Atmus Filtration Technologies (ATMU) Stock Overview
Designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
ATMU Community Fair Values
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Analyst Price Targets
CE
Ceazar
Community ContributorCA$5.25FV • 4.8% undervalued intrinsic discount
30989.3%Revenue growth p.a.
1.1k
4
0
19
Atmus Filtration Technologies Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$52.65 |
| 52 Week High | US$66.50 |
| 52 Week Low | US$34.58 |
| Beta | 1.59 |
| 1 Month Change | -9.41% |
| 3 Month Change | -9.18% |
| 1 Year Change | 45.84% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 143.19% |
Recent News & Updates
ATMU: Q4 Execution And 2026 Assumptions Set Balanced Risk Reward Framework
Analyst price targets for Atmus Filtration Technologies have shifted lower by a few dollars, as analysts weigh recent Q4-driven target increases against newer reductions that reflect updated EBITDA and revenue assumptions through 2026. Analyst Commentary Recent research highlights a mix of optimism and caution around Atmus Filtration Technologies, with bullish analysts reacting to Q4 results and updated long term forecasts, while bearish analysts focus on revised EBITDA and revenue assumptions through 2026.Atmus Filtration Technologies' Surge Isn't A Good Reason To Turn Optimistic
Apr 10ATMU: Q4 Execution And 2026 Framework Will Drive Earnings Repricing
Analysts have trimmed the fair value estimate for Atmus Filtration Technologies by about $3, to roughly $68.60. This reflects slightly higher discount rates, modestly lower profit margin assumptions, and a small reset in the future P/E multiple following recent price target revisions across the Street.Recent updates
ATMU: Q4 Execution And 2026 Assumptions Set Balanced Risk Reward Framework
Analyst price targets for Atmus Filtration Technologies have shifted lower by a few dollars, as analysts weigh recent Q4-driven target increases against newer reductions that reflect updated EBITDA and revenue assumptions through 2026. Analyst Commentary Recent research highlights a mix of optimism and caution around Atmus Filtration Technologies, with bullish analysts reacting to Q4 results and updated long term forecasts, while bearish analysts focus on revised EBITDA and revenue assumptions through 2026.Atmus Filtration Technologies' Surge Isn't A Good Reason To Turn Optimistic
Apr 10ATMU: Q4 Execution And 2026 Framework Will Drive Earnings Repricing
Analysts have trimmed the fair value estimate for Atmus Filtration Technologies by about $3, to roughly $68.60. This reflects slightly higher discount rates, modestly lower profit margin assumptions, and a small reset in the future P/E multiple following recent price target revisions across the Street.ATMU: Q4 Execution And Koch Acquisition Will Shape 2026 Earnings Profile
Analyst price targets for Atmus Filtration Technologies have moved higher into a $67 to $76 range, with the changes tied to updated 2026 EBITDA and revenue forecasts following the Q4 report and recent model revisions. Analyst Commentary Recent Street research on Atmus Filtration Technologies has centered on updated 2026 EBITDA and revenue forecasts after the Q4 report, with several firms lifting their valuation ranges and refining their views on the company’s execution and growth profile.ATMU: Q4 Beat And Koch Deal Will Shape Earnings Outlook
Analysts have raised their average price targets on Atmus Filtration to a higher $60s to mid $70s range, citing stronger Q4 results, updated 2026 adjusted EBITDA forecasts, and modestly higher assumed valuation multiples as the main factors behind the change. Analyst Commentary Recent Street research on Atmus Filtration highlights a mix of optimism on earnings power and valuation, along with some caution around how the current pricing and growth profile might evolve into 2026.ATMU: Koch Deal And M&A Pipeline Will Frame Balanced Earnings Outlook
Analysts have lifted their average fair value estimate for Atmus Filtration Technologies to $71.60 from $60.00. This largely reflects higher assumed future P/E multiples and updated EBITDA and revenue forecasts following recent Q4 results and model revisions.ATMU: Koch Deal, M&A Pipeline And Buybacks Will Shape Balanced Outlook
Narrative update on Atmus Filtration Technologies Analysts have lifted their price targets on Atmus Filtration Technologies by up to $7 to $60, citing the completed Koch Filter acquisition, the added industrial air filtration platform, and a stronger EBITDA margin profile as key supports for the updated view. Analyst Commentary Recent Street research on Atmus Filtration Technologies has focused on the Koch Filter acquisition, portfolio mix, and how these feed into earnings power and valuation expectations.ATMU: Koch Acquisition And M&A Pipeline Will Shape Balanced Future Outlook
Analysts have nudged their price target for Atmus Filtration Technologies up by $3.60 to $60.00, citing the Koch Filter acquisition, updated revenue growth expectations near 9.0%, and a slightly higher assumed future P/E of about 20.8x as key drivers. Analyst Commentary Recent Street research on Atmus Filtration Technologies has been active, with several firms updating price targets and views after the proposed Koch Filter acquisition and ahead of upcoming guidance.At US$54.75, Is Atmus Filtration Technologies Inc. (NYSE:ATMU) Worth Looking At Closely?
Jan 11
ATMU: Koch Deal Integration And Air Filtration Expansion Will Shape Balanced Outlook
Narrative Update Analysts have nudged their blended price target range for Atmus Filtration into the low to high $50s, reflecting updated views on its Koch Filter acquisition, margin profile and sector backdrop, while keeping core fair value assumptions around $56.40 broadly unchanged. Analyst Commentary Recent Street research on Atmus Filtration is centered on the proposed Koch Filter acquisition, its potential impact on margins and mix, and how that feeds into valuation views over the next couple of years.Here's Why We Think Atmus Filtration Technologies (NYSE:ATMU) Is Well Worth Watching
Dec 24ATMU: Koch Acquisition And Margin Upside Will Shape Balanced Risk Reward Outlook
Analysts have raised their price target on Atmus Filtration Technologies, citing the roughly $7 increase to about $60 per share as reflecting anticipated valuation upside from portfolio diversification and improved EBITDA margin potential following the proposed Koch Filter acquisition. Analyst Commentary Following the announced Koch Filter acquisition and the updated price target, research commentary has focused on how the deal reshapes Atmus Filtration Technologies' growth, margin, and valuation profile.ATMU: Koch Acquisition And Margin Expansion Will Drive Multi-Year Outperformance
Analysts have modestly increased their price target on Atmus Filtration Technologies to $56.40 from $55.00, citing the strategic Koch Filter acquisition, stronger EBITDA margin potential, and continued execution on multi year outgrowth initiatives despite a challenging demand backdrop. Analyst Commentary Analyst views on Atmus Filtration Technologies have shifted more positively following the Koch Filter acquisition, with several noting both near term execution strength and longer term portfolio benefits.ATMU: Multi-Year Outgrowth Execution Will Drive Confidence Amid Challenging Demand
Analysts have raised their fair value estimate for Atmus Filtration Technologies from $49.20 to $55.00. They cite ongoing execution on growth opportunities, even as the company faces a challenging demand environment.Results: Atmus Filtration Technologies Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Nov 10ATMU: Resilient Execution And Raised Guidance Will Shape Near-Term Performance
Analysts have raised their price target for Atmus Filtration Technologies from $47.20 to $49.20, citing ongoing strong execution, upgraded guidance, and resilience in a challenging demand environment. Analyst Commentary The latest round of price target adjustments reflects continued engagement with Atmus Filtration Technologies’ management and a nuanced perspective on the company’s growth potential and challenges.Capital Investments At Atmus Filtration Technologies (NYSE:ATMU) Point To A Promising Future
Nov 06Global Emissions Trends Will Drive Advanced Filtration Demand
Atmus Filtration Technologies’ consensus price target was raised from $46.20 to $47.20 as analysts cited strong execution, record Q2 performance, and increased 2025 guidance, underscoring resilience and reinforced multi-year growth prospects. Analyst Commentary Bullish analysts note strong execution from Atmus Filtration Technologies, even amid challenging demand conditions.Are Investors Undervaluing Atmus Filtration Technologies Inc. (NYSE:ATMU) By 36%?
Sep 10Global Emissions Trends Will Drive Advanced Filtration Demand
Analysts maintained their $46.20 price target for Atmus Filtration Technologies, citing raised 2025 guidance, stronger-than-expected Q2 execution, and continued confidence in management performance, resulting in no change to the stock's fair value estimate. Analyst Commentary Raised full-year 2025 guidance following record Q2 results.Here's Why Atmus Filtration Technologies (NYSE:ATMU) Has Caught The Eye Of Investors
Aug 01Why Atmus Filtration Technologies Inc. (NYSE:ATMU) Could Be Worth Watching
Jul 16Is Atmus Filtration Technologies (NYSE:ATMU) A Risky Investment?
Jun 30Here's What Atmus Filtration Technologies' (NYSE:ATMU) Strong Returns On Capital Mean
Jun 14Is Atmus Filtration Technologies Inc. (NYSE:ATMU) Trading At A 32% Discount?
May 22Atmus Filtration: Strong Fundamentals Amid Market Challenges
Jan 22
Tactical Moves And Market Adaptation Fuel Growth Despite Industry Hurdles
Strategic initiatives and supply chain improvements are set to enhance revenue and expand EBITDA margins.Atmus Filtration: Not Passing My Filter
Aug 19Atmus Filtration Technologies: Underwhelming Proposition And Overvalued
Apr 09Shareholder Returns
| ATMU | US Machinery | US Market | |
|---|---|---|---|
| 7D | -15.4% | -0.2% | 0.8% |
| 1Y | 45.8% | 51.9% | 27.7% |
Return vs Industry: ATMU underperformed the US Machinery industry which returned 55.9% over the past year.
Return vs Market: ATMU exceeded the US Market which returned 28.7% over the past year.
Price Volatility
| ATMU volatility | |
|---|---|
| ATMU Average Weekly Movement | 7.0% |
| Machinery Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: ATMU has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ATMU's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1958 | 4,500 | Steph Disher | www.atmus.com |
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally. It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. The company also develops filtration technologies, including filtration media, filter element formation, filtration systems integration; and service-related solutions, such as remote digital diagnostic and prognostic platforms, and analytics.
Atmus Filtration Technologies Inc. Fundamentals Summary
| ATMU fundamental statistics | |
|---|---|
| Market cap | US$5.18b |
| Earnings (TTM) | US$207.40m |
| Revenue (TTM) | US$1.76b |
20.7x
P/E Ratio2.4x
P/S RatioIs ATMU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ATMU income statement (TTM) | |
|---|---|
| Revenue | US$0 |
| Cost of Revenue | US$0 |
| Gross Profit | US$0 |
| Other Expenses | US$0 |
| Earnings | US$0 |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.54 |
| Gross Margin | 28.88% |
| Net Profit Margin | 11.76% |
| Debt/Equity Ratio | 150.6% |
How did ATMU perform over the long term?
See historical performance and comparisonDividends
0.4%
Current Dividend Yield8%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 11:06 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Atmus Filtration Technologies Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Andrew Obin | BofA Global Research |