Atmus Filtration Technologies Inc. (ATMU) AI Stock Analysis

Atmus Filtration Technologies Inc. specializes in the design, manufacturing, and global distribution of filtration products marketed under the Fleetguard brand. The company serves original equipment manufacturers, dealers, distributors, and end-users across North America, Europe, South America, Asia, Australia, and Africa. Its product catalog includes fuel filters, lube filters, air filters, crankcase ventilation systems, hydraulic filters, coolants, fuel additives, and specialty chemicals. Atmus also manufactures advanced filtration solutions such as fuel water separators, supporting on-highway commercial vehicles as well as off-highway equipment used in agriculture, construction, mining, and power generation.

Between FY2021 and FY2025, Atmus grew annual revenue from $1.44B to $1.76B, marking a 5-year revenue CAGR of 7.4%. Net income rose from $170.1M in FY2021 to $207.4M in FY2025, lifting diluted EPS from $2.28 in FY2023 to $2.73 in FY2025. Gross margin improved from 24.3% in FY2021 to 28.9% in FY2025, and operating margin widened from 14.8% to 16.4%. For the trailing twelve months ended June 30, 2026, revenue reached $1.90B with a profit margin of 11.3%. In the latest quarter, quarterly revenue grew 16.4% year-over-year, while quarterly earnings grew 8.3%.

As of June 30, 2026, Atmus held $259.0M in cash and short-term investments alongside total debt of $998.3M, yielding net debt of $739.3M. Shareholders' equity was $454.8M, representing a debt-to-equity ratio of 2.20 and a current ratio of 2.65. Operating cash flow in FY2025 was $202.7M, generating free cash flow of $148.8M. Capital allocation in FY2025 included $53.9M in capital expenditures, $60.7M in share buybacks, and $17.3M in dividends paid.

Atmus trades at a trailing P/E of 16.9x, below the 18.0x median of its US-listed Consumer Cyclical peers. Its EV/EBITDA multiple is 12.4x compared to the peer median of 11.1x, and its price-to-sales multiple of 1.9x exceeds the peer median of 0.7x. Over the past year, the stock gained 0.4%, trailing the S&P 500 (SPY) gain of 16.8%. The stock has declined 14.3% year-to-date and trades 16.9% below its 200-day moving average.

Atmus pays a quarterly dividend with an annual forward rate of $0.24 per share, providing a dividend yield of 0.54%. The company has maintained a payout ratio of 7.9% and has paid dividends for 3 consecutive years. Its last ex-dividend date was August 27, 2026.

Analyst consensus consists of 3 Strong Buy, 1 Buy, and 1 Hold ratings. The mean price target of $62.60 sits 41.1% above the last close of $44.37. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $2.96 and revenue of $2.01B. Atmus has beaten EPS estimates in each of the trailing 4 quarters, with its next earnings release scheduled for November 6, 2026.

This page is an AI-written research summary of Atmus Filtration Technologies Inc. (ATMU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ATMU income statement, ATMU balance sheet, ATMU key metrics, ATMU analyst forecast, ATMU chart. See the ATMU stock overview for the latest quote and news.