Atmus Filtration Reports Strong Q1 Earnings Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy ATMU?
Source: Yahoo Finance
Atmus Filtration Technologies Inc. shares fell 5.07% and hit a 20-day low amid broader market weakness, with the Nasdaq-100 down 0.25% and the S&P 500 down 0.41%.
Despite the stock's decline, Atmus reported strong Q1 earnings, with adjusted earnings per share of $0.69, surpassing expectations by $0.02. The company achieved revenue of $478 million, a 14.6% year-over-year increase, driven by robust product demand and the recent acquisition of Koch Filter, which is expected to enhance its competitive position in the industrial filtration market.
The positive earnings report indicates strong financial performance and a solid outlook for the year, with Atmus projecting full-year earnings between $2.75 and $3 per share, which may attract investor interest despite the current stock price decline.
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Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 50.680
Low
54.00
Averages
60.00
High
64.00
Current: 50.680
Low
54.00
Averages
60.00
High
64.00
About ATMU
Atmus Filtration Technologies Inc. is engaged in filtration and media solutions. The Company designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. It serves customers across the truck, bus, agriculture, construction, mining, marine and power generation vehicle, and equipment markets, along with providing comprehensive aftermarket support and solutions. Its products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. It offers products for first fit and aftermarket applications to original equipment manufacturers, dealers/distributors, and end-users. The Company produces and sells Fleetguard branded products across North America, Europe, South America, Asia, Australia, and the African continents. Its Fleetguard branded products are available through distribution centers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Atmus Filtration Technologies Q1 2026 Earnings Call Insights
- Acquisition Progress: Atmus Filtration completed its acquisition of Koch Filter in Q1, marking the first step in its strategy to expand into industrial filtration, with all integration activities expected to be finalized by early Q3, thereby enhancing its competitive position in the market.
- Shareholder Returns: The company returned $12 million to shareholders in Q1, comprising $7 million in share buybacks and $5 million in dividends, demonstrating strong cash flow and commitment to shareholders, while anticipating share repurchases between $20 million and $40 million in 2026.
- Sales Growth: Q1 sales reached $478 million, a 14.6% increase driven primarily by the Koch Filter acquisition, with adjusted earnings per share at $0.69, reflecting robust financial performance despite uncertain global market conditions.
- Future Outlook: Despite uncertainties from the Middle East conflict, Atmus expects total revenue for 2026 to range from $1.945 billion to $2.015 billion, with adjusted EPS projected between $2.75 and $3, indicating the company's confidence in future market conditions.
See More
Atmus Filtration Q1 Earnings Beat Expectations
- Strong Earnings Performance: Atmus Filtration reported a Q1 non-GAAP EPS of $0.69, beating expectations by $0.02, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Significant Revenue Growth: The company reported revenue of $478 million, a 14.6% year-over-year increase, surpassing market expectations by $3.65 million, demonstrating robust product demand and continuous market share expansion.
- Robust Adjusted EBITDA: Q1 adjusted EBITDA reached $95 million with an adjusted EBITDA margin of 19.8%, showcasing the company's success in cost control and operational efficiency.
- Healthy Cash Flow: Cash provided by operating activities was $38 million, with adjusted free cash flow at $33 million, indicating strong financial management and providing ample funding for future investments and expansion.
See More
Atmus Filtration Reports Strong Q1 Earnings Exceeding Expectations
- Strong Earnings Performance: Atmus Filtration Technologies Inc. reported first-quarter earnings of $48.4 million, translating to a profit of 59 cents per share, with adjusted earnings of 69 cents per share, surpassing Wall Street's expectations of 65 cents, indicating robust profitability.
- Solid Revenue Growth: The company achieved revenue of $477.5 million during the period, reflecting sustained demand in the industrial filtration market and an increase in market share, further solidifying its industry position.
- Positive Full-Year Outlook: Atmus Filtration expects full-year earnings to range between $2.75 and $3 per share, with revenue projected between $1.95 billion and $2.02 billion, a positive outlook that may attract more investor interest.
- Strong Stock Performance: Atmus Filtration shares have risen 22% since the beginning of the year and climbed 83% over the past 12 months, demonstrating strong market confidence in its future growth potential.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
- Index Component Change: Atmus Filtration Technologies will replace Air Lease in the S&P SmallCap 600 Index before the market opens on April 9, reflecting market recognition of Atmus and potentially enhancing its liquidity and investor interest.
- Acquisition Impact: Air Lease is being acquired by a consortium led by Sumitomo, with the transaction expected to close soon, which will remove Air Lease from the small-cap index and may affect its stock performance and market positioning.
- Sector Classification Consistency: Both Atmus and Air Lease are classified under the Industrials sector, and this component change helps maintain the industry representation of the S&P SmallCap 600 Index, ensuring investors can better reflect the overall performance of the sector.
- Future Growth Expectations: Atmus projects a revenue growth of 10%-14% in 2026, driven by the Koch acquisition and the launch of new business segments, which will further enhance its performance and investment appeal within the small-cap index.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600
- Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, marking a significant elevation in the company's status within the small-cap market, potentially attracting more investor attention.
- Acquisition Update: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, which may impact Air Lease's market performance and shareholder interests.
- Sector Impact: This change occurs within the industrial sector, and Atmus's inclusion could enhance the overall performance of the index, reflecting increased market confidence in industrial companies.
- Investor Focus: With Atmus's addition, investors may reassess their portfolios, particularly in the small-cap space, further driving liquidity and market recognition for the company’s stock.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
- Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, indicating a significant recognition of the company in the small-cap market, which is likely to attract more investor attention.
- Acquisition Dynamics: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, potentially impacting Air Lease's market performance and investor confidence.
- Industry Impact: The addition of Atmus Filtration is set to enhance the industrial sector's performance within the S&P SmallCap 600 index, which may increase the overall attractiveness of the index and draw in more capital.
- Market Reaction: With Atmus Filtration's inclusion, market expectations regarding its future growth potential could drive its stock price up, thereby strengthening its position among investors.
See More
Atmus Filtration Technologies Q1 2026 Earnings Call Insights
- Acquisition Progress: Atmus Filtration completed its acquisition of Koch Filter in Q1, marking the first step in its strategy to expand into industrial filtration, with all integration activities expected to be finalized by early Q3, thereby enhancing its competitive position in the market.
- Shareholder Returns: The company returned $12 million to shareholders in Q1, comprising $7 million in share buybacks and $5 million in dividends, demonstrating strong cash flow and commitment to shareholders, while anticipating share repurchases between $20 million and $40 million in 2026.
- Sales Growth: Q1 sales reached $478 million, a 14.6% increase driven primarily by the Koch Filter acquisition, with adjusted earnings per share at $0.69, reflecting robust financial performance despite uncertain global market conditions.
- Future Outlook: Despite uncertainties from the Middle East conflict, Atmus expects total revenue for 2026 to range from $1.945 billion to $2.015 billion, with adjusted EPS projected between $2.75 and $3, indicating the company's confidence in future market conditions.
See More
Atmus Filtration Q1 Earnings Beat Expectations
- Strong Earnings Performance: Atmus Filtration reported a Q1 non-GAAP EPS of $0.69, beating expectations by $0.02, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Significant Revenue Growth: The company reported revenue of $478 million, a 14.6% year-over-year increase, surpassing market expectations by $3.65 million, demonstrating robust product demand and continuous market share expansion.
- Robust Adjusted EBITDA: Q1 adjusted EBITDA reached $95 million with an adjusted EBITDA margin of 19.8%, showcasing the company's success in cost control and operational efficiency.
- Healthy Cash Flow: Cash provided by operating activities was $38 million, with adjusted free cash flow at $33 million, indicating strong financial management and providing ample funding for future investments and expansion.
See More
Atmus Filtration Reports Strong Q1 Earnings Exceeding Expectations
- Strong Earnings Performance: Atmus Filtration Technologies Inc. reported first-quarter earnings of $48.4 million, translating to a profit of 59 cents per share, with adjusted earnings of 69 cents per share, surpassing Wall Street's expectations of 65 cents, indicating robust profitability.
- Solid Revenue Growth: The company achieved revenue of $477.5 million during the period, reflecting sustained demand in the industrial filtration market and an increase in market share, further solidifying its industry position.
- Positive Full-Year Outlook: Atmus Filtration expects full-year earnings to range between $2.75 and $3 per share, with revenue projected between $1.95 billion and $2.02 billion, a positive outlook that may attract more investor interest.
- Strong Stock Performance: Atmus Filtration shares have risen 22% since the beginning of the year and climbed 83% over the past 12 months, demonstrating strong market confidence in its future growth potential.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
- Index Component Change: Atmus Filtration Technologies will replace Air Lease in the S&P SmallCap 600 Index before the market opens on April 9, reflecting market recognition of Atmus and potentially enhancing its liquidity and investor interest.
- Acquisition Impact: Air Lease is being acquired by a consortium led by Sumitomo, with the transaction expected to close soon, which will remove Air Lease from the small-cap index and may affect its stock performance and market positioning.
- Sector Classification Consistency: Both Atmus and Air Lease are classified under the Industrials sector, and this component change helps maintain the industry representation of the S&P SmallCap 600 Index, ensuring investors can better reflect the overall performance of the sector.
- Future Growth Expectations: Atmus projects a revenue growth of 10%-14% in 2026, driven by the Koch acquisition and the launch of new business segments, which will further enhance its performance and investment appeal within the small-cap index.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600
- Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, marking a significant elevation in the company's status within the small-cap market, potentially attracting more investor attention.
- Acquisition Update: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, which may impact Air Lease's market performance and shareholder interests.
- Sector Impact: This change occurs within the industrial sector, and Atmus's inclusion could enhance the overall performance of the index, reflecting increased market confidence in industrial companies.
- Investor Focus: With Atmus's addition, investors may reassess their portfolios, particularly in the small-cap space, further driving liquidity and market recognition for the company’s stock.
See More
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
- Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, indicating a significant recognition of the company in the small-cap market, which is likely to attract more investor attention.
- Acquisition Dynamics: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, potentially impacting Air Lease's market performance and investor confidence.
- Industry Impact: The addition of Atmus Filtration is set to enhance the industrial sector's performance within the S&P SmallCap 600 index, which may increase the overall attractiveness of the index and draw in more capital.
- Market Reaction: With Atmus Filtration's inclusion, market expectations regarding its future growth potential could drive its stock price up, thereby strengthening its position among investors.
See More
