Atmus Filtration Technologies (NYSE:ATMU) Posts Earnings Results, Beats Expectations By $0.09 EPS

Atmus Filtration Technologies (NYSE:ATMU) announced its quarterly earnings data on Friday. The company reported $0.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09, FiscalAI reports. Atmus Filtration Technologies had a net margin of 11.57% and a return on equity of 76.84%. The company had revenue of $446.60 million during the quarter, compared to analysts’ expectations of $422.25 million. During the same quarter in the prior year, the company earned $0.58 EPS. The firm’s revenue was up 9.8% on a year-over-year basis. 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 3.3%

Shares of Atmus Filtration Technologies stock opened at $64.17 on Friday. The company has a 50-day simple moving average of $55.86 and a two-hundred day simple moving average of $49.05. Atmus Filtration Technologies has a 52-week low of $30.94 and a 52-week 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 stock has a market capitalization of $5.23 billion, a PE ratio of 25.67, a price-to-earnings-growth ratio of 2.82 and a beta of 1.56.

Atmus Filtration Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Friday, February 20th. Atmus Filtration Technologies’s dividend payout ratio (DPR) is currently 8.80%.

More Atmus Filtration Technologies News

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

• Positive Sentiment: Q4 beat and solid fundamentals: ATMU posted $0.66 EPS vs. a $0.57 consensus and revenue of $446.6M vs. ~$422M expected; revenue was up ~9.8% YoY, net margin ~11.6% and ROE ~76.8% — a clear earnings-driven catalyst. Read More.
• Positive Sentiment: Corporate announcement momentum: The company recently announced a dividend and shares hit a new 1‑year high, which supports positive investor sentiment around cash return and shareholder-friendly actions. Read More.
• Neutral Sentiment: FY‑2026 guidance roughly in line with consensus: Management guided EPS to $2.75–$3.00 and revenue to $1.9B–$2.0B (street ~ $2.86 EPS / ~$1.9B revenue). The range keeps expectations intact but leaves upside/back‑end risk tied to execution. Read More.
• Neutral Sentiment: Management commentary and next‑steps: The earnings call and transcript provide color on product mix, margins and any integration/partner deals (e.g., references to a potential Koch-related deal) that could affect future growth; details remain to be validated by execution. Read More. · Read More.
• Negative Sentiment: Street valuation headwinds: The published average analyst price target (~$50.50) is materially below recent trading levels, indicating some sell‑side skepticism on sustained upside at current multiples. Read More.

Institutional Trading of Atmus Filtration Technologies

Institutional investors have recently added to or reduced their stakes in the business. Jones Financial Companies Lllp lifted its holdings in shares of Atmus Filtration Technologies by 143.1% during 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 during the 4th quarter valued at about $37,000. PNC Financial Services Group Inc. boosted its holdings in shares of Atmus Filtration Technologies by 87.8% during the 4th 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 during the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Atmus Filtration Technologies by 93.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock valued at $49,000 after acquiring an additional 644 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its stake in shares of Atmus Filtration Technologies by 1,498.3% in the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock worth $50,000 after acquiring an additional 899 shares during the period. 32.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

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

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.