earnings
confidence high
sentiment positive
materiality 0.65
Atmus Q1 net sales $478M (+14.6% YoY), adj. EPS $0.69, reaffirms FY2026 guidance
Atmus Filtration Technologies Inc.
2026-Q1 EPS
reported $0.59
vs consensus $0.68
▼ miss
(-13.1%)
- Net sales $478M (+14.6% YoY); GAAP net income $48M ($0.59 EPS); adj. EPS $0.69.
- Adj. EBITDA $95M (19.8% margin) vs $82M (19.6%) in Q1 2025.
- Koch Filter acquisition (Jan 2026) drove Industrial Solutions segment sales of $38M.
- Reaffirmed FY2026 guidance: net sales $1,945M-$2,015M, adj. EPS $2.75-$3.00.
- Repurchased $7M of stock under $150M program; paid $0.055/share dividend.