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Atmus Filtration Technologies (ATMU) investor relations material
Atmus Filtration Technologies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record Q2 2025 sales of $454M, up 4.8% year-over-year, driven by higher volume and pricing, partially offset by currency impacts.
Net income rose to $60M, with adjusted EPS of $0.75 and diluted EPS of $0.72.
Adjusted EBITDA was $95M (21.0% margin), slightly above prior year.
Completed operational separation from Cummins, incurring one-time costs.
Accelerated share repurchases, with $20M in Q2 and $50M since inception; $100M remains authorized.
Financial highlights
Q2 gross margin was $131M (28.9%), down from 30.5% last year due to higher logistics and separation costs.
Adjusted free cash flow for Q2 was $36M, up from $34M; trailing twelve months was $148M.
Cash provided by operating activities was $44M in Q2 2025.
Net income margin was 13.2%, up from 13.0% in Q2 2024.
Selling, general & research expenses decreased to $57M (12.5% of sales).
Outlook and guidance
Raised 2025 revenue guidance to $1,685M–$1,735M; adjusted EBITDA margin expected at 19.25%–20.0%.
Adjusted EPS guidance increased to $2.40–$2.60, excluding $10M–$15M in one-time separation costs.
Aftermarket and first-fit demand expected to remain soft through H2 2025 due to slow global growth.
US heavy and medium duty markets expected to decline 15%–25%; India flat to down; China growth temporary.
Tariffs and currency volatility remain key risks; guidance reflects impacts as of July 31.
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