Atmus Filtration Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy ATMU?
Source: seekingalpha
- Strong Earnings Report: Atmus Filtration reported a Q4 non-GAAP EPS of $0.66, beating expectations by $0.09, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q4 revenue of $447 million, a 9.8% year-over-year increase, surpassing market expectations by $24.94 million, demonstrating robust product demand and steady market share growth.
- Acquisition Strategy: Atmus Filtration acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, which is expected to positively impact future performance and strengthen its market position in the filtration industry.
- Analyst Rating Upgrade: Following the acquisition, J.P. Morgan upgraded Atmus Filtration's rating, reflecting market confidence in its future growth potential, which may further drive stock price appreciation.
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Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to fall
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 63.000
Low
54.00
Averages
58.00
High
60.00
Current: 63.000
Low
54.00
Averages
58.00
High
60.00
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 Issues 2026 Financial Guidance
- 2026 Financial Guidance: Atmus Filtration Technologies has initiated guidance for fiscal 2026, projecting adjusted earnings per share between $2.75 and $3, with revenues expected to range from $1.945 billion to $2.015 billion, indicating strong confidence in future growth.
- EBITDA Margin Expectations: The company anticipates an adjusted EBITDA margin of 19.5% to 20.5% for 2026, slightly lower than the 20% margin reported for 2025, reflecting potential pressures on profitability due to increased market competition.
- 2025 Performance Review: For fiscal 2025, Atmus reported adjusted earnings of $2.73 per share and revenues of $1.764 billion, demonstrating stable performance in the market despite facing challenges, which may enhance investor confidence.
- Stock Price Reaction: Atmus's stock rose by 3.37% to $64.19 in pre-market trading on the New York Stock Exchange, indicating a positive market reaction to its financial guidance, which could attract more investor interest.
See More
Atmus Filtration Q4 Earnings Exceed Expectations
- Strong Earnings Report: Atmus Filtration reported a Q4 non-GAAP EPS of $0.66, beating expectations by $0.09, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q4 revenue of $447 million, a 9.8% year-over-year increase, surpassing market expectations by $24.94 million, demonstrating robust product demand and steady market share growth.
- Acquisition Strategy: Atmus Filtration acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, which is expected to positively impact future performance and strengthen its market position in the filtration industry.
- Analyst Rating Upgrade: Following the acquisition, J.P. Morgan upgraded Atmus Filtration's rating, reflecting market confidence in its future growth potential, which may further drive stock price appreciation.
See More
Atmus Reports 2025 Financials: Sales Growth and Acquisition Progress
- Significant Sales Growth: Atmus reported net sales of $447 million in Q4 2025, a 9.8% increase from Q4 2024, primarily driven by price increases and higher volumes, indicating strong demand in global markets.
- Improved Gross Margin: The gross margin for Q4 was 28.5%, up from 26.3% in the same period last year, reflecting successful pricing and volume strategies despite rising logistics and manufacturing costs.
- Strong Cash Flow Performance: Cash provided by operating activities reached $48 million in Q4 2025, significantly up from $20 million in Q4 2024, demonstrating improvements in operational efficiency and profitability.
- Acquisition of Koch Filter: Atmus completed the acquisition of Koch Filter on January 7, 2026, further expanding its Industrial Solutions segment, which is expected to enhance its competitiveness in high-growth markets, particularly in commercial and industrial HVAC sectors.
See More
Atmus Filtration Declares Quarterly Dividend of $0.055
- Quarterly Dividend Announcement: Atmus Filtration has declared a quarterly dividend of $0.055 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Information: The forward yield of this dividend stands at 0.36%, which, while relatively low, still provides shareholders with a steady return, reflecting the company's robust performance in the current market environment.
- Shareholder Record Date: The dividend will be payable on March 4, with a record date of February 20 and an ex-dividend date also on February 20, ensuring shareholders receive their dividends promptly, thereby boosting investor confidence.
- M&A Activity: Atmus Filtration recently acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, enhancing its market competitiveness, and showcasing its strategic direction at the upcoming Goldman Sachs Industrials and Materials Conference.
See More
Atmus Filtration Technologies Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Atmus Filtration Technologies has declared a cash dividend of $0.055 per share, payable on March 4, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The record date for this dividend is set for February 20, 2026, ensuring that investors holding shares by this date will receive the dividend, which may encourage long-term holding among shareholders.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus focuses on high-performance filtration solutions, operating in two segments: Power Solutions and Industrial Solutions, underscoring its leadership in the filtration industry.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, committed to creating a better future by protecting what is important, which reflects the company's dedication to sustainability and responsible business practices.
See More
Atmus Appoints Heath Sharp to Board of Directors
- New Board Member: Atmus Filtration Technologies Inc. has appointed Heath Sharp to its Board of Directors, bringing over 30 years of leadership experience in manufacturing, product development, and commercial execution, which is expected to significantly support the company's global expansion and long-term growth strategy.
- Industry Background: Sharp currently serves as CEO of Reliance Worldwide Corporation, where he successfully transformed the company from a regional manufacturer into a global publicly listed leader, providing valuable international market operational experience that will aid Atmus in effectively operating across diverse cultures.
- Strategic Importance: With Sharp's appointment, the Atmus Board has increased from seven to eight members, enhancing the board's expertise, particularly in critical areas such as manufacturing excellence, product innovation, and disciplined commercial expansion, thereby strengthening the company's competitiveness in the global market.
- Future Outlook: Sharp expressed his admiration for Atmus's focus on innovation capabilities and customer-driven execution, looking forward to collaborating with the board and leadership team to drive continued growth and deliver value for customers and shareholders.
See More
Atmus Filtration Technologies Issues 2026 Financial Guidance
- 2026 Financial Guidance: Atmus Filtration Technologies has initiated guidance for fiscal 2026, projecting adjusted earnings per share between $2.75 and $3, with revenues expected to range from $1.945 billion to $2.015 billion, indicating strong confidence in future growth.
- EBITDA Margin Expectations: The company anticipates an adjusted EBITDA margin of 19.5% to 20.5% for 2026, slightly lower than the 20% margin reported for 2025, reflecting potential pressures on profitability due to increased market competition.
- 2025 Performance Review: For fiscal 2025, Atmus reported adjusted earnings of $2.73 per share and revenues of $1.764 billion, demonstrating stable performance in the market despite facing challenges, which may enhance investor confidence.
- Stock Price Reaction: Atmus's stock rose by 3.37% to $64.19 in pre-market trading on the New York Stock Exchange, indicating a positive market reaction to its financial guidance, which could attract more investor interest.
See More
Atmus Filtration Q4 Earnings Exceed Expectations
- Strong Earnings Report: Atmus Filtration reported a Q4 non-GAAP EPS of $0.66, beating expectations by $0.09, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q4 revenue of $447 million, a 9.8% year-over-year increase, surpassing market expectations by $24.94 million, demonstrating robust product demand and steady market share growth.
- Acquisition Strategy: Atmus Filtration acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, which is expected to positively impact future performance and strengthen its market position in the filtration industry.
- Analyst Rating Upgrade: Following the acquisition, J.P. Morgan upgraded Atmus Filtration's rating, reflecting market confidence in its future growth potential, which may further drive stock price appreciation.
See More
Atmus Reports 2025 Financials: Sales Growth and Acquisition Progress
- Significant Sales Growth: Atmus reported net sales of $447 million in Q4 2025, a 9.8% increase from Q4 2024, primarily driven by price increases and higher volumes, indicating strong demand in global markets.
- Improved Gross Margin: The gross margin for Q4 was 28.5%, up from 26.3% in the same period last year, reflecting successful pricing and volume strategies despite rising logistics and manufacturing costs.
- Strong Cash Flow Performance: Cash provided by operating activities reached $48 million in Q4 2025, significantly up from $20 million in Q4 2024, demonstrating improvements in operational efficiency and profitability.
- Acquisition of Koch Filter: Atmus completed the acquisition of Koch Filter on January 7, 2026, further expanding its Industrial Solutions segment, which is expected to enhance its competitiveness in high-growth markets, particularly in commercial and industrial HVAC sectors.
See More
Atmus Filtration Declares Quarterly Dividend of $0.055
- Quarterly Dividend Announcement: Atmus Filtration has declared a quarterly dividend of $0.055 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Information: The forward yield of this dividend stands at 0.36%, which, while relatively low, still provides shareholders with a steady return, reflecting the company's robust performance in the current market environment.
- Shareholder Record Date: The dividend will be payable on March 4, with a record date of February 20 and an ex-dividend date also on February 20, ensuring shareholders receive their dividends promptly, thereby boosting investor confidence.
- M&A Activity: Atmus Filtration recently acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, enhancing its market competitiveness, and showcasing its strategic direction at the upcoming Goldman Sachs Industrials and Materials Conference.
See More
Atmus Filtration Technologies Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Atmus Filtration Technologies has declared a cash dividend of $0.055 per share, payable on March 4, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The record date for this dividend is set for February 20, 2026, ensuring that investors holding shares by this date will receive the dividend, which may encourage long-term holding among shareholders.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus focuses on high-performance filtration solutions, operating in two segments: Power Solutions and Industrial Solutions, underscoring its leadership in the filtration industry.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, committed to creating a better future by protecting what is important, which reflects the company's dedication to sustainability and responsible business practices.
See More
Atmus Appoints Heath Sharp to Board of Directors
- New Board Member: Atmus Filtration Technologies Inc. has appointed Heath Sharp to its Board of Directors, bringing over 30 years of leadership experience in manufacturing, product development, and commercial execution, which is expected to significantly support the company's global expansion and long-term growth strategy.
- Industry Background: Sharp currently serves as CEO of Reliance Worldwide Corporation, where he successfully transformed the company from a regional manufacturer into a global publicly listed leader, providing valuable international market operational experience that will aid Atmus in effectively operating across diverse cultures.
- Strategic Importance: With Sharp's appointment, the Atmus Board has increased from seven to eight members, enhancing the board's expertise, particularly in critical areas such as manufacturing excellence, product innovation, and disciplined commercial expansion, thereby strengthening the company's competitiveness in the global market.
- Future Outlook: Sharp expressed his admiration for Atmus's focus on innovation capabilities and customer-driven execution, looking forward to collaborating with the board and leadership team to drive continued growth and deliver value for customers and shareholders.
See More
