Atmus Filtration Technologies (ATMU) Stock Overview
Designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
ATMU Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Atmus Filtration Technologies Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$47.46 |
| 52 Week High | US$66.50 |
| 52 Week Low | US$34.58 |
| Beta | 1.25 |
| 1 Month Change | -16.15% |
| 3 Month Change | -16.71% |
| 1 Year Change | 30.42% |
| 3 Year Change | 137.30% |
| 5 Year Change | n/a |
| Change since IPO | 119.21% |
Recent News & Updates
Narrative Update • Jun 01
ATMU: Index Additions And Buybacks May Drive Future Re Rating
Analysts have trimmed their average Atmus Filtration Technologies price target by a single digit dollar amount, reflecting recent downward revisions from several firms that cite updated assumptions for the stock’s P/E multiple and risk profile rather than major changes to revenue growth, profit margin, or fair value estimates. Analyst Commentary Recent research notes on Atmus Filtration Technologies focus on recalibrating price targets rather than rewriting the core business story, with analysts updating their models for valuation multiples and perceived risk.Seeking Alpha • May 28
While Donaldson Cuts Guidance, Atmus Just Walked Into Data Centers: Buy ATMU, Sell DCI
Summary Atmus acquired Koch Filter, directly entering the data center filtration market, with the accretion already visible in its first quarter of ownership at 21.9% EBITDA margins. Donaldson's industrial margins collapsed 420 basis points YoY, management cut guidance, and paid 20x EBITDA for acquiring Facet with no earnings accretion expected until FY2027. Atmus trades at a forward PE of 16.64x and Donaldson at 21.03x, a 4.4 point gap that makes no sense given Atmus is the faster-growing, better-executing business. Applying the midpoint PE of 18.84x to management-guided EPS of $2.90 for ATMU and $3.97 for DCI gives price targets of $54 and $74.70, respectively, implying an 11% upside for ATMU and a 10% downside for DCI, validating a Buy on ATMU and a Sell on DCI. Read the full article on Seeking AlphaRecent updates
Narrative Update • Jun 01
ATMU: Index Additions And Buybacks May Drive Future Re Rating
Analysts have trimmed their average Atmus Filtration Technologies price target by a single digit dollar amount, reflecting recent downward revisions from several firms that cite updated assumptions for the stock’s P/E multiple and risk profile rather than major changes to revenue growth, profit margin, or fair value estimates. Analyst Commentary Recent research notes on Atmus Filtration Technologies focus on recalibrating price targets rather than rewriting the core business story, with analysts updating their models for valuation multiples and perceived risk.Seeking Alpha • May 28
While Donaldson Cuts Guidance, Atmus Just Walked Into Data Centers: Buy ATMU, Sell DCI
Summary Atmus acquired Koch Filter, directly entering the data center filtration market, with the accretion already visible in its first quarter of ownership at 21.9% EBITDA margins. Donaldson's industrial margins collapsed 420 basis points YoY, management cut guidance, and paid 20x EBITDA for acquiring Facet with no earnings accretion expected until FY2027. Atmus trades at a forward PE of 16.64x and Donaldson at 21.03x, a 4.4 point gap that makes no sense given Atmus is the faster-growing, better-executing business. Applying the midpoint PE of 18.84x to management-guided EPS of $2.90 for ATMU and $3.97 for DCI gives price targets of $54 and $74.70, respectively, implying an 11% upside for ATMU and a 10% downside for DCI, validating a Buy on ATMU and a Sell on DCI. Read the full article on Seeking AlphaNarrative Update • May 09
ATMU: Index Additions And 2026 Guidance Reaffirmation May Support Re Rating
Narrative Update The analyst price target for Atmus Filtration Technologies has been trimmed by $2.20 to reflect a lower assumed fair value and a higher discount rate. Analysts are incorporating recent target cuts across the Street while still recognizing model updates that include higher revenue growth, slightly stronger profit margins, and a reduced future P/E multiple.Narrative Update • Apr 19
ATMU: Q4 Execution And 2026 Assumptions Set Balanced Risk Reward Framework
Analyst price targets for Atmus Filtration Technologies have shifted lower by a few dollars, as analysts weigh recent Q4-driven target increases against newer reductions that reflect updated EBITDA and revenue assumptions through 2026. Analyst Commentary Recent research highlights a mix of optimism and caution around Atmus Filtration Technologies, with bullish analysts reacting to Q4 results and updated long term forecasts, while bearish analysts focus on revised EBITDA and revenue assumptions through 2026.Narrative Update • Apr 04
ATMU: Q4 Execution And 2026 Framework Will Drive Earnings Repricing
Analysts have trimmed the fair value estimate for Atmus Filtration Technologies by about $3, to roughly $68.60. This reflects slightly higher discount rates, modestly lower profit margin assumptions, and a small reset in the future P/E multiple following recent price target revisions across the Street.Narrative Update • Mar 20
ATMU: Q4 Execution And Koch Acquisition Will Shape 2026 Earnings Profile
Analyst price targets for Atmus Filtration Technologies have moved higher into a $67 to $76 range, with the changes tied to updated 2026 EBITDA and revenue forecasts following the Q4 report and recent model revisions. Analyst Commentary Recent Street research on Atmus Filtration Technologies has centered on updated 2026 EBITDA and revenue forecasts after the Q4 report, with several firms lifting their valuation ranges and refining their views on the company’s execution and growth profile.Narrative Update • Mar 06
ATMU: Q4 Beat And Koch Deal Will Shape Earnings Outlook
Analysts have raised their average price targets on Atmus Filtration to a higher $60s to mid $70s range, citing stronger Q4 results, updated 2026 adjusted EBITDA forecasts, and modestly higher assumed valuation multiples as the main factors behind the change. Analyst Commentary Recent Street research on Atmus Filtration highlights a mix of optimism on earnings power and valuation, along with some caution around how the current pricing and growth profile might evolve into 2026.Narrative Update • Feb 20
ATMU: Koch Deal And M&A Pipeline Will Frame Balanced Earnings Outlook
Analysts have lifted their average fair value estimate for Atmus Filtration Technologies to $71.60 from $60.00. This largely reflects higher assumed future P/E multiples and updated EBITDA and revenue forecasts following recent Q4 results and model revisions.Narrative Update • Feb 05
ATMU: Koch Deal, M&A Pipeline And Buybacks Will Shape Balanced Outlook
Narrative update on Atmus Filtration Technologies Analysts have lifted their price targets on Atmus Filtration Technologies by up to $7 to $60, citing the completed Koch Filter acquisition, the added industrial air filtration platform, and a stronger EBITDA margin profile as key supports for the updated view. Analyst Commentary Recent Street research on Atmus Filtration Technologies has focused on the Koch Filter acquisition, portfolio mix, and how these feed into earnings power and valuation expectations.Narrative Update • Jan 22
ATMU: Koch Acquisition And M&A Pipeline Will Shape Balanced Future Outlook
Analysts have nudged their price target for Atmus Filtration Technologies up by $3.60 to $60.00, citing the Koch Filter acquisition, updated revenue growth expectations near 9.0%, and a slightly higher assumed future P/E of about 20.8x as key drivers. Analyst Commentary Recent Street research on Atmus Filtration Technologies has been active, with several firms updating price targets and views after the proposed Koch Filter acquisition and ahead of upcoming guidance.Analysis Article • Jan 11
At US$54.75, Is Atmus Filtration Technologies Inc. (NYSE:ATMU) Worth Looking At Closely?
Atmus Filtration Technologies Inc. ( NYSE:ATMU ), might not be a large cap stock, but it received a lot of attention...Narrative Update • Jan 08
ATMU: Koch Deal Integration And Air Filtration Expansion Will Shape Balanced Outlook
Narrative Update Analysts have nudged their blended price target range for Atmus Filtration into the low to high $50s, reflecting updated views on its Koch Filter acquisition, margin profile and sector backdrop, while keeping core fair value assumptions around $56.40 broadly unchanged. Analyst Commentary Recent Street research on Atmus Filtration is centered on the proposed Koch Filter acquisition, its potential impact on margins and mix, and how that feeds into valuation views over the next couple of years.Analysis Article • Dec 24
Here's Why We Think Atmus Filtration Technologies (NYSE:ATMU) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative Update • Dec 24
ATMU: Koch Acquisition And Margin Upside Will Shape Balanced Risk Reward Outlook
Analysts have raised their price target on Atmus Filtration Technologies, citing the roughly $7 increase to about $60 per share as reflecting anticipated valuation upside from portfolio diversification and improved EBITDA margin potential following the proposed Koch Filter acquisition. Analyst Commentary Following the announced Koch Filter acquisition and the updated price target, research commentary has focused on how the deal reshapes Atmus Filtration Technologies' growth, margin, and valuation profile.Narrative Update • Dec 10
ATMU: Koch Acquisition And Margin Expansion Will Drive Multi-Year Outperformance
Analysts have modestly increased their price target on Atmus Filtration Technologies to $56.40 from $55.00, citing the strategic Koch Filter acquisition, stronger EBITDA margin potential, and continued execution on multi year outgrowth initiatives despite a challenging demand backdrop. Analyst Commentary Analyst views on Atmus Filtration Technologies have shifted more positively following the Koch Filter acquisition, with several noting both near term execution strength and longer term portfolio benefits.Narrative Update • Nov 26
ATMU: Multi-Year Outgrowth Execution Will Drive Confidence Amid Challenging Demand
Analysts have raised their fair value estimate for Atmus Filtration Technologies from $49.20 to $55.00. They cite ongoing execution on growth opportunities, even as the company faces a challenging demand environment.Analysis Article • Nov 10
Results: Atmus Filtration Technologies Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Atmus Filtration Technologies Inc. ( NYSE:ATMU ) just released its latest quarterly results and things are looking...Narrative Update • Nov 09
ATMU: Resilient Execution And Raised Guidance Will Shape Near-Term Performance
Analysts have raised their price target for Atmus Filtration Technologies from $47.20 to $49.20, citing ongoing strong execution, upgraded guidance, and resilience in a challenging demand environment. Analyst Commentary The latest round of price target adjustments reflects continued engagement with Atmus Filtration Technologies’ management and a nuanced perspective on the company’s growth potential and challenges.Analysis Article • Nov 06
Capital Investments At Atmus Filtration Technologies (NYSE:ATMU) Point To A Promising Future
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Narrative Update • Sep 20
Global Emissions Trends Will Drive Advanced Filtration Demand
Atmus Filtration Technologies’ consensus price target was raised from $46.20 to $47.20 as analysts cited strong execution, record Q2 performance, and increased 2025 guidance, underscoring resilience and reinforced multi-year growth prospects. Analyst Commentary Bullish analysts note strong execution from Atmus Filtration Technologies, even amid challenging demand conditions.Analysis Article • Sep 10
Are Investors Undervaluing Atmus Filtration Technologies Inc. (NYSE:ATMU) By 36%?
Key Insights Atmus Filtration Technologies' estimated fair value is US$71.14 based on 2 Stage Free Cash Flow to Equity...Narrative Update • Sep 05
Global Emissions Trends Will Drive Advanced Filtration Demand
Analysts maintained their $46.20 price target for Atmus Filtration Technologies, citing raised 2025 guidance, stronger-than-expected Q2 execution, and continued confidence in management performance, resulting in no change to the stock's fair value estimate. Analyst Commentary Raised full-year 2025 guidance following record Q2 results.Analysis Article • Aug 01
Here's Why Atmus Filtration Technologies (NYSE:ATMU) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Jul 16
Why Atmus Filtration Technologies Inc. (NYSE:ATMU) Could Be Worth Watching
Atmus Filtration Technologies Inc. ( NYSE:ATMU ), might not be a large cap stock, but it saw a double-digit share price...Analysis Article • Jun 30
Is Atmus Filtration Technologies (NYSE:ATMU) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jun 14
Here's What Atmus Filtration Technologies' (NYSE:ATMU) Strong Returns On Capital Mean
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analysis Article • May 22
Is Atmus Filtration Technologies Inc. (NYSE:ATMU) Trading At A 32% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Atmus Filtration Technologies fair value estimate is US$55.74...Analysis Article • Apr 28
Atmus Filtration Technologies Inc. (NYSE:ATMU) Not Lagging Market On Growth Or Pricing
It's not a stretch to say that Atmus Filtration Technologies Inc.'s ( NYSE:ATMU ) price-to-earnings (or "P/E") ratio of...Analysis Article • Apr 10
Here's Why Atmus Filtration Technologies (NYSE:ATMU) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysis Article • Mar 20
Here's Why Atmus Filtration Technologies (NYSE:ATMU) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Mar 01
Solid Earnings May Not Tell The Whole Story For Atmus Filtration Technologies (NYSE:ATMU)
Atmus Filtration Technologies Inc.'s ( NYSE:ATMU ) healthy profit numbers didn't contain any surprises for investors...Analysis Article • Feb 03
Atmus Filtration Technologies (NYSE:ATMU) Knows How To Allocate Capital
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Seeking Alpha • Jan 22
Atmus Filtration: Strong Fundamentals Amid Market Challenges
Summary Atmus Filtration Technologies, a leader in filtration products, has shown strong market performance and resilience despite macroeconomic challenges, with a 63% stock price increase over the past year. The company's Q3 earnings report highlighted a modest sales increase, improved EBITDA margins, and potential red flags related to reduced R&D spending, which could impact long-term innovation. Atmus is focusing on cost controls, expanding its distribution network, and exploring inorganic growth opportunities, including potential acquisitions to diversify and strengthen its market position. Despite risks like slowing demand in international markets and the EV transition, Atmus offers significant upside potential, making it a BUY at current share prices. Read the full article on Seeking AlphaAnalysis Article • Jan 07
Some Confidence Is Lacking In Atmus Filtration Technologies Inc.'s (NYSE:ATMU) P/E
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Analysis Article • Dec 07
These 4 Measures Indicate That Atmus Filtration Technologies (NYSE:ATMU) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Nov 05
An Intrinsic Calculation For Atmus Filtration Technologies Inc. (NYSE:ATMU) Suggests It's 28% Undervalued
Key Insights The projected fair value for Atmus Filtration Technologies is US$53.74 based on 2 Stage Free Cash Flow to...Analysis Article • Oct 09
Capital Investment Trends At Atmus Filtration Technologies (NYSE:ATMU) Look Strong
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
New Narrative • Sep 05
Tactical Moves And Market Adaptation Fuel Growth Despite Industry Hurdles
Strategic initiatives and supply chain improvements are set to enhance revenue and expand EBITDA margins.Seeking Alpha • Aug 19
Atmus Filtration: Not Passing My Filter
Summary Atmus is the former filtration business of Cummins, providing products for commercial and off-highway vehicles, targeting a $13 billion market. After it was spun off last year, the company traded at non-demanding valuations, amidst uncertainty post the spin-off and concerns on the positioning. Shares have seen a 50% increase in 2024, re-rating from 10 to 15 times earnings multiple, meaning the appeal is no longer seen, with important end markets being structurally challenged. Read the full article on Seeking AlphaAnalysis Article • Aug 17
We Think Atmus Filtration Technologies (NYSE:ATMU) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Shareholder Returns
| ATMU | US Machinery | US Market | |
|---|---|---|---|
| 7D | 0.2% | -3.7% | -4.1% |
| 1Y | 30.4% | 36.1% | 20.6% |
Return vs Industry: ATMU underperformed the US Machinery industry which returned 41.7% over the past year.
Return vs Market: ATMU exceeded the US Market which returned 22.3% over the past year.
Price Volatility
| ATMU volatility | |
|---|---|
| ATMU Average Weekly Movement | 7.3% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ATMU has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ATMU's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1958 | 4,500 | Steph Disher | www.atmus.com |
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. The company also develops filtration technologies, including filtration media, filter element formation, filtration systems integration; and service-related solutions, such as remote digital diagnostic and prognostic platforms, and analytics.
Atmus Filtration Technologies Inc. Fundamentals Summary
| ATMU fundamental statistics | |
|---|---|
| Market cap | US$3.95b |
| Earnings (TTM) | US$211.10m |
| Revenue (TTM) | US$1.83b |
18.4x
P/E Ratio2.1x
P/S RatioIs ATMU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ATMU income statement (TTM) | |
|---|---|
| Revenue | US$1.83b |
| Cost of Revenue | US$1.29b |
| Gross Profit | US$535.80m |
| Other Expenses | US$324.70m |
| Earnings | US$211.10m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.58 |
| Gross Margin | 29.35% |
| Net Profit Margin | 11.57% |
| Debt/Equity Ratio | 247.4% |
How did ATMU perform over the long term?
See historical performance and comparisonDividends
0.5%
Current Dividend Yield8%
Payout RatioDoes ATMU pay a reliable dividends?
See ATMU dividend history and benchmarks| Atmus Filtration Technologies dividend dates | |
|---|---|
| Ex Dividend Date | May 26 2026 |
| Dividend Pay Date | Jun 10 2026 |
| Days until Ex dividend | 16 days |
| Days until Dividend pay date | 1 day |
Does ATMU pay a reliable dividends?
See ATMU dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/10 05:12 |
| End of Day Share Price | 2026/06/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Atmus Filtration Technologies Inc. is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Andrew Obin | BofA Global Research |