ATMU
Atmus Filtration Technologies Inc.53.02
-0.17-0.32%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Cook details, integration focus highlighted
Q&A unpacked Cook Filter details, noting 8% of revenues from data centers growing high-teens amid mostly HVAC markets pulsing with GDP. Management stressed six-month integration priority before procurement synergies and innovation via in-house media. They defended the $155M-$165M Industrial guide—1% core pricing, 1-2% share, 1-4% markets—as realistic, not conservative. Off-highway first-fit stays flat year-over-year. Emissions rollback leaves 2027 NOx standards intact with pre-buy baked in. EBITDA midpoint flat YoY reflects growth investments. Integration execution matters for the thesis.
Key Stats
Market Cap
4.36BP/E (TTM)
22.18Basic EPS (TTM)
2.39Dividend Yield
0%Recent Filings
10-K
FY2025 results
Atmus posted FY2025 net sales of $1.8B, up 5.7% y/y on higher volumes and pricing, with net income climbing 11.7% to $207M and diluted EPS at $2.50. Gross margins expanded 50bps to 28.2% despite logistics pressures, while operating income rose 12% to $299M; free cash flow (derived) hit $149M after $53M capex. Q4 momentum stayed soft amid aftermarket weakness and cyclical first-fit demand, yet pricing offset tariff hits. Year-end debt stood at $570M term loan with full $400M revolver availability; $61M buybacks and $17M dividends returned capital. No 2026 guidance disclosed. Customer concentration risks loom large.
8-K
Q4 beat, Koch acquired
Atmus crushed Q4 and full-year 2025 with $447M sales (up 9.8%), $354M adjusted EBITDA at 20.0% margin, and $158M adjusted free cash flow. Completed Koch Filter acquisition on January 7, 2026, launching Industrial Solutions segment for HVAC and data centers. Guides 2026 revenue $1.945-2.015B, adjusted EBITDA margin 19.5-20.5%. Strong cash supports buybacks.
8-K
Appoints Heath Sharp to board
Atmus Filtration Technologies appointed Heath Sharp, CEO of Reliance Worldwide Corporation, to its board on February 5, 2026, expanding from seven to eight directors. The 57-year-old mechanical engineer brings 30+ years in manufacturing, product development, and global commercial execution across Australia, U.S., and U.K. Sharp joins Audit and Nominating committees. His operator perspective bolsters expansion.
8-K
Atmus closes Koch Filter deal
Atmus closed its Koch Filter acquisition on January 7, 2026, funded partly by a $1.0B term loan that refinanced $570M prior debt. The amended credit agreement upsized facilities to $1.0B term and $500M revolver, both maturing January 7, 2031, with Total Net Leverage capped at 4.00:1.00. Koch joins as guarantor. Deal bolsters industrial air filtration.
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