BALLERUP, Denmark, March 23, 2026 (GLOBE NEWSWIRE) -- LiqTech International, Inc. (Nasdaq: LIQT), a leading clean technology company specializing in advanced filtration systems, has received its first commercial pool order in the United States for three QlariFlow™ ceramic membrane filtration systems. The systems will be installed at the Weston County School District #1 Aquatic Center in Newcastle, Wyoming. The order was secured in collaboration with LiqTech’s U.S. partner, Treatment Specialties – Powered by ...

Core Insights - Bayberry Capital Partners has fully exited its position in Atmus Filtration Technologies, selling 282,500 shares valued at $12.74 million during the fourth quarter of 2025 [1][2][10] Company Overview - Atmus Filtration Technologies is a leading designer and manufacturer of filtration products, leveraging its Fleetguard brand to meet the filtration needs of commercial and industrial vehicle operators globally [6][9] - The company reported a total revenue of $1.76 billion for the trailing twelve months (TTM), with a net income of $207.40 million and a dividend yield of 0.4% [4][11] Financial Performance - In 2025, Atmus achieved full-year sales of $1.76 billion, an increase from $1.67 billion in 2024, while net income rose to $207 million [11] - The adjusted EBITDA for the year was $354 million, reflecting margins around 20%, and the company generated $158 million in adjusted free cash flow [11] Market Position - Atmus serves various sectors including transportation, agriculture, construction, mining, and power generation, providing a range of filtration products such as fuel filters, lube filters, and hydraulic filters [9][12] - The company benefits from a diversified customer base and established relationships with original equipment manufacturers (OEMs), which provide a competitive advantage in the industrial filtration market [6][12] Stock Performance - As of the latest data, shares of Atmus Filtration Technologies were priced at $56.72, representing a 51% increase over the past year, significantly outperforming the S&P 500's gain of approximately 21% during the same period [8][11][13]

Company Overview - Atmus Filtration Technologies is a leading provider of advanced filtration products and solutions, operating globally with a diversified customer base [5] - The company focuses on OEM relationships and aftermarket distribution, which supports stable recurring revenue and positions it for continued growth in the industrial filtration market [5] - As of March 9, 2026, Atmus reported a revenue of $1.76 billion and a net income of $207.40 million, with a dividend yield of 0.36% [4] Recent Developments - Port Capital LLC increased its stake in Atmus Filtration Technologies by 446,260 shares, with an estimated transaction value of $21.60 million [1] - The value of Port Capital's position in Atmus rose by $26.10 million at quarter-end, reflecting both share purchases and price changes [1] - Following this transaction, Port Capital's position in Atmus now represents 1.96% of its reported assets under management (AUM) [2] Stock Performance - As of March 9, 2026, shares of Atmus Filtration Technologies were priced at $58.21, reflecting a 55.7% increase over the past year [3] - The company's one-year alpha versus the S&P 500 was 36 percentage points, indicating strong performance relative to the market [3] Strategic Moves - Atmus Filtration Technologies recently completed a $450 million acquisition of Koch Filter, which may have contributed to increased investor interest [9] - The company provides a range of filtration products, including fuel, lube, air, hydraulic filters, and crankcase ventilation systems, primarily under the Fleetguard brand [8]

Company Overview - Donaldson Company is a global leader in filtration, with over a century of experience in solving customers' toughest problems [3] - The company emphasizes its commitment to innovation and delivering best-in-class technology [3] Leadership - Rich Lewis has recently taken on the role of President and CEO, having been with the company for 24 years [2]

Summary of Donaldson Company Conference Call Company Overview - **Company Name**: Donaldson Company - **Industry**: Filtration - **CEO**: Rich Lewis - **CFO**: Brad Pogalz - **Fiscal Year**: Q2 FY26 earnings discussed Key Points Company Positioning and Strategy - Donaldson is a global leader in filtration, with over 111 years of experience in solving customer problems [3][4] - The company emphasizes innovation and technology as key differentiators, aiming to deliver value by protecting customers' assets and lowering their total cost of ownership [4][10] - Two-thirds of revenue comes from recurring sources, enhancing business resilience [6] - The company operates in three segments and has a balanced growth strategy focused on core markets while expanding addressable market share [4][5] Financial Performance - Projected top-line growth for FY26 is 3%, with EPS growth expected at 8% [6] - Q2 FY26 saw a step down in operating profit due to seasonal factors and specific short-term issues, including ramp-up in power generation business and timing issues in orders [7][8] - Backlogs in Original Equipment (OE) and Aerospace & Defense (A&D) businesses are strong, indicating potential for recovery in the second half of the fiscal year [9][10] Market Dynamics - The company has observed strong utilization rates in the replacement parts market, which constitutes over 70% of the business [23] - Early signs of recovery in agricultural and commercial truck markets, with elevated orders from agricultural customers [24][26] - Economic performance in Europe and Asia has been strong, while some weakness is noted in Latin America and the U.S. [41][42] Competitive Advantages - Donaldson's competitive advantages include deep innovation capabilities, technical sales expertise, and a strong culture of operational excellence [11][12] - The company is focused on capital allocation, maintaining a disciplined approach to investments and returning cash to shareholders through dividends and share buybacks [12] Acquisition and Growth Opportunities - The acquisition of Facet, a company specializing in fuel filtration for aviation, is expected to be margin and cash accretive, enhancing Donaldson's product portfolio [13][14] - The company is investing in connected solutions to improve customer intimacy and operational efficiency, which is expected to drive higher win rates and retention in the aftermarket [66][70] Future Outlook - The company anticipates a rebound in the second half of FY26, with expectations for record sales, operating profit margins, and EPS levels [10][92] - There is optimism about long-term growth prospects across various markets, with significant upside potential in market shares [100] Additional Insights - The filtration products offered by Donaldson are more technologically advanced than commonly perceived, providing significant value to customers [98] - The recurring revenue model insulates the company from market cyclicality, allowing for stable growth even in fluctuating economic conditions [99] Conclusion Donaldson Company is well-positioned in the filtration industry with a strong focus on innovation, customer value, and operational excellence. The company is navigating short-term challenges while preparing for a robust recovery in the latter half of FY26, supported by strong backlogs and strategic acquisitions.

Statements in this presentation regarding future events and expectations, such as forecasts, plans, trends, and projections relating to the Company's business and financial performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are identified by words or phrases such as "will likely result," "are expected to," "will continue," "will allow," "estimate," "project," "believe," "expect," "anticipate," "forecast," "plan" and similar expressions. ...

Pogalz said the company expects volume pressures to abate in the second half given strong backlogs and Donaldson’s typical second-half sales step-up, with sequential improvement in gross margin and full-year expansion still contemplated in the forecast.CFO Brad Pogalz said gross margin declined to 33.7%, down 150 basis points year over year and below the company’s expectations. He attributed the decline to several factors, including:Operating margin in the quarter was 14%, down from 15.2% a year earlier. Ad ...

Shares of Donaldson Company (NYSE: DCI) were up nearly 24% this year through mid-February. Investor sentiment waned as earnings approached, and the stock dropped 18.2% at its lowest point this week, soon after its earnings were released on the morning of Feb. 26. Donaldson delivered record numbers for its second quarter of fiscal 2026, but they fell short of analysts' estimates. Even projections of a record year ahead couldn't save the stock price from falling. Here's why. Will AI create the world's first ...

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced Rich Lewis, president, and chief executive officer will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Florida on Wednesday, March 4, beginning at 10:25 a.m. ET. About Donaldson Company Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products and solutions,. ...

Core Viewpoint - Donaldson Company, Inc. (NYSE: DCI) is a significant player in the filtration industry, providing technology-driven filtration products and solutions across various sectors, which helps maintain a strong competitive position [1] Price Target Trends - The consensus price target for DCI has been increasing, with the average target rising to $109.67 last month from $105.86 last quarter and $95.58 last year, indicating growing analyst optimism about the company's stock performance [2][5] - Analyst Nathan Jones from Stifel Nicolaus has set a contrasting price target of $51 for Donaldson's stock, highlighting the variability in analyst opinions [4] Financial Performance - Donaldson reported GAAP net earnings of $92.5 million for Q2 of fiscal year 2026, a decline from $95.9 million in the same quarter the previous year, with earnings per share (EPS) decreasing slightly to $0.78 from $0.79 [3] - The financial results included $6.7 million of pre-tax, non-recurring charges, which may have impacted the earnings figures [3][5] Market Position - Despite the slight decline in earnings, Donaldson maintains a strong industry position due to its diverse market presence across sectors such as construction, mining, agriculture, and aerospace [1][5]