ATMU

EX-99.1

2 atmu2026q1quarterly8-kex991.htm

EX-99.1

Document

EXHIBIT 99.1

May 1, 2026

Atmus Filtration Technologies Reports First Quarter 2026 Results

NASHVILLE, Tenn. – Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU), a global leader in filtration and media solutions, today reported financial results for its first quarter that ended March 31, 2026.

First Quarter Highlights

•Net sales of $478 million

◦Power Solutions segment net sales of $439 million

◦Industrial Solutions segment net sales of $38 million

•GAAP net income of $48 million

•Diluted earnings per share of $0.59

•Adjusted earnings per share of $0.69

•Adjusted EBITDA of $95 million and Adjusted EBITDA margin of 19.8%

◦Power Solutions Segment Adjusted EBITDA of $86 million and Adjusted EBITDA margin of 19.6%

◦Industrial Solutions Segment Adjusted EBITDA of $8 million and Adjusted EBITDA margin of 21.9%

•Cash provided by operating activities was $38 million

•Adjusted free cash flow was $33 million

Atmus completed the acquisition of Koch Filter Corporation (“Koch Filter”) on January 7, 2026. The portfolio addition established Atmus’ Industrial Solutions segment, where Koch Filter results are reported. With the acquisition, Atmus reports on two business segments: Power Solutions, which serves global on- and off-highway equipment markets through its Fleetguard® brand; and Industrial Solutions, which addresses commercial and industrial HVAC applications, and high-growth end markets including data centers and power generation environments through its Koch Filter® brand.

2026 Outlook

The company is reaffirming guidance for the full year 2026 as follows:

•Total company Net sales to be in the range of $1,945 million to $2,015 million

◦Power Solutions segment expected to be in the range of $1,790 million to $1,850 million

◦Industrial Solutions segment expected to be in the range of $155 million to $165 million

•Adjusted EBITDA margin to be in the range of 19.5% to 20.5%

•Adjusted earnings per share in the range of $2.75 to $3.00

During the quarter, Atmus repurchased $7 million of common stock under the $150 million share repurchase program authorized by the Board of Directors in July 2024. As of March 31, 2026, $62 million was remaining under the authorization. Additionally, Atmus paid a quarterly cash dividend of $0.055 per share of common stock.

“The Atmus team delivered strong financial results while simultaneously integrating Koch Filter to unlock growth for our Industrial Solutions business segment,” said Steph Disher, Chief Executive Officer of Atmus. “I continue to be inspired by our people’s ability to navigate uncertain markets and execute our four-pillar growth strategy to deliver long-term shareholder value.”

First Quarter Results

For the first quarter of 2026, Atmus posted net sales of $478 million, compared to $417 million in the first quarter of 2025, an increase of 14.6%. The increase in sales was primarily driven by the acquisition of Koch Filter, the favorable impacts of currency and increases in pricing, partially offset by lower volumes.

Gross margin was $137 million, compared to $111 million in the first quarter of 2025. Gross margin as a percent of net sales was 28.6% compared to 26.5% in the same period last year. The increase in Gross margin was primarily due to incremental margin from the acquisition of Koch Filter, increases in pricing, lower one-time costs associated with the separation of the business from Cummins Inc. and favorable impacts of currency, partially offset by higher logistics and duties costs, lower volumes and other manufacturing costs.

Adjusted EBITDA was $95 million, compared to $82 million in the first quarter of 2025. Adjusted EBITDA margin was 19.8% compared to 19.6% in the same period last year. Adjusted EBITDA in the first quarter of 2026 excludes $6 million of acquisition costs and $1 million of one-time integration costs associated with the acquisition of Koch Filter compared to the prior year quarter which excludes $9 million of one-time costs associated with the separation of the business from Cummins.

Net income was $48 million, or $0.59 of diluted earnings per share in the first quarter of 2026, compared to $45 million, or $0.54 of diluted earnings per share in the same period last year.

Adjusted earnings per share was $0.69 in the first quarter of 2026, compared to $0.63 of Adjusted earnings per share in the same period last year.

The effective tax rate for the first quarter of 2026 was 20.9% compared to 21.3% for the same period last year.

Cash provided by operating activities was $38 million in the first quarter of 2026, compared to cash provided by operating activities of $29 million in the first quarter of 2025.

Adjusted free cash flow was $33 million in the first quarter of 2026, compared to $20 million in the first quarter of 2025. Adjusted free cash flow in the first quarter of 2026 excludes $6 million of acquisition costs and $1 million of one-time integra

atmu-202602130001921963FALSE00019219632026-02-132026-02-13

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF

THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 13, 2026 Atmus Filtration Technologies Inc. (Exact name of registrant as specified in its charter)

Delaware001-4171088-1611079 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

26 Century Boulevard Nashville, Tennessee 37214 (Address of Principal Executive Offices)(Zip Code)

(615) 514-7339 Registrant's telephone number, including area code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.0001 par valueATMUNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined by Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☐ Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02 Results of Operations and Financial Condition. On February 13, 2026, Atmus Filtration Technologies Inc. (“the Company”) issued the attached press release reporting its financial results for the fourth quarter and year ended December 31, 2025. A copy of this press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished in this Item 2.02, including Exhibit 99.1, is not deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section. This information will not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except to the extent that the Company specifically incorporates it by reference.

Item 9.01 Financial Statements and Exhibits. The following exhibits are being filed as part of this Report.

Exhibit No.Description 99.1Press Release issued by Atmus Filtration Technologies Inc. on February 13, 2026.

104Cover Page Interactive Data File (embedded with the Inline XBRL Document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. Atmus Filtration Technologies Inc.

By: /s/ JACK M. KIENZLER Jack M. Kienzler Senior Vice President, Chief Financial Officer and Chief Accounting Officer

(Principal Financial Officer)

February 13, 2026

atmu-202511070001921963FALSE00019219632025-11-072025-11-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF

THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): November 7, 2025 Atmus Filtration Technologies Inc. (Exact name of registrant as specified in its charter)

Delaware001-4171088-1611079 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

26 Century Boulevard Nashville, Tennessee 37214 (Address of Principal Executive Offices)(Zip Code)

(615) 514-7339 Registrant's telephone number, including area code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.0001 par valueATMUNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined by Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☐ Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02 Results of Operations and Financial Condition. On November 7, 2025, Atmus Filtration Technologies Inc. (“the Company”) issued the attached press release reporting its financial results for the third quarter of 2025. A copy of this press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished in this Item 2.02, including Exhibit 99.1, is not deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section. This information will not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except to the extent that the Company specifically incorporates it by reference.

Item 9.01 Financial Statements and Exhibits. The following exhibits are being filed as part of this Report.

Exhibit No.Description 99.1Press Release issued by Atmus Filtration Technologies Inc. on November 7, 2025.

104Cover Page Interactive Data File (embedded with the Inline XBRL Document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. Atmus Filtration Technologies Inc.

By: /s/ JACK M. KIENZLER Jack M. Kienzler Senior Vice President, Chief Financial Officer and Chief Accounting Officer

(Principal Financial Officer)

November 7, 2025