NYSE$ATMU

Atmus Filtration Technologies Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Atmus reported strong sales and operating results, marking its first quarter as a public company after the Initial Public Offering on May 30.

Atmus Filtration Technologies reported a 5% increase in net sales to $414 million, driven by pricing increases, which were partially offset by volume decreases and currency impacts. Net income was $46 million, with diluted earnings per share of $0.55. Adjusted EBITDA was $80 million, representing a margin of 19.3%.

  • Net sales reached $414 million.
  • GAAP net income was $46 million.
  • Diluted earnings per share were $0.55.
  • Adjusted EBITDA stood at $80 million, with a margin of 19.3 percent.

Headline financials

Total Revenue

$414M

Previous: $776M-46.7%
EPS (adj)

$0.63

Previous: $1.01-37.6%
Adjusted EBITDA

$80M

Previous: $67M+19.4%
Adjusted EBITDA Margin

19.3%

Previous: 17.1%+12.9%
Cash from Operations

$46M

Previous: $40M+15.0%
Capital Expenditures

-$19.1M

Previous: $16.5M-215.8%
Free Cash Flow

$27.1M

Previous: $23.2M+16.8%
Net Income

$46.2M

Previous: $49.2M-6.1%
Operating Income

$64.2M

Previous: $58M+10.7%
Gross Profit

$114M

Previous: $95.4M+19.9%
Cash & Equivalents

$140M

No prior period
Total Assets

$1.04B

No prior period

Revenue & EPS history

Atmus · Revenue · Quarterly

$414M

Q2 2023-46.7%vs Q2 2022
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Forward guidance

The company’s guidance for year 2023 is as follows: •Revenue to be in the range of $1,580 million to $1,630 million •Adjusted earnings per share in the range of $2.05 to $2.25 •Adjusted EBITDA margin to be in the range of 17.25 percent to 18.25 percent

Tailwinds

  • Revenue to be in the range of $1,580 million to $1,630 million
  • Adjusted earnings per share in the range of $2.05 to $2.25
  • Adjusted EBITDA margin to be in the range of 17.25 percent to 18.25 percent

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-1.0%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+3.7%

Avg return

30 days after

60%

9 / 15 earnings

Positive

+3.2%

Q4 2025

Best reaction

-17.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-17.4%-14.4%-26.5%
Q4 2025+3.2%+3.4%-8.9%
Q3 2025+3.0%+7.4%+12.3%
Q1 2025+2.1%+0.9%+2.2%
Q4 2024-3.6%-0.5%-4.3%
Q3 2024+2.2%+5.1%+2.8%
Q2 2024+0.7%+2.4%+19.6%
Q1 2023-4.0%-2.8%-0.3%
Q1 2024-4.0%-2.8%-0.3%
Q4 2023+0.8%+2.7%+16.9%
Q4 2021+0.8%+2.7%+16.9%
Q3 2023-0.9%-2.4%+13.9%
Q3 2022-0.9%-2.4%+13.9%
Q2 2022+1.6%+3.3%-1.2%
Q2 2023+1.6%+3.3%-1.2%
Q1 2022
Q1 2021

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro