The earnings call highlighted strong financial performance and strategic progress, including the completion of operational separation from Cummins and increased revenue expectations. However, market uncertainties and a continued freight recession pose challenges.

Company Guidance

During Atmus Filtration Technologies' Third Quarter 2025 earnings call, the company provided robust guidance on several financial metrics and strategic initiatives. The firm reported a 10.9% year-over-year increase in sales, reaching $448 million, driven by higher volumes, pricing, and favorable foreign exchange. The company repurchased $30 million of stock in the third quarter, with a year-to-date total of $61 million, and increased its quarterly dividend by 10%. Adjusted EBITDA rose to $92 million or 20.4% from $79 million or 19.6% in the prior year. The full-year revenue outlook was revised upwards to a range of $1.72 billion to $1.745 billion, reflecting an increase of 3% to 4.5% compared to the previous year. Atmus also expects adjusted EBITDA margins to be between 19.5% and 20%, and adjusted EPS to range from $2.50 to $2.65. The company emphasized its four-pillar growth strategy, focusing on expanding first-fit customer reach, accelerating aftermarket growth, transforming the supply chain, and entering industrial filtration markets, primarily through acquisitions.

Operational Separation Completion

Atmus Filtration Technologies completed its full operational separation from its former parent, Cummins, marking a significant milestone for the company.

Strong Financial Performance

Sales increased by 10.9% to $448 million compared to $404 million last year, driven by higher volumes, pricing, and favorable foreign exchange.

Share Repurchase Program

The company accelerated its share repurchase program, purchasing $30 million of stock in Q3, bringing the year-to-date total to $61 million.

Safety Milestone

Achieved two years without a serious injury in the business, highlighting the company's commitment to safety.

Increased Revenue Expectations

Total company revenue expectations raised to $1.72 billion to $1.745 billion, an increase of 3% to 4.5% compared to the prior year.

Atmus Filtration Technologies, Inc. (ATMU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ATMU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2025 (Q4)	0.57 / -	0.58	―	―	―
Nov 07, 2025	2025 (Q3)	0.60 / 0.69	0.61	13.11% (+0.08)
Aug 08, 2025	2025 (Q2)	0.65 / 0.75	0.71	5.63% (+0.04)
May 02, 2025	2025 (Q1)	0.59 / 0.63	0.6	5.00% (+0.03)
Feb 21, 2025	2024 (Q4)	0.53 / 0.58	0.49	18.37% (+0.09)
Nov 08, 2024	2024 (Q3)	0.52 / 0.61	0.52	17.31% (+0.09)
Aug 02, 2024	2024 (Q2)	0.57 / 0.71	0.63	12.70% (+0.08)
May 03, 2024	2024 (Q1)	0.57 / 0.60	0.67	-10.45% (-0.07)
Feb 14, 2024	2023 (Q4)	0.43 / 0.49	―	―
Nov 03, 2023	2023 (Q3)	0.45 / 0.52	0.605	-14.05% (-0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ATMU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2025	$46.51	$47.90	+2.99%
Aug 08, 2025	$38.59	$40.95	+6.12%
May 02, 2025	$35.17	$36.00	+2.36%
Feb 21, 2025	$39.02	$37.60	-3.64%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Atmus Filtration Technologies, Inc. (ATMU) report earnings?

Atmus Filtration Technologies, Inc. (ATMU) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).

What is Atmus Filtration Technologies, Inc. (ATMU) earnings time?

Atmus Filtration Technologies, Inc. (ATMU) earnings time is at Feb 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ATMU EPS forecast?

ATMU EPS forecast for the fiscal quarter 2025 (Q4) is 0.57.

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