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ATMU logo

ATMU Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
63.382
Open
63.080
VWAP
63.01
Vol
764.83K
Mkt Cap
5.15B
Low
62.605
Amount
48.19M
EV/EBITDA(TTM)
18.67
Total Shares
81.67M
EV
5.51B
EV/OCF(TTM)
27.19
P/S(TTM)
2.97
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.
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Events Timeline

(ET)
2026-04-02
17:20:00
Sumitomo Corporation & Consortium Acquiring Air Lease Corp
select
2026-03-31 (ET)
2026-03-31
06:50:00
Atmus Opens New Laboratory in Quimper, France
select
2026-02-13 (ET)
2026-02-13
06:50:00
Atmus Q4 Revenue Hits $447M, Exceeds Expectations
select

News

seekingalpha
8.5
04-03seekingalpha
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
  • Index Component Change: Atmus Filtration Technologies will replace Air Lease in the S&P SmallCap 600 Index before the market opens on April 9, reflecting market recognition of Atmus and potentially enhancing its liquidity and investor interest.
  • Acquisition Impact: Air Lease is being acquired by a consortium led by Sumitomo, with the transaction expected to close soon, which will remove Air Lease from the small-cap index and may affect its stock performance and market positioning.
  • Sector Classification Consistency: Both Atmus and Air Lease are classified under the Industrials sector, and this component change helps maintain the industry representation of the S&P SmallCap 600 Index, ensuring investors can better reflect the overall performance of the sector.
  • Future Growth Expectations: Atmus projects a revenue growth of 10%-14% in 2026, driven by the Koch acquisition and the launch of new business segments, which will further enhance its performance and investment appeal within the small-cap index.
PRnewswire
8.5
04-02PRnewswire
Atmus Filtration to Replace Air Lease in S&P SmallCap 600
  • Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, marking a significant elevation in the company's status within the small-cap market, potentially attracting more investor attention.
  • Acquisition Update: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, which may impact Air Lease's market performance and shareholder interests.
  • Sector Impact: This change occurs within the industrial sector, and Atmus's inclusion could enhance the overall performance of the index, reflecting increased market confidence in industrial companies.
  • Investor Focus: With Atmus's addition, investors may reassess their portfolios, particularly in the small-cap space, further driving liquidity and market recognition for the company’s stock.
Newsfilter
8.5
04-02Newsfilter
Atmus Filtration to Replace Air Lease in S&P SmallCap 600 Index
  • Index Change: Atmus Filtration Technologies Inc. will replace Air Lease Corp. in the S&P SmallCap 600 effective April 9, 2026, indicating a significant recognition of the company in the small-cap market, which is likely to attract more investor attention.
  • Acquisition Dynamics: Sumitomo Corporation and Consortium are acquiring Air Lease Corp., with the deal expected to close soon, potentially impacting Air Lease's market performance and investor confidence.
  • Industry Impact: The addition of Atmus Filtration is set to enhance the industrial sector's performance within the S&P SmallCap 600 index, which may increase the overall attractiveness of the index and draw in more capital.
  • Market Reaction: With Atmus Filtration's inclusion, market expectations regarding its future growth potential could drive its stock price up, thereby strengthening its position among investors.
Fool
6.5
03-12Fool
Bayberry Capital Fully Exits Atmus Filtration Technologies Stake
  • Position Change: According to a February 17, 2026 SEC filing, Bayberry Capital sold its entire holding of 282,500 shares in Atmus Filtration Technologies during Q4 2025, resulting in a $12.74 million decrease in its position, indicating a strategic portfolio adjustment.
  • Company Performance: Atmus reported $1.76 billion in sales for 2025, up from $1.67 billion in 2024, with net income reaching $207 million, demonstrating solid financial performance amid stable industrial demand.
  • Market Performance: As of now, Atmus shares are priced at $56.72, reflecting a 51% increase over the past year, significantly outperforming the S&P 500's approximately 21% gain during the same period, indicating strong market confidence in its growth prospects.
  • Investor Analysis: Bayberry's exit does not imply a negative outlook on Atmus's fundamentals but may reflect portfolio management considerations, as its largest holdings remain concentrated in companies like Lionsgate and Churchill Downs, showcasing a diversified investment strategy.
NASDAQ.COM
6.5
03-12NASDAQ.COM
Bayberry Capital Fully Exits Atmus Filtration Technologies Stake
  • Shareholding Change: Bayberry Capital sold 282,500 shares of Atmus Filtration Technologies in Q4 2026, resulting in a $12.74 million decrease in its position value, fully exiting its investment in the company.
  • Financial Performance: Despite Bayberry's exit, Atmus achieved $1.76 billion in sales for 2025, a 5.4% increase year-over-year, with net income of $207 million and adjusted EBITDA of $354 million, indicating stability in the industrial filtration market.
  • Market Demand: Atmus's Fleetguard products cater to transportation, construction, agriculture, and power generation sectors, which, while not explosive in growth, generate consistent cash flows and strong replacement demand, suggesting robust fundamentals.
  • Portfolio Adjustment: Bayberry's exit appears to be a strategic portfolio decision, as its largest holdings are concentrated in companies like Lionsgate Studios, Churchill Downs, and WESCO International, indicating a preference for other investment opportunities.
Fool
6.5
03-10Fool
Port Capital Increases Stake in Atmus Filtration Technologies
  • Stake Increase: Port Capital LLC filed with the SEC on February 17, 2026, revealing an increase of 446,260 shares in Atmus Filtration Technologies, with an estimated transaction value of $21.60 million, reflecting confidence in the company's growth potential and investment strategy.
  • Value Growth: The value of Atmus Filtration's position rose by $26.10 million at quarter-end, indicating a positive impact from both share purchases and price changes, which further solidifies Port Capital's investment stance in the company.
  • Market Performance: As of March 9, 2026, Atmus Filtration shares were priced at $58.21, up 55.7% over the past year, with a one-year alpha of 36 percentage points compared to the S&P 500, showcasing its strong market performance.
  • Strategic Acquisition: Atmus's recent $450 million acquisition of Koch Filter allows entry into the rapidly growing air filtration market, particularly in data centers and power generation, indicating the company's strategy to leverage AI trends for new growth opportunities and enhance its competitive edge.
Wall Street analysts forecast ATMU stock price to rise
5 Analyst Rating
Wall Street analysts forecast ATMU stock price to rise
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
54.00
Averages
60.00
High
64.00
Current: 0.000
sliders
Low
54.00
Averages
60.00
High
64.00
JPMorgan
Overweight
downgrade
$73 -> $70
AI Analysis
2026-04-01
Reason
JPMorgan
Price Target
$73 -> $70
AI Analysis
2026-04-01
downgrade
Overweight
Reason
JPMorgan lowered the firm's price target on Atmus Filtration to $70 from $73 and keeps an Overweight rating on the shares. After meeting with management, the firm believes both first-fit and aftermarket in the company's Power Solutions segment are at trough levels and should see improvement in the second half of 2026 due to pre-buy and improved freight market fundamentals. JPMorgan cites the broader market pullback and valuation contraction for the target cut.
Wells Fargo
Joseph O'Dea
Equal Weight
downgrade
$67 -> $58
2026-04-01
Reason
Wells Fargo
Joseph O'Dea
Price Target
$67 -> $58
2026-04-01
downgrade
Equal Weight
Reason
Wells Fargo analyst Joseph O'Dea lowered the firm's price target on Atmus Filtration to $58 from $67 and keeps an Equal Weight rating on the shares. The Middle East conflict didn't drive an elevated level of caution in most of the firm's catch-up calls. But just like tariffs sidelined a PMI recovery last year, Wells is cautious that a new source of uncertainty dampens sentiment until there's better clarity.
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Valuation Metrics

The current forward P/E ratio for Atmus Filtration Technologies Inc (ATMU.N) is 0.00, compared to its 5-year average forward P/E of 14.06. For a more detailed relative valuation and DCF analysis to assess Atmus Filtration Technologies Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
14.06
Current PE
0.00
Overvalued PE
16.72
Undervalued PE
11.40

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
10.39
Current EV/EBITDA
17.25
Overvalued EV/EBITDA
12.55
Undervalued EV/EBITDA
8.22

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.71
Current PS
2.48
Overvalued PS
2.14
Undervalued PS
1.28

Financials

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Whales Holding ATMU

A
Algert Global LLC
Holding
ATMU
+13.28%
3M Return
W
Westwood Management Corp.
Holding
ATMU
+7.46%
3M Return
D
Dark Forest Capital Management LP
Holding
ATMU
+5.62%
3M Return
A
Ancora Advisors LLC
Holding
ATMU
+4.40%
3M Return
P
Port Capital LLC
Holding
ATMU
-0.96%
3M Return
E
Eminence Capital, LP
Holding
ATMU
-12.05%
3M Return

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Frequently Asked Questions

What is Atmus Filtration Technologies Inc (ATMU) stock price today?

The current price of ATMU is 63.03 USD — it has decreased -0.55

What is Atmus Filtration Technologies Inc (ATMU)'s business?

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.

What is the price predicton of ATMU Stock?

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 is60.00 USD with a low forecast of 54.00 USD and a high forecast of 64.00 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.

What is Atmus Filtration Technologies Inc (ATMU)'s revenue for the last quarter?

Atmus Filtration Technologies Inc revenue for the last quarter amounts to 446.60M USD, increased 9.81

What is Atmus Filtration Technologies Inc (ATMU)'s earnings per share (EPS) for the last quarter?

Atmus Filtration Technologies Inc. EPS for the last quarter amounts to 0.59 USD, increased 22.92

How many employees does Atmus Filtration Technologies Inc (ATMU). have?

Atmus Filtration Technologies Inc (ATMU) has 4500 emplpoyees as of April 21 2026.

What is Atmus Filtration Technologies Inc (ATMU) market cap?

Today ATMU has the market capitalization of 5.15B USD.