Atmus Filtration Technologies (NYSE:ATMU) Announces Earnings Results

Atmus Filtration Technologies (NYSE:ATMU) posted its quarterly earnings results on Friday. The company reported $0.66 earnings per share for the quarter, topping the consensus estimate of $0.57 by $0.09, FiscalAI reports. Atmus Filtration Technologies had a return on equity of 76.84% and a net margin of 11.57%.The firm had revenue of $446.60 million for the quarter, compared to analyst estimates of $422.25 million. During the same quarter in the previous year, the firm earned $0.58 EPS. The business’s quarterly 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 Price Performance

Shares of NYSE ATMU traded up $2.05 during midday trading on Friday, reaching $64.17. The company’s stock had a trading volume of 2,863,089 shares, compared to its average volume of 677,374. 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 company has a market cap of $5.23 billion, a P/E ratio of 26.74, a P/E/G ratio of 2.73 and a beta of 1.56. The business’s 50 day moving average price is $55.86 and its two-hundred day moving average price is $48.98. Atmus Filtration Technologies has a fifty-two week low of $30.94 and a fifty-two week high of $66.00.

Atmus Filtration Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th will be given a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Friday, February 20th. Atmus Filtration Technologies’s dividend payout ratio is presently 9.17%.

Key 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.

Hedge Funds Weigh In On Atmus Filtration Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Ieq Capital LLC grew its holdings in shares of Atmus Filtration Technologies by 3.4% during the 4th quarter. Ieq Capital LLC now owns 5,530 shares of the company’s stock worth $287,000 after purchasing an additional 182 shares in the last quarter. California State Teachers Retirement System lifted its position in Atmus Filtration Technologies by 0.3% during the second quarter. California State Teachers Retirement System now owns 83,277 shares of the company’s stock worth $3,033,000 after purchasing an additional 236 shares during the period. Creative Planning grew its stake in Atmus Filtration Technologies by 4.9% during the second quarter. Creative Planning now owns 6,688 shares of the company’s stock worth $244,000 after buying an additional 312 shares in the last quarter. PNC Financial Services Group Inc. increased its holdings in Atmus Filtration Technologies by 87.8% in the 4th quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock valued at $44,000 after buying an additional 397 shares during the period. Finally, Jones Financial Companies Lllp raised its position 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 valued at $26,000 after buying an additional 412 shares in the last quarter. 32.73% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

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