Overview

* Atmus Q2 2025 net sales rise 4.8% to $454 mln, beating estimates

* Adjusted EPS for Q2 2025 beats analyst expectations at $0.75, per LSEG data

* Co raises 2025 revenue guidance, repurchases $20 mln in stock

Outlook

* Atmus raises 2025 revenue guidance to $1,685 mln-$1,735 mln

* Company expects 2025 adjusted EPS between $2.40 and $2.60

* Atmus forecasts 2025 adjusted EBITDA margin of 19.25%-20.0%

Result Drivers

* HIGHER VOLUME AND PRICING - Sales increase driven by higher volume and pricing, partially offset by unfavorable currency impacts

* LOGISTICS AND MANUFACTURING COSTS - Gross margin impacted by unfavorable logistics and manufacturing costs, along with one-time separation costs

* SEPARATION COSTS - Adjusted EBITDA excludes one-time costs associated with separation from Cummins Inc.

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $454 mln $432.80

mln (5

Analysts

)

Q2 Beat $0.75 $0.65 (5

Adjusted Analysts

EPS )

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 ( ATMU ) is $41.00, about 5.8% above its August 7 closing price of $38.64

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)