Atmus Filtration Technologies (NYSE:ATMU) Issues Earnings Results

Atmus Filtration Technologies (NYSE:ATMU) released its quarterly earnings data on Friday. The company reported $0.82 earnings per share (EPS) 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 business posted $0.75 earnings per share. The company’s revenue for the quarter was up 16.5% compared to the same quarter last year. 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 Trading Down 5.7%

Shares of NYSE ATMU traded down $3.10 during trading hours on Friday, reaching $51.41. The stock had a trading volume of 961,254 shares, compared to its average volume of 589,971. Atmus Filtration Technologies has a 52-week low of $39.19 and a 52-week high of $66.50. The firm has a market cap of $4.20 billion, a price-to-earnings ratio of 20.16, a P/E/G ratio of 2.32 and a beta of 1.19. The business’s fifty day moving average price is $50.92 and its two-hundred day moving average price is $55.94. The company has a current ratio of 2.53, a quick ratio of 1.70 and a debt-to-equity ratio of 2.47.

Atmus Filtration Technologies Announces Dividend

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

Analyst Ratings Changes

Several research analysts have commented on the stock. Weiss Ratings downgraded shares of Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 15th. Robert W. Baird cut their price target on Atmus Filtration Technologies from $66.00 to $63.00 and set an “outperform” rating for the company in a report on Monday, May 4th. JPMorgan Chase & Co. reduced their price objective on Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating on the stock in a research note on Monday, May 4th. Wall Street Zen cut Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a report on Sunday, June 14th. Finally, Wells Fargo & Company initiated coverage on Atmus Filtration Technologies in a research report on Monday. They set an “equal weight” rating and a $56.00 target price for the company. Three analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $62.00.

Key Atmus Filtration Technologies News

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

Insider Activity at Atmus Filtration Technologies

In other Atmus Filtration Technologies news, insider Renee Swan sold 2,566 shares of Atmus Filtration Technologies stock in a transaction on Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $116,111.50. Following the completion of the sale, the insider directly owned 50,745 shares of the company’s stock, valued at $2,296,211.25. The trade was a 4.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Charles Masters sold 2,890 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 value of $130,772.50. Following the transaction, the senior vice president directly owned 43,579 shares in the company, valued at $1,971,949.75. The trade was a 6.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 36,240 shares of company stock worth $1,639,860 over the last three months. Corporate insiders own 0.43% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in ATMU. Jones Financial Companies Lllp lifted 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 worth $26,000 after purchasing an additional 412 shares during the period. Essex Investment Management Co. LLC purchased a new position in Atmus Filtration Technologies during the fourth quarter valued at approximately $37,000. PNC Financial Services Group Inc. raised its stake 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 worth $44,000 after buying an additional 397 shares in the last quarter. Smartleaf Asset Management LLC raised its stake 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 buying an additional 899 shares in the last quarter. Finally, Kemnay Advisory Services Inc. purchased a new stake in Atmus Filtration Technologies during the fourth quarter worth $52,000. Hedge funds and other institutional investors own 32.73% of the company’s stock.

Atmus Filtration Technologies Company Profile

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.