The record revenue and raised guidance confirm strong execution on the Koch Filter integration and organic growth trajectory. Monitor the earnings call for details on sustainability of industrial segment margins and the pace of Koch Filter ramp. The raised FY midpoint implies ~$2.925 adjusted EPS vs prior $2.875 — a ~1.7% raise that may understate underlying momentum given the strong Q2 beat.
Price Chart
Executive Summary
Atmus reported Q2 2026 record net sales of $528M (+16.4% YoY) and GAAP diluted EPS of $0.78 ($0.82 adjusted), beating consensus EPS of $0.79 on a GAAP basis and surpassing the $507.7M revenue consensus. The company raised its full-year 2026 guidance: net sales now $1,975M-$2,030M (vs prior $1,945M-$2,015M) and adjusted EPS $2.85-$3.00 (vs prior $2.75-$3.00), signaling continued operational momentum from the Koch Filter acquisition and organic pricing/volume gains.
Key Financial Metrics
Key Facts
- Record Q2 net sales of $528M, up 16.4% YoY from $454M, driven by Koch Filter acquisition, pricing, currency, and higher volumes.
- GAAP diluted EPS of $0.78 vs consensus $0.79 (in-line); adjusted EPS of $0.82 vs consensus $0.79 (beat). Revenue of $528M beat $507.7M consensus by ~4.0%.
- FY2026 guidance raised: net sales $1,975M-$2,030M (midpoint $2,002.5M, +4.3% vs prior midpoint $1,980M); adjusted EPS $2.85-$3.00 (midpoint $2.925, +1.7% vs prior $2.875 midpoint).
- Adjusted EBITDA margin was 20.7% in Q2 2026 vs 21.0% a year ago; FY guidance for adjusted EBITDA margin tightened to 19.75%-20.25%.
- Adjusted free cash flow nearly doubled to $67M from $35M in Q2 2025.
- Koch Filter acquisition contributed $42M in Industrial Solutions segment sales with 18.9% segment adjusted EBITDA margin.
Financial Impact
Record quarterly revenue of $528M, up 16.4% YoY; adjusted EPS of $0.82 versus consensus $0.79; FY guidance raised across both revenue and EPS ranges.
Risk Factors
- Higher interest expense ($13.7M vs $8.5M in Q2 2025) due to ~$992M in long-term debt after Koch Filter acquisition, pressuring net income growth.
- Industrial Solutions segment margins (18.9%) still trailing Power Solutions (20.8%); integration execution and cost synergies remain key watch items.
- Currency headwinds and materials cost inflation could pressure gross margin in H2.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001921963-26-000065 |
| Document: atmu-20260807.htm | 0001921963-26-000065 |
| Document: 0001921963-26-000065-index-headers.html | 0001921963-26-000065 |
| Document: 0001921963-26-000065-index.html | 0001921963-26-000065 |
| Document: 0001921963-26-000065.txt | 0001921963-26-000065 |
| 8-K Data (Synthetic) | 0001921963-26-000065 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $44.46 | awaiting T+20 | — | $45.00 (+1.21%) |
Sep 22, 2026 5w ago | Institutional Cluster | $45.40 $44.75 | ▼ −1.43% | ▼ −0.87% | $45.00 (−0.88%) |
Aug 18, 2026 10w ago | Insider Cluster | $49.89 $45.10 | ▼ −9.60% | ▼ −8.61% | $45.00 (−9.80%) |
Aug 7, 2026 11w ago | 8-K | $51.17 $48.34 | ▼ −5.53% | ▼ −5.13% | $45.00 (−12.06%) |
Jun 2, 2026 21w ago | Insider Cluster | $47.37 $49.71 | ▲ +4.94% | ▲ +5.94% | $45.00 (−5.00%) |
May 13, 2026 23w ago | 8-K | $54.15 $48.18 | ▼ −11.02% | ▼ −10.41% | $45.00 (−16.90%) |
May 11, 2026 24w ago | 3 | $56.60 $48.38 | ▼ −14.52% | ▼ −14.22% | $45.00 (−20.49%) |
May 11, 2026 24w ago | 8-K | $56.60 $48.38 | ▼ −14.52% | ▼ −14.22% | $45.00 (−20.49%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers