Atmus Filtration Technologies Inc (FRA:7LQ)

Q3 2025 Atmus Filtration Technologies Inc Earnings Call Transcript

Nov 7, 2025 / 04:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Atmus Filtration Technologies Inc (ATMU) completed its full operational separation from its former parent company, marking a significant milestone.
The company accelerated its share repurchase program, buying back $30 million of stock in the third quarter, totaling $81 million since the program's inception.
Sales increased by 10.9% year-over-year, driven by higher volumes, pricing, and favorable foreign exchange.
Adjusted EBITDA margin improved to 20.4% from 19.6% in the prior period.
The company achieved two years without a serious injury, reflecting a strong commitment to safety and a positive company culture.

Negative

The US heavy and medium-duty truck markets are expected to decline by 20% to 25%, creating uncertainty in the market.
The company faces a 0.5% revenue headwind due to the weakening US dollar.
There is ongoing uncertainty regarding the 2027 emissions requirements, impacting market clarity.
The effective tax rate increased to 23.6% from 18.4% last year, driven by changes in tax legislation and earnings mix.
The company is still incurring elevated costs related to IT stabilization post-separation, affecting margin outlook for the fourth quarter.

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

ATMU.N - Atmus Filtration Technologies Inc
Q3 2025 Atmus Filtration Technologies Inc Earnings Call
Nov 07, 2025 / 04:00PM 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 Eric, and I will be your conference operator today.

At this time, I would like to welcome everyone to the Atmos Filtration Technologies 3rd 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 would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad.

If you would like to withdraw your question, press Darwin again.

Thank you.

I'd now like to turn the call over to Todd Cirilo.

Executive Director of Investor

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