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Dec 31, 2025
Atmus Q4 2025 Earnings Report
Atmus reported higher fourth quarter 2025 sales, profitability and cash flow compared to the prior year period.
Key Takeaways
Atmus generated 446600000 in net sales in Q4 2025, up year-over-year, with net income of 48000000 and adjusted EBITDA of 85200000, reflecting improved gross margin and stronger operating performance.
Net sales increased 9.8% year-over-year to 446600000.
Gross margin improved to 127400000, representing 28.5% of sales.
Adjusted EBITDA rose to 85200000 with a margin of 19.1%.
Cash provided by operating activities was 47500000, supporting 31200000 in adjusted free cash flow.
Forward Guidance
For 2026, Atmus expects total company revenue between 1945000000 and 2015000000, adjusted EBITDA margin between 19.5% and 20.5%, and adjusted EPS between 2.75 and 3.00.
Positive Outlook
- 2026 revenue expected between 1945000000 and 2015000000.
- Adjusted EBITDA margin guidance of 19.5% to 20.5%.
- Adjusted EPS expected between 2.75 and 3.00.
- Power Solutions segment expected revenue between 1790000000 and 1850000000.
- Industrial Solutions segment expected revenue between 155000000 and 165000000.
Challenges Ahead
- Exposure to global market volatility impacting volumes.
- Potential logistics and duties cost pressures.
- Ongoing separation-related adjustments.
- Integration risks from recent acquisition of Koch Filter.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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