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

Atmus Filtration Technologies (NYSE:ATMU) posted its quarterly earnings data on Friday. The company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.78 by $0.04, FiscalAI reports. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. The firm had revenue of $527.90 million for the quarter, compared to analysts’ expectations of $507.02 million. During the same quarter last year, the company posted $0.75 EPS. The business’s quarterly revenue was up 16.5% on a year-over-year basis. 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 Stock Down 5.7%

NYSE:ATMU traded down $3.10 on Friday, reaching $51.41. 961,254 shares of the stock traded hands, compared to its average volume of 589,971. The company has a market capitalization 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 12 month low of $39.19 and a 12 month high of $66.50. The company has a current ratio of 2.53, a quick ratio of 1.70 and a debt-to-equity ratio of 2.47. The company’s fifty day simple moving average is $50.92 and its 200 day simple moving average is $55.94.

Atmus Filtration Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Tuesday, May 26th were paid a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Tuesday, May 26th. Atmus Filtration Technologies’s dividend payout ratio (DPR) is currently 8.63%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on ATMU shares. Wall Street Zen cut Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a report on Sunday, June 14th. Weiss Ratings cut shares of Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 15th. Robert W. Baird lowered their price objective on Atmus Filtration Technologies from $66.00 to $63.00 and set an “outperform” rating for the company in a research report on Monday, May 4th. Wells Fargo & Company assumed coverage on shares of Atmus Filtration Technologies in a report on Monday, August 3rd. They set an “equal weight” rating and a $56.00 target price for the company. Finally, JPMorgan Chase & Co. cut 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 report on Monday, May 4th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Atmus Filtration Technologies presently has an average rating of “Moderate Buy” and an average target price of $62.00.

Insider Activity

In related news, CFO Jack Kienzler sold 5,132 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $232,223.00. Following the sale, the chief financial officer directly owned 75,804 shares of the company’s stock, valued at $3,430,131. This trade represents a 6.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Gretchen R. Haggerty purchased 1,973 shares of the company’s stock in a transaction dated Tuesday, May 12th. The shares were bought at an average cost of $55.74 per share, for a total transaction of $109,975.02. Following the acquisition, the director owned 25,741 shares in the company, valued at approximately $1,434,803.34. The trade was a 8.30% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders sold 36,240 shares of company stock valued at $1,639,860. Corporate insiders own 0.43% of the company’s stock.

Institutional Investors Weigh In On Atmus Filtration Technologies

A number of large investors have recently added to or reduced their stakes in ATMU. Jones Financial Companies Lllp boosted its stake in shares of Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock worth $26,000 after buying an additional 412 shares during the last quarter. Essex Investment Management Co. LLC purchased a new stake in Atmus Filtration Technologies during the fourth quarter valued at $37,000. PNC Financial Services Group Inc. lifted its holdings 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 during the period. Geneos Wealth Management Inc. boosted its position in Atmus Filtration Technologies by 93.6% in the second quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock worth $49,000 after purchasing an additional 644 shares during the last quarter. Finally, Smartleaf Asset Management LLC boosted its position 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 worth $50,000 after purchasing an additional 899 shares during the last quarter. Institutional investors own 32.73% of the company’s stock.

Trending Headlines about Atmus Filtration Technologies

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

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.