Atmus Filtration Technologies Inc. (ATMU) Stock Price & Analysis
Atmus Filtration Technologies Inc. (ATMU) closed at USD 44.75 on Thursday, October 22, 2026, down 0.73% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 45.08; the Oct 22, 2026 session ranged USD 43.7–45.02 on volume of 573,957 shares. Market capitalization is $3.65B, with a 52-week range of USD 40.75–66.5 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:47 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ATMU.md
Key facts (ATMU)
- Last four reported quarters (through Jun 30, 2026): revenue $1.90B, net income $215M (11.3% margin), free cash flow $190M (SEC filings).
- Valuation: P/E 17.0x (avg 16.6x at the last 3 fiscal year-ends), EV/EBITDA 12.0x, net debt $741M.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $1.8M; 5 not under a Rule 10b5-1 plan ($1.8M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $210K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (5 analysts), mean target USD 62.6 (range 54–73).
- Total return with dividends: 1Y -1.6% vs S&P 500 +14.9%; 5Y +109.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-06, EPS estimate USD 0.73, revenue estimate $502M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ATMU)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.56B | $1.63B | $1.67B | $1.76B | $1.90B |
| Gross profit | $349M | $359M | $433M | $462M | $498M | — |
| Operating income | $214M | $204M | $248M | $266M | $299M | $326M |
| Net income | $170M | $170M | $171M | $186M | $207M | $215M |
| EPS (diluted) | $2.04 | $2.05 | $2.05 | $2.22 | $2.50 | — |
| Free cash flow | $177M | $128M | $143M | $56.8M | $149M | $190M |
| Gross margin | 24.3% | 23.0% | 26.6% | 27.7% | 28.2% | — |
| 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% |
| Revenue growth | — | +8.6% | +4.2% | +2.5% | +5.7% | — |
| Cash + short-term investments | $0K | $0K | $168M | $184M | $236M | — |
| Total debt | — | $0K | $600M | $593M | $570M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ATMU)
P/E 17.0x · P/S 1.9x · EV/EBITDA 12.0x · EV/Sales 2.3x · P/FCF 19.2x · P/B 8.0x · FCF yield 5.21% · Earnings yield 5.89% · Buyback yield (TTM) 1.39% · Net debt $741M · EV $4.39B
P/E at fiscal year-ends: Dec 2025 20.7x, Dec 2024 17.6x, Dec 2023 11.4x.
Insider sales (SEC Form 4, open-market, last ~7 months) (ATMU)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-17 | Swan Renee | Chief People Officer | 3,870 | $197K | 7.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-01 | Swan Renee | Chief People Officer | 2,566 | $116K | 4.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-01 | Masters Charles | Senior Vice President | 2,890 | $131K | 6.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-01 | Kienzler Jack | Chief Financial Officer | 5,132 | $232K | 6.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-01 | Disher Stephanie | Chief Executive Officer | 25,652 | $1.2M | 6.6% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (ATMU)
2 purchases, $210K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-12 | Macadam Stephen E. | Director | 2,000 | $100K | 49.78 | Too little history (no open-market trades in 2025) |
| 2026-05-12 | Haggerty Gretchen R | Director | 1,973 | $110K | 55.74 | Too little history (no open-market trades in 2023 or 2025) |
Analysts (ATMU)
Consensus Buy (mean 2.00 on a 1–5 scale), 5 analysts; mean target USD 62.6 (low 54, high 73).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | JP Morgan | Target lowered | Overweight | $67 → $54 |
Total return (dividends reinvested) (ATMU)
| 1Y (from 2025-10-23) | 5Y (from 2023-05-22) | |
|---|---|---|
| Total return | -1.6% | +109.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -1.6% | +24.1% |
| Volatility (annualized) | 39.5% | 32.6% |
| Max drawdown | -34.9% (Mar 2026→Oct 2026) | -33.7% (Feb 2026→Oct 2026) |
ATMU revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Power Solutions | $485.5M | 92.0% | +7.1% |
| Industrial Solutions | $42.4M | 8.0% | — |
| Total revenue | $527.9M | 100% | — |
ATMU revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Fuel | $223.7M | 42.4% | +14.6% |
| Lube | $95.7M | 18.1% | +2.9% |
| Product & Service Other | $85.8M | 16.3% | -2.3% |
| Air | $80.3M | 15.2% | +3.6% |
| Air Filtration | $42.4M | 8.0% | — |
| Total revenue | $527.9M | 100% | — |
ATMU revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $288.4M | 54.6% | +31.1% |
| Other international | $239.5M | 45.4% | +2.6% |
| Total revenue | $527.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ATMU suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Stellantis (STLA) | “Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.” |
| Customer | CUMMINS INC (CMI) | “Cummins is Atmus' largest customer and accounted for approximately 18.8% of Atmus' net sales in 2025.” |
| Partner | Perfect Sealing Systems Private | “We also earn equity, royalty and interest income from our joint ventures in India — Fleetguard Filter Private Ltd. ("FFPL"), where we directly hold 49.491% of the economic interest (and 50% of the voting interest), and Filtrum Fibretechnologies Pvt.” |
| Partner | Shanghai Fleetguard Filter | “We earn equity, royalty and interest income from our joint venture in China — Shanghai Fleetguard Filter Co. Ltd., where we indirectly hold 50% of the economic interest.” |
| Partner | Fleetguard Filter Private | “We also earn equity, royalty and interest income from our joint ventures in India — Fleetguard Filter Private Ltd. ("FFPL"), where we directly hold 49.491% of the economic interest (and 50% of the voting interest), and Filtrum Fibretechnologies Pvt.” |
Quoted from the company's 10-K filed Feb 13, 2026.
Companies that name ATMU in their SEC reports
| Relationship to ATMU | Company | Filing | Sentence |
|---|---|---|---|
| supplier | CUMMINS INC (CMI) | 10-K Feb 10, 2026 | “Worldwide revenues decreased by 1 percent in 2025 compared to 2024, mainly due to weaker demand in on-highway commercial truck markets and the divestiture of Atmus in the first quarter of 2024, partially offset by higher demand in power generation markets, especially data center and commercial markets, non-tariff pricing mainly related to the launch of updated engine products in light-duty automotive markets and c…” |
ATMU customer concentration
In the period ended Dec 31, 2025, 2 direct customers each accounted for at least 10% (18.8%, 16.3%) of revenue, per the company's 10-K filed Feb 13, 2026. The company does not name them.
ATMU analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.73 | $0.76 | -3.5% | $501.5M | 5 |
| Next quarter (ends Dec 2026) | $0.74 | $0.74 | -0.0% | $505.1M | 5 |
| Current fiscal year (ends Dec 2026) | $2.96 | $2.94 | +0.7% | $2.01B | 5 |
| Next fiscal year (ends Dec 2027) | $3.28 | $3.21 | +1.9% | $2.11B | 5 |
Key Statistics (as of October 23, 2026 at 09:47 UTC)
| Price | USD 44.75 |
|---|---|
| Change | ▼ 0.73% (down) |
| Previous Close | USD 45.08 |
| Open | USD 44.68 |
| Day Range | USD 43.7 – 45.02 |
| 52-Week Range | USD 40.75 – 66.5 |
| Volume | 573,957 shares |
| Market Cap | $3.65B |
| Exchange | NYQ |
Technical Analysis (ATMU)
Nexqual's technical model rates ATMU "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:47 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 46.86 (neutral) |
| vs SMA50 | Below (USD 46.03) |
| MACD | -0.39 (negative) |
Analyst Ratings (ATMU)
Wall Street analysts rate ATMU "Buy" based on 5 analysts, with a mean price target of USD 62.6 (range USD 54–73), per Nexqual as of October 23, 2026 at 09:47 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 62.6 |
| High Target | USD 73 |
| Low Target | USD 54 |
| Buy / Hold / Sell | 4 / 1 / 0 |
Earnings (ATMU)
| Next Earnings Date | 2026-11-06 |
|---|---|
| EPS Estimate | USD 0.73 |
| Revenue Estimate | $501.53M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.82 vs est 0.78 ▲ beat |
| 2026-03-31 | USD 0.69 vs est 0.67 ▲ beat |
| 2025-12-31 | USD 0.66 vs est 0.57 ▲ beat |
| 2025-09-30 | USD 0.69 vs est 0.6 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financials & Fundamentals (ATMU)
| Total Revenue | $1.90B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +16.40% |
| Gross Margin | +28.79% |
| Operating Margin | +16.97% |
| Profit Margin | +11.32% |
| ROE | +55.79% |
| Debt / Equity | 2.32 |
| Current Ratio | 2.65 |
| Total Cash | $259.00M |
| Total Debt | $1.06B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $190.40M (10.0% of revenue) |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financial Health Score (ATMU)
Nexqual rates Atmus Filtration Technologies Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:47 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 29%, operating 17% (last 12 months) |
| Balance Sheet | Weak — $259M cash and investments vs $1.00B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $190M (last 4 quarters to Jun 2026, SEC), 10% margin |
| Efficiency | Strong — ROE 56%, ROA 11.8% |
Ownership (ATMU)
| Insider Ownership | +0.52% |
|---|---|
| Institutional Ownership | +109.66% |
| Shares Outstanding | 81.60M |
| Float | 80.91M |
| Short % of Float | +4.67% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Leadership (ATMU)
Atmus Filtration Technologies Inc. is led by Stephanie Juanita Disher, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:47 UTC.
| CEO, President & Director | Stephanie Juanita Disher |
|---|---|
| SVP, CFO & Chief Accounting Officer | Jack M. Kienzler |
| Senior VP & President of Power Solutions | Charles E. Masters |
| VP & CTO | Greg Hoverson |
| Executive Director of Investor Relations | Todd Chirillo |
Major Backers & Investors (ATMU)
Notable institutional backers of Atmus Filtration Technologies Inc. include FMR, LLC, Invesco, Price (T.Rowe) Associates Inc, according to Nexqual as of October 23, 2026 at 09:47 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 6.52% |
| Invesco | 5.46% |
| Price (T.Rowe) Associates Inc | 5.38% |
| Goldman Sachs | 3.56% |
| Neuberger Berman Group, LLC | 2.97% |
| Fidelity | 1.7% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.18% |
| Vanguard Group | 10.06% |
| State Street | 3.99% |
| Geode Capital | 3.52% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
From Atmus Filtration Technologies Inc.'s Latest SEC 10-K Filing (filed 2026-02-13)
Key Strengths & Strategy (as disclosed to the SEC)
- Atmus maintains strong global customer relationships, supported by an established salesforce with work locations in over 25 countries as of December 31, 2025.
- The performance of the end-to-end supply chain, extending through to Atmus' suppliers, is foundational to its ability to meet customers' expectations and support long-term growth.
Partnerships
- In connection with the Separation, Atmus entered into a first-fit supply agreement and an aftermarket supply agreement with Cummins for Atmus' first-fit and aftermarket products.
Legal & Regulatory Risks (Item 1A, quoted)
- Our products are subject to statutory and regulatory requirements that can significantly increase our costs and could have a material adverse impact on our business, financial condition, results of operations or cash flows.
- We operate our business on a global basis and changes in international, national and regional trade laws, regulations, and policies affecting and/or restricting international trade could adversely impact the demand for our products and our competitive position.
- Changes in tax law relating to multinational corporations could adversely affect our tax position.
- Our continued expansion outside the United States, including in China, India and developing countries, and our development of new partnerships worldwide, could increase the risk of FCPA, OFAC or Bribery Act violations in the future.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DORM | Dorman Products, Inc. | USD 127.49 | ▲ 3.34% |
| GTX | Garrett Motion Inc. | USD 22 | ▼ 8.07% |
| GNTX | Gentex Corporation | USD 21.74 | ▲ 3.52% |
| LKQ | LKQ Corporation | USD 22.47 | ▲ 5.1% |
| LEA | Lear Corporation | USD 118.61 | ▲ 0.61% |
| MBLY | Mobileye Global Inc. | USD 6.95 | ▼ 1% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:47 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt