Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the gas and liquid handling industry, including Atmus Filtration Technologies (NYSE:ATMU) 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.
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.
