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Atmus Filtration Technologies Inc. (ATMU) stock

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NYSE: ATMU NYSE Industrial Machinery & Supplies & Components Next results ~November 6, 2026

C+ Fundamentals grade

Atmus Filtration Technologies Inc. is a US-listed company in the industrial machinery & supplies & components industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$37

Cash-flow model

Base case. Range ~$26–$52 across our lower- and higher-growth cases (4.3%–14.3% a year).

Price vs value

Modestly overvalued

The price is inside our value range, 29% above our base value.

Price used: $48.06, November 3, 2026

Atmus Filtration Technologies Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 5 selling4 purchases and 6 sales by directors and officers, last 12 monthsInsider trades
  • Funds169 adding, 174 cuttingOf 64 active managers that changed their stake, 20 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Atmus Filtration Technologies files

Where Atmus Filtration Technologies stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.90bn, up 13.1% on a year earlier, faster than the 10.0% growth a quarter earlier. Free-cash-flow margin rose to 10.0% from 6.7% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 3 of our 6 financial-health checks. Our cash-flow model value is $37.34 a share, against a share price of $44.74. At that price, our model says the market is pricing in about 11.4% a year of cash-flow growth for five years, faster than the 5.7% a year revenue growth it has delivered.

Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 6, 2026 (estimated)

Atmus Filtration Technologies Inc.'s trailing-twelve-month revenue grew 13.1% year on year, with a free-cash-flow margin of 10.0%. Where it lags: long-term debt as % of assets of 52.5% ranks 57 of 59 industrial machinery & supplies & components companies we cover.

Our discounted-cash-flow model values the business at ~$37 per share in the base case (~$26–$52 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 68.5% while net income grew 14.1%: a 54pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Growth speeding up. The growth rate is 3.1 points higher than a quarter earlier.
  • Shrinking share count. Diluted shares fell 1.3% in a year, so each share owns more of the business.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Results due soon. Results are expected around 6 November; the share price can move sharply on the day.
  • Priced above our value. The share price of $47.66 is 22% above our value per share of $37.
  • Below peers: long-term debt as % of assets. Long-term debt as % of assets of 52.5% ranks 57 of 59 industrial machinery & supplies & components companies we cover (median 23.4%).

Latest results: FY2026 Q2

Filed August 7, 2026
Earnings per share
$0.82 against an average estimate of $0.78: beat by 5.2%
Revenue
$528m, up 16.4% on a year earlier
Share reaction
-9.0% in the first session after the results on August 7, 2026, against +0.6% for the S&P 500
Guidance given
total company Net sales $1,975m to $2,030m (full year 2026); power Solutions segment Net sales $1,820m to $1,865m (full year 2026)
Next report
November 6, 2026; average EPS estimate $0.73

Atmus Filtration Technologies' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.8%
  • 1 week+6.8%
  • 1 month+5.2%
  • This year-7.9%
  • 1 year+4.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.9B
Operating margin
17.2%
Net margin
11.3%
EPS (TTM, diluted)
$2.62

Growth

Revenue growth
+13.1%
Change in growth rate
+3.1 pts
Share count change
−1.3%

Cash

Free cash flow (TTM)
$190M
FCF margin
10.0%
Stock pay % of revenue
0.7%

Earnings

Last results
August 7, 2026
Next results (est.)
November 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Results
  3. Announcement
  4. Dividend
  5. Announcement
  6. Results
  7. Guidance
  8. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Atmus Filtration Technologies Inc. valuation models and calculator

What the price is pricing in

The share price implies about 12.5% a year of cash-flow growth for five years.That is faster than the 5.7% a year revenue growth Atmus Filtration Technologies has delivered.

  • Priced in12.5%
  • Last 12 months13.1%
  • 3 years a year5.5%
  • 5 years a year5.7%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($47.96, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$37
Price used
$47.96close November 3, 2026
Implied change
▼ 22%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Atmus Filtration Technologies Inc.'s free cash flow after stock-based pay with after-tax interest added back ($155M, FY2026 Q2 TTM), growing 8.7% and 8.1% in the next two years (forecasts, guidance and its record), then back to 9.3% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$26–~$52 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Atmus Filtration Technologies Inc.'s free cash flow after stock-based pay ( $155M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Atmus Filtration Technologies Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.05 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$37 ~$26–$52 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$57 ~$51–$75 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: return on equity above 40%: buybacks or intangibles make book value too small an anchor
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$34 ~$29–$40 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$41 ~$34–$57 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Atmus Filtration Technologies Inc. with Industrial Machinery & Supplies & Components in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −27%
  • Revenue growth 5 points higher ▲ +35%
  • Free-cash-flow margin 1 point lower ▼ −9%
  • Last year's free-cash-flow margin change, if it persists ▲ +45%
  • Discount rate 1 point higher ▼ −17%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $18$28$41$58$80$109
8.5% $12$19$28$41$56$77
10% $8$14$21$30$42$58

Valuation multiples over time Market data may be delayed

At fiscal year end 202320242025Now
Share price$23.23$38.86$51.74$47.66
Market value$1.9bn$3.2bn$4.3bn$3.9bn
+ Net debt (− = net cash)$432m$408m$334m$741m
Enterprise value$2.4bn$3.7bn$4.6bn$4.7bn
Multiples
Price / sales 1.2x1.9x2.4x2.1x
Price / earnings 11.3x17.5x20.7x18.2x
Price / free cash flow 13.5x57.2x28.8x20.6x
EV / EBITDA 8.8x12.6x14.0x12.8x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 6, 2026, before the open. Analysts expect revenue of $502m and EPS of $0.73 (range $0.69 to $0.77) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $2.96 +8% $2.0bn +14%
Next $3.28 +11% $2.1bn +5%

Next year's EPS estimate has moved +1.9% in 90 days, across 5 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +0.7% on 90 days ago. In the last 30 days, 0 analysts raised Atmus Filtration Technologies Inc.'s forecast and 1 cut it.

Consensus EPS forecast Atmus Filtration Technologies Inc., last 90 days
$2.90 $3.00 $3.10 $3.20 $3.30 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $2.94 Current fiscal year, 60 days ago: $2.96 Current fiscal year, 30 days ago: $2.96 Current fiscal year, 7 days ago: $2.96 Current fiscal year, Now: $2.96 $2.96 Next fiscal year, 90 days ago: $3.21 Next fiscal year, 60 days ago: $3.26 Next fiscal year, 30 days ago: $3.28 Next fiscal year, 7 days ago: $3.28 Next fiscal year, Now: $3.28 $3.28

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $2.94$3.21
60 days ago $2.96$3.26
30 days ago $2.96$3.28
7 days ago $2.96$3.28
Now $2.96$3.28

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.78 $0.82 +5.2%
Mar 2026 $0.67 $0.69 +3.6%
Dec 2025 $0.57 $0.66 +16.4%
Sept 2025 $0.60 $0.69 +15.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 7, 2026
  • Total company Net sales full year 2026 $1,975m to $2,030m Raised
    “Total company Net sales expected to be in the range of $1,975 million to $2,030 million” source
  • Adjusted earnings per share full year 2026 $2.85 to $3.00 Non-GAAP Raised
    “Adjusted earnings per share expected to be in the range of $2.85 to $3.00” source
  • Power Solutions segment Net sales full year 2026 $1,820m to $1,865m Raised
    “Power Solutions segment expected to be in the range of $1,820 million to $1,865 million” source
  • Industrial Solutions segment Net sales full year 2026 $155m to $165m Raised
    “Industrial Solutions segment expected to be in the range of $155 million to $165 million” source
  • Adjusted EBITDA margin full year 2026 19.75% to 20.25% Non-GAAP Raised
    “Adjusted EBITDA margin expected to be in the range of 19.75% to 20.25%” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Atmus Filtration Technologies Inc.'s revenue by +8.7% next year and +8.1% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+8.7%, weight 51%) , management guidance (+8.2%, weight 21%) and the company's own record (+9.3%, weight 28%) . How the weights are set.

Analyst recommendations

5 analysts, Nov 2026
Buy480%
Hold120%
Sell00%

Monthly trend

  1. Nov 20261315
  2. Oct 20261315
  3. Sep 20261315

Counts of recommendations published by analysts covering Atmus Filtration Technologies Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.6%
of tradable shares
Days to cover
4.24
at average volume
Short interest, 1 month
+9%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
0.5%
of shares
Employees
4,500
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +5.2%

$45.28 on October 31, 2025 to $47.66

ThenNowEffect
Revenue (last 12 months) $1.7bn $1.9bn +13.1%
Net margin 11.2% 11.3% +0.9%
P/E multiple 20.0x 18.2x −9.0%
Share count 83m 82m +1.3%

Biggest factor: revenue.

Last 3 years +137.3%

$20.08 on November 3, 2023 to $47.66

ThenNowEffect
Revenue (last 12 months) $1.6bn $1.9bn +17.4%
Net margin 11.4% 11.3% −1.1%
P/E multiple 9.0x 18.2x +101.8%
Share count 83m 82m +1.3%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202420252026 to date
Return
ATMU+67%+33%−8%
Industry peers (median)+2%+9%+5%
S&P 500+25%+18%+11%
Months that ended higher
ATMU67%75%64%
S&P 50075%75%46%
Largest fall from a high during the year
ATMU−16%−27%−35%
S&P 500−8%−19%−9%

Worst fall since May 26, 2023: 35% from March 2, 2026 to October 8, 2026. Getting back needed a 54% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$42.62 – $65.42
From 52-week high
−27.1%
vs 50-day average
+5.0%
vs 200-day average
−9.9%
Volatility (1 year)
39%
Beta vs S&P 500
1.24

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±5.2%
After a week
8 up, 4 down
typical move ±4.9%
After a month
6 up, 6 down
typical move ±11.0%
Results releasedNext dayS&P 500 next day5 days21 days
August 7, 2026 −9.0% +0.6% −6.4% −12.9%
May 1, 2026 −20.1% −0.1% −12.3% −25.4%
February 13, 2026 +3.2% +0.2% +2.5% −8.7%
November 7, 2025 +6.8% +1.7% +2.4% +8.5%
August 8, 2025 +9.4% +0.6% +12.4% +17.7%
May 2, 2025 +3.0% +0.9% +2.9% +3.9%
February 21, 2025 −2.5% −2.2% +1.6% −2.3%
November 8, 2024 +2.2% +0.5% +4.3% −1.7%
August 2, 2024 +0.7% −4.7% +9.1% +12.1%
May 3, 2024 −4.0% +2.3% −0.7% −8.0%
February 14, 2024 +0.8% +1.6% +2.1% +16.9%
November 3, 2023 −0.9% +1.1% −1.9% +14.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Atmus Filtration Technologies Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 3, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Atmus Filtration Technologies Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Atmus Filtration Technologies Inc.
$1.6B $1.7B $1.8B $1.9B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1.6B Revenue (TTM), FY23 Q4: $1.6B Revenue (TTM), FY24 Q1: $1.6B Revenue (TTM), FY24 Q2: $1.7B Revenue (TTM), FY24 Q3: $1.7B Revenue (TTM), FY24 Q4: $1.7B Revenue (TTM), FY25 Q1: $1.7B Revenue (TTM), FY25 Q2: $1.7B Revenue (TTM), FY25 Q3: $1.7B Revenue (TTM), FY25 Q4: $1.8B Revenue (TTM), FY26 Q1: $1.8B Revenue (TTM), FY26 Q2: $1.9B $1.9B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1.6B
FY23 Q4 $1.6B
FY24 Q1 $1.6B
FY24 Q2 $1.7B
FY24 Q3 $1.7B
FY24 Q4 $1.7B
FY25 Q1 $1.7B
FY25 Q2 $1.7B
FY25 Q3 $1.7B
FY25 Q4 $1.8B
FY26 Q1 $1.8B
FY26 Q2 $1.9B
Revenue growth, TTM YoY Atmus Filtration Technologies Inc.
0% 5% 10% 15% FY24 Q1 FY24 Q3 FY25 Q1 FY25 Q3 FY26 Q2 Revenue growth, TTM YoY, FY24 Q1: 2.4% Revenue growth, TTM YoY, FY24 Q2: 2.3% Revenue growth, TTM YoY, FY24 Q3: 3.0% Revenue growth, TTM YoY, FY24 Q4: 2.5% Revenue growth, TTM YoY, FY25 Q1: 1.4% Revenue growth, TTM YoY, FY25 Q2: 1.5% Revenue growth, TTM YoY, FY25 Q3: 3.7% Revenue growth, TTM YoY, FY25 Q4: 5.7% Revenue growth, TTM YoY, FY26 Q1: 10.0% Revenue growth, TTM YoY, FY26 Q2: 13.1% 13.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q1 2.4%
FY24 Q2 2.3%
FY24 Q3 3.0%
FY24 Q4 2.5%
FY25 Q1 1.4%
FY25 Q2 1.5%
FY25 Q3 3.7%
FY25 Q4 5.7%
FY26 Q1 10.0%
FY26 Q2 13.1%
Operating margin (TTM) Atmus Filtration Technologies Inc.
14% 15% 16% 17% 18% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 14.2% Operating margin (TTM), FY23 Q4: 15.3% Operating margin (TTM), FY24 Q1: 15.1% Operating margin (TTM), FY24 Q2: 15.9% Operating margin (TTM), FY24 Q3: 16.1% Operating margin (TTM), FY24 Q4: 15.9% Operating margin (TTM), FY25 Q1: 15.8% Operating margin (TTM), FY25 Q2: 15.7% Operating margin (TTM), FY25 Q3: 16.4% Operating margin (TTM), FY25 Q4: 16.9% Operating margin (TTM), FY26 Q1: 17.0% Operating margin (TTM), FY26 Q2: 17.2% 17.2%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 14.2%
FY23 Q4 15.3%
FY24 Q1 15.1%
FY24 Q2 15.9%
FY24 Q3 16.1%
FY24 Q4 15.9%
FY25 Q1 15.8%
FY25 Q2 15.7%
FY25 Q3 16.4%
FY25 Q4 16.9%
FY26 Q1 17.0%
FY26 Q2 17.2%
FCF margin (TTM) Atmus Filtration Technologies Inc.
0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 11.2% FCF margin (TTM), FY23 Q4: 8.8% FCF margin (TTM), FY24 Q1: 5.4% FCF margin (TTM), FY24 Q2: 4.0% FCF margin (TTM), FY24 Q3: 4.3% FCF margin (TTM), FY24 Q4: 3.4% FCF margin (TTM), FY25 Q1: 5.5% FCF margin (TTM), FY25 Q2: 6.7% FCF margin (TTM), FY25 Q3: 7.4% FCF margin (TTM), FY25 Q4: 8.4% FCF margin (TTM), FY26 Q1: 8.7% FCF margin (TTM), FY26 Q2: 10.0% 10.0%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 11.2%
FY23 Q4 8.8%
FY24 Q1 5.4%
FY24 Q2 4.0%
FY24 Q3 4.3%
FY24 Q4 3.4%
FY25 Q1 5.5%
FY25 Q2 6.7%
FY25 Q3 7.4%
FY25 Q4 8.4%
FY26 Q1 8.7%
FY26 Q2 10.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1,439 1,562 1,628 1,670 1,764 1,900
Gross profit 349 359 433 462 498 548
EBITDA 235 226 270 291 329 365
Operating income 214 204 248 266 299 326
Net income 170 170 171 186 207 215
Diluted EPS $2.04 $2.05 $2.05 $2.22 $2.50 $2.62
Growth (year on year)
Revenue — +8.6% +4.2% +2.5% +5.7% +13.1%
EBITDA — −4.1% +19.7% +7.8% +13.1% +24.8%
Operating income — −4.5% +21.8% +7.2% +12.3% +23.3%
Net income — +0.2% +0.5% +8.3% +11.7% +14.1%
Diluted EPS — +0.5% 0.0% +8.3% +12.6% +15.6%
Margins
Gross margin 24.3% 23.0% 26.6% 27.7% 28.2% 28.8%
EBITDA margin 16.3% 14.4% 16.6% 17.4% 18.6% 19.2%
Operating margin 14.8% 13.1% 15.3% 15.9% 16.9% 17.2%
Net margin 11.8% 10.9% 10.5% 11.1% 11.8% 11.3%
Free-cash-flow margin 12.3% 8.2% 8.8% 3.4% 8.4% 10.0%
Cash flow
Cash from operations 210 166 189 105 203 246
Capital spending 33 38 46 49 54 55
Free cash flow 177 128 143 57 149 190
Stock-based pay 0 0 7 12 12 14
Free cash flow after stock pay 177 128 136 45 136 176
Balance sheet
Cash 0 0 168 184 236 259
Total debt 0 0 600 593 570 1,000
Net debt (negative = net cash) 0 0 432 408 334 741
Diluted shares 83m 83m 83m 84m 83m 82m
Returned to shareholders
Dividends — 0 0 8 17 18
Buybacks — 0 0 20 61 51
Total returned — 0 0 28 78 69

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 6 checks passed · June 30, 2026
What it owns · $1.9bn
Short-term assets $965mLonger-term assets $925m
What it owes, and who funded it · $1.9bn
Short-term liabilities $364mLonger-term liabilities $1.1bnShareholders' equity $455m
  • Short-term assets cover short-term liabilities $965m of assets due within a year against $364m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $965m short-term assets against $1.1bn of longer-dated liabilities.
  • More cash than debt $259m of cash against $998m of debt.
  • Debt below 40% of shareholders' equity Debt is 220% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $246m of operating cash flow against $998m of debt.
  • Operating profit covers interest at least five times over Operating income of $326m against $44m of interest.

From Atmus Filtration Technologies Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$50.9M
Dividends (TTM)
$18M
Returned to shareholders
36%
of free cash flow
Buybacks, last 3 fiscal years
$80.7M
Diluted share count
−1.3%
year over year
Total shareholder yield
1.8%
dividends 0.5% + buybacks 1.3% of market value
Dividend payout ratio
8%
of net income paid out
R&D spending
2.0%
of revenue
Sales & admin spending
10.3%
of revenue
Days sales outstanding
61 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in industrial machinery & supplies & components
Last 12 months unless stated ATMU MSA RBC AZZ ATS PKOH Median
Revenue, last 12 months $1.9bn $1.9bn $2.0bn $1.7bn $2.2bn $1.7bn $1.4bn
Revenue growth, last 12 months 13.1% 6.5% 17.4% 9.5% 18.1% 2.7% 8.3%
Revenue growth, 3-year average 5.5% 5.2% 10.0% 5.2% — 0.8% 4.0%
Revenue growth, latest quarter 16.4% 6.2% 15.2% 16.7% — 10.0% 9.1%
Gross margin 28.8% 47.6% 45.5% 24.3% 28.6% 17.3% 35.2%
Operating margin 17.2% 21.2% 24.4% 16.5% 6.7% 4.3% 13.1%
Operating margin, 3-year average 16.3% 20.8% 23.0% 15.4% — 4.9% 13.7%
Net margin 11.3% 16.1% 17.5% 9.6% 2.4% 1.6% 8.9%
Cash from operations / revenue 12.9% 20.9% 24.0% 16.7% 15.1% 4.1% 11.9%
Free-cash-flow margin 10.0% 18.2% 19.7% 12.3% 14.0% 1.2% 8.8%
Free-cash-flow margin, 3-year average 6.9% 16.9% 17.8% 15.4% — 0.4% 9.8%
Stock pay / revenue 0.7% 1.0% 1.7% 0.8% 0.2% 0.3% 0.8%
Change in share count −1.3% −1.1% 0.7% −0.3% 0.2% 2.1% −0.0%

Median of all 76 companies we cover in industrial machinery & supplies & components. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

76 industrial machinery & supplies & components companies
Measure Company Peer median Rank
Revenue growth Growth 13.1% 8.3% 28 of 75
Change in growth rate Growth +3.1pp +1.2pp 23 of 75
Gross margin Profitability 28.8% 35.4% 48 of 70
Operating margin Profitability 17.2% 13.0% 20 of 75
Net margin Profitability 11.3% 8.9% 29 of 76
Free-cash-flow margin Cash generation 10.0% 9.1% 36 of 76
Stock pay as % of revenue Cash generation 0.7% 0.8% 32 of 70
Long-term debt as % of assets Balance sheet 52.5% 23.4% 57 of 59
Change in share count Balance sheet -1.3% -0.0% 25 of 73
Days sales outstanding Balance sheet 61 days 63 days 28 of 65

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Fuel Products $798M 45.2% ▲ 10.7%
Lube $349M 19.8% ▲ 6.7%
Other $316M 17.9% ▼ 5.3%
Air $302M 17.1% ▲ 4.5%
Geography
Region Revenue Share YoY
United States $892M 50.6% ▲ 14.1%
Outside the US $872M 49.4% ▼ 1.7%

From Atmus Filtration Technologies Inc.'s 10-K filed February 13, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$4.5B
Institutions reporting
331
Shares held vs prior quarter
▲ 4.9%
Positions opened / closed
52 / 69

Top buyers and sellers, Q2 2026: 169 institutions bought and 174 sold ; the biggest buyer was Blackrock, Inc (+5.6M shares) and the biggest seller Eminence Capital, LP (−1.3M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $632M 12.4M 14.2% ▲ 81.9%
FMR LLC $271M 5.3M 6.1% ▲ 7.7%
Vanguard Portfolio Management LLC $235M 4.6M 5.3% ▲ 24.8%
Invesco Ltd. $227M 4.5M 5.1% ▲ 33.3%
Price T Rowe Associates Inc $224M 4.4M 5.0% ▼ 2.2%
Vanguard Capital Management LLC $184M 3.6M 4.1% ▲ 1.2%
State Street Corp $166M 3.3M 3.7% ▲ 71.8%
Goldman Sachs Group Inc $148M 2.9M 3.3% ▼ 11.8%
Geode Capital Management, LLC $146M 2.9M 3.3% ▲ 8.4%
Neuberger Berman Group LLC $123M 2.4M 2.8% ▲ 106.2%
T. Rowe Price Investment Management, Inc. $91M 1.8M 2.0% ▲ 12.9%
Channing Capital Management, LLC $88M 1.7M 2.0% ▲ 24.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Atmus Filtration Technologies Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $209,552 4 trades by 2 insiders, last 12 months Insider sales History → $1.8M 6 trades by 5 insiders · 0% under pre-set plans
Net ▼ $1.6M net selling
Insider Date Trade Shares Price Value
Swan Renee Chief People Officer August 17, 2026 Sell 3,870 $50.89 $196,944
Macadam Stephen E. Director August 12, 2026 Buy 2,000 $49.78 $99,560
Disher Stephanie Chief Executive Officer June 1, 2026 Sell 25,652 $45.25 $1.2M
Kienzler Jack Chief Financial Officer June 1, 2026 Sell 5,132 $45.25 $232,223
Masters Charles Senior Vice President June 1, 2026 Sell 2,890 $45.25 $130,772
Swan Renee Chief People Officer June 1, 2026 Sell 2,566 $45.25 $116,112
Haggerty Gretchen R Director May 12, 2026 Buy 1 $55.74 $56
Haggerty Gretchen R Director May 12, 2026 Buy 100 $55.71 $5,590
Haggerty Gretchen R Director May 12, 2026 Buy 1,872 $55.74 $104,345
Donoso Diego Director November 13, 2025 Sell 20 $48.84 $977

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 6, 2026 estimated from the company's past filing pattern, not announced

  • August 7, 2026
  • May 1, 2026
  • February 13, 2026
  • November 7, 2025
  • August 8, 2025
  • May 2, 2025

Recent SEC filings

Data status

When each part of this page on Atmus Filtration Technologies Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Atmus Filtration Technologies Inc. in brief

What does Atmus Filtration Technologies Inc. do?
Atmus Filtration Technologies Inc. is a US-listed company in the industrial machinery & supplies & components industry. Its financial year ends in December.
What is Atmus Filtration Technologies Inc.'s stock ticker?
Atmus Filtration Technologies Inc. trades under the ticker ATMU on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Atmus Filtration Technologies Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Atmus Filtration Technologies Inc. reported revenue of $1.9B, 13.1% higher than a year earlier, according to its SEC filings.
What is Atmus Filtration Technologies Inc.'s free cash flow?
Atmus Filtration Technologies Inc.'s free-cash-flow margin is 10.0% of revenue over the trailing twelve months, ranking 36 of the 76 industrial machinery & supplies & components companies we cover.
What is Atmus Filtration Technologies Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Atmus Filtration Technologies Inc.'s free cash flow after stock-based pay gives ~$37 per share in the base case, and ~$26–$52 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Atmus Filtration Technologies Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., FMR LLC and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Atmus Filtration Technologies Inc. buying back stock, and does it pay a dividend?
Atmus Filtration Technologies Inc. spent $50.9M on share repurchases over the trailing twelve months, and its diluted share count fell 1.3% over the year.
What is Atmus Filtration Technologies Inc.'s market cap?
On November 2, 2026, Atmus Filtration Technologies Inc.'s market capitalisation was about $3.9B, with a price-to-earnings ratio of 18.2 and net debt of $741M. Market figures come from third-party market data and may be delayed.
Does Atmus Filtration Technologies Inc. pay a dividend?
Yes: Atmus Filtration Technologies Inc. paid $18M in dividends over the trailing twelve months, a dividend yield of 0.46% and a payout ratio of 8.4%.
How much debt does Atmus Filtration Technologies Inc. have?
Atmus Filtration Technologies Inc.'s debt-to-equity ratio is 219.5%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are Atmus Filtration Technologies Inc.'s competitors?
In our Industrial Machinery & Supplies & Components peer group, the companies closest to Atmus Filtration Technologies Inc. are MSA Safety Inc, RBC Bearings Inc, AZZ Inc, ATS Corp and Park Ohio Holdings Corp. The side-by-side comparison below sets their revenue, margins and growth against Atmus Filtration Technologies Inc.'s.
Are insiders buying or selling Atmus Filtration Technologies Inc. stock?
Over the last 12 months, Atmus Filtration Technologies Inc.'s directors and officers reported 4 open-market purchases and 6 sales on Form 4. The insider trading page charts every trade.
When is Atmus Filtration Technologies Inc.'s next earnings date?
Around November 6, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Atmus Filtration Technologies Inc. announces its own schedule.