earnings
confidence high
sentiment positive
materiality 0.80
Atmus Q4 sales up 9.8% to $447M; FY25 adj. EPS $2.73; guides FY26 rev $1.95-$2.02B
Atmus Filtration Technologies Inc.
2025-FY EPS
reported $2.50
vs consensus $0.57
▲ beat
(+336.1%)
- Q4 GAAP EPS $0.58, adjusted EPS $0.66; FY25 GAAP EPS $2.50, adjusted EPS $2.73.
- FY25 revenue $1,764M (+5.7% YoY); adjusted EBITDA margin 20.0% vs 19.7%.
- Acquired Koch Filter Corporation on Jan 7, 2026; creates Industrial Solutions segment.
- 2026 guidance: revenue $1,945M-$2,015M; adj. EBITDA margin 19.5%-20.5%; adj. EPS $2.75-$3.00.
- Returned $78M to shareholders in 2025 ($61M buybacks, $17M dividends); $69M remains under repurchase authorization.