ATMU
IndustrialsAtmus Filtration Technologies Inc. · Industrial - Pollution & Treatment Controls · $4B
What is Atmus Filtration Technologies Inc.?
Atmus Filtration Technologies is a mid-cap industrial company that designs and manufactures filtration products sold globally under the well-established Fleetguard brand. Headquartered in Nashville, Tennessee, Atmus serves a broad range of commercial and industrial end markets across multiple continents.
Atmus generates revenue by selling filtration and fluid management products to original equipment manufacturers, dealers, distributors, and direct end-users worldwide. Its products protect engines and equipment operating in demanding environments — from long-haul trucking to mining and power generation. The company operates as a subsidiary of Cummins Inc., which provides distribution reach and manufacturing credibility. Revenue is driven by both first-fit OEM placements and the recurring aftermarket replacement cycle.
Atmus Filtration Technologies was incorporated as an independent public company in 2023 and is headquartered in Nashville, Tennessee, though its Fleetguard product heritage traces back to 1958.
- Fuel and lube filters for commercial vehicles
- Air filters and crankcase ventilation systems
- Hydraulic filters for off-highway equipment
- Coolants and fuel additives
- Filtration solutions for agriculture, construction, and mining
Is ATMU a Good Stock to Buy?
UQS Score rates ATMU as Good overall, reflecting a balanced profile with notable strengths and areas to watch.
The Quality pillar stands out as the clearest positive signal — Atmus demonstrates the kind of financial discipline and earnings consistency that long-term investors tend to value. The Growth pillar also registers as Good, suggesting the business is expanding at a pace that compares favorably within the industrials sector.
The Moat and Risk pillars both land at Neutral, indicating that competitive differentiation and risk profile are neither standout advantages nor immediate concerns. Valuation is also Neutral, meaning the stock does not appear obviously cheap or expensive relative to fundamentals.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does ATMU pay dividends?
Yes — Atmus Filtration Technologies Inc. pays a dividend.
Atmus Filtration pays a regular dividend, which is relatively uncommon for a company at this stage of its public life. The dividend reflects confidence in the business's cash generation, supported by the recurring nature of aftermarket filter replacement demand. Income-oriented investors may find this appealing alongside the company's industrial growth profile.
When does ATMU report earnings?
Atmus Filtration reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
The company's Quality pillar rating suggests earnings have been delivered with reasonable consistency. Revenue trends appear supported by both OEM demand and the more stable aftermarket replacement cycle, which tends to be resilient across economic conditions.
For the most recent quarter's results and upcoming reporting dates, visit Atmus Filtration's investor relations page directly.
ATMU Price History
+196.3% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Atmus Filtration Technologies Inc.?
Based on Atmus Filtration Technologies Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
ATMU Long-term Outlook
The Good Growth pillar rating points to a business with meaningful expansion potential, driven by global commercial vehicle fleet growth and increasing filtration requirements in off-highway industries. The Neutral Risk pillar suggests the outlook is not without headwinds — cyclical end markets and input cost variability remain factors. Valuation at Neutral implies the market has already priced in a reasonable portion of the growth story, leaving less margin for error.
Growth drivers
- Recurring aftermarket demand from global commercial vehicle fleets
- Expansion into agriculture, mining, and power generation equipment markets
- Fleetguard brand strength supporting OEM and distributor relationships
Key risks
- Cyclical exposure to commercial vehicle production volumes
- Competitive pressure in the broader industrial filtration market
- Input cost and supply chain variability affecting margins
ATMU vs Peers
Atmus operates in the broader industrials space alongside companies that address different environmental and infrastructure challenges.
Federal Signal focuses on safety and signaling equipment for municipalities and industrial customers, rather than filtration for commercial vehicles.
Zurn Elkay specializes in water management and plumbing solutions, targeting building infrastructure rather than engine and equipment filtration.
CECO Environmental addresses air quality and fluid handling for industrial facilities, competing in environmental compliance rather than vehicle filtration.
Frequently Asked Questions
What does Atmus Filtration Technologies do?
Atmus designs and manufactures filtration products — including fuel, lube, air, and hydraulic filters — sold under the Fleetguard brand. Its products protect engines in commercial trucks, agricultural equipment, construction machinery, and power generation systems. The company serves OEMs, distributors, and end-users across North America, Europe, Asia, and beyond.
Does ATMU pay dividends?
Yes, Atmus Filtration pays a regular dividend. This reflects the company's ability to generate consistent cash flow, supported in part by the recurring nature of aftermarket filter replacements. For current dividend details, check Atmus's investor relations page or your brokerage platform.
When does ATMU report earnings?
Atmus Filtration reports on a quarterly cadence, as is standard for US-listed companies. Specific upcoming report dates are not covered by our data source — visit the company's investor relations page for the latest schedule.
Is ATMU a good stock to buy?
UQS Score rates ATMU as Good overall. The Quality pillar is the standout strength, while Moat, Risk, and Valuation all sit at Neutral. Whether it fits your portfolio depends on your own goals and risk tolerance. The full pillar breakdown is available to UQS Pro members.
Is ATMU overvalued?
The UQS Valuation pillar for ATMU is rated Neutral, suggesting the stock is neither clearly cheap nor obviously expensive relative to its fundamentals. This means investors are paying a fair market price without a significant discount or premium based on the UQS framework.
How does ATMU compare to its competitors?
Atmus occupies a focused niche in vehicle and equipment filtration under the Fleetguard brand, distinguishing it from peers like Federal Signal, Zurn Elkay, and CECO Environmental, which address different industrial and environmental markets. The UQS platform provides side-by-side quality scoring for direct comparison.
What is ATMU's market cap bracket?
Atmus Filtration Technologies is classified as a mid-cap company. This places it in a segment that often balances growth potential with more established operations than smaller peers, while remaining more nimble than large-cap industrials.
Who founded Atmus Filtration Technologies?
Atmus Filtration Technologies became an independent public company in 2023, spun out from Cummins Inc. The Fleetguard filtration business it operates has roots going back to 1958. Founding context for the broader Cummins heritage is widely publicly available.
Is ATMU a long-term quality investment?
From a quality indicator perspective, the UQS Quality pillar for ATMU is rated Strong — the highest category in the framework. Long-term investors often prioritize quality as a foundation for durable returns. The full analysis, including Growth and Risk trajectory, is available to Pro members.
What is the main competitive advantage of Atmus Filtration?
Atmus benefits from the Fleetguard brand's decades-long presence in commercial vehicle filtration and its relationship with Cummins Inc. as a parent company. The aftermarket replacement cycle provides a degree of revenue predictability. The UQS Moat pillar currently rates this competitive positioning as Neutral within the industrials sector.
What sector does ATMU belong to?
Atmus Filtration Technologies is classified in the Industrials sector. Within that broad category, it operates specifically in filtration and fluid management for commercial vehicles and off-highway equipment — a niche with both OEM and recurring aftermarket demand characteristics.
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Pro Analysis
ATMU — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 61.0 | 79.2 | 43.0 | 65.8 | 42.7 | 72.8 | -0.1 |
| May 22, 2026 | 61.1 | 79.2 | 43.0 | 65.8 | 42.7 | 73.1 | +0.1 |
| May 21, 2026 | 61.0 | 79.2 | 43.0 | 65.8 | 42.7 | 72.7 | -0.1 |
| May 20, 2026 | 61.1 | 79.2 | 43.0 | 65.8 | 42.7 | 73.1 | +0.2 |
| May 19, 2026 | 60.9 | 79.2 | 43.0 | 65.8 | 42.7 | 71.6 | +0.2 |
| May 17, 2026 | 60.7 | 79.2 | 43.0 | 65.8 | 42.7 | 70.6 | +0.2 |
| May 16, 2026 | 60.5 | 78.8 | 43.0 | 65.8 | 42.7 | 70.1 | +0.2 |
| May 14, 2026 | 60.3 | 78.8 | 43.0 | 65.8 | 42.7 | 68.2 | +0.3 |
| May 13, 2026 | 60.0 | 78.6 | 43.0 | 65.8 | 42.7 | 67.0 | +0.1 |
| May 12, 2026 | 59.9 | 78.6 | 43.0 | 65.8 | 42.7 | 66.3 | -0.1 |
ATMU — Pillar Breakdown
Quality
— 79.2/100 (25%)Atmus Filtration Technologies Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 65.8/100 (20%)Atmus Filtration Technologies Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 42.7/100 (15%)Atmus Filtration Technologies Inc. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 73.2/100 (15%)Atmus Filtration Technologies Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 43/100 (25%)Atmus Filtration Technologies Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for ATMU.
Score Composition
Financial Data
More Stock Analysis
How is the ATMU UQS Score Calculated?
The UQS (Unified Quality Score) for Atmus Filtration Technologies Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Atmus Filtration Technologies Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Atmus Filtration Technologies Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.