Atmus Filtration Technologies (NYSE:ATMU) Issues Quarterly Earnings Results

Atmus Filtration Technologies (NYSE:ATMU) issued its earnings results on Friday. The company reported $0.77 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04, FiscalAI reports. Atmus Filtration Technologies had a net margin of 11.32% and a return on equity of 59.85%. The company had revenue of $510.00 million for the quarter, compared to analysts’ expectations of $501.59 million. During the same period in the prior year, the company earned $0.69 earnings per share. The firm’s revenue was up 13.9% compared to the same quarter last year. Atmus Filtration Technologies updated its FY 2026 guidance to 2.900-3.050 EPS.

Here are the key takeaways from Atmus Filtration Technologies’ conference call:

• Atmus raised its 2026 revenue outlook to $2.01 billion–$2.035 billion and adjusted EPS guidance to $2.90–$3.05, while maintaining its adjusted EBITDA margin outlook of 19.75%–20.25%.
• Third-quarter sales rose 14% to $510 million, adjusted EBITDA increased to $104 million, and adjusted free cash flow reached $88 million. Management said year-to-date free cash flow was up $61 million year over year.
• U.S. heavy- and medium-duty first-fit markets are recovering, and the company expects strength to continue into the first half of 2027, though EPA 2027 rules remain uncertain. The aftermarket is still relatively flat, conditions outside North America are mixed, and pickup demand is expected to weaken.
• After paying down $100 million of debt and reaching 1.7x net leverage, Atmus authorized a new $300 million share repurchase program and expects to increase buybacks, while keeping M&A investment as its first capital-allocation priority.
• Atmus completed the Koch Filter integration and is investing in growth, including a HEPA clean room and a planned Florida facility. Management sees higher-efficiency products as a potential source of growth and stronger margins.

Atmus Filtration Technologies Stock Performance

Shares of ATMU traded up $4.31 during mid-day trading on Friday, reaching $50.47. 1,005,399 shares of the company’s stock traded hands, compared to its average volume of 655,302. The stock has a market capitalization of $4.12 billion, a P/E ratio of 19.34, a price-to-earnings-growth ratio of 2.01 and a beta of 1.17. The company has a debt-to-equity ratio of 2.18, a quick ratio of 1.83 and a current ratio of 2.65. Atmus Filtration Technologies has a 12 month low of $40.75 and a 12 month high of $66.50. The business’s 50-day moving average price is $45.34 and its 200-day moving average price is $52.89.

Atmus Filtration Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 9th. Stockholders of record on Thursday, August 27th were issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Atmus Filtration Technologies’s previous quarterly dividend of $0.0550. The ex-dividend date of this dividend was Thursday, August 27th. Atmus Filtration Technologies’s dividend payout ratio is presently 9.20%.

Atmus Filtration Technologies News Roundup

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Q3 adjusted earnings were $0.77 per share, above estimates of roughly $0.73–$0.74 and up from $0.69 a year earlier. Sales rose 13.9% year over year to $510 million, also topping expectations; net income was $61 million. Atmus Filtration Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 EPS guidance to $2.90–$3.05, a range that includes and extends above the approximately $2.96 analyst consensus. Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Atmus authorized a $300 million share-buyback program, which may support shareholder returns and signal confidence in the business. Atmus Announces $300 Million Equity Buyback
• Neutral Sentiment: Full-year revenue guidance is $2.0 billion, in line with analyst expectations, so the outlook’s stronger signal came primarily from the EPS range. Atmus Filtration Technologies Reports Third Quarter 2026 Results

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ATMU. Weiss Ratings raised shares of Atmus Filtration Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. JPMorgan Chase & Co. lowered their target price on Atmus Filtration Technologies from $67.00 to $54.00 and set an “overweight” rating for the company in a report on Thursday, October 8th. Finally, Wells Fargo & Company started coverage on Atmus Filtration Technologies in a research report on Monday, August 3rd. They set an “equal weight” rating and a $56.00 price target on the stock. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $57.67.

Insider Activity

In related news, Director Stephen E. Macadam purchased 2,000 shares of Atmus Filtration Technologies stock in a transaction dated Wednesday, August 12th. The stock was bought at an average cost of $49.78 per share, with a total value of $99,560.00. Following the purchase, the director owned 40,588 shares in the company, valued at approximately $2,020,470.64. The trade was a 5.18% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Renee Swan sold 3,870 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $50.89, for a total transaction of $196,944.30. Following the completion of the transaction, the insider owned 46,875 shares of the company’s stock, valued at $2,385,468.75. This trade represents a 7.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.43% of the stock is currently owned by company insiders.

About Atmus Filtration Technologies

Atmus Filtration Technologies Inc (NYSE: ATMU) is a filtration products and solutions company serving the commercial vehicle, industrial, agriculture, construction, mining and power-generation markets. The company develops and manufactures filtration technologies designed to protect engines, equipment and other critical systems while supporting performance and maintenance requirements.

Atmus’s product portfolio includes air, fuel, lube and hydraulic filtration products, as well as solutions for emissions control, crankcase ventilation and coolant management.