NYSE$ATMU

Atmus Filtration Technologies Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Atmus Filtration reported Q4 2025, revenue of $447M, net income of $48M, diluted EPS of $0.58.

For Q4 2025, Atmus Filtration reported revenue of $447M, net income of $48M, diluted EPS was $0.58, adjusted diluted EPS was $0.66. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $447M.
  • Net income $48M.
  • Diluted EPS $0.58.
  • Adjusted diluted EPS $0.66.

Headline financials

Total Revenue

$447M

Previous: $407M+9.8%
EPS (adj)

$0.66

Previous: $0.58+13.8%
Adjusted EBITDA

$85.2M

Previous: $78M+9.2%
Adjusted EBITDA Margin

19.1%

Previous: 19.1%+0.0%
Cash from Operations

$47.5M

Previous: $20M+137.5%
Net Income Margin

10.7%

No prior period
EBITDA

$76.8M

No prior period
EBITDA Margin

17.2%

No prior period
Adjusted Free Cash Flow

$31.2M

No prior period
Gross Margin

28.5%

No prior period
Effective Tax Rate

21.3%

No prior period
Net Income

$48M

Previous: $40M+20.0%
Operating Income

$70.5M

Previous: $54.6M+29.1%
Gross Profit

$127M

Previous: $107M+19.0%

Revenue & EPS history

Atmus · Revenue · Quarterly

$447M

Q4 2025+9.8%vs Q4 2024
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Forward guidance

The release discusses Atmus Filtration's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Atmus Filtration cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 2025

Historical avgQ4 2025

-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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