Atmus Filtration Technologies beats Q3 sales estimates on higher volumes, pricing

Atmus Filtration Technologies

07/11/2025 11:50

Overview

Atmus Q3 net sales rise 10.9% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats analyst expectations

Company completed operational separation from Cummins, gaining full operational control

Outlook

Atmus raises 2025 revenue guidance to $1,720 mln-$1,745 mln

Company expects 2025 adjusted EBITDA margin of 19.50%-20.0%

Atmus projects 2025 adjusted EPS between $2.50 and $2.65

Result Drivers

SALES GROWTH - Higher volume, pricing increases, and favorable currency impacts drove a 10.9% increase in net sales

GROSS MARGIN IMPROVEMENT - Gross margin increased due to lower manufacturing costs and reduced one-time separation costs

OPERATIONAL SEPARATION - Completion of separation from Cummins gives Atmus full operational control

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$447.70 mln
$415.23 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$0.69
$0.60 (5 Analysts)
Q3 Net Income
$54.80 mln
Q3 Operating Income
Beat
$81.90 mln
$72.29 mln (5 Analysts)
Q3 Pretax Profit
Beat
$71.70 mln
$63.33 mln (4 Analysts)
Q3 Basic EPS
$0.67


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "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 $47.00, about 1% above its November 6 closing price of $46.51

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw72SMXSa

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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.)