Atmus Filtration Technologies (ATMU) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Atmus Filtration Technologies published the results on November 6, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Atmus Filtration Technologies reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• The Industrial Solutions segment was created with the acquisition of Koch Filter on January 7, 2026, so it has no year-ago figure.
• Net sales were reduced by $8.9 million of IEEPA tariff refunds payable to customers.

Source: Atmus Filtration Technologies Q3 2026 results, November 6, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Atmus Filtration Technologies splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Atmus Filtration Technologies's Power Solutions revenue was $468 million in Q3 2026, up 5% from $448 million in Q3 2025, 92% of total revenue.
• Atmus Filtration Technologies's Industrial Solutions revenue was $41.9 million in Q3 2026, 8% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Atmus Filtration Technologies said:

“Total company Net sales expected to be in the range of $2,010 million to $2,035 million”

“Power Solutions segment net sales expected to be in the range of $1,850 million to $1,870 million”

“Industrial Solutions segment net sales expected to be in the range of $160 million to $165 million”

“Adjusted earnings per share expected to be in the range of $2.90 to $3.05”

Source: Atmus Q3 2026 release, Nov 6, 2026.

This is the company's own guidance as of Nov 6, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ATMU forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Atmus Filtration Technologies's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 6, 2026

Atmus Filtration Technologies reports two segments. Power Solutions, which sells Fleetguard filters for on- and off-highway equipment, had external sales of $468.1 million in Q3 2026. Industrial Solutions, the Koch Filter air filtration business for HVAC, data centers and power generation, had $41.9 million. Total net sales were $510.0 million, up 13.9% from $447.7 million. (Atmus Q3 2026 release, Nov 6, 2026)

Of the $62.3 million increase, Atmus attributes $41.9 million to Koch Filter, $20.6 million to favorable volumes, $5.6 million to currency and $3.0 million to pricing, partly offset by $8.9 million of tariff refunds payable to customers. Atmus bought Koch Filter on January 7, 2026 for about $455.0 million in cash. (Atmus Form 10-Q, Q3 2026, Nov 6, 2026)

Atmus sells mostly replacement parts: it estimates about 86% of 2025 net sales came from the aftermarket and 14% from first-fit sales to OEMs for new vehicles and equipment. The 10-Q says global aftermarkets remain in a period of slow volume growth, while first-fit conditions improved from the depressed first half of 2026, mainly in North America. (Atmus Form 10-K, 2025, Feb 13, 2026; Atmus Form 10-Q, Q3 2026, Nov 6, 2026)

Customer concentration is high. Cummins, from which Atmus separated, was its largest customer at about 18.8% of 2025 net sales, followed by PACCAR at 16.3% and the Traton Group at 11.5%. By geography, United States net sales were $268.4 million in the quarter, against $223.7 million a year earlier, and other international $241.6 million. (Atmus Form 10-K, 2025, Feb 13, 2026; Atmus Form 10-Q, Q3 2026, Nov 6, 2026)

Atmus Filtration Technologies' diluted EPS was $0.74 in Q3 2026 and adjusted EPS $0.77, against $0.66 and $0.69 a year earlier. The only adjustment this quarter is amortization of intangible assets acquired with Koch Filter: $2.8 million, or $0.04 per share before $0.01 of tax. A year earlier the adjustment was $0.04 of one-time costs from the separation from Cummins. (Atmus Q3 2026 release, Nov 6, 2026)

Gross margin rose to 30.3% of net sales from 28.9%, which Atmus attributed to Koch Filter, volume, pricing, manufacturing costs, currency, lower separation costs and lower warranty costs, partly offset by higher material and freight costs. Interest expense rose to $13.1 million from $8.5 million, and long-term debt was $948.3 million on September 30, 2026, against $540.0 million at the end of 2025. (Atmus Q3 2026 release, Nov 6, 2026)

The effective tax rate was 22.8%, against 23.6%. Diluted weighted-average shares fell to 81.9 million from 82.7 million. Atmus repurchased $20 million of stock in the quarter, and on November 4, 2026 its board authorized a new $300 million repurchase program to replace the $150 million program from July 2024. The quarterly dividend rose 9% to $0.06 per share. (Atmus Q3 2026 release, Nov 6, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Atmus Filtration Technologies gives full-year guidance in its release and raised it with Q3 2026 results. It now expects 2026 net sales of $2,010 million to $2,035 million, with Power Solutions at $1,850 million to $1,870 million and Industrial Solutions at $160 million to $165 million, an adjusted EBITDA margin of 19.75% to 20.25%, and adjusted EPS of $2.90 to $3.05. (Atmus Q3 2026 release, Nov 6, 2026)

A consensus figure is the average of the models published by the analysts who cover Atmus Filtration Technologies, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Atmus Filtration Technologies's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ATMU is on is ATMU a buy or a sell?, what analysts expect next is on the ATMU forecast, and what the company does is on the Atmus Filtration Technologies (ATMU) stock page.

Every number on this page can be traced to a document Atmus Filtration Technologies published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.