Atmus Filtration Acquires Koch Filter for $450M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 26 Nov 25
Source: SeekingAlpha
Atmus Filtration Technologies Inc has announced a definitive agreement to acquire Koch Filter Corporation for $450 million in cash, expected to close in Q1 2026.
This acquisition will allow Atmus to expand its presence in the rapidly growing air filtration markets, including industrial and commercial HVAC, data centers, and power generation. Koch Filter generated $156 million in revenue for the fiscal year 2025, and the purchase price represents a 13.9x multiple of its Adjusted EBITDA.
Atmus CEO Steph Disher emphasized that this acquisition will enhance operational excellence and innovation, leveraging Koch Filter's established customer relationships to accelerate growth.
Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ATMU is 58.00 USD with a low forecast of 54.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 56.740
Low
54.00
Averages
58.00
High
60.00
Current: 56.740
Low
54.00
Averages
58.00
High
60.00
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.
