Atmus Filtration Technologies Reports 6.6% Net Income Increase in Q2 2025

Atmus Filtration Technologies Inc. reported its financial results for the second quarter and first half of 2025, revealing a net income of $59.9 million for the three months ended June 30, 2025, compared to $56.2 million for the same period in 2024, marking a 6.6% increase. For the first half of 2025, net income reached $104.6 million, up from $101.7 million in the prior year. The company's revenue for the second quarter was $453.5 million, a 4.8% increase from $432.6 million in the previous year, while total revenue for the first half was $870.0 million, slightly up from $859.2 million.

The financial performance reflects a mix of favorable pricing and volume increases, offset by adverse currency impacts. Specifically, the company experienced a $15.0 million increase in sales volume and a $10.2 million increase in pricing, although these were partially negated by a $4.3 million negative impact from currency fluctuations. Gross margin for the second quarter was $131.0 million, a slight decrease from $131.9 million in the prior year, primarily due to increased logistics costs and one-time separation expenses.

Atmus has continued to navigate its transition as a standalone public company following its separation from Cummins Inc. in March 2024. The company has incurred one-time expenses related to this transition, totaling approximately $11.8 million for the first half of 2025. These costs are expected to continue as Atmus establishes its independent operational capabilities, including a new warehouse in Belgium. The company anticipates incurring additional one-time expenses of $10 million to $15 million throughout 2025.

Operationally, Atmus reported a significant increase in cash flow, with net cash provided by operating activities rising to $73.1 million for the first half of 2025, compared to $14.7 million in the same period last year. This improvement was attributed to lower working capital requirements. The company also maintained a strong liquidity position, with $190.8 million in cash and cash equivalents as of June 30, 2025, and $400 million available under its revolving credit facility.

Looking ahead, Atmus expects continued challenges in the aftermarket and first-fit demand due to ongoing market cyclicality and economic conditions. The company is actively monitoring the impact of tariffs and trade policies on its operations and pricing strategies. Despite these challenges, Atmus remains focused on leveraging its global footprint and product offerings to drive growth and enhance its market position.