The earnings call highlighted several achievements, including strong capital allocation, successful product launches, and operational progress. However, these were offset by challenges such as sales decline, market uncertainties, and significant tariff impacts, leading to a balanced sentiment.

Company Guidance -

Q2 2025

During the Atmus Filtration Technologies First Quarter 2025 Earnings Call, the company provided guidance for the fiscal year, with total company revenue expected to be flat to up 4% compared to the prior year, ranging from $1.67 billion to $1.735 billion. The adjusted EBITDA margin is projected to remain between 19% and 20%, and adjusted earnings per share (EPS) are anticipated to be between $2.35 and $2.60. The guidance reflects estimated tariff impacts, which include a 145% tariff on imports from China and a 10% broad-based tariff on other countries, with the company aiming to implement pricing adjustments of approximately 1.5% to offset these costs. Despite the challenging economic environment, Atmus aims to achieve a 3.2% year-over-year revenue increase from pricing and 2% from market share gains, maintaining resilience with over 80% of revenue from the aftermarket segment. Adjusted free cash flow is projected to exclude around $5 million to $10 million of onetime capital expenditures related to the company's separation from Cummins.

Strong Capital Allocation Program

Repurchased $10 million of stock in Q1, totaling $30 million since July, with $120 million remaining under board authorization.

Operational Separation Progress

Significant progress on operational separation from Cummins, expected to complete remaining activities in 2025.

Successful Launch of NanoNet N3

Expanded leadership in fuel filtration and crankcase ventilation with the launch of NanoNet N3 media.

Grand Opening of South Korea Facility

Opened a new media manufacturing facility in Mado, South Korea, enhancing production capacity and capabilities.

Solid Financial Performance

Adjusted EBITDA of $82 million or 19.6%, up from $80 million or 18.8% in the prior period.

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 08, 2025	2025 (Q2)	0.66 / -	0.71	―	―	―
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
May 02, 2025	$35.21	$36.05	+2.39%
Feb 21, 2025	$39.07	$37.65	-3.63%
Nov 08, 2024	$41.36	$44.15	+6.75%
Aug 02, 2024	$29.86	$30.79	+3.11%

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 08, 2025, Before Open (Confirmed).

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

Atmus Filtration Technologies, Inc. (ATMU) earnings time is at Aug 08, 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 (Q2) is 0.66.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing