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

Atmus Filtration Technologies (NYSE:ATMU) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 2.900-3.050 for the period, compared to the consensus earnings per share estimate of 2.960. The company issued revenue guidance of $2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Analysts Set New Price Targets

ATMU has been the topic of a number of research analyst reports. Wells Fargo & Company started 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 price objective on the stock. Weiss Ratings upgraded shares of Atmus Filtration Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, JPMorgan Chase & Co. reduced their target price on Atmus Filtration Technologies from $67.00 to $54.00 and set an “overweight” rating on the stock in a report on Thursday, October 8th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $57.67.

Atmus Filtration Technologies Trading Up 9.3%

Shares of ATMU opened at $50.47 on Friday. The company has a debt-to-equity ratio of 2.18, a quick ratio of 1.83 and a current ratio of 2.65. The company’s fifty day moving average is $45.34 and its 200 day moving average is $52.89. The stock has a market capitalization of $4.12 billion, a PE ratio of 16.66, a P/E/G ratio of 2.01 and a beta of 1.17. Atmus Filtration Technologies has a fifty-two week low of $40.75 and a fifty-two week high of $66.50.

Atmus Filtration Technologies (NYSE:ATMU) last issued its quarterly earnings data on Friday, November 6th. The company reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. Atmus Filtration Technologies had a net margin of 11.32% and a return on equity of 59.85%. The business had revenue of $510.00 million for the quarter, compared to analysts’ expectations of $501.59 million. During the same quarter last year, the company earned $0.69 EPS. The business’s revenue was up 13.9% on a year-over-year basis. Atmus Filtration Technologies has set its FY 2026 guidance at 2.900-3.050 EPS. Sell-side analysts expect that Atmus Filtration Technologies will post 2.97 earnings per share for the current fiscal year.

Atmus Filtration Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 9th. Shareholders of record on Thursday, August 27th were issued a $0.06 dividend. This is a boost from Atmus Filtration Technologies’s previous quarterly dividend of $0.0550. The ex-dividend date of this dividend was Thursday, August 27th. This represents a $0.24 dividend on an annualized basis and a yield of 0.5%. Atmus Filtration Technologies’s payout ratio is currently 9.20%.

Insider Buying and Selling at Atmus Filtration Technologies

In other news, Director Stephen E. Macadam purchased 2,000 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The shares were purchased at an average price of $49.78 per share, with a total value of $99,560.00. Following the completion of the acquisition, the director owned 40,588 shares in the company, valued at $2,020,470.64. This trade represents a 5.18% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Renee Swan sold 3,870 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $50.89, for a total transaction of $196,944.30. Following the completion of the transaction, the insider owned 46,875 shares of the company’s stock, valued at approximately $2,385,468.75. The trade was a 7.63% decrease in their ownership of the stock. 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. 0.43% of the stock is currently owned by company insiders.

Key Headlines Impacting Atmus Filtration Technologies

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

• Positive Sentiment: Q3 adjusted earnings were $0.77 per share, above estimates of roughly $0.73–$0.74 and up from $0.69 a year earlier. Sales rose 13.9% year over year to $510 million, also topping expectations; net income was $61 million. Atmus Filtration Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 EPS guidance to $2.90–$3.05, a range that includes and extends above the approximately $2.96 analyst consensus. Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Atmus authorized a $300 million share-buyback program, which may support shareholder returns and signal confidence in the business. Atmus Announces $300 Million Equity Buyback
• Neutral Sentiment: Full-year revenue guidance is $2.0 billion, in line with analyst expectations, so the outlook’s stronger signal came primarily from the EPS range. Atmus Filtration Technologies Reports Third Quarter 2026 Results

About Atmus Filtration Technologies

Atmus Filtration Technologies Inc (NYSE: ATMU) is a filtration products and solutions company serving the commercial vehicle, industrial, agriculture, construction, mining and power-generation markets. The company develops and manufactures filtration technologies designed to protect engines, equipment and other critical systems while supporting performance and maintenance requirements.

Atmus’s product portfolio includes air, fuel, lube and hydraulic filtration products, as well as solutions for emissions control, crankcase ventilation and coolant management.