EPS to $2.85–$3.00, versus analyst expectations of $2.94, while revenue guidance was approximately $2.0 billion, in line with consensus.
• The company’s latest quarter exceeded estimates, reporting $0.82 EPS and $527.9 million in revenue versus expectations of $0.78 and $507.0 million, respectively. Shares opened up 0.9% at $54.62.
• Analyst sentiment remains positive but mixed, with three Buy and three Hold ratings; the consensus rating is “Moderate Buy” with an average price target of $62.00.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 2.850-3.000 for the period, compared to the consensus estimate of 2.940. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on ATMU shares. Weiss Ratings cut shares of Atmus Filtration Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, July 15th. 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 target for the company. Robert W. Baird dropped their price target 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. Wall Street Zen lowered shares of Atmus Filtration Technologies from a "buy" rating to a "hold" rating in a report on Sunday, June 14th. Finally, JPMorgan Chase & Co. decreased their target price on Atmus Filtration Technologies from $70.00 to $67.00 and set an "overweight" rating for the company in a research report on Monday, May 4th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $62.00.

Atmus Filtration Technologies Stock Up 0.9%

Shares of ATMU stock opened at $54.62 on Friday. The company has a market capitalization of $4.46 billion, a price-to-earnings ratio of 21.42, a PEG ratio of 2.30 and a beta of 1.19. The stock's 50 day simple moving average is $50.83 and its 200 day simple moving average is $55.97. Atmus Filtration Technologies has a twelve month low of $37.42 and a twelve month high of $66.50. The company has a debt-to-equity ratio of 2.47, a quick ratio of 1.70 and a current ratio of 2.53.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last posted its earnings results on Friday, August 7th. The company reported $0.82 earnings per share for the quarter, beating analysts' consensus estimates of $0.78 by $0.04. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. The business had revenue of $527.90 million for the quarter, compared to analysts' expectations of $507.02 million. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS. As a group, research analysts predict that Atmus Filtration Technologies will post 2.97 EPS for the current year.

Atmus Filtration Technologies Dividend Announcement

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

Insiders Place Their Bets

In other Atmus Filtration Technologies news, SVP Charles Masters sold 2,890 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $130,772.50. Following the transaction, the senior vice president directly owned 43,579 shares in the company, valued at approximately $1,971,949.75. This trade represents a 6.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Gretchen R. Haggerty bought 1,973 shares of the stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $55.74 per share, with a total value of $109,975.02. Following the completion of the purchase, the director directly owned 25,741 shares in the company, valued at approximately $1,434,803.34. This trade represents a 8.30% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 36,240 shares of company stock valued at $1,639,860 over the last three months. Company insiders own 0.43% of the company's stock.

Institutional Trading of Atmus Filtration Technologies

A number of large investors have recently made changes to their positions in ATMU. Jones Financial Companies Lllp lifted its holdings in Atmus Filtration Technologies by 143.1% during the first quarter. Jones Financial Companies Lllp now owns 700 shares of the company's stock worth $26,000 after acquiring an additional 412 shares in the last quarter. Essex Investment Management Co. LLC acquired a new stake in shares of Atmus Filtration Technologies during the fourth quarter worth about $37,000. PNC Financial Services Group Inc. raised its position in shares of Atmus Filtration Technologies by 87.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 849 shares of the company's stock worth $44,000 after purchasing an additional 397 shares during the period. Geneos Wealth Management Inc. lifted its holdings 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 valued at $49,000 after purchasing an additional 644 shares in the last quarter. Finally, Smartleaf Asset Management LLC lifted its holdings 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 valued at $50,000 after purchasing an additional 899 shares in the last quarter. Institutional investors own 32.73% of the company's stock.

Atmus Filtration Technologies Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source