Atmus Filtration Technologies Inc. (ATMU) Earnings Call Transcripts
Atmus Filtration Technologies Inc.'s Latest Earnings Call - June 11, 2026
In the second quarter of fiscal year 2026, Atmus Filtration Technologies Inc. (ATMU:US) reported revenues of $156 million, consistent with expectations, while management maintained guidance for flat to slightly up aftermarket demand. The company highlighted progress in its four-pillar growth strategy, particularly in expanding first-fit market share and accelerating aftermarket growth. Overall, management's focus on supply chain transformation and integration of the Koch acquisition positions Atmus for future growth, although analysts expressed concerns about macroeconomic conditions impacting demand.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $156M (inline) |
| Aftermarket Demand Guidance | Flat to slightly up (inline) |
| Annualized Synergies from Koch Acquisition | $4M (positive) |
| First-Fit Content per Unit | $3,000 (positive) |
| Market Share Gains | 1% to 2% (positive) |
| Debt-to-EBITDA Ratio | 2x (neutral) |
Guidance from management
Management maintained guidance for flat to slightly up aftermarket demand, reflecting cautious optimism amid macroeconomic uncertainties.
What management said
I would say Caterpillar is certainly in that first category or the second category of potential customers that we would target among others and want to continue to try to open up a number of different avenues. As you can imagine, there's not -- it's not like you all of a sudden take off every filtration opportunity. And so we want to really focus on are there smaller pieces of the portfolio that we can go after and o...
Yes. So if you think about from a product family standpoint, where our strength has really been historically, it's on on-engine filtration. Obviously, that's driven by the historical relationship with Cummins and the deep embedded application knowledge that we have on things like fuel filtration, lubricant filtration, so on and so forth. And so that's probably our technology leader in terms of our product family. Obv...
What analysts pressed on
Analysts expressed concerns about the impact of macroeconomic conditions on demand, particularly in light of tepid market conditions and potential headwinds from geopolitical dynamics. There were questions regarding how these factors might affect future growth prospects.
Main topics on the call
- First-Fit Market Expansion — Management emphasized the importance of growing first-fit market share through strong partnerships with industry leaders like Cummins and PACCAR. CFO Jack Kienzler stated, "I think there's still plenty of room to run" in...
- Aftermarket Growth Strategy — Atmus is focusing on increasing penetration into independent distributors to drive aftermarket growth. Kienzler noted, "We've seen good traction... in areas where we had relatively low penetration," particularly in Latin...
- Supply Chain Transformation — The company is making significant strides in supply chain improvements post-separation from Cummins. Kienzler highlighted that their delivery capabilities are now "top-quartile," enhancing their ability to meet customer ...
- Koch Acquisition Integration — The integration of the Koch acquisition is progressing well, with expected annualized synergies of $4 million by year three. Kienzler mentioned, "The cultural similarities... have been fantastic to see," aiding in a seam...
Read the full Atmus Filtration Technologies Inc. transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Atmus Filtration Technologies Inc.
Atmus Filtration Technologies Inc. (ATMU) is a publicly listed company in the Machinery industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 20 calls on record spanning August 9, 2023 to June 11, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 20 Atmus Filtration Technologies Inc. earnings call transcripts on record, spanning August 9, 2023 to June 11, 2026. Based on this history, Atmus Filtration Technologies Inc. reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ATMU
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Machinery
- Calls on record
- 20
- First call
- August 9, 2023
- Most recent
- June 11, 2026
- Reporting cadence
- quarterly