Atmus Filtration Technologies (NYSE:ATMU) Releases Earnings Results, Beats Expectations By $0.04 EPS
by Scott Moore · The Cerbat GemAtmus Filtration Technologies (NYSE:ATMU – Get Free Report) issued its quarterly earnings results on Friday. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.65 by $0.04, Briefing.com reports. The firm had revenue of $477.50 million during the quarter, compared to analyst estimates of $474.41 million. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.Atmus Filtration Technologies’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period last year, the company earned $0.63 EPS. 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:
- Completed the acquisition of Koch Filter (closed Jan 7), creating a new Industrial Solutions segment focused on industrial air filtration and high-growth end markets, with >50% of TSAs exited and full integration expected early in Q3.
- Q1 results showed sales of $478M (+14.6% YoY, largely from Koch), adjusted EBITDA of $95M (19.8%), adjusted EPS of $0.69, and adjusted free cash flow of $33M, indicating margin resilience despite slightly lower Power Solutions volumes.
- Management maintained full-year guidance with consolidated revenue of $1.945B–$2.015B (+10%–14%), Power Solutions guidance of ~$1.79B–$1.85B, Industrial Solutions $155M–$165M, adjusted EBITDA 19.5%–20.5%, and adjusted EPS $2.75–$3.00.
- The company warned the Middle East conflict is an ongoing risk (Q1 impact ≈ $4M) that could raise petroleum-based input costs and cause timing lags in cost recovery, while integration, transaction and tariff-related uncertainties add near-term pressures.
- Capital allocation and balance-sheet flexibility remain strong — $12M returned to shareholders in Q1, $62M repurchase authorization remaining (targeting $20M–$40M of repurchases in 2026), $210M cash on hand plus a $500M revolver (~$710M available) and estimated net debt/EBITDA ~2x.
Atmus Filtration Technologies Stock Down 16.5%
ATMU stock traded down $10.46 on Friday, hitting $52.94. 4,154,394 shares of the company’s stock were exchanged, compared to its average volume of 1,759,470. Atmus Filtration Technologies has a 12-month low of $34.58 and a 12-month high of $66.50. The firm has a 50 day moving average price of $60.58 and a two-hundred day moving average price of $55.40. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.66 and a current ratio of 2.42. The stock has a market cap of $4.32 billion, a P/E ratio of 23.22, a price-to-earnings-growth ratio of 2.88 and a beta of 1.48.
Atmus Filtration Technologies Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Investors of record on Friday, February 20th were paid a dividend of $0.055 per share. This represents a $0.22 annualized dividend and a yield of 0.4%. The ex-dividend date was Friday, February 20th. Atmus Filtration Technologies’s payout ratio is 8.80%.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. T. Rowe Price Investment Management Inc. grew its stake in Atmus Filtration Technologies by 22.5% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,622,786 shares of the company’s stock worth $84,239,000 after buying an additional 297,851 shares during the last quarter. Invesco Ltd. grew its stake in Atmus Filtration Technologies by 22.7% during the 4th quarter. Invesco Ltd. now owns 2,728,470 shares of the company’s stock valued at $141,635,000 after purchasing an additional 504,647 shares during the last quarter. XTX Topco Ltd grew its stake in Atmus Filtration Technologies by 6.0% during the 4th quarter. XTX Topco Ltd now owns 14,950 shares of the company’s stock valued at $776,000 after purchasing an additional 841 shares during the last quarter. Voloridge Investment Management LLC grew its stake in Atmus Filtration Technologies by 27.2% during the 4th quarter. Voloridge Investment Management LLC now owns 300,334 shares of the company’s stock valued at $15,590,000 after purchasing an additional 64,308 shares during the last quarter. Finally, Port Capital LLC grew its stake in Atmus Filtration Technologies by 103.7% during the 4th quarter. Port Capital LLC now owns 876,720 shares of the company’s stock valued at $45,511,000 after purchasing an additional 446,260 shares during the last quarter. 32.73% of the stock is currently owned by hedge funds and other institutional investors.
Atmus Filtration Technologies News Roundup
Here are the key news stories impacting Atmus Filtration Technologies this week:
- Positive Sentiment: Q1 results beat expectations — Adjusted EPS $0.69 vs. consensus $0.65 and revenue $477.5–478M (+14.6% y/y), showing continued top-line growth. Article Title
- Positive Sentiment: Profitability & cash flow metrics were solid — adjusted EBITDA margin ~19.8% and adjusted free cash flow of $33M for the quarter, supporting earnings quality. Article Title
- Neutral Sentiment: Full call materials available — earnings press release, slide deck and transcript were posted for investors to review management’s commentary and segment detail. Article Title
- Neutral Sentiment: Analyst consensus still expects ~2.90 FY2026 EPS; the Q1 beat keeps upside potential if execution continues. Article Title
- Negative Sentiment: FY2026 guidance came in light — management guided EPS to $2.75–$3.00 (consensus ~2.91) and revenue to $1.9–$2.0B vs. street ~$2.0B, leaving investors concerned about upside for the year. Article Title
- Negative Sentiment: Market reaction: shares declined sharply on the guidance/expectations gap and elevated trading volume, signaling short-term investor disappointment despite the quarter beat. Article Title
Analysts Set New Price Targets
ATMU has been the subject of a number of research analyst reports. JPMorgan Chase & Co. decreased their target price on Atmus Filtration Technologies from $73.00 to $70.00 and set an “overweight” rating for the company in a research report on Wednesday, April 1st. Citigroup reaffirmed an “outperform” rating on shares of Atmus Filtration Technologies in a research report on Wednesday, February 18th. Wells Fargo & Company decreased their target price on Atmus Filtration Technologies from $67.00 to $58.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 1st. Wall Street Zen lowered Atmus Filtration Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Robert W. Baird reduced their price target on Atmus Filtration Technologies from $69.00 to $66.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Four equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $58.25.
Get Our Latest Report on Atmus Filtration Technologies
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.