Atmus Filtration Technologies Inc. (NYSE: ATMU) has reported its financial results for the fourth quarter and full year that ended on December 31, 2025. The company's net sales for the fourth quarter were $447 million, representing a 9.8% increase from the same period in 2024, when net sales were $407 million. For the full year 2025, Atmus posted sales of $1,764 million, up $95 million, or 5.7% from the prior year.
The GAAP net income for the fourth quarter was $48 million, compared to $40 million in the same period last year. For the full year, GAAP net income was $207 million, up from $186 million in the prior year. Diluted earnings per share for the fourth quarter were $0.58, compared to $0.48 in the fourth quarter of 2024. For the full year, diluted earnings per share were $2.50, up from $2.22 in the previous year.
Adjusted earnings per share for the fourth quarter were $0.66, an increase from $0.58 in the same period last year. For the full year, adjusted earnings per share were $2.73, compared to $2.50 in the prior year.
The company's adjusted EBITDA for the fourth quarter was $85 million with an adjusted EBITDA margin of 19.1%, compared to $78 million and a margin of 19.1% in the fourth quarter of 2024. For the full year, adjusted EBITDA was $354 million with a margin of 20.0%, compared to $330 million and a margin of 19.7% in the prior year.
Cash provided by operating activities was $48 million for the fourth quarter, compared to $20 million in the fourth quarter of 2024. For the full year, cash provided by operating activities was $203 million, up from $105 million in the prior year. Adjusted free cash flow for the fourth quarter was $31 million, compared to $28 million in the fourth quarter of 2024. For the full year, adjusted free cash flow was $158 million, compared to $115 million in the previous year.
Atmus completed the acquisition of Koch Filter Corporation on January 7, 2026, which established Atmus' industrial solutions segment. The company expects total revenue for 2026 to be in the range of $1,945 million to $2,015 million, with adjusted EBITDA margin in the range of 19.5% to 20.5%, and adjusted earnings per share in the range of $2.75 to $3.00.
Atmus also returned $78 million of cash to investors during 2025, consisting of $61 million of common stock repurchases and $17 million of dividends. The board of directors authorized a $150 million share repurchase program in July 2024, with $69 million remaining under the authorization as of December 31, 2025.
Steph Disher, the Chief Executive Officer of Atmus, commended the company's ability to navigate challenging global markets and deliver strong financial results while expanding into industrial filtration. Atmus continues to focus on executing its four-pillar growth strategy to build long-term shareholder value.
The market has reacted to these announcements by moving the company's shares -0.93% to a price of $56.68. For more information, read the company's full 8-K submission here.
