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Atmus Filtration Technologies

ATMU

Atmus Filtration Technologies is a global leader in the design and manufacture of advanced filtration solutions for on-highway commercial vehicles and off-highway equipment.

Market cap
$4.43B+38.6%
Revenue$1.8B+10.0%
Net income$211.1M+14.2%
Free cash flow$158.0M+71.9%
EPS (diluted)$2.56+15.8%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 7, 2026 (In 1 week)
Revenue estimate$507.0M
EPS estimate$0.79

Financials

Q1 2026

Income statement

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Revenue$477.5M+14.6%
Gross profit$136.8M+23.8%
Operating income$76.3M+17.6%
Net income$48.4M+8.3%
EPS (diluted)$0.59+9.3%

Balance sheet

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Cash & equivalents$209.6M+14.3%
Total debt$1.1B+68.2%
Total equity$403.5M+52.1%
Total assets$1.8B+50.0%

Cash flow

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Operating cash flow$38.1M+32.8%
CapEx$12.6M+1.6%
Free cash flow$25.5M+56.4%

Valuation & ratios

Valuation

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Market cap$4.43B+38.6%
Enterprise value$5.28B+45.2%
P/E21×+4.0×
P/S2.4×+0.5×

Profitability

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Gross margin28.7%+1.0pp
Operating margin17%+1.2pp
Net margin11.6%+0.4pp
FCF margin8.7%+3.1pp

Returns & leverage

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Return on equity63.1%-32.4pp
Debt / equity2.6×+0.3×
Current ratio2.5×+0.3×

Segments

By product

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Fuel$206.4M+15.6%
Lube$82.3M-1.0%
Air$72.0M-0.8%
Air Filtration$38.4M

By segment

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Power Solutions$439.1M+5.4%
Industrial Solutions$38.4M

Competitors

Profile

Atmus Filtration Technologies is a global leader in the design and manufacture of advanced filtration solutions for on-highway commercial vehicles and off-highway equipment. The company provides critical components that enable lower emissions and asset protection, primarily serving the agriculture, construction, mining, and power generation sectors. Its business model is characterized by a significant recurring revenue base driven by aftermarket replacement parts.

Competitive position

A global leader in commercial filtration with a 65-year history and a dominant position in the heavy-duty engine aftermarket.

GeographiesUnited States, Canada, China, India, Global
Customer segmentsCommercial vehicle OEMs, Agricultural equipment manufacturers, Construction and mining companies, Power generation operators
Business modelManufacturing, Aftermarket Parts Distribution, B2B
SuppliersRaw material suppliers (steel, media, chemicals), Logistics and freight providers, Component manufacturers
CustomersCommercial vehicle OEMs, Industrial equipment distributors, Fleet maintenance providers, Retail aftermarket channels
Listed2023
Employees4.5K
CEOStephanie Juanita Disher
Websiteatmus.com
FilingsSEC EDGAR

Questions, answered.

What is Atmus Filtration Technologies's market cap?
Atmus Filtration Technologies (ATMU) has a market capitalization of $4.4B and trades on NYSE.
What is Atmus Filtration Technologies's revenue and profitability?
Atmus Filtration Technologies generated $1.8B in trailing twelve-month revenue with net income of $211.1M, representing a net margin of 11.6%. Gross margin stands at 28.7%, with free cash flow of $158.0M. These figures are based on the Q1 2026 filing.
Who are Atmus Filtration Technologies's competitors?
Atmus Filtration Technologies's key competitors include Donaldson Company, Inc., Parker-Hannifin Corporation, PHINIA Inc., and others. These companies compete in similar markets and product categories.
Who does Atmus Filtration Technologies partner with?
Atmus Filtration Technologies's notable partners include Cummins Inc..
Where is Atmus Filtration Technologies headquartered?
Atmus Filtration Technologies is headquartered in United States of America and employs approximately 4,500 people. It has been publicly traded since 2023.