Revenue: As of FY2025 Q3, the actual value is USD 447.7 M, beating the estimate of USD 415.02 M.EPS: As of FY2025 Q3, the actual value is USD 0.66, beating the estimate of USD 0.5927.EBIT: As of FY2025 Q3, the actual value is USD 90.4 M.<h3>Segment Revenue</h3><ul><li>Net Sales: $447.7 million for the three months ended September 30, 2025, compared to $403.7 million for the same period in 2024, representing an increase of $44.0 million or 10.9%.</li><li>Net Sales for Nine Months: $1,317.7 million for the nine months ended September 30, 2025, compared to $1,262.9 million for the same period in 2024, an increase of $54.8 million or 4.3%.</li></ul><h3>Operational Metrics</h3><ul><li>Gross Margin: $129.4 million for the three months ended September 30, 2025, up from $111.3 million in 2024, an increase of 16.3%.</li><li>Operating Income: $81.9 million for the three months ended September 30, 2025, compared to $63.2 million in 2024, an increase of 29.6%.</li><li>Net Income: $54.8 million for the three months ended September 30, 2025, compared to $43.8 million in 2024, an increase of 25.1%.</li></ul><h3>Cash Flow</h3><ul><li>Net Cash Provided by Operating Activities: $155.2 million for the nine months ended September 30, 2025, compared to $85.4 million in 2024.</li><li>Free Cash Flow: $117.6 million for the nine months ended September 30, 2025, compared to $46.8 million in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Interest Expense: $8.5 million for the three months ended September 30, 2025, down from $10.4 million in 2024.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company plans to continue leveraging its global footprint and technology leadership to drive growth in both first-fit and aftermarket segments. The focus remains on maintaining a strong recurring revenue base through aftermarket sales, which constituted approximately 86% of net sales in 2024.</li><li>Non-Core Business: The company has completed its separation from Cummins and is now operating as a standalone public company, which involved incurring one-time separation costs. The transition services agreement with Cummins ended in September 2025, and no further one-time expenses related to the separation are expected.</li></ul>

Atmus Filtration Tech | 10-Q: FY2025 Q3 Revenue Beats Estimate at USD 447.7 M