Atmus Filtration Technologies Inc (NYSE:ATMU)

Q4 2025 Atmus Filtration Technologies Inc Earnings Call Transcript

Feb 13, 2026 / 04:00 PM GMT

Release Date Price: $64.12 (+3.22%)

Transcript 10-K8-K

Key Points

Positve

Atmus Filtration Technologies Inc (ATMU) reported a 9.8% increase in sales for Q4 2025 compared to the same period last year, driven by higher pricing, increased volumes, and favorable foreign exchange.
The acquisition of Cook Filter has established a new industrial solutions segment, providing a platform for growth in industrial air filtration.
The company returned $78 million to shareholders in 2025 through share buybacks and dividends, demonstrating a strong capital allocation strategy.
Atmus Filtration Technologies Inc (ATMU) launched the next generation of its nanot media, which won the World Filtration Institute's Product of the Year award, highlighting its leadership in filtration technology.
The company has a strong liquidity position with an estimated $701 million of liquidity post-acquisition, supporting its growth and capital allocation strategy.

Negative

Despite strong sales growth, Atmus Filtration Technologies Inc (ATMU) faces challenging global market conditions, which could impact future performance.
The company's adjusted EBITDA margin for 2025 remained flat at 19.1%, indicating potential pressure on profitability.
There are uncertainties related to tariff changes and their impact on pricing strategies, which could affect revenue growth.
The integration of Cook Filter may present challenges and requires significant focus in the first half of 2026.
The company's outlook for the power solutions segment indicates a flat to modest growth expectation, reflecting potential market stagnation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ATMU.N - Atmus Filtration Technologies Inc
Q4 2025 Atmus Filtration Technologies Inc Earnings Call
Feb 13, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and thank you for standing by. My name is Regina and I will be your conference operator today. At this time, I would like to welcome everyone to the Atmos Filtration Technologies 4th quarter and full year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question. Answer session. If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad to withdraw your question, press one again. We kindly ask that you limit your questions to one with one follow-up. I'd now like to turn the conference over to Todd Scirillo, executive director of Investor relations.

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