ATMU · Atmus Filtration Technologies Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 7, 2026TL;DR. Atmus posted record Q2 net sales of $528 million, up 16.4% year-over-year driven by the Koch Filter acquisition and Power Solutions strength, with adjusted EPS of $0.82 (up from $0.75) and adjusted free cash flow of $67 million (up from $36 million). Management raised full-year 2026 guidance to $1.975–$2.03 billion in revenue and $2.85–$3.00 in adjusted EPS, while narrowing adjusted EBITDA margin guidance to 19.75%–20.25%, citing Middle East conflict-driven commodity inflation and softer India JV income.
- + Record Q2 net sales of $528 million, up 16.4% year-over-year, driven by Koch Filter acquisition and Power Solutions
- + Adjusted EPS grew to $0.82 from $0.75 year-over-year
- + Adjusted free cash flow nearly doubled to $67 million from $36 million
- + Koch Filter integration nearly complete, exited over 95% of TSAs with completion expected in Q3
- − Narrowed full-year 2026 adjusted EBITDA margin guidance to 19.75%–20.25%, implying second-half step-down
- − Adjusted EBITDA margin contracted to 20.7% from 21.0% year-over-year
- − Middle East conflict driving commodity inflation and weaker India JV income, pressuring second-half margins
- − Power Solutions aftermarket and pricing expected to moderate in second half; price realization guided to just over 2% H1 vs ~1.5% full year
- − Q2 freight/aftermarket markets showed no significant inflection; North America aftermarket remains flat year-over-year
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ATMU
this stock
Atmus Filtration Technologies Inc.
|
$3.71B | -12.5% | +5.7% | 17.4 | 4.7% |
|
ORLY
O Reilly Automotive Inc
|
$69.43B | -5.9% | +6.4% | 27.2 | 3.3% |
|
AZO
Autozone Inc
|
$46.96B | -15.2% | +2.4% | — | 2.7% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$42.99B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$21.76B | -22.7% | +52.1% | — | 0.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ATMU | -5.1% | -8.8% | -18.5% | -3.9% | -12.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -4.0% | -7.1% | -36.4% | -3.5% | -24.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.