Atmus Filtration Technologies (ATMU)
Supplies Fleetguard engine filtration and Koch Filter industrial air filtration worldwide.
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Sells Fleetguard filters and fluids for commercial vehicles and off-highway equipment, plus Koch Filter air-filtration products for HVAC, data centers and power generation. Most revenue comes from replacement parts, while the business remains concentrated in internal-combustion applications and several large equipment customers.
Designs and manufactures filtration products through Power Solutions and Industrial Solutions. Power Solutions sells Fleetguard fuel, lube, air, hydraulic and crankcase-ventilation filters, plus coolants and chemicals, for on-highway commercial vehicles and off-highway agriculture, construction, mining and power-generation equipment. Industrial Solutions, established with the Koch Filter acquisition, supplies air filtration for commercial and industrial HVAC, data centers and power-generation environments.
Pairs first-fit supply to equipment manufacturers with a broad global aftermarket network of OEM dealers, distributors and retailers, making replacement demand the main revenue engine. Proprietary filtration media, application engineering and wide distribution support equipment protection and changing engine-performance requirements across regions. Most sales remain tied to internal-combustion-engine filtration, and revenue is concentrated among Cummins, PACCAR and Traton.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Wells Fargo | Target | Target: $45 | Target: $56 |
| Nov 26, 2025 | JP Morgan | Upgrade | ||
| Aug 20, 2025 | JP Morgan | Downgrade | ||
| May 27, 2025 | Goldman Sachs | Downgrade | ||
| Nov 11, 2024 | Wells Fargo | Downgrade | Target: — | Target: $45 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $259.0M · Total debt $998.3M · Total assets $1.89B · Shareholders' equity $454.8M
- Revenue
- $527.9M
- Operating income
- $97.2M
- Net income
- $63.9M
HistoryDividendAnnual yield
| Institutions | 108.87% | 88.84M shares | |
|---|---|---|---|
| 339 holders · as of Jun 30, 2026 | |||
| Insiders | 0.88% | 719.9K shares | |
| 13 holders · as of Aug 18, 2026 | |||
| Adds to | 109.75% | ||
81.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 109.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.18% | 12.39M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.52% | 5.32M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.64% | 4.60M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 5.46% | 4.46M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 5.38% | 4.39M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Renee Swan | officer: Chief People Officer | −3,870 | $50.89 |
| Aug 12, 2026 | Stephen E. Macadam | director | +2,000 | $49.78 |
| Jun 1, 2026 | Stephanie Disher | director, officer: Chief Executive Officer | −25,652 | $45.25 |
| Jun 1, 2026 | Jack Kienzler | officer: Chief Financial Officer | −5,132 | $45.25 |
| Jun 1, 2026 | Charles Masters | officer: Senior Vice President | −2,890 | $45.25 |
- Donaldson
Pure-play filtration rival across engine, industrial air, and aftermarket
- Parker-Hannifin
Baldwin engine and CLARCOR industrial air in a $5.8B global filtration platform
- 3M
Commercial MERV and industrial air filtration under the 3M brand
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atmus Filtration Technologies | $44.89 | +0.66% | $3.64B | 17.1 | 14.3 | 1.9 | +16.4% |
| Donaldson | $86.49 | +0.49% | $9.98B | 22.4 | 20.0 | 2.6 | +8.0% |
| Parker-Hannifin | $960.25 | +0.22% | $120.81B | 33.6 | 27.3 | 5.6 | +9.8% |
| 3M | $167.87 | +1.76% | $85.07B | 29.3 | 18.1 | 3.4 | +2.5% |
| Median | 29.3 | 20.0 | 3.4 | +8.0% |