Atmus Filtration Technologies (ATMU) reported second-quarter 2026 results for the period ended June 30, with record net sales of $528 million, up 16.4% from $454 million a year earlier. GAAP net income was $64 million, and diluted earnings per share were $0.78.
The company raised its full-year 2026 outlook, with total company net sales expected to be in the range of $1.975 billion to $2.030 billion. Atmus said sales growth in the quarter was driven by the Koch Filter acquisition, pricing, favorable currency impacts and higher volumes.
- Power Solutions segment net sales were $486 million.
- Industrial Solutions segment net sales were $42 million.
- Gross margin was $154 million, or 29.2% of net sales.
- Cash provided by operating activities was $78 million in the quarter.
- Atmus repurchased $13 million of common stock and paid a quarterly dividend of $0.055 per share.
- As of June 30, 2026, $49 million remained under the company’s share repurchase authorization.
$ATMU Insider Trading Activity
$ATMU insiders have traded $ATMU stock on the open market 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ATMU stock by insiders over the last 6 months:
- STEPHANIE DISHER (Chief Executive Officer) sold 25,652 shares for an estimated $1,160,676
- JACK KIENZLER (Chief Financial Officer) sold 5,132 shares for an estimated $232,207
- CHARLES MASTERS (Senior Vice President) sold 2,890 shares for an estimated $130,763
- RENEE SWAN (Chief People Officer) sold 2,566 shares for an estimated $116,103
- GRETCHEN R HAGGERTY has made 3 purchases buying 1,973 shares for an estimated $109,999 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ATMU Hedge Fund Activity
We have seen 176 institutional investors add shares of $ATMU stock to their portfolio, and 139 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EMINENCE CAPITAL, LP removed 2,543,351 shares (-66.5%) from their portfolio in Q1 2026, for an estimated $144,386,036
- NEUBERGER BERMAN GROUP LLC added 1,168,811 shares (+21648.7%) to their portfolio in Q1 2026, for an estimated $66,353,400
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 659,357 shares (+193.8%) to their portfolio in Q1 2026, for an estimated $37,431,696
- FMR LLC added 517,992 shares (+11.7%) to their portfolio in Q1 2026, for an estimated $29,406,405
- BOSTON PARTNERS added 494,688 shares (+inf%) to their portfolio in Q2 2026, for an estimated $25,224,141
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 483,252 shares (-65.3%) from their portfolio in Q1 2026, for an estimated $27,434,216
- PARSIFAL CAPITAL MANAGEMENT, LP removed 445,300 shares (-36.1%) from their portfolio in Q1 2026, for an estimated $25,279,681
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
