Atmus raises 2026 net sales outlook to $1.98 bln-$2.03 bln
Company expects 2026 adjusted EPS of $2.85-$3.00
Adjusted EBITDA margin for 2026 seen at 19.75%-20.25%
Overview
Filtration solutions provider's Q2 net sales rose 16% yr/yr, beating analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Sales growth driven by Koch Filter acquisition, higher pricing, and increased volumes
Analyst coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $63.44, about 16.4% above its August 6 closing price of $54.51
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 21 three months ago
Result drivers and key details
Koch Filter acquisition - Co said Q2 sales growth was primarily driven by the acquisition of Koch Filter
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