Atmus Filtration Technologies (NYSE:ATMU) Beats Q2 2025 Revenue and EPS Estimates, Raises Full-Year Guidance

Atmus Filtration Technologies (NYSE:ATMU) Reports Q2 2025 Earnings: Revenue and EPS Beat Estimates

Atmus Filtration Technologies Inc. (NYSE:ATMU) posted second-quarter results that exceeded analyst expectations, with both revenue and adjusted earnings per share (EPS) coming in ahead of estimates. The company reported net sales of $453.5 million, up 4.8% year-over-year, surpassing the consensus estimate of $441.5 million. Adjusted EPS for the quarter was $0.75, beating the forecasted $0.67.

Key Financial Highlights

• Revenue: $453.5 million (vs. $441.5 million estimated)
• Adjusted EPS: $0.75 (vs. $0.67 estimated)
• Adjusted EBITDA: $95.1 million (margin of 21.0%)
• Cash from operations: $44 million
• Adjusted free cash flow: $36 million

The revenue growth was primarily driven by higher sales volume and pricing adjustments, partially offset by unfavorable currency impacts. Gross margin declined slightly to 28.9% from 30.5% in the prior-year quarter, attributed to increased logistics costs, one-time separation expenses, and manufacturing inefficiencies.

Market Reaction

Following the earnings release, Atmus shares saw a pre-market gain of ~2.07%, suggesting a positive initial reaction to the earnings beat. Over the past month, the stock has been relatively flat (-0.9%), but the latest results may provide momentum if the market views the performance as a sign of sustained growth.

2025 Outlook and Analyst Comparisons

Atmus raised its full-year guidance, now expecting:

• Revenue: $1.685 billion to $1.735 billion (vs. analyst consensus of $1.719 billion)
• Adjusted EPS: $2.40 to $2.60 (vs. $2.54 estimated)

The company’s outlook aligns closely with analyst expectations, reinforcing confidence in its ability to meet or exceed full-year targets.

Strategic Moves

During the quarter, Atmus repurchased $20 million in shares under its $150 million buyback program and paid a quarterly dividend of $0.05 per share. CEO Steph Disher highlighted the company’s ability to navigate market uncertainties while delivering strong financial performance.

Conclusion

Atmus Filtration Technologies delivered a solid quarter, beating estimates and raising guidance. The market’s positive pre-market reaction suggests investor optimism, though broader sentiment will depend on execution in the second half of the year.

For more detailed earnings estimates and historical performance, visit Atmus Filtration Technologies’ earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any financial decisions.