ATMUS FILTRATION TECHNOLOGIES INC (ATMU)
Industrials · Filtration products and systems for commercial vehicles and industrial equipment · NYSE
Global leader in advanced filtration products for commercial vehicles and heavy equipment, generating 86% recurring aftermarket revenue.
What ATMUS FILTRATION TECHNOLOGIES INC does
Atmus Filtration Technologies designs and manufactures advanced filtration products principally under the Fleetguard brand for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation equipment. Approximately 14% of sales come from first-fit OEM installations on new vehicles, while 86% derive from the aftermarket as replacement and repair parts, creating a strong recurring revenue base. The company operates globally with manufacturing and distribution across six continents, backed by deep technical expertise in filtration media, filter systems, and emissions-reduction technologies.
Themes: ["Heavy-duty vehicle filtration","Emissions reduction","Aftermarket parts and recurring revenue","Industrial filtration expansion","Digital diagnostics and prognostics"]
Fundamentals
- Price$50.03 as of 2026-07-09 close
- Market cap$4.1B as of 2026-07-10
- 1-year return+29.3% as of 2026-07-09 close
- P/E19.36 as of 2026-07-10
- Net margin+11.6% as of 2026-07-10
- Gross margin+28.7% as of 2026-07-10
- ROE+58.8% as of 2026-07-10
- Debt / equity2.48 as of 2026-07-10
- Revenue growth (YoY)+10.0% as of 2026-07-10
- Revenue CAGR (3y)+4.1% SEC XBRL
- Beta1.23 as of 2026-07-10
Dividend: yield +0.4%; 2-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on aftermarket demand for replacement filters; declines in vehicle utilization or fleet size could reduce sales","Exposure to OEM production volumes and new vehicle manufacturing trends, including transition to electric powertrains which may reduce filter requirements","Significant debt increase from recent acquisitions (long-term debt rose from $540M to $998M in Q1 2026), creating leverage and refinancing risk"]
Competitors & peers
- Mann+Hummel
- Parker Hannifin
- Donaldson Company
- Cummins Filtration
- Bosch
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.