Atmus Filtration Technologies (NYSE:ATMU) Releases 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 (EPS) guidance of 2.850-3.000 for the period, compared to the consensus earnings per share 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 brokerages have recently issued reports on ATMU. Robert W. Baird lowered their price objective 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. Wells Fargo & Company assumed coverage on shares of Atmus Filtration Technologies in a report on Monday, August 3rd. They issued an “equal weight” rating and a $56.00 price target for the company. JPMorgan Chase & Co. decreased their price target on shares of Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating on the stock in a research report on Monday, May 4th. Wall Street Zen downgraded shares of Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a report on Sunday, June 14th. Finally, Weiss Ratings lowered shares of Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 15th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $62.00.

Atmus Filtration Technologies Stock Down 5.7%

ATMU opened at $51.41 on Friday. The company has a debt-to-equity ratio of 2.47, a quick ratio of 1.70 and a current ratio of 2.53. The firm has a market cap of $4.20 billion, a price-to-earnings ratio of 20.16, a PEG ratio of 2.32 and a beta of 1.19. Atmus Filtration Technologies has a twelve month low of $39.19 and a twelve month high of $66.50. The firm’s 50-day simple moving average is $50.92 and its 200-day simple moving average is $55.94.

Atmus Filtration Technologies (NYSE:ATMU) last posted its quarterly earnings data on Friday, August 7th. The company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.78 by $0.04. The company had revenue of $527.90 million during the quarter, compared to analyst estimates of $507.02 million. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. The company’s revenue was up 16.5% on a year-over-year basis. During the same quarter last year, the business posted $0.75 earnings per share. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS. Equities research analysts anticipate that Atmus Filtration Technologies will post 2.97 EPS for the current fiscal 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%.

Insider Buying and Selling

In other Atmus Filtration Technologies news, Director Gretchen R. Haggerty purchased 1,973 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was acquired at an average cost of $55.74 per share, with a total value of $109,975.02. Following the completion of the acquisition, the director directly owned 25,741 shares of the company’s stock, valued at $1,434,803.34. This represents a 8.30% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Jack Kienzler sold 5,132 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $232,223.00. Following the transaction, the chief financial officer owned 75,804 shares in the company, valued at approximately $3,430,131. This trade represents a 6.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 36,240 shares of company stock valued at $1,639,860. Insiders own 0.43% of the company’s stock.

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

Hedge Funds Weigh In On Atmus Filtration Technologies

A number of institutional investors have recently modified their holdings of the stock. Jones Financial Companies Lllp increased its holdings in shares of Atmus Filtration Technologies by 143.1% in the first 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. Essex Investment Management Co. LLC bought a new position in Atmus Filtration Technologies in the 4th quarter worth approximately $37,000. PNC Financial Services Group Inc. lifted its holdings in 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 buying an additional 397 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in 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 buying an additional 644 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its position in Atmus Filtration Technologies by 1,498.3% in the 4th quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock valued at $50,000 after buying an additional 899 shares during the last quarter. 32.73% of the stock is owned by institutional investors.

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.