Atmus Filtration Technologies (ATMU) Q2 FY26 earnings call

Atmus Filtration Technologies reported record Q2 FY26 sales and strong adjusted free cash flow, driven by the Cook filter acquisition and a cyclical recovery in first-fit markets. The company is nearing completion of the Cook filter integration and executing its 4-pillar growth strategy. However, flat aftermarket conditions and ongoing impacts from the Middle East conflict on raw material costs and JV income present headwinds.