Research Analysts Set Expectations for ATMU Q1 Earnings

Key Points

• Northland Securities forecasts Q1 2027 EPS of $0.68 and has raised its FY2027 outlook to $3.20, well above the current consensus of roughly $2.52, suggesting potential upside if results follow.
• Atmus recently beat quarterly expectations (EPS $0.66 vs. est. $0.57; revenue $446.6M vs. est. $422.3M) and maintains FY2026 guidance of $2.75–$3.00; analyst consensus is a Moderate Buy with an average target of $58.25.

Atmus Filtration Technologies Inc. (NYSE:ATMU - Free Report) - Research analysts at Northland Securities issued their Q1 2027 earnings per share (EPS) estimates for shares of Atmus Filtration Technologies in a note issued to investors on Wednesday, April 1st. Northland Securities analyst B. Brooks anticipates that the company will post earnings of $0.68 per share for the quarter. The consensus estimate for Atmus Filtration Technologies' current full-year earnings is $2.52 per share.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last issued its quarterly earnings data on Friday, February 13th. The company reported $0.66 earnings per share for the quarter, topping the consensus estimate of $0.57 by $0.09. The firm had revenue of $446.60 million for the quarter, compared to analysts' expectations of $422.25 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The business's quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.58 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

ATMU has been the subject of a number of other research reports. Zacks Research raised shares of Atmus Filtration Technologies from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, February 25th. Citigroup reiterated an "outperform" rating on shares of Atmus Filtration Technologies in a research report on Wednesday, February 18th. Weiss Ratings reissued a "buy (b-)" rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Wells Fargo & Company reduced their price target on Atmus Filtration Technologies from $67.00 to $58.00 and set an "equal weight" rating for the company in a research report on Wednesday. Finally, JPMorgan Chase & Co. decreased their price objective on Atmus Filtration Technologies from $73.00 to $70.00 and set an "overweight" rating on the stock in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $58.25.

Atmus Filtration Technologies Stock Down 0.8%

Shares of ATMU stock opened at $57.65 on Friday. The company has a current ratio of 2.42, a quick ratio of 1.66 and a debt-to-equity ratio of 1.43. Atmus Filtration Technologies has a 12 month low of $30.94 and a 12 month high of $66.50. The stock has a market cap of $4.71 billion, a P/E ratio of 23.06, a P/E/G ratio of 2.61 and a beta of 1.58. The company has a 50 day simple moving average of $60.22 and a two-hundred day simple moving average of $53.07.

Atmus Filtration Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were issued a dividend of $0.055 per share. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a yield of 0.4%. Atmus Filtration Technologies's dividend payout ratio (DPR) is currently 8.80%.

Hedge Funds Weigh In On Atmus Filtration Technologies

Hedge funds have recently made changes to their positions in the business. Channing Capital Management LLC raised its stake in Atmus Filtration Technologies by 3,192.8% during the 3rd quarter. Channing Capital Management LLC now owns 1,715,015 shares of the company's stock valued at $77,330,000 after purchasing an additional 1,662,931 shares during the period. Boston Trust Walden Corp bought a new position in Atmus Filtration Technologies in the 4th quarter worth approximately $44,304,000. Eminence Capital LP boosted its stake in Atmus Filtration Technologies by 12.0% in the 2nd quarter. Eminence Capital LP now owns 6,448,993 shares of the company's stock worth $234,872,000 after purchasing an additional 691,939 shares during the period. First Trust Advisors LP grew its holdings in Atmus Filtration Technologies by 39.5% during the 4th quarter. First Trust Advisors LP now owns 2,131,911 shares of the company's stock valued at $110,668,000 after buying an additional 603,954 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in Atmus Filtration Technologies by 14.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,677,884 shares of the company's stock valued at $242,830,000 after buying an additional 596,553 shares in the last quarter. Institutional investors own 32.73% of the company's stock.

More Atmus Filtration Technologies News

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

• Positive Sentiment: Northland Securities raised its forward earnings view for FY2027, forecasting $3.20 EPS (quarterly: Q2 $0.89, Q3 $0.84, Q4 $0.85). That outlook sits notably above the current consensus (~$2.52), suggesting potential upside to valuation if results follow.
• Positive Sentiment: Atmus expanded its French laboratory to boost testing capabilities — an operational/organic growth move that should help product validation and support sales in Europe over time. Read More.
• Neutral Sentiment: JPMorgan lowered its price target from $73 to $70 but kept an "overweight" rating, signaling continued confidence in the company’s longer-term prospects despite trimming near-term upside. Read More.
• Neutral Sentiment: ATMU is being tracked on major market sites (e.g., CNN Markets), which is standard coverage without new company-specific catalysts. Read More.
• Negative Sentiment: Wells Fargo cut its price target sharply from $67 to $58 and moved to an "equal weight" rating — a more cautious near-term view that reduces the implied upside and may pressure sentiment. Read More. Read More.
• Negative Sentiment: Robert W. Baird lowered its expectations for ATMU, adding to the cluster of downgrades and contributing to today’s selling pressure. Read More.

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.

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