Atmus Filtration Technologies Inc. SEC Filings

Atmus Filtration Technologies (NYSE: ATMU) reported stronger Q3 2025 results. Net sales reached $447.7 million, up 10.9% year over year, as pricing and volume improved. Net income rose to $54.8 million and diluted EPS was $0.66. Gross margin expanded to 28.9% from 27.6%, reflecting favorable pricing and lower one-time separation costs, partly offset by higher logistics costs.

Operating cash flow for the first nine months of 2025 was $155.2 million versus $85.4 million a year ago, supporting capital spending of $37.6 million and share repurchases. Cash and cash equivalents were $218.3 million at September 30, 2025, with long-term debt of $547.5 million and no revolver borrowings. Year-to-date, the company repurchased about 1.5 million shares for $60.7 million; $69.3 million remains under the $150 million authorization. The effective tax rate increased to 23.6% in Q3, driven by earnings mix and U.S. tax changes under the OBBBA.

Atmus Filtration Technologies Inc. (ATMU) furnished an 8-K announcing its third-quarter 2025 results via press release. On November 7, 2025, the company reported Q3 2025 financial results and provided the press release as Exhibit 99.1. The disclosure was made under Item 2.02, Results of Operations and Financial Condition, and is being furnished rather than filed under the Exchange Act.

The company’s common stock trades on the NYSE under the symbol ATMU. The exhibit list includes the Q3 2025 press release (Exhibit 99.1) and the cover page Inline XBRL data (Exhibit 104).

Insider sale by CFO. The filing reports that Jack Kienzler, Chief Financial Officer of Atmus Filtration Technologies, Inc. (ATMU), disposed of 25 shares of the company's common stock on 10/03/2025 at a reported price of $44.50 per share. After the transaction he is recorded as beneficially owning 54,796 shares. The Form 4 was signed on 10/07/2025 by an attorney-in-fact. This is a routine, small-volume sale relative to the reported post-transaction holdings.

Atmus Filtration Technologies Inc. (ATMU) reporting person Charles Masters disclosed a small disposition of company common stock. On 10/03/2025 a Form 4 shows a sale coded F of 28 shares at a price of $44.50. After the transaction the reporting person beneficially owns 32,364 shares, held directly. The filing was signed by an attorney-in-fact on 10/07/2025.

Renee Swan, Chief People Officer of Atmus Filtration Technologies (ATMU), reported a transaction on 08/14/2025. The filing shows 5,007 shares were disposed at a price of $45.18 per share, leaving the reporting person with 44,637 shares beneficially owned. The explanation states the shares were withheld to cover tax withholding related to the vesting of an August 14, 2023 Restricted Stock Unit award, indicating this was not a market sale for cash proceeds beyond tax obligations. The form was signed on 08/15/2025 by an attorney-in-fact.

Atmus Filtration Technologies Inc. announced its Board declared a quarterly cash dividend of $0.055 per common share. The dividend is payable on September 10, 2025 to shareholders of record at the close of business on August 26, 2025.

The Company furnished a press release as Exhibit 99.1, and the information in Item 7.01, including Exhibit 99.1, is not deemed to be 'filed' under Section 18 of the Exchange Act. The filing does not provide details on the dividend's funding, historical dividend policy, or shares outstanding, so dividend yield and sustainability cannot be determined from this document.

Atmus Filtration Technologies reported modest top-line and profit growth while facing margin pressure from logistics, currency and separation costs. Net sales rose to $453.5 million in the quarter (up from $432.6 million a year earlier) and $870.0 million for the six months (up from $859.2 million). Net income increased to $59.9 million for the quarter and $104.6 million for six months, producing diluted EPS of $0.72 and $1.26 for the quarter and six months, respectively. Gross margin narrowed to 28.9% in the quarter from 30.5% a year ago, largely due to higher logistics costs, tariffs and one-time separation expenses.

The balance sheet shows $190.8 million in cash, receivables of $332.4 million (up from $254.2 million), inventories of $285.0 million and long-term debt of $585.0 million (term loan outstanding). Operating cash flow improved to $73.1 million for the six months from $14.7 million a year earlier. The company repurchased ~1.3 million shares for ~$50.4 million year-to-date, paid $8.3 million in dividends and remains in compliance with its credit covenants. Management highlights ongoing tariff risk and one-time separation costs that weighed on margins.