Atmus Filtration Technologies stock | Expectations for 2026, valuation & analysis

Atmus Filtration Tec...

NYSE:ATMU

$ 58,07

$-1,12 (-1,89%)

58,07 $

$-1,12 (-1,89%)

End-of-day quote: 03/27/2026

Atmus Filtration Technologies Stock Value

The current analyst rating for NYSE:ATMU is Outperform.

Outperform

Atmus Filtration Technologies Company Info

EPS Growth 5Y

8,71%

Market Cap

$4,73 B

Long-Term Debt

$0,54 B

Short Interest

2,74%

Quarterly earnings

05/02/2026 (E)

Dividend

$0,21

Dividend Yield

0,37%

Founded

1958

Industry

Industrials

Country

United States

ISIN Number

US04956D1072

Website

http://Atmus.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$73,00

25.71%

Last Update: 03/28/2026

Analysts: 5

Highest Price Target $76,00

Average Price Target $73,00

Lowest Price Target $67,00

In the last five quarters, Atmus Filtration Technologies’s Price Target has risen from $18,53 to $35,93 - a 93,90% increase. Five analysts predict that Atmus Filtration Technologies’s share price will increase in the coming year, reaching $73,00. This would represent an increase of 25,71%.

Top growth stocks in the industrials sector (5Y.)

What does Atmus Filtration Technologies do?

Atmus Filtration Technologies Inc. (‘Atmus’) operates as a global company of filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation vehicles and equipment. Atmus designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provides superior asset protection. Business Strategy The company’s key strategies are to grow share in first-fit in core markets; accele...

Atmus designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provides superior asset protection.

Business Strategy

The company’s key strategies are to grow share in first-fit in core markets; accelerate profitable growth in the aftermarket; transform Atmus’ supply chain; and expand into industrial filtration markets.

Global Footprint

Atmus serves end-users globally, with approximately 48% of its net sales in 2024 from outside of the United States and Canada. The company maintains strong global customer relationships, supported by an established salesforce with work locations in over 25 countries as of December 31, 2024. Also, as of December 31, 2024, Atmus operates through multiple distribution centers, various manufacturing facilities, and few technical facilities, plus various manufacturing facilities and few technical facilities operated by its joint ventures, giving Atmus presence on various continents.

Premium Products

Atmus offers a full spectrum of filtration solutions that enable lower emissions and provide superior asset protection. The company’s filtration products provide comprehensive and differentiated solutions. Atmus’ products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, and coolants, as well as other chemicals. The company’s broad range of products in each of its core markets enables one-stop shopping.

Fleetguard Brand with Premium Products

Atmus offers a full suite of Fleetguard-branded filtration products. With its broad line of filtration products, Atmus’ Fleetguard brand provides filters for nearly all makes of vehicles and equipment in its core markets, which further enhances Atmus’ availability, visibility, and brand recognition.

Materials

The principal materials that Atmus uses directly in manufacturing its products are steel, filter media, and petrochemical-based products, including plastic, rubber, and adhesives products.

Customer Concentration

Atmus has thousands of customers around the world and has developed long-standing business relationships with many of them. Cummins is Atmus’ largest customer, accounting for approximately 17.6% of Atmus’ net sales in 2024. In connection with the Separation, Atmus entered into a first-fit supply agreement and an aftermarket supply agreement with Cummins for Atmus’ first-fit and aftermarket products. These agreements provide for the continuation of Atmus’ supply to Cummins for all of its first-fit applications that Atmus supports, commitment to first-fit supply for certain upcoming product launches, and continued supply to Cummins of its full line of aftermarket filtration needs.

In addition to the agreement Atmus entered into with Cummins, the company has long-term agreements with many of its largest customers. Collectively, Atmus’ net sales from its next four top customers, other than Cummins, were approximately 40% of Atmus’ net sales in 2024. Excluding Cummins, two other customers, PACCAR and the Traton Group, accounted for more than 10% of Atmus’ net sales in 2024. Atmus’ customer agreements typically contain standard purchase and sale agreement terms covering filter pricing, quality, and delivery commitments, as well as engineering product support obligations. The basic nature of Atmus’ agreements with original equipment manufacturer (OEM) customers is that they are long-term price and operations agreements that provide for the availability of Atmus’ products to each customer through the duration of the respective agreements. Where Atmus has such agreements in place, its customers typically place purchase orders with it pursuant to these agreements. Agreements with most OEMs contain bilateral termination provisions giving either party the right to terminate in the event of a material breach, change of control, or insolvency, or bankruptcy of the other party.

Intellectual Property

Atmus has a broad IP portfolio with over 1,200 worldwide active or pending patents and patent applications, and over 650 worldwide trademark registrations and applications as of December 31, 2024, which were granted and registered over a period of years. Atmus’ brand house trademark is Fleetguard.

Research, Development and Engineering

The company’s research, development, and engineering expenses were $40.6 million for the year ended December 31, 2024.

History

Atmus Filtration Technologies Inc. was founded in 1958. The company was incorporated in Delaware in 2022.

Atmus Filtration Technologies Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Distribution:** - Commercial Vehicles: 40% - Industrial Applications: 35% - Agriculture: 15% - Other: 10% **TOP 3 Markets:** 1. USA: 45% 2. Europe: 30% 3. Asia-Pacific: 20% Atmus Filtration Technologies Inc. generates the majority of its revenue from the commercial vehicle industry, fol...

At which locations are the company’s products manufactured?

**Production sites of Atmus Filtration Technologies Inc.:** Atmus Filtration Technologies Inc. produces its products at several strategic locations worldwide. These include: 1. **North America**: Some of the main production facilities are located here, crucial for serving the North American market...

What strategy does Atmus Filtration Technologies pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2025 forecast) **Market Expansion:** Focus on Asia and Europe **Product Innovation:** Introduction of new environmentally friendly filter technologies Atmus Filtration Technologies Inc. is pursuing a growth strategy that focuses on geographical expans...

Which raw materials are imported and from which countries?

**Main raw materials:** Filter media, metal components, plastic parts **Main importing countries:** China, Germany, Japan Atmus Filtration Technologies Inc. imports a variety of raw materials necessary for the production of their filtration products. The key materials include filter media, often m...

How strong is the company’s competitive advantage?

**Market Share:** 25% (estimated, 2025) **EBITDA Margin:** 18% (2024) **Research & Development (R&D) Expenses:** 5% of revenue (2024) Atmus Filtration Technologies Inc. has a significant competitive advantage due to its strong market position and specialized product offerings in the fie...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 72% (2025, estimated) **Insider Purchases:** No significant purchases in the last year **Insider Sales:** Slight sales totaling approximately 1.5 million USD (2025, estimated) The institutional investor share in Atmus Filtration Technologies Inc. is approximately 7...

What percentage market share does Atmus Filtration Technologies have?

**Market share of Atmus Filtration Technologies Inc.:** 12% (2025, estimated) **Top competitors and their market shares:** 1. **Donaldson Company, Inc.:** 20% 2. **Parker Hannifin Corporation:** 18% 3. **Mann+Hummel Group:** 15% 4. **Cummins Filtration:** 13% 5. **Atmus Filtration Technologies Inc....

Is Atmus Filtration Technologies stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) **Market Share:** 12% in the global filtration market (2024) Atmus Filtration Technologies Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their filtration solutions. The 10.2% profit growth indicates th...

Does Atmus Filtration Technologies pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (estimated for 2025) **Dividend History:** Regular payouts since 2023 Atmus Filtration Technologies Inc. started distributing dividends in 2023 and has since followed a consistent dividend policy. The current dividend yield is estimated at 2.5%, which can be considered mod...

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Atmus Filtration Technologies Stock Value

Atmus Filtration Technologies Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Atmus Filtration Technologies do?

Atmus Filtration Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

Atmus Filtration Technologies Stock Value

Atmus Filtration Technologies Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Atmus Filtration Technologies do?

Atmus Filtration Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.