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

Atmus Filtration Technologies (NYSE:ATMU) released its earnings results on Friday. The company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.78 by $0.04, FiscalAI reports. The firm had revenue of $527.90 million for the quarter, compared to the consensus estimate 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 quarterly revenue was up 16.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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 Trading Down 5.7%

NYSE ATMU traded down $3.10 on Friday, hitting $51.41. 961,254 shares of the stock were exchanged, compared to its average volume of 589,971. 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 stock has a fifty day moving average price of $50.92 and a two-hundred day moving average price of $55.94. The firm has a market capitalization of $4.20 billion, a P/E ratio of 19.54, a P/E/G ratio of 2.32 and a beta of 1.19. Atmus Filtration Technologies has a 52-week low of $39.19 and a 52-week high of $66.50.

Atmus Filtration Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Tuesday, May 26th were given a $0.055 dividend. The ex-dividend date was Tuesday, May 26th. 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 8.63%.

Insider Buying and Selling at Atmus Filtration Technologies

In related news, CEO Stephanie Disher sold 25,652 shares of Atmus Filtration Technologies stock in a transaction dated 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 directly owned 363,024 shares of the company’s stock, valued at approximately $16,426,836. The trade was a 6.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jack Kienzler sold 5,132 shares of Atmus Filtration Technologies 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 directly owned 75,804 shares of the company’s stock, valued at approximately $3,430,131. This represents a 6.34% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 36,240 shares of company stock valued at $1,639,860. Insiders own 0.43% of the company’s stock.

Institutional Trading of Atmus Filtration Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD grew its stake in shares of Atmus Filtration Technologies by 14.6% during the fourth 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 during the last quarter. Invesco Ltd. lifted its stake in shares of Atmus Filtration Technologies by 22.7% during the 4th quarter. Invesco Ltd. now owns 2,728,470 shares of the company’s stock worth $141,635,000 after acquiring an additional 504,647 shares during the last quarter. First Trust Advisors LP boosted 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 acquiring an additional 603,954 shares during the period. State Street Corp boosted its holdings in Atmus Filtration Technologies by 0.7% during the 2nd quarter. State Street Corp now owns 1,953,607 shares of the company’s stock valued at $71,150,000 after acquiring an additional 14,269 shares during the period. Finally, T. Rowe Price Investment Management Inc. grew its position in Atmus Filtration Technologies by 22.5% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,622,786 shares of the company’s stock valued at $84,239,000 after acquiring an additional 297,851 shares during the last quarter. 32.73% of the stock is owned by hedge funds and other 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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ATMU shares. Weiss Ratings downgraded Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 15th. Wells Fargo & Company initiated coverage on shares of Atmus Filtration Technologies in a research report on Monday. They issued an “equal weight” rating and a $56.00 price target on the stock. 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 note on Monday, May 4th. Robert W. Baird dropped their price objective on shares of Atmus Filtration Technologies from $66.00 to $63.00 and set an “outperform” rating for the company in a research note on Monday, May 4th. Finally, Wall Street Zen downgraded shares of Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a report on Sunday, June 14th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target 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.