Overview
Filtration solutions leader's Q4 revenue rose 9.8%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company completed acquisition of Koch Filter Corporation
Outlook
Atmus projects 2026 revenue between $1,945 mln and $2,015 mln
Company expects 2026 adjusted EPS between $2.75 and $3.00
Atmus anticipates 2026 adjusted EBITDA margin between 19.5% and 20.5%
Result Drivers
SALES GROWTH - Q4 sales increased 9.8% due to higher pricing, increased volumes, and favorable currency impacts
GROSS MARGIN IMPROVEMENT - Gross margin rose due to higher pricing and volumes, despite increased logistics and duties costs
ACQUISITION IMPACT - Acquisition of Koch Filter expected to enhance Industrial Solutions segment
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $446.60 mln | $422.24 mln (5 Analysts) |
Q4 Adjusted EPS | Beat | $0.66 | $0.56 (5 Analysts) |
Q4 Net Income | $48 mln | ||
Q4 Operating Income | Beat | $70.50 mln | $68.94 mln (4 Analysts) |
Q4 Pretax Profit | Beat | $61 mln | $59.38 mln (4 Analysts) |
Q4 Basic EPS | $0.59 |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"
Wall Street's median 12-month price target for Atmus Filtration Technologies Inc is $59.00, about 5% below its February 12 closing price of $62.12
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 17 three months ago
Press Release: ID:nBw7hXb9Ha
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)