Atmus Filtration Tech | 8-K: FY2025 Q2 Revenue Beats Estimate at USD 453.5 M

Revenue: As of FY2025 Q2, the actual value is USD 453.5 M, beating the estimate of USD 433.39 M.

EPS: As of FY2025 Q2, the actual value is USD 0.72, beating the estimate of USD 0.6335.

EBIT: As of FY2025 Q2, the actual value is USD 76.7 M.

Segment Revenue

• Net sales for the second quarter of 2025 were $454 million, an increase of 4.8% compared to $433 million in the second quarter of 2024.

Operational Metrics

• GAAP net income for the second quarter of 2025 was $60 million, compared to $56 million in the same period last year.
• Gross margin was $131 million, representing 28.9% of net sales, down from 30.5% in the second quarter of 2024.
• Operating income was $81.7 million, compared to $79.8 million in the second quarter of 2024.
• Adjusted EBITDA was $95 million with a margin of 21.0%, compared to $93 million and a margin of 21.4% in the same period last year.

Cash Flow

• Cash provided by operating activities was $44 million in the second quarter of 2025, compared to $23 million in the second quarter of 2024.
• Adjusted free cash flow was $36 million, compared to $34 million in the second quarter of 2024.

Unique Metrics

• Atmus repurchased $20 million of common stock under the $150 million share repurchase program, with $100 million remaining under the authorization as of June 30, 2025.
• A quarterly cash dividend of $0.05 per share of common stock was paid.

Outlook / Guidance

• Atmus raised its guidance for 2025, projecting revenue between $1,685 million and $1,735 million.
• Adjusted EBITDA margin is expected to be between 19.25% and 20.0%.
• Adjusted earnings per share are anticipated to range from $2.40 to $2.60.