Atmus Filtration Technologies, Inc. (ATMU)

In the past six months, Atmus Filtration Technologies' stock has experienced positive movements, with a 33.34% increase between January 2, 2025, and December 31, 2025, and a 63% increase over the past year. Key events include strong earnings reports for Q2 and Q3 2025, exceeding analyst expectations, and increased full-year 2025 revenue and adjusted EPS guidance. The acquisition of Koch Filter Corporation was completed on January 7, 2026, for approximately $450 million in cash. Several investment analysts upgraded Atmus' stock rating, and the company accelerated its share repurchase program and declared a quarterly dividend of $0.055 per share.

Atmus Filtration Technologies experiences some demand seasonality, with the first half of the year typically seeing approximately 5% higher revenue compared to the second half due to selling days. International markets, particularly India and China, have faced challenging conditions, while the U.S. medium-duty market has shown resilience. The company adapts to dynamic market conditions and implements agile pricing strategies for tariffs.

Atmus Filtration Technologies, Inc. (ATMU) is a global leader in advanced filtration products and solutions, serving the automotive, industrial, marine, aerospace, defense, and renewable energy sectors. The company was spun off from Cummins Inc. in 2021 to concentrate on the filtration market. Its products, mainly under the Fleetguard brand, include air, fuel, and lube filters, cabin air filters, crankcase ventilation systems, hydraulic filters, coolants, and chemicals. The acquisition of Koch Filter Corporation expanded Atmus' portfolio to include industrial air filtration products.

Atmus Filtration Technologies has a global presence, operating on six continents and selling its Fleetguard products in over 140 countries. It has manufacturing facilities, research and development centers, and distribution centers worldwide. Recent expansions include a new Pune Technical Center in India and manufacturing operations from the acquisition of Koch Filter Corporation in Louisville, KY, East Greenville, PA, Houston, TX, and Mira Loma, CA, in the United States.

In the past year, Atmus Filtration Technologies has focused on enhancing its brand reputation through sustainability initiatives. The company released its inaugural 2023–2024 Sustainability Report, outlining its approach to sustainability, aligning its goals and actions with "Our People, Our Planet, Our Principles," covering areas such as employee well-being, inclusion and diversity, emissions reduction, sustainable supply chain, and data privacy and cybersecurity. No significant negative events impacting its reputation were found in the past year.

Atmus Filtration Technologies Inc. (ATMU) stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion, with approximately 60.25% to 78.14% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Eminence Capital, Lp, Price T Rowe Associates Inc /Md/, Fmr Llc, Goldman Sachs Group Inc, Geode Capital Management, Llc, Morgan Stanley, and Invesco Ltd. Individual investors and public companies hold the remaining shares, with insiders owning approximately 0.66%.