Atmus Filtration Technologies delivered a robust third quarter 2026, with revenue climbing 13.9% year-over-year to $510 million, surpassing the $501.6 million consensus. Adjusted EPS of $0.77 also beat the $0.73 estimate, reflecting strong operational performance following the full separation from Cummins. The company leveraged its Koch Filter acquisition and pricing actions to offset higher material and freight costs, leading management to raise the full-year 2026 adjusted EPS guidance range to $2.90–$3.05.
Key Highlights
- Revenue grew to $510 million, driven by the integration of Koch Filter, favorable volumes, and pricing gains, partially offset by tariff refunds.
- Industrial Solutions segment sales reached $42 million, representing 8.2% of total revenue as the company pivots toward HVAC and data center markets.
- Board authorized a new $300 million share repurchase program, significantly increasing capital return potential from the remaining $28.9 million in the previous plan.