Atmus Filtration Technologies (NYSE:ATMU) Releases Quarterly Earnings Results

Atmus Filtration Technologies (NYSE:ATMU) posted its quarterly earnings results on Friday. The company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.65 by $0.04, Briefing.com reports. The business had revenue of $477.50 million during the quarter, compared to the consensus estimate of $474.41 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.63 earnings per share. 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:

• Completed the acquisition of Koch Filter (closed Jan 7), creating a new Industrial Solutions segment focused on industrial air filtration and high-growth end markets, with >50% of TSAs exited and full integration expected early in Q3.
• Q1 results showed sales of $478M (+14.6% YoY, largely from Koch), adjusted EBITDA of $95M (19.8%), adjusted EPS of $0.69, and adjusted free cash flow of $33M, indicating margin resilience despite slightly lower Power Solutions volumes.
• Management maintained full-year guidance with consolidated revenue of $1.945B–$2.015B (+10%–14%), Power Solutions guidance of ~$1.79B–$1.85B, Industrial Solutions $155M–$165M, adjusted EBITDA 19.5%–20.5%, and adjusted EPS $2.75–$3.00.
• The company warned the Middle East conflict is an ongoing risk (Q1 impact ? $4M) that could raise petroleum-based input costs and cause timing lags in cost recovery, while integration, transaction and tariff-related uncertainties add near-term pressures.
• Capital allocation and balance-sheet flexibility remain strong — $12M returned to shareholders in Q1, $62M repurchase authorization remaining (targeting $20M–$40M of repurchases in 2026), $210M cash on hand plus a $500M revolver (~$710M available) and estimated net debt/EBITDA ~2x.

Atmus Filtration Technologies Stock Performance

NYSE ATMU opened at $52.94 on Friday. The company has a debt-to-equity ratio of 1.43, a current ratio of 2.42 and a quick ratio of 1.66. Atmus Filtration Technologies has a 1 year low of $34.58 and a 1 year high of $66.50. The company has a market capitalization of $4.32 billion, a PE ratio of 20.76, a P/E/G ratio of 2.39 and a beta of 1.48. The company has a fifty day moving average of $60.58 and a two-hundred day moving average of $55.49.

Atmus Filtration Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were paid a $0.055 dividend. This represents a $0.22 annualized dividend and a yield of 0.4%. The ex-dividend date was Friday, February 20th. Atmus Filtration Technologies’s dividend payout ratio is currently 8.80%.

Hedge Funds Weigh In On Atmus Filtration Technologies

Large investors have recently bought and sold shares of the stock. Jones Financial Companies Lllp boosted its stake in 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 acquiring an additional 412 shares in the last quarter. Essex Investment Management Co. LLC acquired a new position in Atmus Filtration Technologies in the fourth quarter valued at $37,000. PNC Financial Services Group Inc. boosted its stake in Atmus Filtration Technologies by 87.8% in the fourth quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock valued at $44,000 after acquiring an additional 397 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in Atmus Filtration Technologies by 1,498.3% in the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock valued at $50,000 after acquiring an additional 899 shares in the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new position in Atmus Filtration Technologies in the fourth quarter valued at $52,000. Institutional investors and hedge funds own 32.73% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on ATMU. Zacks Research downgraded shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, January 21st. Wall Street Zen upgraded shares of Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Robert W. Baird lowered their target price on shares of Atmus Filtration Technologies from $69.00 to $66.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Finally, Citigroup reiterated an “outperform” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, February 18th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $58.25.

Atmus Filtration Technologies News Roundup

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

• Positive Sentiment: Q1 results beat expectations — Adjusted EPS $0.69 vs. consensus $0.65 and revenue $477.5–478M (+14.6% y/y), showing continued top-line growth. Article Title
• Positive Sentiment: Profitability & cash flow metrics were solid — adjusted EBITDA margin ~19.8% and adjusted free cash flow of $33M for the quarter, supporting earnings quality. Article Title
• Neutral Sentiment: Full call materials available — earnings press release, slide deck and transcript were posted for investors to review management’s commentary and segment detail. Article Title
• Neutral Sentiment: Analyst consensus still expects ~2.90 FY2026 EPS; the Q1 beat keeps upside potential if execution continues. Article Title
• Negative Sentiment: FY2026 guidance came in light — management guided EPS to $2.75–$3.00 (consensus ~2.91) and revenue to $1.9–$2.0B vs. street ~$2.0B, leaving investors concerned about upside for the year. Article Title
• Negative Sentiment: Market reaction: shares declined sharply on the guidance/expectations gap and elevated trading volume, signaling short-term investor disappointment despite the quarter beat. Article Title

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.