earnings
confidence high
sentiment positive
materiality 0.80
Atmus Q2 2026: record sales $528M (+16% YoY), raises FY guidance
Atmus Filtration Technologies Inc.
- Q2 net sales $528M, up 16.4% YoY from $454M; Power Solutions $486M, Industrial $42M.
- GAAP net income $64M ($0.78 EPS); adjusted EPS $0.82 vs $0.75 a year ago.
- Adjusted EBITDA $109M, margin 20.7% (down from 21.0%); gross margin 29.2% vs 28.9%.
- FY2026 guidance raised: net sales $1.975-2.03B, adj. EPS $2.85-3.00, adj. EBITDA margin 19.75-20.25%.
- Repurchased $13M stock in Q2, $49M left on $150M buyback; paid $0.055/share dividend.