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Atmus Filtration Technologies, Inc. (ATMU)
NYSE:ATMU
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.67Last Year’s EPS
0.63Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive picture: solid top-line growth (Q4 +9.8%, FY +5.7%), improved profitability and free cash flow, strategic expansion via the Cook Filter acquisition, product recognition (NanoNet N3), and strong liquidity post-transaction. Headwinds include soft end markets (flat freight and aftermarket), tariff normalization reducing 2026 pricing benefit, one-time impairment and separation costs, higher logistics/duties, and a largely flat adjusted EBITDA midpoint despite revenue guidance. On balance, the strengths (acquisition, revenue and EPS growth, cash flow, product awards, and clear guidance for 10%–14% revenue growth) outweigh the identified challenges.Company Guidance
Acquisition of Cook Filter and Industrial Solutions Launch
Closed acquisition of Cook Filter in early January, creating a new Industrial Solutions segment and expanding into industrial air filtration. Cook adds exposure to commercial/industrial HVAC and ~8% data center-related business growing at a high-teens rate; integration and procurement synergies already identified.
Fourth Quarter Revenue Growth
Q4 sales of $447,000,000 versus $407,000,000 a year ago, an increase of 9.8% driven by pricing (~5%), higher volumes (~4%), and favorable FX (~1%).
Strong Profitability Metrics
Q4 adjusted EBITDA of $85,000,000 and margin of 19.1% (flat year-over-year). Full-year adjusted EBITDA of $354,000,000, up from $330,000,000 (+7.3%), with full-year margin at 20.0% (vs 19.7% prior year).
Earnings and Cash Flow Improvement
Full-year adjusted EPS of $2.73 versus $2.50 in 2024 (+9.2%). Q4 adjusted EPS $0.66 versus $0.58 prior year. Adjusted free cash flow improved to $158,000,000 for FY2025 from $115,000,000 in FY2024 (+37.4%); Q4 adjusted FCF $31,000,000 vs $28,000,000.
Capital Return and Buyback Authorization
Returned $78,000,000 to shareholders in 2025 ($61,000,000 buybacks, $17,000,000 dividends). $69,000,000 remains on repurchase authorization and company expects $20,000,000–$40,000,000 in buybacks in 2026.
2026 Revenue and Profit Guidance
Company expects 2026 total revenue of $1,945,000,000–$2,015,000,000, an increase of 10%–14% vs 2025. Power Solutions revenue guide of $1,790,000,000–$1,850,000,000 (~+3% at midpoint). Industrial Solutions guide $155,000,000–$165,000,000 (includes Cook from Jan 7). Adj. EBITDA margin expected 19.5%–20.5%; adjusted EPS $2.75–$3.00.
Product and Technology Leadership
Launched NanoNet N3 media (enables compact designs and superior service life); NanoNet N3 awarded World Filtration Institute 'Product of the Year'—supports first-fit growth and OEM partnerships.
Improved Supply Chain and Liquidity
Completed transition to global Atmus distribution network to improve on-shelf availability. Post-acquisition financing: amended credit agreement with $1.0B term loan (drawn) and $500M revolver; estimated cash ~$201M and total liquidity ~$701M; leverage ~2.1x with expectation to deleverage via EBITDA and cash flow.
Atmus Filtration Technologies, Inc. (ATMU) Earnings, Revenues Date & History
ATMU Earnings History
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 |
|---|---|---|---|
Feb 13, 2026 | $62.07 | $64.06 | +3.22% |
Nov 07, 2025 | $46.42 | $47.80 | +2.99% |
Aug 08, 2025 | $38.52 | $40.87 | +6.11% |
May 02, 2025 | $35.10 | $35.93 | +2.38% |
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 May 01, 2026, Before Open (Confirmed).
What is Atmus Filtration Technologies, Inc. (ATMU) earnings time?
Atmus Filtration Technologies, Inc. (ATMU) earnings time is at May 01, 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 2026 (Q1) is 0.67.