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ATMU

Atmus Filtration Technologies Inc.

ATMU

NYSE·Consumer Cyclical·Auto - Parts·Mkt cap $3.9B

$48.34

+1.02%

P/E

18.52

Mkt Cap

$3.9B

52-Wk Range

$42.60–$66.50

52-Week Range

$42.60 - $66.50

P/E

18.52

Fwd P/E

16.33

Beta

1.17

Div Yield

0.47%

Avg Vol

858.2K

Shares Out

81.7M

Mkt Cap

$3.9B

Price action

Price chart

Up 4.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Cummins subsidiary status providing technological synergies and capital resources
  • 65+ year heritage and Fleetguard brand recognition in global filtration markets
  • Vertically integrated manufacturing with global distribution across 6 continents
  • OEM partnerships and established relationships with major equipment manufacturers
  • Comprehensive product portfolio addressing diverse vehicle and equipment filtration needs

Bear Case

1 risk

  • Average volatility.

Growth

Strong growth ahead

Stricter global emissions regulations driving demand for advanced filtration solutions

Value

Attractively priced below Industrial Machinery peer average

Momentum

Stable

+4.8% over 3m

Quality

Stable

Strong fundamentals

Dividend

Token

0.47% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 6, 2026

Q3 26 RECAP

AUG 7, 2026

Reported EPS of $0.82 vs $0.78 consensus (+5.3% surprise). Revenue of $527.9M vs $507.0M expected (+4.1%). Beat on both top and bottom lines.

EPS beat +5.3%
Rev beat +4.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.3%

Revenue trend · last 8Q

+2%

-2%

+5%

+11%

+10%

+15%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$403.7M

$406.7M

$416.5M

$453.5M

$447.7M

$446.6M

$477.5M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: Baird · May 4, 2026

vs Industry

How ATMU stacks vs Auto - Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.