Atmus Filtration recorded a 14.6% year-over-year sales increase in Q1 2026, largely driven by the Cooke Filter acquisition and a roughly 1.3% contribution from share gains. Base pricing actions and flat-year tariffs delivered the strongest pricing quarter, although full-year pricing growth remains guided at around 1%.

The company returned $12 million to shareholders in Q1 through a mix of share repurchases and dividends, and has signaled plans to continue repurchasing shares throughout 2026 to optimize capital allocation and support shareholder value.

Supply chain restrictions tied to the Middle East conflict reduced revenue by $4 million in Q1, against a regional sales base of $38 million in 2025. Management expects aftermarket markets in the region to hold flat year-over-year but remains vigilant on cost pressures related to plastics and petroleum-based inputs.

Integration of Cooke Filter is on track for completion by early Q3 after delivering 6% revenue growth in Q1. The company plans to leverage distribution synergies, target higher-growth markets like data centers and healthcare, and anticipates positive volume trends in power solutions—especially heavy- and medium-duty segments growing 5%–15% in the second half.