Atmus Filtration Technologies Inc (FRA:7LQ)

Q1 2025 Atmus Filtration Technologies Inc Earnings Call Transcript

May 2, 2025 / 03:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Atmus Filtration Technologies Inc (ATMU) successfully repurchased $10 million of stock in Q1 2025, continuing their capital allocation program.
The company has made significant progress in operational separation from its former parent, Cummins, with plans to complete remaining activities in 2025.
Atmus Filtration Technologies Inc (ATMU) launched the next generation of nano net Media, nanonet N3, enhancing their leadership in fuel filtration and crankcase ventilation.
The company is expanding market coverage of its Fleetguard products and increasing brand awareness through the 'We Protect' campaign.
Atmus Filtration Technologies Inc (ATMU) celebrated the grand opening of a new media manufacturing facility in South Korea, increasing production capacity for premium performance filters.

Negative

Sales decreased by 2.4% compared to the same period last year, primarily due to unfavorable foreign exchange and lower volumes.
The company faces significant tariff impacts, particularly from China, with tariffs as high as 145%.
Market conditions remain soft globally, with uncertainty in freight activity and heavy-duty market production expected to decline.
The transition of the Belgium warehouse from Cummins was complex, incurring higher costs than anticipated.
Economic uncertainty and market volatility are softening M&A activity, impacting Atmus Filtration Technologies Inc (ATMU)'s inorganic expansion plans.

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

ATMU.N - Atmus Filtration Technologies Inc
Q1 2025 Atmus Filtration Technologies Inc Earnings Call
May 02, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Kayla, and I will be your conference operator today. At this time, I'd like to welcome everyone to the AMAs Filtration technologies first quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you'd like to withdraw your question, again, press the star and 1.

I would now like to turn the call over to Todd Shirillo, executive director, Investor relations. You may begin.

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