ATMU

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how gas and liquid handling stocks fared in Q1, starting with Atmus Filtration Technologies (NYSE:ATMU). Gas and liquid handling companies possess the technical know-how and specialized equipment to handle valuable (and sometimes dangerous) substances. Lately, water conservation and carbon capture–which requires hydrogen and other gasses as well as specialized infrastructure–have been trending up, creating new demand for products such as filters, pumps, and valves. On the other hand, gas and liquid handling companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 11 gas and liquid handling stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was 0.8% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.1% since the latest earnings results. Spun out of Cummins in 2023 after 65 years as part of the engine maker, Atmus Filtration Technologies (NYSE:ATMU) manufactures filters for trucks, construction equipment, and agriculture machinery to reduce emissions and protect engines. Atmus Filtration Technologies reported revenues of $477.5 million, up 14.6% year on year. This print exceeded analysts’ expectations by 1.6%. Overall, it was a strong quarter for the company with a solid beat of analysts’ adjusted operating income and revenue estimates. “The Atmus team delivered strong financial results while simultaneously integrating Koch Filter to unlock growth for our Industrial Solutions business segment,” said Steph Disher, Chief Executive Officer of Atmus. The stock is down 24.3% since reporting and currently trades at $48. Is now the time to buy Atmus Filtration Technologies? Access our full analysis of the earnings results here, it’s free. Powering fluid dynamics since 1934, Gorman-Rupp (NYSE:GRC) has evolved from its Ohio origins into a global manufacturer and seller of pumps and pump systems. Gorman-Rupp reported revenues of $176.6 million, up 7.7% year on year, outperforming analysts’ expectations by 3.5%. The business had an incredible quarter...

NASHVILLE, Tenn., May 13, 2026--(BUSINESS WIRE)--Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU), a global leader in the filtration industry, announced today that its Board of Directors has declared a quarterly cash dividend in the amount of $0.055 per common share, payable on June 10, 2026, to shareholders of record at the close of business on May 26, 2026. About Atmus Filtration Technologies Inc. Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU) is a global leader in filtration and media solutions. With more than 65 years of innovation and engineering expertise to deliver high-performance filtration solutions, Atmus operates through two business segments: Power Solutions, which serves global on- and off-highway equipment markets through its trusted Fleetguard® brand; and Industrial Solutions, which addresses commercial and industrial HVAC applications, and high- growth end markets including data centers and power generation environments – through its dependable Koch Filter® brand. Headquartered in Nashville, Tenn., Atmus employs nearly 5,000 people worldwide who are committed to creating a better future by protecting what is important. Learn more at https://www.atmus.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260513456573/en/ Contacts Media Contacts Investor relations: Todd Chirillo [email protected] Media relations: Jayme Owen [email protected]

Atmus Filtration Technologies’ first quarter was marked by a year-on-year sales increase driven largely by its acquisition of Cook Filter and modest price gains, but the market reacted negatively to the results. Management identified integration progress, positive initial performance from the new Industrial Solutions segment, and ongoing supply chain improvements as key contributors. CEO Stephanie Disher highlighted challenges related to the Middle East conflict, which resulted in a temporary sales impact, as well as muted aftermarket demand and destocking trends in certain regions. Disher acknowledged, “The Middle East impacted our ability to deliver to our customers in the month of March…that was a 1% impact that we are not expecting to continue.” Is now the time to buy ATMU? Find out in our full research report (it’s free). Revenue: $477.5 million vs analyst estimates of $469.8 million (14.6% year-on-year growth, 1.6% beat) Adjusted EPS: $0.69 vs analyst estimates of $0.67 (3.6% beat) Adjusted EBITDA: $94.5 million vs analyst estimates of $94.72 million (19.8% margin, in line) Operating Margin: 16%, in line with the same quarter last year Market Capitalization: $4.48 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Quinn Fredrickson (Baird) asked why pricing outperformed expectations in Q1 yet full-year expectations remain unchanged; CFO Jack Kienzler explained that tariff timing and base pricing actions drive the full-year outlook, and input cost increases may require additional adjustments. Joseph O'Dea (Wells Fargo) pressed for detail on Middle East conflict risks; CEO Stephanie Disher outlined three areas of potential impact—input costs, sales exposure, and global demand—emphasizing ongoing monitoring and mitigation efforts. Tami Zakaria (JPMorgan) inquired about Power Solutions volume outlook; Disher projected sequential volume recovery, especially in the second half, driven by first fit market improvement and share gains. Bobby Brooks (Northland Capital Markets) sought insight into cross-sell and synergy opportunities from the Cook Filter acquisition; Disher and Kienzler highlighted growth potential...

In the first quarter of 2026, Atmus Filtration Technologies reported net sales of US$477.5 million and net income of US$48.4 million, up from US$416.5 million and US$44.7 million a year earlier, while reaffirming full‑year 2026 net sales guidance of US$1.95 billion to US$2.02 billion. The completion and integration of the roughly US$456.4 million Koch Filter acquisition, which created the new Industrial Solutions segment and supported earnings above analyst expectations, marks an important shift in Atmus’s business mix toward industrial air filtration and higher-margin aftermarket opportunities. Next, we’ll examine how Koch Filter’s integration and Atmus’s reaffirmed 2026 outlook interact with the existing investment narrative and risk framework. Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Atmus, you have to believe it can steadily convert its strong filtration niche into resilient cash generation while reducing its dependence on internal combustion engines and Cummins. The latest results and Koch Filter integration support this shift toward higher margin industrial and aftermarket exposure, but they also increase the focus on how Atmus manages a larger debt load and the still-weak U.S. first fit market. So far, the earnings beat does not materially change those near term swing factors. The most relevant development is management reaffirming 2026 net sales guidance of US$1.95 billion to US$2.02 billion despite integrating Koch Filter and dealing with tariff and geopolitical uncertainty. For investors, that guidance ties directly to the key catalyst of industrial filtration expansion and aftermarket mix improvement, while also testing how robust Atmus’s revenue base is against regulatory, trade and Cummins concentration risks. Yet behind the upbeat guidance, investors should be aware of how Atmus’s higher debt and tariff exposure could affect... Read the full narrative on Atmus Filtration Technologies (it's free!) Atmus Filtration Technologies' narrative projects $2.2 billion revenue and $282.0 million earnings by 2029. This requires 7.0% yearly revenue growth and an earnings increase of about $74.6 million from $207.4 million today. Uncover how Atmus Filtration Technologies' forecasts yield a...

Koch Filter acquisition creates a new Industrial Solutions segment and is already integrating (over 50% of TSAs closed); Koch grew ~6% in Q1 and management expects the deal to add margin accretion and synergy opportunities. Q1 sales rose 14.6% to $478 million largely due to the acquisition, with adjusted EBITDA of $95 million (19.8%) and adjusted EPS of $0.69; management maintained 2026 guidance for total revenue of $1.945–2.015 billion, adjusted EBITDA margin of 19.5–20.5%, and adjusted EPS of $2.75–3.00. Atmus exited the quarter with $210 million cash and $710 million total liquidity, returned $12 million to shareholders and plans $20–40 million in buybacks for 2026, while cautioning that the Middle East conflict and tariff/commodity dynamics create near‑term uncertainty not yet reflected in guidance. Interested in Atmus Filtration Technologies Inc.? Here are five stocks we like better. Atmus Filtration Technologies (NYSE:ATMU) reported first-quarter 2026 results that reflected a full quarter contribution from the newly acquired Koch Filter business and modest growth in its legacy operations, while management highlighted continued uncertainty tied to global market conditions and the ongoing conflict in the Middle East. Chief Executive Officer Steph Disher said the company delivered “strong financial results to start the year” despite “continued challenging market conditions,” and emphasized progress against Atmus’ four-pillar growth strategy. Chief Financial Officer Jack Kienzler said the team delivered “strong financial performance” even as global conditions remained uncertain. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Disher said Atmus completed the acquisition of Koch Filter during the quarter, calling it the company’s “first step toward advancing our strategy to expand into industrial filtration.” The deal establishes an industrial air filtration platform and expands Atmus’ portfolio into “commercial industrial HVAC and high-growth end markets, including data centers and healthcare,” she said. Atmus said it has made “significant progress” integrating Koch Filter, exiting more than 50% of transition services agreements (TSAs). Disher said remaining integration activities are expected to be completed “early in the third quarter.” → Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall? With the acquisition, Atmus will repor...

Performance was primarily driven by the strategic acquisition of Cook Filter, establishing an industrial air filtration platform targeting high-growth data center and healthcare end markets. Power Solutions growth was supported by favorable foreign exchange and pricing, though overall volume remained slightly down due to muted global freight activity. Management attributed a 1% sales headwind in the quarter to Middle East supply chain restrictions that temporarily hindered product delivery in March. The company is leveraging its 'ATLAS Way' cultural framework to scale operations and develop frontline leadership, aiming for full program completion by 2027. Supply chain transformation efforts reached all-time highs in delivery and on-shelf availability metrics, enhancing the customer experience and competitive positioning. Strategic positioning in the independent channel is expanding via new distributors for Sweetgard and Cook Filter brands to capture broader aftermarket share. Management expects a volume inflection in the first fit market during the second half of 2026, driven by a cyclical recovery and prebuy activity ahead of 2027 U.S. regulatory changes. The Middle East conflict is identified as a risk factor that could pressure petroleum-based input costs like plastics, with a potential timing lag for price recovery, though these impacts are not yet incorporated into current guidance. Full-year pricing impact is expected to be approximately 1%, assuming tariff pricing remains flat year-over-year as 2025 actions are offset by changing trade agreements. Industrial Solutions is projected to grow 1% to 8%, with management focusing on bolt-on acquisitions in industrial air while remaining opportunistic in water and liquid filtration. Capital allocation plans include $20 million to $40 million in share repurchases for 2026 and the continued return of cash through dividends, supported by a strong liquidity position of $710 million. The acquisition of Cook Filter introduced $6 million in transaction costs and an expected $10 million to $15 million in annual intangible asset amortization. A $3 million expense was recorded in the India joint venture due to benefit obligation remeasurements following recent labor law changes. Integration of the Cook Filter business is progressing very well, with full integration expected to be completed early in the third quarter of...

This article first appeared on GuruFocus. Revenue: $478 million, up 14.6% from $417 million last year. Adjusted EBITDA: $95 million or 19.8%, compared to $82 million or 19.6% last year. Adjusted Earnings Per Share (EPS): $0.69, compared to $0.63 last year. Adjusted Free Cash Flow: $33 million, compared to $20 million last year. Power Solutions Revenue: $439 million, up 5.4% from $417 million last year. Industrial Solutions Revenue: $38 million, attributed to the Cooke Filter acquisition. Gross Margin: $137 million, compared to $111 million last year. Selling, Administrative, and Research Expenses: $59 million, compared to $55 million last year. Joint Venture Income: $8 million, compared to $9 million last year. Cash on Hand: $210 million. Available Liquidity: $710 million, including a $500 million revolving credit facility. Net Debt-to-Adjusted EBITDA Ratio: Estimated at two times for the last 12 months ended March 31st. Warning! GuruFocus has detected 4 Warning Sign with EGO. Is ATMU fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Atmus Filtration Technologies Inc (NYSE:ATMU) reported a 14.6% increase in sales for the first quarter of 2026, largely driven by the acquisition of Cooke Filter. The company successfully integrated over 50% of the transition services agreement with Cooke Filter, expecting full integration by early third quarter. Atmus Filtration Technologies Inc (NYSE:ATMU) returned $12 million to shareholders through share buybacks and dividends, with plans for further repurchases in 2026. The company launched new leadership development programs to build future generations of leadership, enhancing its organizational culture. Atmus Filtration Technologies Inc (NYSE:ATMU) opened a new state-of-the-art laboratory facility, reinforcing its commitment to advancing filtration technology and improving customer collaboration. The conflict in the Middle East introduces uncertainties, potentially impacting input costs and sales in the region. The aftermarket segment faced challenges with muted freight activity and was slightly down year-over-year. Higher logistics and duties costs, along with increased manufacturing expenses, partially offset the company's gross margin improvements. The company experienced a $4 mill...

Atmus Filtration Technologies (ATMU) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.70%. A quarter ago, it was expected that this industrial filtration product company would post earnings of $0.57 per share when it actually produced earnings of $0.66, delivering a surprise of +15.79%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Atmus Filtration, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $477.5 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1.28%. This compares to year-ago revenues of $416.5 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Atmus Filtration shares have added about 22.1% since the beginning of the year versus the S&P 500's gain of 5.3%. While Atmus Filtration has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Atmus Filtration was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near fut...

NASHVILLE, Tenn., May 01, 2026--(BUSINESS WIRE)--Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU), a global leader in filtration and media solutions, today reported financial results for its first quarter that ended March 31, 2026. First Quarter Highlights Net sales of $478 million Power Solutions segment net sales of $439 million Industrial Solutions segment net sales of $38 million GAAP net income of $48 million Diluted earnings per share of $0.59 Adjusted earnings per share of $0.69 Adjusted EBITDA of $95 million and Adjusted EBITDA margin of 19.8% Power Solutions Segment Adjusted EBITDA of $86 million and Adjusted EBITDA margin of 19.6% Industrial Solutions Segment Adjusted EBITDA of $8 million and Adjusted EBITDA margin of 21.9% Cash provided by operating activities was $38 million Adjusted free cash flow was $33 million Atmus completed the acquisition of Koch Filter Corporation ("Koch Filter") on January 7, 2026. The portfolio addition established Atmus’ Industrial Solutions segment, where Koch Filter results are reported. With the acquisition, Atmus reports on two business segments: Power Solutions, which serves global on- and off-highway equipment markets through its Fleetguard® brand; and Industrial Solutions, which addresses commercial and industrial HVAC applications, and high-growth end markets including data centers and power generation environments through its Koch Filter® brand. 2026 Outlook The company is reaffirming guidance for the full year 2026 as follows: Total company Net sales to be in the range of $1,945 million to $2,015 million Power Solutions segment expected to be in the range of $1,790 million to $1,850 million Industrial Solutions segment expected to be in the range of $155 million to $165 million Adjusted EBITDA margin to be in the range of 19.5% to 20.5% Adjusted earnings per share in the range of $2.75 to $3.00 During the quarter, Atmus repurchased $7 million of common stock under the $150 million share repurchase program authorized by the Board of Directors in July 2024. As of March 31, 2026, $62 million was remaining under the authorization. Additionally, Atmus paid a quarterly cash dividend of $0.055 per share of common stock. "The Atmus team delivered strong financial results while simultaneously integrating Koch Filter to unlock growth for our Industrial Solutions business segment," said Steph Disher, Chief Executi...

Atmus Filtration Technologies (ATMU) reported Q1 adjusted earnings Friday of $0.69 per share, up fro

Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) will be reporting earnings this Friday before market hours. Here’s what to expect. Atmus Filtration Technologies beat analysts’ revenue expectations last quarter, reporting revenues of $446.6 million, up 9.8% year on year. It was a stunning quarter for the company, with a solid beat of analysts’ EBITDA estimates. Is Atmus Filtration Technologies a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Atmus Filtration Technologies’s revenue to grow 12.8% year on year, a reversal from the 2.4% decrease it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Atmus Filtration Technologies rarely misses Wall Street’s revenue estimates. Looking at Atmus Filtration Technologies’s peers in the gas and liquid handling segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Gorman-Rupp delivered year-on-year revenue growth of 7.7%, beating analysts’ expectations by 3.5%, and IDEX reported revenues up 8.9%, topping estimates by 4.7%. Gorman-Rupp traded up 16% following the results. Read our full analysis of Gorman-Rupp’s results here and IDEX’s results here. There has been positive sentiment among investors in the gas and liquid handling segment, with share prices up 8.6% on average over the last month. Atmus Filtration Technologies is up 6.4% during the same time and is heading into earnings with an average analyst price target of $68.60 (compared to the current share price of $60.41). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.

NASHVILLE, Tenn. (AP) — NASHVILLE, Tenn. (AP) — Atmus Filtration Technologies Inc. (ATMU) on Friday reported first-quarter earnings of $48.4 million. On a per-share basis, the Nashville, Tennessee-based company said it had profit of 59 cents. Earnings, adjusted for one-time gains and costs, were 69 cents per share. The results topped Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 65 cents per share. The industrial filtration product company posted revenue of $477.5 million in the period. Atmus Filtration expects full-year earnings in the range of $2.75 to $3 per share, with revenue in the range of $1.95 billion to $2.02 billion. Atmus Filtration shares have risen 22% since the beginning of the year. The stock has climbed 83% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ATMU at https://www.zacks.com/ap/ATMU