Atmus Filtration Technologies Inc.(ATMU)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Atmus Filtration Technologies Inc. (ATMU) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores ATMU at 60.9/100 on a 32-signal composite quality model, placing it at rank #829 of 2,962 stocks — the top half of the AI-ranked universe. ATMU scores in the top quartile across balance sheet strength (88.1). Based on the latest XBRL financial filings (Q2 2026), Atmus Filtration Technologies Inc. reports quarterly revenue of $527.9M, net income of $63.9M, an operating margin of 18.4%. Top institutional holders of ATMU by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ATMU trades on the NYSE exchange and files with the SEC under CIK 1921963. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ATMU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Atmus Filtration Technologies Inc. directly from SEC EDGAR.
AI Quality Score
60.9/100
AI Rank
#829
Revenue
$527.9M
Net Income
$63.9M
Free Cash Flow
$64.8M
Operating Margin
18.4%
ATMU key financials by period
Atmus Filtration Technologies Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.8B
$207.4M
17.0%
FY 2024
10-K
$1.7B
$185.6M
15.9%
FY 2023
10-K
$1.6B
$171.3M
15.3%
FY 2022
10-K
$1.6B
$170.4M
13.1%
FY 2021
10-K
$1.4B
$170.1M
14.8%
Institutions holding ATMU
Institutional investors reporting a position in Atmus Filtration Technologies Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 16.4% YoY to $527.9M, driven almost entirely by the newly acquired Koch Filter business ($42.4M) while legacy Power Solutions grew only modestly on favorable pricing and currency.
Biggest Revenue Drivers
Power Solutions$485.5M
Growth driven by favorable pricing, currency, and volume; on-highway and off-highway commercial vehicle/equipment filtration.
Industrial Solutions$42.4M
New reportable segment created following the January 7, 2026 acquisition of Koch Filter, addressing HVAC, data center and power generation end-markets.
Biggest Revenue Drivers
Total revenue: $527.9M+16.4% YoY
Power Solutions$485.5M
Growth driven by favorable pricing, currency, and volume; on-highway and off-highway commercial vehicle/equipment filtration.
Within Power Solutions
Fuel$223.7M
Largest product category within Power Solutions.
Industrial Solutions$42.4M
New reportable segment created following the January 7, 2026 acquisition of Koch Filter, addressing HVAC, data center and power generation end-markets.
Largest Expense Items
Cost of sales$374.0M+16.0% YoY
Higher due to incremental Koch Filter costs, unfavorable manufacturing and material/freight costs, and higher warranty costs, partly offset by favorable pricing and volume.
Selling, general and administrative expenses$51.7M+12.1% YoY
Higher people-related and consulting expenses and increased amortization of internal-use software.
Research, development and engineering expenses$9.8M-8.4% YoY
Decrease primarily due to timing of engineering projects.
Intangible asset amortization$2.9M
New expense from intangible assets (customer relationships, trade names) acquired in the Koch Filter acquisition.
Margins: Gross margin was 29.2% of net sales, up 0.3 points YoY, driven by favorable pricing, incremental Koch Filter margin, favorable currency and volume, partially offset by unfavorable manufacturing, material/freight and warranty costs.
Watch Items from the Filing
Significant customer concentration among Cummins, PACCAR, and the Traton Group is cited as a key risk factor.
Aftermarket demand remained soft through the first six months of 2026 and is expected to stay slow for the remainder of the year; aftermarket represented ~86% of 2025 net sales.
Term loan borrowings rose to $1.0B (from $570.0M) to fund the $455.0M Koch Filter acquisition, pushing interest expense up $5.2M (61.2%) YoY.
U.S. Supreme Court ruled IEEPA tariffs unlawful and ordered a refund process, but timing, amount, and treatment of any refunds (including possible pass-through to customers) remain highly uncertain.
Koch Filter acquisition created a new Industrial Solutions segment giving exposure to high-growth data center, power generation and HVAC end-markets.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
