“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 ↗
Atmus Filtration Technologies Inc.
ATMU
Market read
Atmus Filtration Technologies Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
- 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.
Research brief
The story so far
No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +5.7% year over year.
- Operating margin changed +1.0 percentage points in the latest annual period.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- EV/sales is 582% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
45.41Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 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 Industrial Machinery. 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.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.