Atmus Filtration Q4 revenue beats on higher pricing

Atmus Filtration Technologies

13/02/2026 11:52

Overview

Filtration solutions leader's Q4 revenue rose 9.8%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed acquisition of Koch Filter Corporation

Outlook

Atmus projects 2026 revenue between $1,945 mln and $2,015 mln

Company expects 2026 adjusted EPS between $2.75 and $3.00

Atmus anticipates 2026 adjusted EBITDA margin between 19.5% and 20.5%

Result Drivers

SALES GROWTH - Q4 sales increased 9.8% due to higher pricing, increased volumes, and favorable currency impacts

GROSS MARGIN IMPROVEMENT - Gross margin rose due to higher pricing and volumes, despite increased logistics and duties costs

ACQUISITION IMPACT - Acquisition of Koch Filter expected to enhance Industrial Solutions segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$446.60 mln
$422.24 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$0.66
$0.56 (5 Analysts)
Q4 Net Income
$48 mln
Q4 Operating Income
Beat
$70.50 mln
$68.94 mln (4 Analysts)
Q4 Pretax Profit
Beat
$61 mln
$59.38 mln (4 Analysts)
Q4 Basic EPS
$0.59


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Atmus Filtration Technologies Inc is $59.00, about 5% below its February 12 closing price of $62.12

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw7hXb9Ha

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)