Atmus Filtration 2025 Q3 Earnings Strong Performance as Net Income Surges 25.1%

Atmus Filtration (ATMU) delivered strong Q3 2025 results, surpassing revenue and EPS estimates. , reflecting confidence in its operational momentum and market position.

Revenue

Total revenue increased by 10.9% to $447.70 million in 2025 Q3, driven by 6% volume growth, 4% pricing, . .

Earnings/Net Income

Atmus Filtration's EPS rose 26.4% to $0.67, , marking 25.1% growth from $43.80 million in 2024 Q3. , positioning it well for continued profitability.

Post-Earnings Price Action Review

The strategy of purchasing Atmus shares upon quarterly revenue raises and holding for 30 days delivered moderate performance, with a 3-year CAGR of 11.8% and a maximum drawdown of 22.1%. This conservative approach offers strong risk management but limited upside, as the 30-day holding period may not capture short-term momentum. The low volatility aligns with a stable, long-term investment strategy, though it may underperform in high-growth scenarios.

CEO Commentary

highlighted a 10.9% revenue increase to $448 million, driven by operational separation from Cummins, $30 million in Q3 share repurchases, and a 10% dividend hike. , , and pursuing industrial filtration M&A.

Guidance

, with adjusted EBITDA margins of 19.5%–20% and adjusted EPS of $2.50–$2.65. , . dollar.

Additional News

, reflecting disciplined capital allocation. , , liquids, and water. .