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Jun 30, 2025
Atmus Q2 2025 Earnings Report
Atmus Filtration Technologies reported strong financial results for the second quarter of 2025, with record sales and increased net income.
Key Takeaways
Atmus Filtration Technologies delivered a strong second quarter in 2025, achieving record net sales of $454 million, a 4.8% increase year-over-year. The company reported a GAAP net income of $60 million and diluted EPS of $0.72, alongside robust adjusted EBITDA of $95 million. Cash provided by operating activities significantly increased to $44 million, demonstrating strong operational performance.
Net sales reached a record $454 million in Q2 2025, marking a 4.8% increase compared to Q2 2024, primarily driven by higher volume and pricing.
GAAP net income for the quarter was $60 million, with diluted earnings per share of $0.72, showing an improvement from the prior year.
Adjusted EBITDA stood at $95 million with an Adjusted EBITDA margin of 21.0%, reflecting strong profitability.
Cash provided by operating activities significantly increased to $44 million, and adjusted free cash flow was $36 million, indicating healthy cash generation.
Forward Guidance
Atmus Filtration Technologies is raising its full-year 2025 guidance, anticipating revenue between $1,685 million and $1,735 million, adjusted EBITDA margin between 19.25% and 20.0%, and adjusted earnings per share in the range of $2.40 to $2.60.
Positive Outlook
- Raised full-year 2025 revenue guidance to $1,685 million - $1,735 million.
- Raised full-year 2025 Adjusted EBITDA margin guidance to 19.25% - 20.0%.
- Raised full-year 2025 Adjusted earnings per share guidance to $2.40 - $2.60.
- Continued share repurchase program, with $20 million repurchased in Q2 2025.
- Strong financial performance in Q2 2025 provides a solid foundation for the updated full-year outlook.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- Potential for unfavorable currency impacts to partially offset sales increases.
- Ongoing one-time costs associated with the separation from Cummins Inc. could impact profitability.
Historical Earnings Impact
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