Atmus Filtration Q4 revenue beats on higher pricing

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

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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