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
6 questions for ATMU
Also covers: CNM, DOV, EMR +6 more
TZ
Tami Zakaria
JPMorgan Chase & Co.
6 questions for ATMU
Also covers: ADM, AGCO, ALSN +24 more
RM
Robert Mason
Robert W. Baird & Co.
4 questions for ATMU
Also covers: AEIS, AME, BMI +12 more
BB
Bobby Brooks
Northland Capital Markets
3 questions for ATMU
Also covers: BELFA, CECO, CXT +13 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
SS
Shubham Sethi
Robert W. Baird & Co. Incorporated
2 questions for ATMU
Recent press releases and 8-K filings for ATMU.
Atmus Filtration Technologies Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance, and Details Koch Filter Acquisition
ATMU
Earnings
M&A
Guidance Update
- Atmus Filtration Technologies reported Q4 2025 sales of $447 million and full-year 2025 sales of $1.764 billion, with Adjusted EBITDA of $354 million and Adjusted EPS of $2.73 for the full year.
- The company completed the acquisition of Koch Filter in early January 2026, establishing the new Industrial Solutions segment and expanding into industrial air filtration.
- For 2026, Atmus forecasts total company revenue between $1.945 billion and $2.015 billion, an increase of 10%-14%, with Adjusted EBITDA margin of 19.5%-20.5% and Adjusted EPS of $2.75-$3.00.
- In 2025, $78 million was returned to shareholders, including $61 million in share buybacks and $17 million in dividends, with $20-$40 million in share repurchases planned for 2026.
Feb 13, 2026, 4:00 PM
Atmus Filtration Technologies Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance, and Completes Koch Filter Acquisition
ATMU
Earnings
Guidance Update
M&A
- Atmus Filtration Technologies reported Q4 2025 sales of $447 million and full-year 2025 sales of $1.764 billion, marking increases of 9.8% and 5.7% respectively from the prior year.
- For the full year 2025, the company achieved Adjusted EBITDA of $354 million with a 20% margin and Adjusted EPS of $2.73.
- The company issued 2026 guidance, projecting total revenue between $1.945 billion and $2.015 billion (a 10%-14% increase), an Adjusted EBITDA margin of 19.5%-20.5%, and Adjusted EPS in the range of $2.75-$3.00.
- In early January, Atmus completed the acquisition of Koch Filter, establishing its new Industrial Solutions segment, and returned $78 million to shareholders in 2025 through share buybacks and dividends.
Feb 13, 2026, 4:00 PM
Atmus Filtration Technologies Announces Q4 and Full-Year 2025 Results and 2026 Outlook
ATMU
Earnings
Guidance Update
Share Buyback
- Atmus Filtration Technologies reported Q4 2025 sales of $447 million and full-year 2025 sales of $1,764 million, with Adjusted earnings per share of $0.66 for Q4 and $2.73 for the full year.
- The company issued a 2026 outlook, forecasting sales between $1,945 million and $2,015 million, Adjusted EBITDA margin of 19.5% to 20.5%, and Adjusted earnings per share ranging from $2.75 to $3.00.
- In 2025, Atmus returned $17 million in cash dividends and executed $61 million in share repurchases, with an expectation to repurchase $20 million to $40 million in 2026.
- The company also noted a strong balance sheet with $158 million in Adjusted Free Cash Flow and $701 million in liquidity as of December 31, 2025, following the Koch Filter acquisition effective January 7, 2026.
Feb 13, 2026, 4:00 PM
Atmus Filtration Technologies Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance, and Details Koch Filter Acquisition
ATMU
Earnings
Guidance Update
M&A
- Atmus Filtration Technologies reported Q4 2025 sales of $447 million, a 9.8% increase year-over-year, with full-year 2025 sales reaching $1.764 billion, up 5.7% from 2024.
- For Q4 2025, Adjusted EBITDA was $85 million (19.1% margin) and Adjusted EPS was $0.66; for the full year, Adjusted EBITDA was $354 million (20% margin) and Adjusted EPS was $2.73.
- The company provided 2026 guidance, expecting total revenue between $1.945 billion and $2.015 billion (a 10%-14% increase), an Adjusted EBITDA margin of 19.5%-20.5%, and Adjusted EPS in the range of $2.75-$3.00.
- Atmus completed the acquisition of Koch Filter in early January 2026, establishing a new Industrial Solutions segment and contributing to the 2026 revenue guidance.
- In 2025, Atmus returned $78 million to shareholders through $61 million in share buybacks and $17 million in dividends, with $69 million remaining on the share repurchase authorization and an expectation of $20-$40 million in buybacks for 2026.
Feb 13, 2026, 4:00 PM
Atmus Filtration Technologies Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook, and Announces Acquisition
ATMU
Earnings
Guidance Update
M&A
- Atmus Filtration Technologies Inc. reported net sales of $447 million for the fourth quarter of 2025 and $1,764 million for the full year 2025, with diluted earnings per share of $0.58 for the quarter and $2.50 for the full year.
- For 2026, the company projects total revenue to be in the range of $1,945 million to $2,015 million, with an Adjusted EBITDA margin between 19.5% and 20.5%, and Adjusted earnings per share in the range of $2.75 to $3.00.
- Atmus completed the acquisition of Koch Filter Corporation on January 7, 2026, establishing its Industrial Solutions segment.
- During 2025, Atmus returned $78 million of cash to investors, consisting of $61 million in common stock repurchases and $17 million in dividends.
Feb 13, 2026, 11:48 AM
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
Quarterly earnings call transcripts for Atmus Filtration Technologies.
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