Filing Flows › Consumer Discretionary › Atmus Filtration Technologies (ATMU)
Atmus Filtration Technologies (ATMU) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Atmus Filtration Technologies (ATMU) Q3 2026 earnings results →
Q3 2026 Revenue up 14% year over year to $510M · 12¢ of every $1 of revenue kept as net profit · operating margin 17.8%
Atmus Filtration Technologies made $510M in Q3 2026 (+14% Y/Y): Power Solutions $468M, Industrial Solutions $41.9M. Operating margin 17.8%, net earnings $60.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
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What changed this quarter
Revenue was $510.0M in Q3 2026, up 14% year over year and down 3% from the previous quarter. Power Solutions was the largest line at 92% of revenue. Power Solutions added $20.4M year over year (up 5%), 33% of the total change.
Gross margin was 30.3%, up 1.4 points from Q3 2025. Operating profit was $90.7M, a 17.8% margin (down 0.5 points year over year). Of the extra revenue versus Q3 2025, 14% reached operating profit, below the 18% margin then. Operating expenses grew 34% against revenue growth of 14%. Net earnings were $60.6M, up 11% year over year. The effective tax rate was 22.8%.
Operating cash flow was $98.0M (up 19% year over year), 162% of net earnings. Non-cash charges added back $12.4M of depreciation and amortization and $4.8M of share-based compensation. Working capital and other items added $20.2M. After capital expenditures ($10.8M), free cash flow as the company reports it was $87.2M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $510M | +14% | 17.8% | $60.6M | $98.0M |
| Q2 2026 | 10-Q | Aug 7, 2026 | $528M | +16% | 18.4% | $63.9M | $77.8M |
| Q1 2026 | 10-Q | May 1, 2026 | $478M | +15% | 16.0% | $48.4M | $38.1M |
| Q4 2025 | 10-K | Feb 13, 2026 | $447M | +10% | 15.8% | $48.0M | $47.5M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $448M | +11% | 18.3% | $54.8M | $82.1M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $454M | +5% | 18.0% | $59.9M | $44.4M |
| Q1 2025 | 10-Q | May 2, 2025 | $416M | -2% | 15.6% | $44.7M | $28.7M |
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About Atmus Filtration Technologies
Atmus is one of the global leaders of filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation vehicles and equipment. Atmus designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. Atmus estimates that approximately 14% of Atmus’ net sales in 2025 were generated through first-fit sales to original equipment manufacturers (“OEM”s), where Atmus’ products are installed as components for new vehicles and equipment, and approximately 86% were generated in the aftermarket, where Atmus’ products are installed as replacement o r repair parts, leading to a strong recurring revenue base.
In its own words, from its 10-K, filed Feb 13, 2026.
Atmus Filtration Technologies against its Motor Vehicle Parts & Accessories peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +14% against the peers' median +2%. Operating margin: 17.8% against the peers' median 7.6%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ATMU Atmus Filtration Technologies | Q3 2026 | $510M | +14% | 17.8% |
| LEA Lear | Q3 2026 | $5.8B | +2% | 3.4% |
| ADNT Adient | Q4 FY26 | $3.7B | +1% | -0.1% |
| BWA Borgwarner | Q3 2026 | $3.5B | -3% | 8.7% |
| APTV Aptiv | Q3 2026 | $3.2B | +2% | 8.8% |
| DCH Dauch | Q3 2026 | $2.9B | +93% | 2.5% |
| ALV Autoliv | Q3 2026 | $2.7B | -0.5% | 9.4% |
| VGNT Versigent | Q3 2026 | $2.5B | +7% | 7.6% |
| DAN Dana | Q3 2026 | $2.0B | +6% | 4.5% |
Source: Atmus Filtration Technologies 10-Q on SEC EDGAR · CIK 1921963 · Motor Vehicle Parts & Accessories
13F: who owns ATMU and who is buying
More on ATMU
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- Atmus Filtration Technologies stock forecast, price target and fair value
- Who owns Atmus Filtration Technologies stock: holders, funds and Congress trades
- Atmus Filtration Technologies guidance and outlook
- Is Atmus Filtration Technologies a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Atmus Filtration Technologies guidance history: guided vs reported
- Atmus Filtration Technologies gross margin by quarter
- Atmus Filtration Technologies operating margin by quarter
- Atmus Filtration Technologies net income by quarter
- Atmus Filtration Technologies free cash flow by quarter
- Atmus Filtration Technologies capital expenditures by quarter
- Atmus Filtration Technologies Power Solutions revenue by quarter
- Atmus Filtration Technologies Industrial Solutions revenue by quarter