Atmus Filtration Technologies Inc.(ATMU)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #496 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ATMU Stock Analysis & AI Quality Score
AI 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 66.9/100 on a 32-signal composite quality model, placing it at rank #496 of 2,879 stocks — the top 25% of the AI-ranked universe. ATMU scores in the top quartile across balance sheet strength (93.5), institutional flow (91.7). Based on the latest XBRL financial filings (Q1 2026), Atmus Filtration Technologies Inc. reports quarterly revenue of $477.5M, net income of $48.4M, an operating margin of 16.0%. 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 8 and 67 since 2024, currently 66.9 — an improving long-term trajectory across 44 quarterly and live scoring snapshots.
What's Driving ATMU's Business? Latest 10-Q Breakdown
✓ 27/27 datapoints verifiedAI-extracted from Atmus Filtration Technologies Inc.'s 10-Q filed 2026-05-01 — Q1 2026 (three months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Atmus revenue grew 14.6% YoY to $477.5M, with Koch Filter acquisition contributing $38.4M and gross margin expanding 210bps to 28.6%, offset by higher interest expense from debt refinancing.
Biggest Revenue Drivers
Total revenue: $477.5M+14.6% YoY
Fuel ($206.4M), Lube ($82.3M), Air ($72.0M), Other ($78.4M) driven by favorable pricing and currency impacts partially offset by lower volumes.
Air Filtration products from Koch Filter acquisition closed January 7, 2026.
Largest Expense Items
Increased by unfavorable logistics and duties costs of $6.2M, partially offset by favorable pricing of $8.3M and Koch Filter incremental margin of $10.9M.
Higher people-related and consulting expenses and increased amortization of internal-use software.
Increased due to higher outstanding borrowings from $1.0B term loan facility drawn for Koch Filter acquisition.
Margins: Gross margin expanded 210bps to 28.6%, driven by favorable pricing, Koch Filter acquisition margin contribution, and currency benefits, partially offset by unfavorable logistics costs. Operating income grew 17.6% to $76.3M.
Watch Items from the Filing
- Customer concentration remains significant; Cummins, PACCAR, and Traton Group represent material portion of Power Solutions revenue (14% first-fit, 86% aftermarket).
- Koch Filter acquisition substantially increased debt: term loan refinanced to $1.0B from $570M, with long-term debt rising from $570.0M to $998.1M at March 31, 2026.
- Aftermarket demand remains soft in Q1 2026 with expected slow growth to continue; first-fit demand depressed with recovery only expected latter half 2026.
- Tariff uncertainty persists: U.S. Supreme Court ruled IEEPA tariffs unlawful February 2026; refund timing and amounts remain highly uncertain.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$477.5M
Net Income
Q1 2026
$48.4M
Free Cash Flow
Q1 2026
$25.5M
Operating Margin
Q1 2026
16.0%
D/E Ratio
Q1 2026
2.48
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+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% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 |
|---|---|---|---|---|---|
| Revenue | $1.76B +5.7% | $1.67B +2.5% | $1.63B +4.2% | $1.56B | — |
| Net Income | $207.4M +11.7% | $185.6M +8.3% | $171.3M +0.5% | $170.4M | — |
| Operating Income | $299.0M +12.3% | $266.2M +7.2% | $248.4M +21.8% | $203.9M | — |
| EPS (Diluted) | $2.50 +12.6% | $2.22 +8.3% | $2.05 +0.0% | $2.05 | — |
| 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 | — |
AI Insight: ATMU Financial Trends
Debt surges to $1,000M in Q1 2026 — a $400M spike — overshadowing record revenue of $478M and steady profitability.
• Revenue grew from $433M in Q2 2024 to $478M in Q1 2026, a ~10% rise with Q1 2026 marking the series high.
• Operating income held firm at $76M in Q1 2026 vs. $80M in Q2 2024, implying stable but not expanding margins.
• Equity nearly doubled from $178M in Q2 2024 to $404M in Q1 2026, reflecting consistent retained earnings accumulation.
• Total debt was flat at $615M from Q2 2024 through Q1 2025, then fell modestly to $600M in Q4 2025 before jumping to $1,000M in Q1 2026.
⚠ Total debt spiked $400M to $1,000M in Q1 2026 — the sharpest single-quarter leverage increase in the dataset; use of proceeds unclear.
⚠ Operating cash flow remains volatile, ranging $20M–$82M quarter to quarter, raising questions about conversion consistency.
⚠ Net income dipped to $48M in Q1 2026 despite record revenue — worth monitoring whether cost pressures are compressing the bottom line.
AI Insight: ATMU Ratio Trends
Leverage reduction stalls and ROIC compresses to cycle lows in Q1 2026, reversing a year-long deleveraging trend.
• D/E ratio fell steadily from 3.45 in Q2 2024 to 1.59 in Q4 2025, a meaningful deleveraging over six quarters.
• ROIC contracted sharply from 35.1% in Q2 2025 to 21.8% in Q1 2026, the lowest point in the observable period.
• Operating margin has oscillated between 13.4% and 18.4% with no sustained upward trend, suggesting limited structural margin expansion.
• ROA declined from 18.2% in Q2 2025 to 10.5% in Q1 2026, the weakest quarterly reading in the dataset.
⚠ D/E rebounded to 2.48 in Q1 2026 after hitting 1.59 in Q4 2025 — first leverage re-acceleration in six quarters.
⚠ NPM compressed to 10.1% in Q1 2026 from 13.2% in Q2 2025 — monitor whether cost pressures persist into Q2 2026.
⚠ Q4 seasonal weakness repeated in both 2024 and 2025; confirm whether Q2 2026 recovers margins as Q2 2025 did.
Get alerted when ATMU's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Atmus Filtration Technologies Inc. including:
Top Institutional Holders of ATMU
BlackRock, Inc.
$386.7M6,810,861 shFMR LLC
$280.3M4,937,777 shVANGUARD PORTFOLIO MANAGEMENT LLC
$209.5M3,689,470 shVANGUARD CAPITAL MANAGEMENT LLC
$202.5M3,566,486 shInvesco Ltd.
$189.8M3,343,900 shGOLDMAN SACHS GROUP INC
$186.8M3,290,936 shGEODE CAPITAL MANAGEMENT, LLC
$150.2M2,645,085 shFIRST TRUST ADVISORS LP
$125.1M2,202,816 shSTATE STREET CORP
$107.6M1,895,114 shMORGAN STANLEY
$98.6M1,736,994 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $386.7M | 6,810,861 |
| FMR LLC | $280.3M | 4,937,777 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $209.5M | 3,689,470 |
| VANGUARD CAPITAL MANAGEMENT LLC | $202.5M | 3,566,486 |
| Invesco Ltd. | $189.8M | 3,343,900 |
| GOLDMAN SACHS GROUP INC | $186.8M | 3,290,936 |
| GEODE CAPITAL MANAGEMENT, LLC | $150.2M | 2,645,085 |
| FIRST TRUST ADVISORS LP | $125.1M | 2,202,816 |
| STATE STREET CORP | $107.6M | 1,895,114 |
| MORGAN STANLEY | $98.6M | 1,736,994 |
More Industrials Companies
View all Industrials →Put ATMU on your watchlist
Track score changes the day Atmus Filtration Technologies Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
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.
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.