Filtration solutions firm Atmus' Q2 sales beat estimates, raises FY 25 guidance

Atmus Filtration Technologies

08/08/2025 11:43

Overview

Atmus Q2 2025 net sales rise 4.8% to $454 mln, beating estimates

Adjusted EPS for Q2 2025 beats analyst expectations at $0.75, per LSEG data

Co raises 2025 revenue guidance, repurchases $20 mln in stock

Outlook

Atmus raises 2025 revenue guidance to $1,685 mln-$1,735 mln

Company expects 2025 adjusted EPS between $2.40 and $2.60

Atmus forecasts 2025 adjusted EBITDA margin of 19.25%-20.0%

Result Drivers

HIGHER VOLUME AND PRICING - Sales increase driven by higher volume and pricing, partially offset by unfavorable currency impacts

LOGISTICS AND MANUFACTURING COSTS - Gross margin impacted by unfavorable logistics and manufacturing costs, along with one-time separation costs

SEPARATION COSTS - Adjusted EBITDA excludes one-time costs associated with separation from Cummins Inc.

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$454 mln
$432.80 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.75
$0.65 (5 Analysts)

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 $41.00, about 5.8% above its August 7 closing price of $38.64

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw70DyGDa

(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.)