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Atmus Filtration Technologies
Atmus Filtration Technologies (ATMU) investor relations material
Atmus Filtration Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Achieved strong financial results in 2025, with Q4 sales of $447 million and full-year sales of $1.764 billion, reflecting 9.8% and 5.7% year-over-year growth, respectively.
Adjusted EBITDA margin reached 19.1% in Q4 and 20.0% for the year, with net income of $48 million in Q4 and $207 million for the year.
Adjusted EPS was $0.66 for Q4 and $2.73 for the year, with diluted EPS of $0.58 and $2.50, respectively.
Completed the acquisition of Koch Filter, establishing the Industrial Solutions segment and expanding into industrial air filtration markets.
Returned $78 million to shareholders in 2025 through $61 million in share buybacks and $17 million in dividends.
Financial highlights
Q4 2025 sales were $447 million, up from $407 million year-over-year; full-year sales reached $1.764 billion, up from $1.67 billion.
Gross margin for Q4 was $127 million (28.5%), up from $107 million (26.3%) YoY; full-year gross margin was $498 million (28.2%).
Adjusted EBITDA for Q4 was $85 million (19.1% margin); full-year adjusted EBITDA was $354 million (20.0% margin).
Adjusted EPS was $0.66 for Q4 and $2.73 for the year; adjusted free cash flow was $31 million in Q4 and $158 million for the year.
Net income margin was 10.7% in Q4 and 11.8% for the year.
Outlook and guidance
2026 total revenue expected between $1.945 billion and $2.015 billion, with Power Solutions projected at $1.79–$1.85 billion and Industrial Solutions at $155–$165 million.
Adjusted EBITDA margin guidance is 19.5%–20.5%; adjusted EPS expected in the $2.75–$3.00 range.
Guidance excludes $3–$8 million in one-time Koch Filter integration costs and $6 million in transaction costs.
Aftermarket and off-highway markets expected to remain flat; heavy and medium-duty U.S. markets could be flat to up 10%.
Industrial Solutions segment expected to grow 1%–8%, with data center-related business growing at a high-teens rate.
2026 Industrial Solutions segment revenue outlook?
Remaining share repurchase authorization?
What drove 2025 full year gross margin increase?
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Next Atmus Filtration Technologies earnings date
Q1 20261 May, 2026
Atmus Filtration Technologies
Next Atmus Filtration Technologies earnings date
Q1 20261 May, 2026
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Frequently asked questions
Atmus Filtration Technologies Inc., operating under the Fleetguard brand name, is a global leader in the design, manufacture, and sale of advanced filtration products. The company offers a comprehensive range of filtration solutions, including fuel filters, lube filters, air filters, crankcase ventilation systems, hydraulic filters, coolants, and fuel additives. These products cater to a variety of sectors such as automotive, industrial, and commercial markets, ensuring quality performance and protection. The company is headquartered in Nashville, Tennessee, and its shares are listed on the New York Stock Exchange.
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