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Atmus Filtration Technologies Inc.

ATMU NYSE Categories PDF
Industrials · Industrial - Pollution & Treatment Controls
Nashville, TN 37214, United States IPO 2023 Atmus.com Updated Jun 26, 10:28am
Price
$53.34
Market Cap
$4.4B
Employees
4,500
Beta
1.25
Avg Volume
1,271,995
CEO
Stephanie Juanita Disher
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)
Last updated: Jun 27, 2026 3:14am (5h ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 22, 2026 1:25pm (4d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
20.82
Stock Price: $53.34
EPS (Diluted): 2.52
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
11.27
Stock Price: $53.34
Total Equity: $378.50M
Shares: 82,800,000
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
15.25
Market Cap: $4.36B
Total Debt: $570.00M
Cash: $236.40M
EBITDA: $329.60M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$4.6B
Market Cap: $4.36B
Total Debt: $570.00M
Cash: $236.40M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
28.9%
Gross Profit: $509.50M
Revenue: $1.76B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
16.4%
Operating Income: $288.80M
Revenue: $1.76B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
11.8%
Net Income: $207.40M
Revenue: $1.76B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
58.8%
Net Income: $207.40M
Total Equity: $378.50M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
16.4%
Operating Income: $288.80M
Tax Rate: 22.1%
Equity: $378.50M
Total Debt: $570.00M
Cash: $236.40M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
2.42
Current Assets: $892.40M
Current Liabilities: $368.20M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
1.51
Short-Term Debt: $30.00M
Long-Term Debt: $540.00M
Total Debt: $570.00M
Total Equity: $378.50M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$21.31
Revenue: $1.76B
Shares: 82,800,000
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$4.57
Total Equity: $378.50M
Shares: 82,800,000
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$1.80
Operating CF: $202.70M
CapEx: -$53.90M
Shares: 82,800,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.4%
Last Dividend: N/A
Stock Price: $53.34
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $207.40M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares ATMU against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
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 (22h 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%
Insider Trading (Recent)
Last updated: Jun 27, 2026 3:14am (5h ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-06-01 Swan Renee S-Sale 2,566.00 $45.25 $116,104
2026-06-01 Masters Charles S-Sale 2,890.00 $45.25 $130,764
2026-06-01 Kienzler Jack S-Sale 5,132.00 $45.25 $232,208
2026-06-01 Disher Stephanie S-Sale 25,652.00 $45.25 $1.2M
2026-05-12 Carpenter Kevin N A-Award 28,509.00 $0.00 $0
2026-05-12 Sharp Heath A-Award 2,619.00 $0.00 $0
2026-05-12 Macadam Stephen E. A-Award 2,619.00 $0.00 $0
2026-05-12 Leipold Jane A A-Award 2,619.00 $0.00 $0
2026-05-12 TAYLOR STUART A II A-Award 2,619.00 $0.00 $0
2026-05-12 Donoso Diego A-Award 2,619.00 $0.00 $0
2026-05-12 Bennett Roy Edwin A-Award 2,619.00 $0.00 $0
2026-05-12 HAGGERTY GRETCHEN R A-Award 2,619.00 $0.00 $0
2026-05-12 HAGGERTY GRETCHEN R P-Purchase 1,872.00 $55.74 $104,353
2026-05-12 HAGGERTY GRETCHEN R P-Purchase 1.00 $55.74 $56
2026-05-12 HAGGERTY GRETCHEN R P-Purchase 100.35 $55.71 $5,591
2026-05-11 Carpenter Kevin N 0.00 $0.00 $0
2026-04-01 Disher Stephanie A-Award 31,492.00 $0.00 $0
2026-04-01 Kienzler Jack A-Award 5,163.00 $0.00 $0
2026-04-01 Heltebran Laura A-Award 3,717.00 $0.00 $0
2026-04-01 Masters Charles A-Award 4,130.00 $0.00 $0
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
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ATMU — it's generated by the pipeline (market-narrative step).
Community AI Feedback
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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30