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Atmus Filtration Technologies Inc.(ATMU)Earnings, Financials & Key Ratios
ATMU•NYSE
$50.82
20.3× P/E·Price updated Jul 7, 2026
AboutAtmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally. It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, and coolants, as well as fuel additives. The company's products are used in on-highway and off-highway commercial vehicles; and agriculture, construction, mining, and power generation vehicles and equipment. It serves original equipment manufacturers, dealers/distributors, and end-users. The company was founded in 1958 and is headquartered in Nashville, Tennessee. Atmus Filtration Technologies Inc. operates as a subsidiary of Cummins Inc.Show more
- Revenue$1.76B+5.7%
- EBITDA$319M+9.6%
- Net Income$207M+11.7%
- EPS (Diluted)2.50+12.6%
- Gross Margin28.88%+1.7%
- EBITDA Margin18.07%+3.7%
- Operating Margin16.37%+2.7%
- Net Margin11.76%+5.7%
- ROE68.46%-43.2%
ATMU Price & Volume
Atmus Filtration Technologies Inc. (ATMU) stock price & volume — 10-year historical chart
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Inorganic Expansion Strategy Challenges Legacy Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:ICE market transition exposure
Key Thesis Takeaways
- Atmus Filtration Technologies is navigating a complex transition from its Cummins roots, balancing a robust 2.53 current ratio against the risks of heavy-duty filtration market saturation.
- While the company has successfully reduced its debt-to-equity ratio from 7.76 in 2023Q4 to 2.47 in 2026Q1, the recent $455.3 million acquisition suggests a pivot toward inorganic growth to offset potential ICE market headwinds.
- Investors should monitor whether this capital deployment can sustain long-term earnings quality, given the historical volatility in cash conversion and the persistent pressure on gross margins, which dipped to 28.5% in 2025Q4.
Verdict Logic
while the company has successfully improved its balance sheet health, the high P/FCF multiple of 29.57 and the volatility in cash conversion suggest that the current valuation may not fully account for the risks associated with its recent $455.3 million acquisition.
ATMU Growth Metrics
Atmus Filtration Technologies Inc. (ATMU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.44%
3 Years4.14%
TTM-18.78%
Profit CAGR
10 Years-
5 Years7.75%
3 Years6.77%
TTM14.23%
EPS CAGR
10 Years-
5 Years7.89%
3 Years6.84%
TTM15.38%
Return on Capital
10 Years36.94%
5 Years36.82%
3 Years35.16%
Last Year31.6%
ATMU Recent Earnings
Atmus Filtration Technologies Inc. (ATMU) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$0.69+6.2%
$0.65
Rev
$478M+0.7%
$474M
Q1 2026
Feb 13, 2026Metric
Actual
Est
EPS
$0.66+15.8%
$0.57
Rev
$447M+5.8%
$422M
Q4 2025
Nov 7, 2025Metric
Actual
Est
EPS
$0.69+13.1%
$0.61
Rev
$448M+6.0%
$422M
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$0.75+13.6%
$0.66
Rev
$454M+8.7%
$417M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.69vs $0.65+6.2% | $478Mvs $474M+0.7% |
| Q1 2026 | Feb 13, 2026 | $0.66vs $0.57+15.8% | $447Mvs $422M+5.8% |
| Q4 2025 | Nov 7, 2025 | $0.69vs $0.61+13.1% | $448Mvs $422M+6.0% |
| Q3 2025 | Aug 8, 2025 | $0.75vs $0.66+13.6% | $454Mvs $417M+8.7% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Atmus Filtration Technologies Inc. (ATMU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $50.82 | $4.15B | 20.33 | 5.67% | 11.76% | 68.46% | 0.41% | |
| $89.54 | $10.38B | 29.36 | 2.92% | 11.52% | 28.13% | — | |
| $404.36 | $10.23B | -139.43 | 8.92% | -1.61% | -1.57% | — | |
| $94.02 | $5.72B | 25.27 | 3.71% | 7.12% | 9.5% | — | |
| $102.77 | $4.54B | 31.62 | 5.44% | 6.91% | 11.44% | — | |
| $78.84 | $2.83B | 57.55 | 38.79% | 2.11% | 5.45% | — |
Compare ATMU vs Peers
Atmus Filtration Technologies Inc. (ATMU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ATMU SEC Filings & Documents
Atmus Filtration Technologies Inc. (ATMU) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ATMU Frequently Asked Questions
Atmus Filtration Technologies Inc. (ATMU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Atmus Filtration Technologies Inc.'s revenue?
Atmus Filtration Technologies Inc. (ATMU) reported $1.35B in revenue for fiscal year 2025. This represents a 9% increase from $1.23B in 2020.
How fast is Atmus Filtration Technologies Inc. growing?
Atmus Filtration Technologies Inc. (ATMU) grew revenue by 5.7% over the past year. This is steady growth.
Is ATMU profitable?
Yes, Atmus Filtration Technologies Inc. (ATMU) is profitable, generating $211.1M in net income for fiscal year 2025 (11.8% net margin).
Dividend & Returns
Does ATMU pay dividends?
Yes, Atmus Filtration Technologies Inc. (ATMU) pays a dividend with a yield of 0.41%. This makes it attractive for income-focused investors.
What is ATMU's return on equity?
Atmus Filtration Technologies Inc. (ATMU) has a return on equity (ROE) of 68.5%. This is excellent, indicating efficient use of shareholder capital.
What is Atmus Filtration Technologies Inc.'s free cash flow?
Atmus Filtration Technologies Inc. (ATMU) generated $158.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.