Feed / ATMU

Atmus Filtration Technologies Inc.

ATMU

Consumer Cyclical · 45.65 +5.0% today

Isolated · not yet confirmedMarket checked 2 Oct, 13:55 GMT-4

Market read

No connected market move is active around Atmus Filtration Technologies Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company+5.0% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • Monitor disclosures quantifying prior or future price increases the company implemented in response to tariffs on finished goods, components, and raw materials.

Invalidation: The isolated read changes if ATMU's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Monitor disclosures quantifying prior or future price increases the company implemented in response to tariffs on finished goods, components, and raw materials.

Company research

Understand the business, not just the ticker

As of Oct 2, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods5
Price observations342
Usable filing statements14
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +5.7% year over year.
  • Operating margin changed +1.0 percentage points in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • EV/sales is 581% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 1, 2026

44.61
6m-23.3%12m-1.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.4B—$2.04—
2022-12-31$1.6B+8.6%$2.05+0.0%
2023-12-31$1.6B+4.2%$2.05+0.1%
2024-12-31$1.7B+2.5%$2.22+0.2%
2025-12-31$1.8B+5.7%$2.50-1.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 1 filings
“The decrease in interest expense was primarily driven by a reduction to the interest rate on our borrowing and lower outstanding borrowings on our Credit Agreement as principal payments were made.”
10-K · Feb 13, 2026 ↗
Demand and volumemixed · 1 filings
“The increase in Net sales was mainly due to higher volumes of $51.9 million and favorable pricing impacts of $50.0 million, partially offset by unfavorable impacts of currency of $7.3 million.”
10-K · Feb 13, 2026 ↗
Foreign exchangenegative · 1 filings
“The decrease in Other income, net was due to an increase in the net loss on foreign exchange rate hedging which offset interest income that remained stable between the comparable periods.”
10-K · Feb 13, 2026 ↗
Pricing and mixpositive · 1 filings
“The increase in Net sales was mainly due to higher volumes of $51.9 million and favorable pricing impacts of $50.0 million, partially offset by unfavorable impacts of currency of $7.3 million.”
10-K · Feb 13, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.1× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

45.65+5.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 13:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ATMU. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ATMU. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ATMU

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CMI18.8% of ATMUcustomerFeb 13, 2026 ▾

“Risks Related to Our Business Operations • Significant customer concentration among Cummins, PACCAR, and the Traton Group.”

PCAR16.3% of ATMUcustomerFeb 13, 2026 ▾

“For the year ended December 31, 2025, net sales to PACCAR and the Traton Group accounted for approximately 16.3% and 11.5%, respectively, of our net sales.”

Depended on by

CMICummins Inc.investeeAug 5, 2025 ▾

“Divestiture of Atmus On March 18, 2024, we completed the divestiture of our remaining 80.5 percent ownership of Atmus Filtration Technologies Inc.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ATMU is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ATMU; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.