Atmus Filtration Technologies (NYSE:ATMU) Releases FY 2026 Earnings Guidance

Atmus Filtration Technologies (NYSE:ATMU) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 2.750-3.000 for the period, compared to the consensus EPS estimate of 2.910. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Atmus Filtration Technologies Trading Down 16.5%

Shares of NYSE:ATMU opened at $52.94 on Friday. The firm has a fifty day moving average of $60.58 and a two-hundred day moving average of $55.49. The firm has a market capitalization of $4.32 billion, a P/E ratio of 20.76, a price-to-earnings-growth ratio of 2.39 and a beta of 1.48. Atmus Filtration Technologies has a 12-month low of $34.58 and a 12-month high of $66.50. The company has a quick ratio of 1.66, a current ratio of 2.42 and a debt-to-equity ratio of 1.43.

Atmus Filtration Technologies (NYSE:ATMU) last issued its earnings results on Friday, May 1st. The company reported $0.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.04. The company had revenue of $477.50 million during the quarter, compared to analyst estimates of $474.41 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. During the same quarter last year, the business posted $0.63 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. On average, equities analysts expect that Atmus Filtration Technologies will post 2.9 EPS for the current fiscal year.

Atmus Filtration Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were paid a dividend of $0.055 per share. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.4%. Atmus Filtration Technologies’s dividend payout ratio (DPR) is 8.80%.

Wall Street Analysts Forecast Growth

ATMU has been the subject of a number of research reports. Zacks Research lowered shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, January 21st. Wells Fargo & Company decreased their target price on shares of Atmus Filtration Technologies from $67.00 to $58.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 1st. JPMorgan Chase & Co. decreased their target price on shares of Atmus Filtration Technologies from $73.00 to $70.00 and set an “overweight” rating for the company in a research note on Wednesday, April 1st. Finally, Robert W. Baird decreased their target price on shares of Atmus Filtration Technologies from $69.00 to $66.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Atmus Filtration Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $58.25.

Key Headlines Impacting Atmus Filtration Technologies

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Q1 results beat expectations — Adjusted EPS $0.69 vs. consensus $0.65 and revenue $477.5–478M (+14.6% y/y), showing continued top-line growth. Article Title
• Positive Sentiment: Profitability & cash flow metrics were solid — adjusted EBITDA margin ~19.8% and adjusted free cash flow of $33M for the quarter, supporting earnings quality. Article Title
• Neutral Sentiment: Full call materials available — earnings press release, slide deck and transcript were posted for investors to review management’s commentary and segment detail. Article Title
• Neutral Sentiment: Analyst consensus still expects ~2.90 FY2026 EPS; the Q1 beat keeps upside potential if execution continues. Article Title
• Negative Sentiment: FY2026 guidance came in light — management guided EPS to $2.75–$3.00 (consensus ~2.91) and revenue to $1.9–$2.0B vs. street ~$2.0B, leaving investors concerned about upside for the year. Article Title
• Negative Sentiment: Market reaction: shares declined sharply on the guidance/expectations gap and elevated trading volume, signaling short-term investor disappointment despite the quarter beat. Article Title

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Jones Financial Companies Lllp raised its holdings in shares of Atmus Filtration Technologies by 143.1% during the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock valued at $26,000 after purchasing an additional 412 shares in the last quarter. Essex Investment Management Co. LLC bought a new position in shares of Atmus Filtration Technologies during the 4th quarter valued at $37,000. PNC Financial Services Group Inc. raised its holdings in shares of Atmus Filtration Technologies by 87.8% during the 4th quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock valued at $44,000 after purchasing an additional 397 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of Atmus Filtration Technologies by 93.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock valued at $49,000 after purchasing an additional 644 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its holdings in shares of Atmus Filtration Technologies by 1,498.3% during the 4th quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock valued at $50,000 after purchasing an additional 899 shares in the last quarter. Institutional investors own 32.73% of the company’s stock.

About Atmus Filtration Technologies

Atmus Filtration Technologies is a global developer and manufacturer of high-performance filter media and filtration solutions. The company designs and produces advanced materials that capture airborne particles across a range of applications, from heating, ventilation and air-conditioning (HVAC) systems to industrial and cleanroom environments. By focusing on proprietary meltblown and nanofiber technologies, Atmus delivers media that balances efficiency, airflow and durability for both original equipment manufacturers (OEMs) and aftermarket customers.

The company’s product portfolio encompasses pleated and panel filter media, depth filtration products and specialty laminates used in industries such as commercial buildings, healthcare, transportation and power generation.