Atmus Filtration Technologies Inc. reported first‑quarter 2026 revenue of $477.5 million, up 14.6% from $416.5 million a year earlier. Adjusted earnings per share rose to $0.69, beating the consensus estimate of $0.65 by $0.04. Adjusted EBITDA reached $94.5 million, giving a margin of 19.8%, a slight decline from the 19.6% margin reported in Q1 2025.
The quarter’s performance was driven by the integration of the recently acquired Koch Filter Corporation. The new Industrial Solutions segment contributed $38 million in revenue and a 21.9% adjusted EBITDA margin, while the Power Solutions segment generated $439 million in sales with a 19.6% margin. The acquisition added high‑margin replacement parts and broadened Atmus’s product portfolio into HVAC, data‑center, and power‑generation markets.
Compared with Q1 2025, revenue grew 14.6% and adjusted EBITDA margin improved from 19.6% to 19.8%. The margin expansion was offset by integration costs and a modest shift toward lower‑margin legacy products, which reduced the overall margin relative to the prior year’s 19.6%. The company’s cost‑control program helped maintain profitability despite these headwinds.
Management reaffirmed its full‑year 2026 guidance, maintaining revenue expectations of $1.95 billion to $2.02 billion and adjusted EPS guidance of $2.75 to $3.00. The unchanged outlook signals confidence in the company’s ability to sustain growth through the industrial expansion while navigating cyclical demand in the heavy‑duty truck market.
"The Atmus team delivered strong financial results while simultaneously integrating Koch Filter to unlock growth for our Industrial Solutions business segment," said CEO Steph Disher. "Our team continues to build long‑term shareholder value through execution of our four‑pillar growth strategy." CFO Jack Kienzler added, "The team delivered strong financial performance even as global conditions remained uncertain."
"Atmus completed the acquisition of Koch Filter during the quarter, calling it the company's 'first step toward advancing our strategy to expand into industrial filtration.'" – Steph Disher
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