Atmus Filtration Technologies (NYSE:ATMU) Announces Quarterly Earnings Results, Beats Estimates By $0.09 EPS

Atmus Filtration Technologies (NYSE:ATMU) released its earnings results on Friday. The company reported $0.66 earnings per share for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09, FiscalAI reports. The firm had revenue of $446.60 million during the quarter, compared to analyst estimates of $422.25 million. Atmus Filtration Technologies had a net margin of 11.57% and a return on equity of 76.84%. The business’s revenue was up 9.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.58 EPS. Atmus Filtration Technologies updated its FY 2026 guidance to 2.750-3.000 EPS.

Here are the key takeaways from Atmus Filtration Technologies’ conference call:

• Atmus closed the Koch Filter acquisition in early January and established a new Industrial Solutions segment, giving the company an industrial air-filtration platform (including ~8% exposure to fast?growing data center end markets) while management focuses on integration in H1 2026.
• Full?year 2025 results showed revenue of $1.764 billion (up 5.7%), adjusted EBITDA of $354 million (20% margin), adjusted EPS $2.73, and adjusted free cash flow of $158 million, reflecting strong execution despite soft markets.
• 2026 guidance calls for total company revenue of $1.945–$2.015 billion (roughly +10%–14% vs. prior year), Power Solutions revenue of $1.79–$1.85 billion, Adjusted EBITDA margin of 19.5%–20.5%, and adjusted EPS of $2.75–$3.00.
• Capital allocation remains active—Atmus returned $78 million to shareholders in 2025, has $69 million of buyback authorization remaining with $20–$40 million targeted in 2026, and after financing Koch has an amended credit facility and roughly $701 million liquidity with leverage around 2.1x (management expects ongoing deleveraging).
• Near?term headwinds and risks include a flat aftermarket freight outlook, a softer H1 in heavy?duty first?fit demand, an $8 million one?time asset impairment, and management assuming only ~1% core pricing in 2026 as prior tariff?related pricing rolls off—factors that pressure near?term margin/performance upside.

Atmus Filtration Technologies Stock Up 4.8%

NYSE ATMU traded up $3.00 during trading hours on Friday, reaching $65.12. 1,705,273 shares of the company’s stock were exchanged, compared to its average volume of 659,192. Atmus Filtration Technologies has a one year low of $30.94 and a one year high of $66.00. The company has a debt-to-equity ratio of 1.63, a quick ratio of 1.41 and a current ratio of 2.14. The company’s 50-day moving average is $55.62 and its two-hundred day moving average is $48.80. The company has a market capitalization of $5.31 billion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 2.77 and a beta of 1.56.

Atmus Filtration Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th will be issued a $0.055 dividend. This represents a $0.22 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, February 20th. Atmus Filtration Technologies’s dividend payout ratio is 9.17%.

Wall Street Analyst Weigh In

ATMU has been the subject of several recent analyst reports. Wall Street Zen downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 17th. JPMorgan Chase & Co. increased their price target on shares of Atmus Filtration Technologies from $60.00 to $64.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Zacks Research downgraded shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Wells Fargo & Company increased their price target on Atmus Filtration Technologies from $52.00 to $54.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $50.50.

Key Atmus Filtration Technologies News

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

• Positive Sentiment: Q4 EPS and revenue beat consensus — Atmus reported $0.66 EPS vs. $0.57 expected and revenue of ~$446.6M vs. ~$422.3M, with revenue up ~9.8% YoY, giving investors a clear near?term earnings upside. Atmus Filtration Technologies (ATMU) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Solid profitability metrics reported — company disclosed GAAP net income and robust return on equity and margins for Q4/full?year, supporting valuation multiple while growth continues. Atmus Filtration Technologies Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend announcement and investor interest pushed the shares to a one?year high recently, helping momentum into the print. Atmus Filtration Technologies (NYSE:ATMU) Hits New 1-Year High Following Dividend Announcement
• Neutral Sentiment: FY2026 revenue guidance is roughly in line with street expectations ($1.9B–$2.0B), which reduces revenue surprise risk but limits upside from guidance alone. Atmus Filtration: Q4 Earnings Snapshot / MarketBeat
• Negative Sentiment: FY2026 EPS guidance (2.75–3.00) sits around or slightly below some street estimates (consensus ~2.86), introducing guidance risk for FY26 EPS upside and giving traders a reason to take profits after the beat. Atmus Filtration Technologies Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: The average analyst price target (~$50.50) remains well below the current trading level, which could cap upside if analysts revise targets downward following the guidance print. Atmus Filtration Technologies Inc. (NYSE:ATMU) Receives $50.50 Average Price Target from Analysts

Institutional Investors Weigh In On Atmus Filtration Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. First Trust Advisors LP grew its stake in shares of Atmus Filtration Technologies by 39.5% in the fourth 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. Port Capital LLC bought a new stake in Atmus Filtration Technologies during the third quarter worth $19,409,000. Raymond James Financial Inc. lifted its stake in Atmus Filtration Technologies by 41.7% in the second quarter. Raymond James Financial Inc. now owns 949,950 shares of the company’s stock valued at $34,597,000 after acquiring an additional 279,681 shares during the last quarter. Nuveen LLC grew its position in shares of Atmus Filtration Technologies by 17.5% in the 4th quarter. Nuveen LLC now owns 1,310,440 shares of the company’s stock valued at $68,025,000 after acquiring an additional 195,423 shares during the period. Finally, Squarepoint Ops LLC increased its stake in shares of Atmus Filtration Technologies by 465.7% during the 2nd quarter. Squarepoint Ops LLC now owns 210,521 shares of the company’s stock worth $7,667,000 after purchasing an additional 173,305 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.