JP Morgan Raises Rating on Atmus Filtration Technologies (ATMU)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 27 2025
0mins
Should l Buy ATMU?
Source: NASDAQ.COM
JP Morgan Upgrade: On November 26, 2025, JP Morgan upgraded Atmus Filtration Technologies (NYSE:ATMU) from Neutral to Overweight, with an average one-year price target of $54.26/share, indicating a potential upside of 12.98% from its recent closing price of $48.03/share.
Institutional Ownership Trends: There are 638 funds reporting positions in Atmus Filtration Technologies, with a slight increase in ownership by 0.95% over the last quarter, and total shares owned by institutions rose by 0.61% to 102,143K shares.
Notable Shareholder Activity: Eminence Capital and Price T Rowe Associates significantly increased their holdings in ATMU by 1.13% and 48.34%, respectively, while Goldman Sachs and Geode Capital Management reduced their allocations by 73.23% and 39.92%.
Market Sentiment: The put/call ratio for ATMU is 0.05, suggesting a bullish outlook among investors, reflecting positive sentiment towards the company's future performance.
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Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to fall
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 62.120
Low
54.00
Averages
60.00
High
64.00
Current: 62.120
Low
54.00
Averages
60.00
High
64.00
About ATMU
Atmus Filtration Technologies Inc. is engaged in filtration and media solutions. The Company designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. It serves customers across the truck, bus, agriculture, construction, mining, marine and power generation vehicle, and equipment markets, along with providing comprehensive aftermarket support and solutions. Its products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. It offers products for first fit and aftermarket applications to original equipment manufacturers, dealers/distributors, and end-users. The Company produces and sells Fleetguard branded products across North America, Europe, South America, Asia, Australia, and the African continents. Its Fleetguard branded products are available through distribution centers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ATMUS FILTRATION STOCK RISES 2.1% FOLLOWING STRONG Q4 PROFITS AND REVENUE RESULTS
Company Performance: Atmus Filtration shares increased by 2.1% following a strong performance in Q4.
Financial Results: The company reported a profit and exceeded revenue expectations for the quarter.
See More
Atmus Filtration Technologies Q4 2025 Earnings Call Insights
- Acquisition Success: Atmus completed the acquisition of Koch Filter, establishing a new Industrial Solutions segment that is expected to accelerate growth, with plans to report two business segments in 2026: Power Solutions and Industrial Solutions.
- Sales Growth: Fourth-quarter sales reached $447 million, a 9.8% increase year-over-year, primarily driven by a 5% price increase and 4% higher volumes, demonstrating the company's strong market performance.
- Shareholder Returns: In 2025, Atmus returned $78 million to shareholders, including $61 million in share buybacks and $17 million in dividends, with plans for an additional $20 million to $40 million in buybacks in 2026.
- Future Outlook: Management projects total revenue for 2026 to range from $1.945 billion to $2.015 billion, reflecting an expected growth of 10% to 14%, while adjusted EBITDA margins are anticipated to be between 19.5% and 20.5%, indicating confidence in future performance.
See More
Atmus (ATMU) Q4 2025 Earnings Call Transcript
See More
Atmus Filtration Technologies Issues 2026 Financial Guidance
- 2026 Financial Guidance: Atmus Filtration Technologies has initiated guidance for fiscal 2026, projecting adjusted earnings per share between $2.75 and $3, with revenues expected to range from $1.945 billion to $2.015 billion, indicating strong confidence in future growth.
- EBITDA Margin Expectations: The company anticipates an adjusted EBITDA margin of 19.5% to 20.5% for 2026, slightly lower than the 20% margin reported for 2025, reflecting potential pressures on profitability due to increased market competition.
- 2025 Performance Review: For fiscal 2025, Atmus reported adjusted earnings of $2.73 per share and revenues of $1.764 billion, demonstrating stable performance in the market despite facing challenges, which may enhance investor confidence.
- Stock Price Reaction: Atmus's stock rose by 3.37% to $64.19 in pre-market trading on the New York Stock Exchange, indicating a positive market reaction to its financial guidance, which could attract more investor interest.
See More
Atmus Filtration Q4 Earnings Exceed Expectations
- Strong Earnings Report: Atmus Filtration reported a Q4 non-GAAP EPS of $0.66, beating expectations by $0.09, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q4 revenue of $447 million, a 9.8% year-over-year increase, surpassing market expectations by $24.94 million, demonstrating robust product demand and steady market share growth.
- Acquisition Strategy: Atmus Filtration acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, which is expected to positively impact future performance and strengthen its market position in the filtration industry.
- Analyst Rating Upgrade: Following the acquisition, J.P. Morgan upgraded Atmus Filtration's rating, reflecting market confidence in its future growth potential, which may further drive stock price appreciation.
See More
Atmus Reports 2025 Financials: Sales Growth and Acquisition Progress
- Significant Sales Growth: Atmus reported net sales of $447 million in Q4 2025, a 9.8% increase from Q4 2024, primarily driven by price increases and higher volumes, indicating strong demand in global markets.
- Improved Gross Margin: The gross margin for Q4 was 28.5%, up from 26.3% in the same period last year, reflecting successful pricing and volume strategies despite rising logistics and manufacturing costs.
- Strong Cash Flow Performance: Cash provided by operating activities reached $48 million in Q4 2025, significantly up from $20 million in Q4 2024, demonstrating improvements in operational efficiency and profitability.
- Acquisition of Koch Filter: Atmus completed the acquisition of Koch Filter on January 7, 2026, further expanding its Industrial Solutions segment, which is expected to enhance its competitiveness in high-growth markets, particularly in commercial and industrial HVAC sectors.
See More
ATMUS FILTRATION STOCK RISES 2.1% FOLLOWING STRONG Q4 PROFITS AND REVENUE RESULTS
Company Performance: Atmus Filtration shares increased by 2.1% following a strong performance in Q4.
Financial Results: The company reported a profit and exceeded revenue expectations for the quarter.
See More
Atmus Filtration Technologies Q4 2025 Earnings Call Insights
- Acquisition Success: Atmus completed the acquisition of Koch Filter, establishing a new Industrial Solutions segment that is expected to accelerate growth, with plans to report two business segments in 2026: Power Solutions and Industrial Solutions.
- Sales Growth: Fourth-quarter sales reached $447 million, a 9.8% increase year-over-year, primarily driven by a 5% price increase and 4% higher volumes, demonstrating the company's strong market performance.
- Shareholder Returns: In 2025, Atmus returned $78 million to shareholders, including $61 million in share buybacks and $17 million in dividends, with plans for an additional $20 million to $40 million in buybacks in 2026.
- Future Outlook: Management projects total revenue for 2026 to range from $1.945 billion to $2.015 billion, reflecting an expected growth of 10% to 14%, while adjusted EBITDA margins are anticipated to be between 19.5% and 20.5%, indicating confidence in future performance.
See More
Atmus (ATMU) Q4 2025 Earnings Call Transcript
See More
Atmus Filtration Technologies Issues 2026 Financial Guidance
- 2026 Financial Guidance: Atmus Filtration Technologies has initiated guidance for fiscal 2026, projecting adjusted earnings per share between $2.75 and $3, with revenues expected to range from $1.945 billion to $2.015 billion, indicating strong confidence in future growth.
- EBITDA Margin Expectations: The company anticipates an adjusted EBITDA margin of 19.5% to 20.5% for 2026, slightly lower than the 20% margin reported for 2025, reflecting potential pressures on profitability due to increased market competition.
- 2025 Performance Review: For fiscal 2025, Atmus reported adjusted earnings of $2.73 per share and revenues of $1.764 billion, demonstrating stable performance in the market despite facing challenges, which may enhance investor confidence.
- Stock Price Reaction: Atmus's stock rose by 3.37% to $64.19 in pre-market trading on the New York Stock Exchange, indicating a positive market reaction to its financial guidance, which could attract more investor interest.
See More
Atmus Filtration Q4 Earnings Exceed Expectations
- Strong Earnings Report: Atmus Filtration reported a Q4 non-GAAP EPS of $0.66, beating expectations by $0.09, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Revenue Growth: The company achieved Q4 revenue of $447 million, a 9.8% year-over-year increase, surpassing market expectations by $24.94 million, demonstrating robust product demand and steady market share growth.
- Acquisition Strategy: Atmus Filtration acquired Koch Filter for $450 million, aiming to accelerate growth through mergers and acquisitions, which is expected to positively impact future performance and strengthen its market position in the filtration industry.
- Analyst Rating Upgrade: Following the acquisition, J.P. Morgan upgraded Atmus Filtration's rating, reflecting market confidence in its future growth potential, which may further drive stock price appreciation.
See More
Atmus Reports 2025 Financials: Sales Growth and Acquisition Progress
- Significant Sales Growth: Atmus reported net sales of $447 million in Q4 2025, a 9.8% increase from Q4 2024, primarily driven by price increases and higher volumes, indicating strong demand in global markets.
- Improved Gross Margin: The gross margin for Q4 was 28.5%, up from 26.3% in the same period last year, reflecting successful pricing and volume strategies despite rising logistics and manufacturing costs.
- Strong Cash Flow Performance: Cash provided by operating activities reached $48 million in Q4 2025, significantly up from $20 million in Q4 2024, demonstrating improvements in operational efficiency and profitability.
- Acquisition of Koch Filter: Atmus completed the acquisition of Koch Filter on January 7, 2026, further expanding its Industrial Solutions segment, which is expected to enhance its competitiveness in high-growth markets, particularly in commercial and industrial HVAC sectors.
See More
