Business Description
Atmus Filtration Technologies Inc. specializes in the global design, manufacturing, and distribution of advanced filtration products, marketed under its reputable Fleetguard brand. The company's comprehensive portfolio includes essential components such as fuel, lubrication, air, crankcase ventilation, and hydraulic filters, in addition to coolants and fuel additives. These solutions are critical for a wide array of applications, from on-highway and off-highway commercial vehicles to heavy equipment used in agriculture, construction, mining, and power generation. Atmus serves a diverse international customer base spanning North America, Europe, South America, Asia, Australia, and Africa, catering to original equipment manufacturers (OEMs), various dealers/distributors, and direct end-users. Founded in 1958, the company maintains its headquarters in Nashville, Tennessee, and operates as a subsidiary of Cummins Inc.
Business History
Price History (1 Year)
Revenue & Net Income Trend
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
EPS (Diluted): 2.52
Total Equity: $378.50M
Shares: 82,800,000
Total Debt: $570.00M
Cash: $236.40M
EBITDA: $329.60M
Total Debt: $570.00M
Cash: $236.40M
Revenue: $1.76B
Revenue: $1.76B
Revenue: $1.76B
Total Equity: $378.50M
Tax Rate: 22.1%
Equity: $378.50M
Total Debt: $570.00M
Cash: $236.40M
Current Liabilities: $368.20M
Long-Term Debt: $540.00M
Total Debt: $570.00M
Total Equity: $378.50M
Shares: 82,800,000
Shares: 82,800,000
CapEx: -$53.90M
Shares: 82,800,000
Stock Price: $53.34
Net Income: $207.40M
Industry Benchmarks
Deep Analysis
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Income Statement (Annual)
Last updated: Jun 22, 2026 1:25pm (4d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.4B | $1.6B | $1.6B | $1.7B | $1.8B |
| Cost of Revenue | $1.1B | $1.2B | $1.2B | $1.2B | $1.3B |
| Gross Profit | $349.3M | $359.2M | $441.9M | $474.2M | $509.5M |
| Operating Expenses | $135.8M | $155.3M | $193.5M | $208.0M | $220.7M |
| Operating Income | $213.5M | $203.9M | $248.4M | $266.2M | $288.8M |
| Net Income | $170.1M | $170.4M | $171.3M | $185.6M | $207.4M |
| EBITDA | $205.4M | $197.5M | $255.3M | $286.0M | $329.6M |
| EPS | $2.04 | $2.05 | $2.06 | $2.23 | $2.52 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 22, 2026 1:25pm (4d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $0 | $0 | $168.0M | $184.3M | $236.4M |
| Total Current Assets | $482.1M | $500.3M | $693.0M | $755.0M | $892.4M |
| Total Assets | $848.3M | $867.4M | $1.1B | $1.2B | $1.4B |
| Current Liabilities | $319.9M | $331.0M | $375.0M | $344.9M | $368.2M |
| Long-Term Debt | $0 | $0 | $592.5M | $570.0M | $540.0M |
| Total Liabilities | $411.1M | $411.8M | $1.0B | $962.9M | $972.2M |
| Total Equity | $437.2M | $455.6M | $80.7M | $227.4M | $378.5M |
| Retained Earnings | $0 | $0 | $87.2M | $264.5M | $454.6M |
Cash Flow (Annual)
Last updated: Jun 22, 2026 1:25pm (4d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $209.9M | $165.7M | $189.0M | $105.4M | $202.7M |
| Capital Expenditure | -$33.4M | -$37.5M | -$45.8M | -$48.6M | -$53.9M |
| Free Cash Flow | $176.5M | $128.2M | $143.2M | $56.8M | $148.8M |
| Acquisitions (net) | $0 | $0 | $0 | $0 | $0 |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$170.4M | $0 | $0 | -$20.0M | -$60.7M |
| Net Change in Cash | $0 | $0 | $168.0M | $16.3M | $52.1M |
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 10:28am (23h ago)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$1.7B $1.7B – $1.8B
|
$2.0B $2.0B – $2.0B
|
$2.1B $2.1B – $2.1B
|
$2.2B $2.2B – $2.2B
|
| EBITDA |
$432.7M $429.7M – $435.5M
|
$495.5M $490.5M – $498.0M
|
$519.5M $516.0M – $522.0M
|
$539.4M $535.7M – $542.9M
|
| Net Income |
$217.1M $214.6M – $219.6M
|
$244.7M $236.5M – $252.9M
|
$260.6M $260.4M – $275.3M
|
$288.1M $285.6M – $290.6M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 22, 2026 1:25pm (4d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +8.6% | +4.2% | +2.5% | +5.7% |
| Gross Profit Growth | +2.8% | +23.0% | +7.3% | +7.4% |
| Operating Income Growth | -4.5% | +21.8% | +7.2% | +8.5% |
| Net Income Growth | +0.2% | +0.5% | +8.3% | +11.7% |
| EBITDA Growth | -3.8% | +29.3% | +12.0% | +15.2% |
Dividend History (Last 20)
Last updated: Jun 22, 2026 1:25pm (4d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-26 | $0.06 | 2026-05-12 | 2026-05-26 | 2026-06-10 |
| 2026-02-20 | $0.06 | 2026-02-09 | 2026-02-20 | 2026-03-04 |
| 2025-11-25 | $0.06 | 2025-11-11 | 2025-11-25 | 2025-12-10 |
| 2025-08-26 | $0.06 | 2025-08-13 | 2025-08-26 | 2025-09-10 |
| 2025-06-03 | $0.05 | 2025-05-21 | 2025-06-03 | 2025-06-18 |
| 2025-03-04 | $0.05 | 2025-02-19 | 2025-03-04 | 2025-03-19 |
| 2024-10-31 | $0.05 | 2024-10-18 | 2024-10-31 | 2024-11-13 |
| 2024-08-01 | $0.05 | 2024-07-18 | 2024-08-01 | 2024-08-14 |
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