Atmus Filtration Technologies Inc. Common Stock (ATMU)

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the gas and liquid handling stocks, including Graco (NYSE:GGG) and its peers.

Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) announced better-than-expected revenue in Q3 CY2025, with sales up 10.9% year on year to $447.7 million. Its non-GAAP profit of $0.69 per share was 15.1% above analysts’ consensus estimates.

With margins quietly flipping and enterprise customers scaling fast, this move suggests something the market may be missing beneath Workiva’s weak stock chart.

The new holding places Flywire outside the fund’s top five positions.

Atmus Filtration Technologies exemplifies quality investing with high ROIC, strong cash flow, and durable growth in the essential filtration market.

Eminence Capital just sold its entire Installed Building Products stake after a year of outperformance, and that kind of exit into strength forces investors to ask whether a well-run consolidator has simply finished serving a hedge fund’s timeline or still has room to compound for longer-term investors.

Atmus Filtration (ATMU) Q3 2025 earnings beat estimates, driving a stock surge. The company raised its full-year guidance after completing its separation from Cummins.

Atmus Filtration Technologies (NYSE:ATMU) beats Q2 2025 estimates with $453.5M revenue and $0.75 EPS. Shares rise as company raises full-year guidance.

JP Morgan maintains an Overweight rating on Atmus Filtration, raising the price target to $46 due to strong growth potential and tariff pricing power.

ATMU earnings call for the period ending December 31, 2024.