Atmus Filtration Technologies (ATMU) Surpasses Estimates with 9.8% Revenue and 4.4% EPS Beat

Atmus Filtration Technologies (NYSE:ATMU) reports Q4 CY2025 results that beat expectations: revenue rose 9.8% YoY to $446.6 million and GAAP EPS reached $0.58, 4.4% above consensus. The operating margin expanded to 15.8% in Q4, up 2.4 ppts from last year, supported by operating leverage and a 1.3% decline in shares outstanding. Over the last four years, sales grew at a 5.2% CAGR, and EPS expanded 5.2%, with a stronger 10.3% CAGR in the past two years. The company, spun off from Cummins in 2023, manufactures filtration systems for trucks, construction, and agriculture equipment. Looking ahead, sell-side analysts expect revenue to grow 6.3% over the next 12 months, below the industrials sector average. The stock traded up 4.2% to $64.70 in immediate aftermath of the report.