The earnings call reflects positive achievements in sales growth, share repurchase, and operational independence, balanced by challenges in the first-fit market due to regulatory and economic uncertainties, and currency headwinds.

Company Guidance

During Atmus Filtration Technologies' Second Quarter 2025 earnings call, the company provided updated guidance and insights into their financial performance and strategic initiatives. The guidance for 2025 reflects expectations of overall company revenue growth between 1% and 4%, with global sales projected to range from $1.685 billion to $1.735 billion. Adjusted EBITDA margin is anticipated to be between 19.25% and 20%, and adjusted EPS is expected to be between $2.40 and $2.60. The company also noted that share repurchases are estimated to account for about 1% to 3% of their current market capitalization. Atmus Filtration reported record second-quarter sales of $454 million, a 4.8% increase from the previous year, driven by a 4% rise in volume and 2% pricing improvements, despite a 1% negative impact from foreign exchange. The aftermarket sector is projected to see slight growth, with share gains contributing 2% to revenue growth, while the first-fit market in the U.S. is expected to decline by 15% to 25%. The company remains focused on its four-pillar growth strategy, emphasizing share growth in first-fit and aftermarket, supply chain transformation, and expansion into industrial filtration markets through inorganic acquisitions.

Record Sales Achievement

Atmus Filtration Technologies achieved record sales of $454 million in Q2 2025, a 4.8% increase compared to $433 million in the same period last year.

Successful Share Repurchase Program

The company accelerated its share repurchase program, buying back $20 million in Q2, totaling $50 million since July of the previous year.

Operational Separation Progress

The company is on track to complete its operational separation from Cummins in Q3 2025.

Strong Aftermarket Growth

The aftermarket segment continues to grow, supported by expanded product coverage and advanced data analytics.

Improved Distribution Network

Completion of the transition to an independent distribution network, including complex transitions like Belgium, enhances customer service.

Positive Adjusted Free Cash Flow

Adjusted free cash flow was $36 million in Q2 2025, up from $34 million in 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

Daily Earnings Calendar >

ATMU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.60 / -	0.61	―	―	―
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)
Aug 09, 2023	2023 (Q2)	0.48 / 0.63	0.591	6.60% (+0.04)

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
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%
Nov 08, 2024	$41.31	$44.10	+6.75%

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 Oct 31, 2025, Before Open (Confirmed).

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

Atmus Filtration Technologies, Inc. (ATMU) earnings time is at Oct 31, 2025, 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 (Q3) is 0.6.

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