Atmus Q2 sales beat estimates on Koch Filter deal, higher pricing

Atmus Filtration Technologies

07/08/2026 11:56

Overview
Filtration solutions provider's Q2 net sales rose 16% yr/yr, beating analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Sales growth driven by Koch Filter acquisition, higher pricing, and increased volumes

Outlook
Atmus raises 2026 net sales outlook to $1.98 bln-$2.03 bln
Company expects 2026 adjusted EPS of $2.85-$3.00
Adjusted EBITDA margin for 2026 seen at 19.75%-20.25%

Result Drivers
KOCH FILTER ACQUISITION - Co said Q2 sales growth was primarily driven by the acquisition of Koch Filter
HIGHER PRICING - Co said increases in pricing contributed to higher sales and gross margin
INCREASED VOLUMES - Co said higher volumes supported sales growth

Company press release: ID:nBw3G0Gbka

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$527.90 mln
$505.37 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.82
$0.78 (5 Analysts)
Q2 Net Income
 
$63.90 mln
 
Q2 Operating Income
Beat
$97.20 mln
$92.33 mln (5 Analysts)
Q2 Pretax Profit
Beat
$82.80 mln
$79.85 mln (4 Analysts)
Q2 Basic EPS
 
$0.78
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $63.44, about 16.4% above its August 6 closing price of $54.51
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 21 three months ago

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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.)