Atmus Q1 sales slightly beat estimates on Koch Filter acquisition

Atmus Filtration Technologies

01/05/2026 11:54

Overview

Filtration solutions provider's Q1 net sales rose 15%, slightly beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company repurchased $7 mln in stock under existing buyback program

Outlook

Atmus expects 2026 net sales between $1.945 bln and $2.015 bln

Company sees 2026 adjusted EPS in the range of $2.75 to $3.00

Atmus projects adjusted EBITDA margin for 2026 between 19.5% and 20.5%

Result Drivers

KOCH FILTER ACQUISITION - Co said sales growth was primarily driven by the acquisition of Koch Filter, which established the Industrial Solutions segment

PRICING AND CURRENCY - Co cited increases in pricing and favorable currency impacts as additional contributors to sales growth, partially offset by lower volumes

GROSS MARGIN IMPROVEMENT - Gross margin rose due to incremental margin from Koch Filter, price increases, lower one-time separation costs, and favorable currency, partly offset by higher logistics and duties costs and lower volumes

Company press release: ID:nBw2gVvM5a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Slight Beat*
$477.50 mln
$474.34 mln (5 Analysts)
Q1 Adjusted EPS
Beat
$0.69
$0.67 (5 Analysts)
Q1 Net Income
$48.40 mln
Q1 Operating Income
Miss
$76.30 mln
$80.77 mln (4 Analysts)
Q1 Pretax Profit
Miss
$61.20 mln
$67.003 mln (4 Analysts)
Q1 Basic EPS
$0.59


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 $69.50, about 9.6% above its April 30 closing price of $63.40

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)