Atmus Filtration Technologies Inc.

Atmus Filtration Technologies Inc.

ATMUยทNYSE

$47.37

+0.95%
IndustrialsIndustrial - Pollution & Treatment Controls

Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally. It offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, and coolants, as well as fuel additives. The company's products are used in on-highway and off-highway commercial vehicles; and agriculture, construction, mining, and power generation vehicles and equipment. It serves original equipment manufacturers, dealers/distributors, and end-users. The company was founded in 1958 and is headquartered in Nashville, Tennessee. Atmus Filtration Technologies Inc. operates as a subsidiary of Cummins Inc.

At a Glance

Live Snapshot
Market Cap$3.87B
EPS2.5200
P/E Ratio18.80
Earnings Date08/14/2026
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Atmus Filtration Technologies Inc. Street Expectations Map

ATMU ยท NYSE

Wall Street analysts project that ATMU stock may decline over the coming 12 months. The consensus 1-year price target stands at 40.33, with estimates ranging from a low of 34.00 to a high of 45.00.

Lowest Target
34.00
-28.22%
Consensus Target
40.33
-14.86%
Highest Target
45.00
-5.00%

The consensus 1-year price target stands at 40.33, with estimates ranging from a low of 34.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

-14.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

27.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.18x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Atmus Filtration Technologies Inc. Forward Estimates of Revenue

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Latest Revenue
1.76B
FY 2025
Avg Estimate
1.81B
FY 2026
Estimate Range
1.79B - 1.83B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Atmus Filtration Technologies Inc. Forward Estimates of Net Income

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Latest Net Income
207.40M
FY 2025
Avg Estimate
228.70M
FY 2026
Estimate Range
226.30M - 243.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Atmus Filtration Technologies Inc. Forward Estimates of EPS

ATMU ยท NYSE
Latest EPS
2.52
FY 2025
Avg Estimate
$2.80
FY 2026
Estimate Range
$2.71 - $2.92
Analyst Spread

Forward Growth Analysis

Projected Growth+11.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Atmus Filtration Technologies Inc. Forward Estimates of EBIT

ATMU ยท NYSE
Latest EBIT
288.80M
FY 2025
Avg Estimate
255.00M
FY 2026
Estimate Range
252.20M - 257.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Atmus Filtration Technologies Inc. Forward Estimates of EBITDA

ATMU ยท NYSE
Latest EBITDA
318.80M
FY 2025
Avg Estimate
281.72M
FY 2026
Estimate Range
278.62M - 284.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Atmus Filtration Technologies Inc. Forward Estimates of SG&A Expense

ATMU ยท NYSE
Latest SG&A Expense
184.30M
FY 2025
Avg Estimate
32.97M
FY 2026
Estimate Range
32.61M - 33.33M
Analyst Spread

Forward Growth Analysis

Projected Growth-82.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Atmus Filtration Technologies Inc. Insider Positioning

ATMU ยท NYSE

During the last 12 months, insiders have purchased $106K and sold $1.64M worth of ATMU shares, resulting in $1.53M of net selling activity.

3 Months

Bought

1.9K

104.35K

Sold

36.2K

1.64M

Net Activity

-1.5M

-$1.54M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

20

976.00

Net Activity

-976

-$976

9-12 Months

Bought

40

1.81K

Sold

0

0.00

Net Activity

+2K

+$2K

Top Buyers

1
HGR

Haggerty Gretchen R

Director

1.9K sharesโ€ข1 transactions

$104K

2
DD

Donoso Diego

Director

40 sharesโ€ข2 transactions

$2K

Top Sellers

1
DS

Disher Stephanie

Director, Officer: Chief Executive Officer

25.7K sharesโ€ข1 transactions

$1.16M

2
KJ

Kienzler Jack

Officer: Chief Financial Officer

5.1K sharesโ€ข1 transactions

$232K

3
MC

Masters Charles

Officer: Senior Vice President

2.9K sharesโ€ข1 transactions

$131K

4
SR

Swan Renee

Officer: Chief People Officer

2.6K sharesโ€ข1 transactions

$116K

5
DD

Donoso Diego

Director

20 sharesโ€ข1 transactions

$976

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.53M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.06:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.54M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.