Business Wire·Feb 13, 2026, 6:44 AM ET

Atmus Filtration Technologies Reports Fourth Quarter and Full Year 2025 Results

ATMU

Atmus Filtration Technologies Inc. reported fourth quarter 2025 net sales of $447 million & full year net sales of $1,764 million.
GAAP net income was $48 million for the fourth quarter & $207 million for the full year 2025.
Diluted earnings per share reached $0.58 for the fourth quarter & $2.50 for the full year, while adjusted EPS was $0.66 & $2.73 respectively.
Adjusted EBITDA totaled $85 million (19.1% margin) for the fourth quarter & $354 million (20.0% margin) for the full year.
The company completed the acquisition of Koch Filter Corporation on January 7, 2026, establishing a new Industrial Solutions segment alongside its existing Power Solutions segment.
2026 revenue guidance is set between $1,945 million & $2,015 million, with adjusted EPS projected between $2.75 & $3.00.
Power Solutions segment revenue is forecasted between $1,790 million & $1,850 million, while the new Industrial Solutions segment is expected to generate $155 million to $165 million.
During 2025, Atmus returned $78 million to investors via $61 million in stock repurchases & $17 million in dividends.
Cash provided by operating activities was $48 million in the fourth quarter & $203 million for the full year, with adjusted free cash flow of $31 million & $158 million respectively.
Fourth quarter net sales increased 9.8% year-over-year, driven by pricing increases, higher volumes, & favorable currency impacts.
Gross margin improved to 28.5% in the fourth quarter & 28.2% for the full year, primarily due to pricing & volume gains despite higher logistics costs.
Atmus hosts a conference call on February 13, 2026, to discuss these results, with a webcast available via its investor relations website.
The company operates through two segments: Power Solutions serving on- & off-highway markets via the Fleetguard brand, & Industrial Solutions addressing HVAC, data centers, & power generation via the Koch Filter brand.