Atmus Filtration Technologies, Inc. (ATMU)

In the past six months, Atmus Filtration Technologies reported its first-quarter 2025 results with net sales of $417 million and GAAP net income of $45 million, reaffirming its full-year 2025 guidance. The company repurchased $10 million of common stock and paid a quarterly cash dividend of $0.05 per share. In August 2025, Atmus announced an increase in its quarterly dividend and reported its second-quarter 2025 results with revenue up 4.8% compared to the same quarter last year, and earnings per share beating consensus estimates. Analyst ratings for ATMU stock have varied, with a consensus of "Moderate Buy" and an average price target of $45.60. Some analysts have raised their price objectives. The stock has shown a year-to-date growth rate of approximately 16.65% as of March 2024, and a 1-year return of 17.30%. As of October 27, 2025, the stock's 50-day moving average price was $44.83 and its 200-day moving average price was $39.76.

While individual product lines within Atmus Filtration Technologies may experience modest seasonal variations in production, there is no material effect on the demand for the majority of Atmus's products on a quarterly basis, indicating stable demand throughout the year.

Atmus Filtration Technologies, Inc. is a global leader in filtration and media solutions, designing, manufacturing, and selling filtration products primarily under its Fleetguard brand. The company operates in the Auto Parts industry (O.E.M.) within the Consumer Discretionary sector. Atmus offers a range of fuel filters, lube filters, air filters, crankcase ventilation systems, hydraulic filters, coolants, and other chemicals, serving on-highway commercial vehicles and off-highway markets. Atmus develops filtration technologies and service-related solutions. It was spun off from Cummins Inc. in 2021 and became independent in March 2024.

Atmus Filtration Technologies has a significant global presence, operating on six continents and serving a broad customer base across various markets. The company uses a multi-channel distribution strategy and has 11 strategically located distribution centers worldwide, encompassing over 1.6 million square feet. In late 2023, Atmus inaugurated its Southern Distribution Center (SDC) in Hutchins, Texas, which is now fully operational and dedicated to distributing Fleetguard products throughout the United States, with a focus on the Southern region.

Atmus Filtration Technologies has cultivated a strong brand reputation, emphasizing quality, reliability, innovation, and sustainability. The company's Fleetguard brand is recognized for its premium products and filter technology. Atmus's commitment to research and development has resulted in a diverse portfolio of high-quality filtration products. The announcement of its inaugural Sustainability Report in August 2025 highlighted its commitment to environmental responsibility. Atmus also celebrated its first year as a publicly traded company in May 2024, marking a milestone in establishing critical functions and pursuing a robust growth strategy.

Ownership of Atmus Filtration Technologies Inc. is distributed among institutional investors, company executives, and other shareholders. Institutional investors hold a significant portion, with approximately 32.73% of the company's stock owned by hedge funds and other institutional investors. Notable institutional investors include Vanguard Group, holding about 10 million shares, and BlackRock, owning around 8 million shares. Other institutional investors have also recently bought or increased their positions in ATMU stock.