Atmus Filtration Technologies Inc.(ATMU)Stock Analysis
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Rank #829 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ATMU Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Atmus Filtration Technologies Inc. (ATMU), 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. Atmus Filtration Technologies Inc.'s 13F Pro composite quality score has ranged between 50 and 66 since 2024, currently 60.9 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving ATMU's Business? Latest 10-Q Breakdown
✓ 17/17 datapoints verifiedAI-extracted from Atmus Filtration Technologies Inc.'s 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
Growth driven by favorable pricing, currency, and volume; on-highway and off-highway commercial vehicle/equipment filtration.
New reportable segment created following the January 7, 2026 acquisition of Koch Filter, addressing HVAC, data center and power generation end-markets.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$527.9M
Net Income
Q2 2026
$63.9M
Free Cash Flow
Q2 2026
$64.8M
Operating Margin
Q2 2026
18.4%
ROIC
Q2 2026
26.6%
D/E Ratio
Q2 2026
2.21
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+5.7% YoYNet Income
+11.7% YoYOperating Income
+12.3% YoYEPS (Diluted)
+12.6% YoYTotal Assets
+13.5% YoYTotal Debt
-2.4% YoYOp. Cash Flow
+92.3% YoYFree Cash Flow
+162.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.76B +5.7% | $1.67B +2.5% | $1.63B +4.2% | $1.56B +8.6% | $1.44B | — |
| Net Income | $207.4M +11.7% | $185.6M +8.3% | $171.3M +0.5% | $170.4M +0.2% | $170.1M | — |
| Operating Income | $299.0M +12.3% | $266.2M +7.2% | $248.4M +21.8% | $203.9M -4.5% | $213.5M | — |
| EPS (Diluted) | $2.50 +12.6% | $2.22 +8.3% | $2.05 +0.0% | $2.05 +0.5% | $2.04 | — |
| Total Assets | $1.35B +13.5% | $1.19B +9.3% | $1.09B +25.5% | $867.4M | — | — |
| Total Debt | $600.0M -2.4% | $615.0M +1.2% | $607.5M | $0.00 | — | — |
| Operating Cash Flow | $202.7M +92.3% | $105.4M -44.2% | $189.0M +14.1% | $165.7M -21.1% | $209.9M | — |
| Free Cash Flow | $148.8M +162.0% | $56.8M -60.3% | $143.2M +11.7% | $128.2M -27.4% | $176.5M | — |
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13F Pro tracks comprehensive data for Atmus Filtration Technologies Inc. including:
Top Institutional Holders of ATMU
BlackRock, Inc.
$631.6M12,387,072 shFMR LLC
$271.1M5,316,383 shVANGUARD PORTFOLIO MANAGEMENT LLC
$234.8M4,604,869 shInvesco Ltd.
$227.3M4,457,550 shPRICE T ROWE ASSOCIATES INC /MD/
$223.8M4,388,256 shVANGUARD CAPITAL MANAGEMENT LLC
$184.1M3,609,746 shSTATE STREET CORP
$166.0M3,256,278 shGOLDMAN SACHS GROUP INC
$148.1M2,903,771 shGEODE CAPITAL MANAGEMENT, LLC
$146.3M2,868,271 shNeuberger Berman Group LLC
$123.4M2,420,647 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $631.6M | 12,387,072 |
| FMR LLC | $271.1M | 5,316,383 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $234.8M | 4,604,869 |
| Invesco Ltd. | $227.3M | 4,457,550 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $223.8M | 4,388,256 |
| VANGUARD CAPITAL MANAGEMENT LLC | $184.1M | 3,609,746 |
| STATE STREET CORP | $166.0M | 3,256,278 |
| GOLDMAN SACHS GROUP INC | $148.1M | 2,903,771 |
| GEODE CAPITAL MANAGEMENT, LLC | $146.3M | 2,868,271 |
| Neuberger Berman Group LLC | $123.4M | 2,420,647 |
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Popular Research
Is ATMU a good stock to buy?
13F Pro's AI-powered analysis of Atmus Filtration Technologies Inc. (ATMU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ATMU are available on the ATMU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ATMU is classified as a mid company.
Which hedge funds own ATMU?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ATMU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Atmus Filtration Technologies Inc.'s investment landscape.