Atmus Filtration Technologies (ATMU) Q3 FY2026 earnings: revenue $510 million, up 13.9% on the year

Atmus Filtration Technologies Inc. (ATMU) reported revenue of $510 million for Q3 FY2026, the quarter ended 30 September 2026, up 13.9% on the same quarter a year earlier. Net income was $61 million, up 10.6% on the year, and diluted earnings per share $0.74. The figures are the company's own, from the 10-Q it filed with the SEC on 6 November 2026.

Revenue

$510 million

+13.9% on the year · -3.4% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

17.8%

18.3% a year earlier

Q4 FY2024Q3 FY2026

Net income

$61 million

+10.6% on the year · -5.2% on the quarter

Q4 FY2024Q3 FY2026

Diluted EPS

$0.74

+12.1% on the year · -5.1% on the quarter

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 3 raised, 1 narrowed, 1 new, 1 kept.

Net sales grew 13.9%: Net sales were $510.0 million, up from $447.7 million. Management attributed the increase to the Koch Filter acquisition, favorable volumes, currency and pricing.
Industrial Solutions serves HVAC and data centers: Industrial Solutions net sales were $41.9 million, with segment Adjusted EBITDA of $8.2 million. The 2025 comparison table shows only Power Solutions, so this segment has no prior-year figure.
Gross margin rose on several drivers: Gross margin was $154.4 million, or 30.3% of net sales. Management cited Koch Filter's incremental margin, favorable volume, pricing, manufacturing costs, currency and lower warranty costs.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	510	528	448	-3.4%	+13.9%
Cost of revenue	356	374	318	-4.9%	+11.7%
Gross profit	154	154	129	+0.3%	+19.3%
Gross margin	30.3%	29.2%	28.9%
Research and development	11.4	9.8	10.0	+16.3%	+14.0%
Selling, general and administrative	52.8	51.7	45.9	+2.1%	+15.0%
Operating income	90.7	97.2	81.9	-6.7%	+10.7%
Operating margin	17.8%	18.4%	18.3%
Interest expense	13.1	13.7	8.5	-4.4%	+54.1%
Pre-tax income	78.5	82.8	71.7	-5.2%	+9.5%
Income tax	17.9	18.9	16.9	-5.3%	+5.9%
Effective tax rate	22.8%	22.8%	23.6%
Net income	60.6	63.9	54.8	-5.2%	+10.6%
Net margin	11.9%	12.1%	12.2%
Diluted EPS	$0.74	$0.78	$0.66	-5.1%	+12.1%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	98.0	77.8	82.1	+26.0%	+19.4%
Capital expenditure	10.8	13.0	13.2	-16.9%	-18.2%
Free cash flow	87.2	64.8	68.9	+34.6%	+26.6%
Free cash flow margin	17.1%	12.3%	15.4%
Cash from investing	-10.8	-11.6	-13.2
Cash from financing	-75.3	-17.8	-42.2
Depreciation and amortisation	12.4	11.5	7.6	+7.8%	+63.2%
Share-based compensation	4.8	3.7	3.3	+29.7%	+45.5%
Buybacks	20.1	13.0	29.7	+54.6%	-32.3%
Dividends paid	4.8	4.6	4.4	+4.3%	+9.1%
Dividend per share	$0.06	$0.06	$0.06	+9.1%	+9.1%
Diluted shares, weighted	82m	82m	83m	-0.1%	-1.0%
Shares outstanding at period end	81m	82m	82m	-0.5%	-0.4%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	504	455	337	+10.9%	+49.8%
Debt	950	1,000	578	-5.0%	+64.5%
Operating lease liabilities	35.2	37.7	22.5	-6.6%	+56.4%
Other liabilities	431	398	402	+8.4%	+7.2%
Total liabilities and equity	1,921	1,890	1,339	+1.6%	+43.4%
Goodwill	303	303	84.7	0.0%	+257.3%
Intangible assets	206	209	n/a	-1.4%
Cash and equivalents	273	259	218	+5.5%	+25.2%
Receivables	310	317	324	-2.5%	-4.4%
Inventory	325	297	303	+9.4%	+7.3%
Other assets	504	505	410	-0.2%	+23.0%
Total assets	1,921	1,890	1,339	+1.6%	+43.4%

Questions

What was Atmus Filtration Technologies' revenue in Q3 FY2026?

Atmus Filtration Technologies (ATMU) reported revenue of $510 million for Q3 FY2026, the quarter ended 30 September 2026, up 13.9% on the same quarter a year earlier.

How much did Atmus Filtration Technologies earn in Q3 FY2026?

Net income for Q3 FY2026 was $61 million, up 10.6% on the year, and diluted earnings per share $0.74.

When did Atmus Filtration Technologies report Q3 FY2026 results?

Atmus Filtration Technologies filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 6 November 2026.

Quarterly results, the last 17 quarters

	Q2 FY2022	Q3 FY2022	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	393	401	419	414	396	400	427	433	404	407	416	454	448	447	478	528	510
Cost of revenue	298	302	309	299	293	294	315	301	292	300	306	322	318	319	341	374	356
Gross profit	95.4	99.7	110	114	103	106	112	132	111	107	110	131	129	127	137	154	154
Gross margin	24%	25%	26%	28%	26%	26%	26%	30%	28%	26%	27%	29%	29%	29%	29%	29%	30%
R&D	9.5	9.8	9.8	12.3	11.1	9.3	10.1	10.4	9.7	10.4	9.1	10.7	10.0	10.9	8.1	9.8	11.4
SG&A	32.5	32.3	39.1	46.0	41.3	48.3	43.3	49.1	46.4	48.8	45.9	46.1	45.9	46.4	51.0	51.7	52.8
Operating income	58.0	64.9	69.2	64.2	58.8	56.2	68.6	79.8	63.2	54.6	64.9	81.7	81.9	70.5	76.3	97.2	90.7
Operating margin	15%	16%	17%	16%	15%	14%	16%	18%	16%	13%	16%	18%	18%	16%	16%	18%	18%
Interest expense	0.1	0.3	0.0	4.2	11.0	10.6	10.5	10.5	10.4	9.2	8.4	8.5	8.5	8.0	14.1	13.7	13.1
Pre-tax income	61.1	64.6	69.1	61.2	48.9	47.2	58.3	71.9	53.7	50.9	56.8	76.7	71.7	61.0	61.2	82.8	78.5
Tax rate	19%	22%	24%	25%	23%	26%	22%	22%	18%	21%	21%	22%	24%	21%	21%	23%	23%
Net income	49.2	50.4	52.7	46.2	37.6	34.8	45.5	56.2	43.8	40.1	44.7	59.9	54.8	48.0	48.4	63.9	60.6
Net margin	13%	13%	13%	11%	9%	9%	11%	13%	11%	10%	11%	13%	12%	11%	10%	12%	12%
Diluted EPS	$0.59	$0.61	$0.63	$0.55	$0.45	$0.42	$0.54	$0.67	$0.52	$0.48	$0.54	$0.72	$0.66	$0.58	$0.59	$0.78	$0.74
Operating cash flow	n/a	48.2	42.8	46.2	58.3	41.7	-8.2	22.9	70.7	20.0	28.7	44.4	82.1	47.5	38.1	77.8	98.0
Capital expenditure	n/a	5.9	6.4	12.7	10.5	16.2	10.6	11.6	16.4	10.0	12.4	12.0	13.2	16.3	12.6	13.0	10.8
Free cash flow	n/a	42.3	36.4	33.5	47.8	25.5	-18.8	11.3	54.3	10.0	16.3	32.4	68.9	31.2	25.5	64.8	87.2
Buybacks	n/a	n/a	n/a	n/a	n/a	n/a	0.0	0.0	10.0	10.0	10.0	20.1	29.7	0.9	7.3	13.0	20.1
Dividends paid	n/a	0.0	0.0	0.0	0.0	0.0	0.0	0.0	4.2	4.1	4.1	4.2	4.4	4.6	4.4	4.6	4.8
Shares outstanding	83m	83m	83m	83m	83m	83m	83m	83m	83m	83m	83m	82m	82m	82m	82m	82m	81m
Filing	10-Q	10-Q	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 6 November 2026: the filing.