Atmus Filtration Receives Upgrade from J.P. Morgan Following Koch Filter Purchase
Stock Upgrade: Atmus Filtration Technologies (ATMU) saw a 7.3% increase in stock price after J.P. Morgan upgraded its rating to Overweight with a new price target of $60, up from $53, following the announcement of a $450 million acquisition of Koch Filter.
Revenue Composition: Post-acquisition, approximately 88% of Atmus' revenue will come from commercial vehicle filtration, while industrial air filtration will account for about 8%, with Koch's aftermarket revenues expected to drive growth.
Growth Potential: J.P. Morgan analyst Tami Zakaria noted that Koch Filter has a 10-year compound annual growth rate of around 9%, which is higher than Atmus' mid-single-digit growth since 2019, suggesting potential for Atmus to elevate its growth rate.
Future Synergies: The report highlights that ongoing share gains, the higher growth rate of Koch, additional mergers and acquisitions, and potential revenue synergies could further enhance Atmus' revenue growth beyond current estimates.
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Atmus Filtration Technologies to Report Q4 and Full Year 2025 Results
- Earnings Announcement: Atmus Filtration Technologies will report its fourth quarter and full year 2025 financial results before market open on February 13, 2026, providing investors with critical performance data and future outlook.
- Investor Conference Call: The company will hold a conference call at 10:00 AM CT on the same day to discuss its financial results, aiming to enhance communication with investors and improve transparency and trust.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus is committed to delivering high-performance filtration solutions across its Power Solutions and Industrial Solutions segments, underscoring its leadership in the market.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, reflecting its extensive influence in the filtration technology sector and commitment to sustainable future development.

American Axle Secures China Approval for $1.44 Billion Dowlais Acquisition
- Regulatory Approval: American Axle has received approval from China's State Administration for Market Regulation for its planned $1.44 billion acquisition of Dowlais Group, with the deal expected to close in Q1 2026, marking a significant expansion in the global auto parts market.
- Market Consolidation: The merger will combine American Axle and Dowlais into a larger, more diversified global auto parts supplier focused on electric vehicle technology, thereby enhancing competitive positioning and customer service capabilities.
- Shareholder Structure: Post-merger, American Axle shareholders will own approximately 51% of the combined entity, while Dowlais shareholders will hold about 49% and receive cash plus American Axle shares, ensuring a balanced interest for both parties.
- Compliance Requirements: The Chinese regulator mandates that the merged company must continue supplying customers in China on fair and reasonable terms, ensuring that local automakers are not harmed, thus maintaining a competitive market environment.









