NYSE$ATMU

Atmus Filtration Technologies Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Atmus reported steady revenue growth and improved profitability in Q4 2024.

Atmus Filtration Technologies reported Q4 2024 revenue of $407 million, reflecting a 1.8% increase year-over-year. Net income reached $40 million, with diluted EPS at $0.48 and adjusted EPS at $0.58. The company maintained a strong adjusted EBITDA margin of 19.1% and generated $28 million in adjusted free cash flow.

  • Revenue increased by 1.8% year-over-year to $407 million.
  • Net income rose to $40 million, with diluted EPS at $0.48.
  • Adjusted EBITDA margin improved to 19.1%, up from 17.9% last year.
  • Adjusted free cash flow totaled $28 million for the quarter.

Headline financials

Total Revenue

$407M

Previous: $400M+1.8%
EPS (adj)

$0.58

Previous: $0.49+18.4%
Adjusted EBITDA

$78M

Previous: $71M+9.9%
Adjusted EBITDA Margin

19.1%

Previous: 17.9%+6.7%
Cash from Operations

$20M

Previous: $42M-52.4%
Capital Expenditures

-$10M

Previous: -$16.2M+38.3%
Net Income

$40M

Previous: $35M+14.3%
Operating Income

$54.6M

Previous: $56.2M-2.8%
Gross Profit

$107M

Previous: $106M+1.4%
R&D Expense

$10.4M

Previous: $9.3M+11.8%

Revenue & EPS history

Atmus · Revenue · Quarterly

$407M

Q4 2024+1.8%vs Q4 2023
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Forward guidance

Atmus expects revenue for FY 2025 to be between $1.67 billion and $1.735 billion, with adjusted EPS ranging from $2.35 to $2.60 and an adjusted EBITDA margin between 19.0% and 20.0%.

Tailwinds

  • Revenue is expected to grow up to $1.735 billion in FY 2025.
  • Adjusted EBITDA margin projected between 19.0% and 20.0%.
  • Adjusted EPS expected in the range of $2.35 to $2.60.
  • Continued execution of growth strategy.
  • Focus on delivering strong shareholder returns through dividends and buybacks.

Headwinds

  • Potential currency headwinds may impact revenue growth.
  • Ongoing separation costs from Cummins Inc. may create temporary inefficiencies.
  • Logistics and material costs remain a challenge.
  • Higher restructuring expenses could impact net profitability.
  • Macroeconomic uncertainties may affect demand across key markets.

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 Q4 2024

Historical avgQ4 2024

-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

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