ATMU · Atmus Filtration Technologies Inc.
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Metrics snapshot
Useful current figures from the complete screener profile.
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 SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted earnings per share non-GAAP | $0.82 | second quarter of 2026 | +9.3% |
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| Adjusted EBITDA non-GAAP | $109M | second quarter of 2026 | +14.6% |
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| Adjusted EBITDA margin non-GAAP | 20.7% | second quarter of 2026 | -1.4% |
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| Adjusted free cash flow non-GAAP | $67M | second quarter of 2026 | +88.7% |
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GAAP → non-GAAP reconciliationGAAP Free cash flow $64.8M
+$1.1M One-time integration costs
+$1.3M One-time capital expenditures
= Adjusted free cash flow $67.2M
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| EBITDA (non-GAAP) non-GAAP | $108M | Three Months Ended June 30, 2026 | +16.6% |
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| EBITDA margin (non-GAAP) non-GAAP | 20.5% | Three Months Ended June 30, 2026 | +0.5% |
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| Free cash flow (non-GAAP) non-GAAP | $64.8M | Three Months Ended June 30, 2026 | +100.0% |
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| Industrial Solutions Segment Adjusted EBITDA non-GAAP | $8M | second quarter of 2026 | — |
| Industrial Solutions Segment Adjusted EBITDA margin non-GAAP | 18.9% | second quarter of 2026 | — |
| Power Solutions Segment Adjusted EBITDA non-GAAP | $101M | second quarter of 2026 | — |
| Power Solutions Segment Adjusted EBITDA margin non-GAAP | 20.8% | second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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ATMU
this stock
Atmus Filtration Technologies Inc.
|
$3.60B | -16.4% | +5.7% | 16.9 | 3.8% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.4% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -16.6% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -28.8% | +52.1% | — | 0.7% |
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 | -3.4% | -6.0% | -31.6% | -8.1% | -16.4% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -2.7% | -6.1% | -43.8% | -7.5% | -28.2% |
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.