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

Atmus Filtration Technologies (NYSE:ATMU) released its quarterly earnings results on Friday. The company reported $0.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04, FiscalAI reports. The company had revenue of $510.00 million during the quarter, compared to the consensus estimate of $501.59 million. Atmus Filtration Technologies had a net margin of 11.32% and a return on equity of 59.85%. Atmus Filtration Technologies’s revenue was up 13.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.69 earnings per share. Atmus Filtration Technologies updated its FY 2026 guidance to 2.900-3.050 EPS.

Here are the key takeaways from Atmus Filtration Technologies’ conference call:

• Atmus raised its 2026 revenue outlook to $2.01 billion–$2.035 billion and adjusted EPS guidance to $2.90–$3.05, while maintaining its adjusted EBITDA margin outlook of 19.75%–20.25%.
• Third-quarter sales rose 14% to $510 million, adjusted EBITDA increased to $104 million, and adjusted free cash flow reached $88 million. Management said year-to-date free cash flow was up $61 million year over year.
• U.S. heavy- and medium-duty first-fit markets are recovering, and the company expects strength to continue into the first half of 2027, though EPA 2027 rules remain uncertain. The aftermarket is still relatively flat, conditions outside North America are mixed, and pickup demand is expected to weaken.
• After paying down $100 million of debt and reaching 1.7x net leverage, Atmus authorized a new $300 million share repurchase program and expects to increase buybacks, while keeping M&A investment as its first capital-allocation priority.
• Atmus completed the Koch Filter integration and is investing in growth, including a HEPA clean room and a planned Florida facility. Management sees higher-efficiency products as a potential source of growth and stronger margins.

Atmus Filtration Technologies Price Performance

ATMU traded up $4.31 on Friday, reaching $50.47. 1,005,399 shares of the company’s stock were exchanged, compared to its average volume of 655,302. The company has a debt-to-equity ratio of 2.18, a current ratio of 2.65 and a quick ratio of 1.83. The stock’s fifty day moving average price is $45.34 and its 200-day moving average price is $52.89. The stock has a market cap of $4.12 billion, a PE ratio of 19.34, a P/E/G ratio of 2.01 and a beta of 1.17. Atmus Filtration Technologies has a twelve month low of $40.75 and a twelve month high of $66.50.

Atmus Filtration Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 9th. Investors of record on Thursday, August 27th were paid a $0.06 dividend. The ex-dividend date of this dividend was Thursday, August 27th. This represents a $0.24 annualized dividend and a yield of 0.5%. This is an increase from Atmus Filtration Technologies’s previous quarterly dividend of $0.0550. Atmus Filtration Technologies’s dividend payout ratio is currently 9.20%.

Insider Buying and Selling at Atmus Filtration Technologies

In other news, Director Stephen E. Macadam purchased 2,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was bought at an average price of $49.78 per share, for a total transaction of $99,560.00. Following the acquisition, the director directly owned 40,588 shares of the company’s stock, valued at approximately $2,020,470.64. The trade was a 5.18% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Renee Swan sold 3,870 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $50.89, for a total transaction of $196,944.30. Following the transaction, the insider directly owned 46,875 shares in the company, valued at $2,385,468.75. The trade was a 7.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.43% of the stock is owned by insiders.

Atmus Filtration Technologies News Summary

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Q3 adjusted earnings were $0.77 per share, above estimates of roughly $0.73–$0.74 and up from $0.69 a year earlier. Sales rose 13.9% year over year to $510 million, also topping expectations; net income was $61 million. Atmus Filtration Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 EPS guidance to $2.90–$3.05, a range that includes and extends above the approximately $2.96 analyst consensus. Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Atmus authorized a $300 million share-buyback program, which may support shareholder returns and signal confidence in the business. Atmus Announces $300 Million Equity Buyback
• Neutral Sentiment: Full-year revenue guidance is $2.0 billion, in line with analyst expectations, so the outlook’s stronger signal came primarily from the EPS range. Atmus Filtration Technologies Reports Third Quarter 2026 Results

Analysts Set New Price Targets

ATMU has been the subject of a number of research reports. Wells Fargo & Company initiated coverage on Atmus Filtration Technologies in a research report on Monday, August 3rd. They set an “equal weight” rating and a $56.00 price objective for the company. JPMorgan Chase & Co. cut their target price on shares of Atmus Filtration Technologies from $67.00 to $54.00 and set an “overweight” rating for the company in a report on Thursday, October 8th. Finally, Weiss Ratings upgraded Atmus Filtration Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $57.67.

Atmus Filtration Technologies Company Profile

Atmus Filtration Technologies Inc (NYSE: ATMU) is a filtration products and solutions company serving the commercial vehicle, industrial, agriculture, construction, mining and power-generation markets. The company develops and manufactures filtration technologies designed to protect engines, equipment and other critical systems while supporting performance and maintenance requirements.

Atmus’s product portfolio includes air, fuel, lube and hydraulic filtration products, as well as solutions for emissions control, crankcase ventilation and coolant management.