Atmus Filtration Technologies, Inc. (ATMU)

NYSE:ATMU

ATMU

Atmus Filtration Technologies, Inc.

RESEARCH TOOLSreports

Want to see ATMU full AI Analyst Report?

Atmus Filtration Technologies, Inc. (ATMU) Earnings Dates, Call Summary & Reports

173 Followers

Earnings Data

Report Date

Aug 06, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.78

Last Year’s EPS

0.75

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 01, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call balanced notable strategic and financial progress—an accretive acquisition (Cook Filter) that expands into industrial filtration, double-digit consolidated revenue growth (14.6% YoY), improved adjusted EBITDA dollars and stronger free cash flow—against several near-term risks, including geopolitical uncertainty (Middle East), muted aftermarket and slight volume declines, integration and one-time charges, and potential input-cost pressures. The company maintained guidance, demonstrated healthy liquidity and returned capital to shareholders, and management emphasized integration progress and operational improvements.

Company Guidance

Atmus guided 2026 revenue of $1.945–$2.015 billion (up 10%–14% y/y), comprising Power Solutions $1.79–$1.85 billion (≈+3% at midpoint) and Industrial Solutions $155–$165 million (includes January), while maintaining full‑year adjusted EBITDA margin of 19.5%–20.5% and adjusted EPS of $2.75–$3. Key assumptions include ~1% revenue from pricing, 1%–2% of revenue from share gains, Industrial market growth of 1%–4%, and an expected ~1% FX tailwind from a weaker U.S. dollar; tariff pricing is expected to be flat y/y as of April 30. Management excluded integration costs of $3–$8 million, transaction costs of roughly $6 million, and $10–$15 million of post‑acquisition intangible amortization from adjusted results. For context, Q1 results were sales $478 million (+14.6% y/y), adjusted EBITDA $95 million (19.8%), adjusted EPS $0.69, adjusted free cash flow $33 million, cash $210 million, available liquidity $710 million, and estimated net debt/adjusted EBITDA ~2x; they returned $12 million to shareholders in Q1 and expect $20–$40 million of buybacks in 2026 (with $62 million remaining authorization). Management noted the Middle East conflict is an ongoing upside risk to input costs (not yet incorporated into guidance), particularly petroleum‑based components.

Quarterly Revenue Growth

Sales of $478 million in Q1 2026 versus $417 million in Q1 2025, an increase of 14.6%, largely driven by the Cook Filter acquisition.

Profitability and Margins

Adjusted EBITDA of $95 million (19.8% margin) in Q1 2026 versus $82 million (19.6% margin) in Q1 2025, showing margin stability with dollar improvement in EBITDA.

Earnings, Cash Flow and Balance Sheet Strength

Adjusted EPS of $0.69 (up from $0.63) and adjusted free cash flow of $33 million versus $20 million prior year; ended the quarter with $210 million cash and $500 million revolver for $710 million total liquidity, estimated net debt to adjusted EBITDA of ~2.0x LTM.

Acquisition of Cook Filter and Industrial Segment Creation

Completed acquisition of Cook Filter (Industrial Solutions sales of $38 million in Q1); integration >50% complete on transition services with remaining work expected to finish early Q3; acquisition expands company into industrial air filtration and new end markets (data centers, health care).

Power Solutions Performance Drivers

Power Solutions sales of $439 million, up 5.4% year over year (driven by ~4% favorable FX and ~2% pricing), with volume slightly down indicating pricing/FX offsetting weaker volumes.

Capital Return and Allocation

Returned $12 million to shareholders in Q1 ( $7 million buybacks, $5 million dividends); $62 million remaining on repurchase authorization and expected repurchases of $20–$40 million in 2026.

Operational Investments and Customer Service

Opened a new state-of-the-art lab to reduce testing lead times; raised delivery and on-shelf availability metrics to all-time highs; launched leadership development programs (200 frontline managers enrolled) to support scaling and culture.

Maintained Full-Year Guidance

Company maintains full-year adjusted EBITDA guidance of 19.5%–20.5%, total revenue guidance of $1.945B–$2.015B (up 10%–14% YoY), and adjusted EPS guidance of $2.75–$3.00.

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

Daily Earnings Calendar >

ATMU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2026 (Q2)	0.78 / -	0.75	―	―	―
May 01, 2026	2026 (Q1)	0.67 / 0.69	0.63	9.52% (+0.06)
Feb 13, 2026	2025 (Q4)	0.56 / 0.66	0.58	13.79% (+0.08)
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)

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 Aug 06, 2026, Before Open (Confirmed).

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

Atmus Filtration Technologies, Inc. (ATMU) earnings time is at Aug 06, 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 (Q2) is 0.78.