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

Atmus Filtration Technologies (NYSE:ATMU) released its earnings results on Friday. The company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04, FiscalAI reports. The firm had revenue of $527.90 million for the quarter, compared to analysts’ expectations of $507.02 million. Atmus Filtration Technologies had a return on equity of 64.29% and a net margin of 11.56%.The business’s revenue for the quarter was up 16.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.75 earnings per share. 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 Down 5.7%

Shares of ATMU opened at $51.41 on Friday. The company has a market capitalization of $4.20 billion, a PE ratio of 19.70, a PEG ratio of 2.18 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 stock’s 50-day moving average price is $50.92 and its two-hundred day moving average price is $55.94. The company has a current ratio of 2.53, a quick ratio of 1.70 and a debt-to-equity ratio of 2.47.

Atmus Filtration Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Tuesday, May 26th were given a dividend of $0.055 per share. This represents a $0.22 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Tuesday, May 26th. Atmus Filtration Technologies’s dividend payout ratio (DPR) is currently 8.43%.

Insider Transactions at Atmus Filtration Technologies

In other news, SVP Charles Masters sold 2,890 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $130,772.50. Following the completion of the sale, the senior vice president owned 43,579 shares of the company’s stock, valued at approximately $1,971,949.75. This represents a 6.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Stephanie Disher sold 25,652 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $45.25, for a total transaction of $1,160,753.00. Following the completion of the transaction, the chief executive officer owned 363,024 shares in the company, valued at approximately $16,426,836. The trade was a 6.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 36,240 shares of company stock worth $1,639,860. 0.43% of the stock is currently owned by insiders.

Institutional Trading of Atmus Filtration Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ATMU. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Atmus Filtration Technologies by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 49,874 shares of the company’s stock valued at $1,832,000 after acquiring an additional 2,176 shares during the period. Millennium Management LLC lifted its holdings in shares of Atmus Filtration Technologies by 17.5% in the 1st 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 Atmus Filtration Technologies by 143.1% during the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock valued at $26,000 after purchasing an additional 412 shares in the last quarter. Caxton Associates LLP bought a new stake in 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 holdings in Atmus Filtration Technologies by 2.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,638 shares of the company’s stock worth $5,864,000 after buying an additional 3,419 shares during the last quarter. 32.73% of the stock is owned by institutional investors.

Atmus Filtration Technologies News Summary

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

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on ATMU shares. Robert W. Baird reduced their price target on shares of 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. Weiss Ratings cut shares of Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 15th. Wells Fargo & Company began coverage on shares of Atmus Filtration Technologies in a research note on Monday, August 3rd. They set an “equal weight” rating and a $56.00 target price on the stock. Wall Street Zen cut Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a research note on Sunday, June 14th. Finally, JPMorgan Chase & Co. cut their price objective on Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating on the stock in a report on Monday, May 4th. Three analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $62.00.

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.