Atmus Filtration Technologies Inc (NYSE:ATMU)

Q2 2026 Atmus Filtration Technologies Inc Earnings Call Transcript

Aug 7, 2026 / 03:00 PM GMT

Release Date Price: $51.17 (-6.13%)

Transcript 10-Q8-K

Key Points

Positve

Record second-quarter sales of $528 million, up 16.4% year-over-year, driven by the Cook Filter acquisition and strong Power Solutions performance.
Adjusted EBITDA reached $109 million (20.7% margin), with adjusted EPS of $0.82 and strong free cash flow of $67 million.
Successful integration of Cook Filter, with over 95% of transition services agreements exited and completion expected in Q3, positioning for growth in industrial filtration.
Continued market share gains in both aftermarket and first fit, supported by the multi-channel distribution strategy and improved on-shelf availability.
Positive outlook for Power Solutions with expected volume growth of flat to 2%, pricing tailwinds of 1.5%, and favorable FX of 2%, leading to revenue growth of ~4.5% at the midpoint.
Strong balance sheet with net debt to adjusted EBITDA of 1.9x, allowing for balanced capital allocation including share repurchases and debt reduction.

Negative

Aftermarket conditions remain flat year-over-year, with subdued demand in Europe, Middle East, and Asia Pacific outside China, despite improving US sentiment.
Ongoing Middle East conflict is driving inflationary pressures on raw materials (chemicals, plastics) and negatively impacting joint venture income, particularly in India.
Second-half margins are expected to soften due to moderating pricing, higher commodity costs, and weaker JV income, leading to a narrowed EBITDA margin guidance of 19.75%-20.25%.
Industrial Solutions segment EBITDA margin declined sequentially to 18.9% due to one-time operational inefficiencies and redundant expenses from TSA transition.
Tariff-related pricing rollbacks and an immaterial amount of tariff refunds received create uncertainty, with net tariff impact expected to be substantially neutral but requiring ongoing management.
First fit market recovery is only beginning, with customers indicating a stronger second half, but the company has yet to see a significant inflection in freight activity.

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

ATMU.N - Atmus Filtration Technologies Inc.
Q2 2026 Atmus Filtration Technologies Inc Earnings Call
Aug 07, 2026 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello, everyone.

Thank you for joining us and welcome to the Atmos Filtration Technologies Second Quarter 2026 Earnings Call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again.

I will now hand the conference over to Todd Cirillo, Executive Director of Investor Relations. Please go ahead, Todd.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, Piercy. Good morning, everyone, and welcome to

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.