Earnings summaries and quarterly performance for Atmus Filtration Technologies.
Executive leadership at Atmus Filtration Technologies.
Stephanie J. Disher
Detailed
Chief Executive Officer
CEO
CM
Charles Masters
Detailed
Senior Vice President and President, Power Solutions
JK
Jack Kienzler
Detailed
Senior Vice President and Chief Financial Officer
LH
Laura Heltebran
Detailed
Senior Vice President, Chief Legal Officer & Corporate Secretary
RS
Renee Swan
Detailed
Senior Vice President and Chief People Officer
Board of directors at Atmus Filtration Technologies.
Research analysts who have asked questions during Atmus Filtration Technologies earnings calls.
David Ridley-Lane
Bank of America
4 questions for ATMU
Also covers: CNM, EMR, ETWO +5 more
RM
Robert Mason
Robert W. Baird & Co.
4 questions for ATMU
Also covers: AEIS, AME, BMI +12 more
TZ
Tami Zakaria
JPMorgan Chase & Co.
4 questions for ATMU
Also covers: ADM, AGCO, ALSN +23 more
JR
Jerry Revich
Goldman Sachs Group Inc.
3 questions for ATMU
Also covers: AGCO, ALSN, CAT +28 more
JO
Joseph O'Dea
Wells Fargo & Company
3 questions for ATMU
Also covers: ALLE, AYI, CARR +15 more
RB
Robert Brooks
Northland Capital Markets
3 questions for ATMU
Also covers: BELFA, CECO, CXT +10 more
BB
Bobby Brooks
Northland Capital Markets
1 question for ATMU
Also covers: CECO, CXT, EE +11 more
Recent press releases and 8-K filings for ATMU.
Atmus Filtration Technologies Completes Koch Filter Acquisition and Secures New Credit Facility
ATMU
M&A
Debt Issuance
New Projects/Investments
- Atmus Filtration Technologies Inc. (ATMU) completed the acquisition of Koch Filter Corporation for approximately $450 million in cash.
- This acquisition establishes Atmus' industrial air filtration platform, creating a new Industrial Solutions segment, and expands its presence in high-growth markets such as commercial and industrial HVAC, data centers, and power generation.
- The company expects the acquisition to be accretive to Adjusted EPS and Adjusted EBITDA margin in 2026 and achieve high-single-digit ROIC by 2028.
- To fund the acquisition and for general corporate purposes, Atmus entered into an amended and restated five-year $1.5 billion credit facility, comprising a $500 million revolving credit facility and a $1 billion term loan.
Jan 7, 2026, 3:41 PM
Atmus Filtration Technologies Acquires Koch Filter Corporation
ATMU
M&A
- Atmus Filtration Technologies Inc. (NYSE: ATMU) completed the acquisition of Koch Filter Corporation from Truelink Capital for $450 million in cash on January 7, 2026.
- Koch Filter, previously a subsidiary of Air Distribution Technologies, Inc., is a leading provider of air filtration solutions, manufacturing products such as pleated, high-efficiency, and HEPA filters for various commercial applications.
Jan 7, 2026, 2:00 PM
Atmus Filtration Discusses Operational Separation, Koch Filter Acquisition, and 2025 Market Outlook
ATMU
M&A
Demand Weakening
Share Buyback
- Atmus Filtration completed its full operational separation from Cummins in the third quarter.
- The company announced the acquisition of Koch Filter for $450 million, which is expected to generate $4 million in run-rate synergies and be accretive to EBITDA margin and EPS in year one. This acquisition advances Atmus's fourth growth pillar into industrial markets.
- For 2025, Atmus expects US heavy-duty and medium-duty markets to be down 20-25%, with aftermarket activity remaining depressed and freight activity flattish.
- Atmus guided to a 3% price increase for 2025, comprising 1.2% from tariff-related pricing and 1.7% from base pricing.
- The company plans to finance the Koch Filter acquisition with existing cash and its undrawn revolver, expecting net debt to EBITDA to be around 2x at closing, with a target to reduce it to 1.5x over the next couple of quarters. Atmus also continues to return cash to shareholders through dividends and share repurchases.
Dec 4, 2025, 7:10 PM
Atmus Filtration Discusses Post-Separation Growth, Koch Filter Acquisition, and Market Outlook
ATMU
M&A
Guidance Update
New Projects/Investments
- Atmus Filtration completed its full operational separation from Cummins in Q3, enabling the company to reallocate resources towards growth initiatives.
- The company announced its first M&A transaction, acquiring Koch Filter for $450 million, which represents a 13.9 times trailing multiple pre-synergy and 10.9 times post-synergy with $4 million in expected run rate synergies. This acquisition is projected to be EPS and EBITDA margin accretive in year one and achieve high single-digit return on invested capital by year three.
- The Koch Filter acquisition will be financed with existing cash and revolver, potentially upsizing the credit facility, leading to an initial net debt to EBITDA of approximately 2 times, with a plan to reduce it to 1.5 times within a few quarters.
- Management expects US heavy-duty and medium-duty markets to be down 20%-25% in 2025 due to uncertainty surrounding 2027 emissions regulations, while aftermarket freight activity is anticipated to be flattish year over year in 2025.
- For 2025, the company has guided to a 3% price increase, comprising 1.2% from tariff-related pricing and 1.7% from base pricing.
Dec 4, 2025, 7:10 PM
Atmus Filtration Technologies to Acquire Koch Filter Corporation
ATMU
M&A
New Projects/Investments
- Atmus Filtration Technologies Inc. [NYSE: ATMU] has entered into a definitive agreement to acquire Koch Filter Corporation from Truelink Capital.
- The acquisition is for $450 million in cash.
- The transaction is expected to close in the first quarter of 2026, subject to the satisfaction or waiver of customary closing conditions.
- Koch Filter Corporation is a leading provider of air filtration solutions, manufacturing products such as pleated, high efficiency, and HEPA filters.
Nov 24, 2025, 2:34 PM
Atmus Filtration Technologies Reports Strong Q3 2025 Results and Updates Full-Year Guidance
ATMU
Earnings
Guidance Update
Share Buyback
- Atmus Filtration Technologies reported Q3 2025 sales of $448 million, an increase of 10.9% compared to the same period last year, with adjusted EBITDA of $92 million (20.4% margin) and adjusted earnings per share of $0.69.
- The company completed its full operational separation from its former parent company in Q3 2025 and does not anticipate additional one-time separation costs in Q4.
- For the full year 2025, Atmus raised its total company revenue expectations to a range of $1.72 billion to $1.745 billion, adjusted EBITDA margin to 19.5%-20%, and adjusted EPS to $2.50-$2.65.
- Capital allocation included repurchasing $30 million of stock in Q3, bringing the year-to-date total to $61 million, and increasing the quarterly dividend by 10%.
Nov 7, 2025, 4:00 PM
ATMU Reports Q3 2025 Results, Updates Full-Year Outlook, and Increases Dividend
ATMU
Earnings
Guidance Update
Share Buyback
- Atmus reported Q3 2025 sales of $448 million, an Adjusted EBITDA Margin of 20.4%, and Adjusted EPS of $0.69. The company also generated $72 million in Adjusted Free Cash Flow for the quarter.
- For the full year 2025, Atmus updated its outlook, projecting sales between $1,720 million and $1,745 million, an Adjusted EBITDA margin of 19.50% to 20.0%, and Adjusted earnings per share of $2.50 to $2.65.
- The company announced a 10% increase in its quarterly dividend to $0.055 per share and executed $30 million in share repurchases during Q3 2025, bringing year-to-date repurchases to $61 million.
- Atmus achieved full operational independence, with its distribution network now Atmus-controlled and the transition services agreement concluded.
Nov 7, 2025, 4:00 PM
Atmus Filtration Technologies Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ATMU
Earnings
Guidance Update
Share Buyback
- Atmus Filtration Technologies reported Q3 2025 sales of $448 million, a 10.9% increase year-over-year, with adjusted EBITDA of $92 million (20.4%) and adjusted earnings per share of $0.69.
- The company completed its full operational separation from its former parent company and accelerated its share repurchase program, buying back $30 million in Q3 for a year-to-date total of $61 million, while also increasing its quarterly dividend by 10%.
- Atmus raised its full-year 2025 guidance, now expecting total company revenue between $1.72 billion and $1.745 billion, an adjusted EBITDA margin of 19.5%-20%, and adjusted EPS in the range of $2.50-$2.65.
- Despite an anticipated 20%-25% decline in U.S. heavy and medium-duty markets, the company expects share gains to contribute 3% and pricing to add approximately 3% to revenue growth for the full year.
Nov 7, 2025, 4:00 PM
Atmus Filtration Technologies Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ATMU
Earnings
Guidance Update
Share Buyback
- Atmus Filtration Technologies reported Q3 2025 sales of $448 million, an increase of 10.9% compared to the same period last year, with Adjusted EBITDA of $92 million (20.4% margin) and Adjusted earnings per share of $0.69.
- The company completed its full operational separation from its former parent company during the third quarter of 2025.
- In Q3 2025, Atmus repurchased $30 million of stock, bringing the year-to-date total to $61 million, and increased its quarterly dividend by 10%.
- Atmus raised its full-year 2025 guidance, now expecting total company revenue in the range of $1.72-$1.745 billion, an adjusted EBITDA margin of 19.5%-20%, and adjusted EPS between $2.50-$2.65.
- The market outlook anticipates U.S. heavy and medium-duty markets to be down 20%-25%, while aftermarket freight activity is expected to remain flattish through Q4 2025 and into the first half of 2026.
Nov 7, 2025, 4:00 PM
Atmus Filtration Technologies Inc. Reports Third Quarter 2025 Results and Raises Full-Year Guidance
ATMU
Earnings
Guidance Update
Share Buyback
- For the third quarter of 2025, Atmus Filtration Technologies Inc. reported net sales of $448 million, an increase of 10.9% compared to the third quarter of 2024.
- GAAP net income for Q3 2025 was $55 million, with diluted earnings per share of $0.66.
- Adjusted EBITDA reached $92 million, resulting in an Adjusted EBITDA margin of 20.4% for the third quarter of 2025.
- The company raised its 2025 guidance, expecting revenue to be in the range of $1,720 million to $1,745 million and Adjusted earnings per share in the range of $2.50 to $2.65.
- Atmus completed its full operational separation from Cummins Inc. and repurchased $30 million of common stock during the quarter.
Nov 7, 2025, 11:47 AM
Quarterly earnings call transcripts for Atmus Filtration Technologies.
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