ATMU Consumer Cyclical

Atmus Filtration Technologies Inc.

$47.83+0.36%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Consumer Cyclical
Industry: Auto Parts
Country: United States
Market cap: 3.9B USD
Enterprise value: 4.4B USD
Full-time employees: 4,500

Overall health

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.20 vs a peer median of 0.63) and more debt relative to equity (2.20× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.20 vs peers 0.63) and more debt vs equity (2.20× vs peers 0.46×)
About average: valuation

Ranks #608 of 1,502 consumer cyclical companies (top 41%)

See how it ranks against its peers

Worth knowing

Operating margin at a 5-year high. 17% in 2025, the best of the last 5 years.
Atmus Filtration Technologies kept 17% of revenue as operating profit in 2025, its highest in the 5 years of filings we have.
Profits growing faster than sales. Since 2022: revenue +13%, operating profit +47%.
Since 2022, Atmus Filtration Technologies's revenue grew 13% while operating profit grew 47%: each extra dollar of sales is adding more profit.
Wide margins. Operating margin 17% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 17% vs peers 6.4%.
Atmus Filtration Technologies keeps 17% of revenue as operating profit, more than 88% of peers (median 6.4%).
Fast revenue growth. Revenue grew 13% in the 12 months to June 2026 vs the 12 months before, faster than 81% of peers.
Revenue grew 13% in the 12 months to June 2026 vs the 12 months before, faster than 81% of its peers.

StockQuotient Score

56/ 100

Oct 5 56 → Nov 4 56

Valuation

Is the price right?

46/100

Moderate▼ 2 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 48 → 46

Share price +6.3%-3
Peer companies moved+1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Close to the peer norm on every measure.

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield5.5%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score 0.34Sector median: 0.0439 · MAD: 0.0329

EBITDA yield7.9%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -0.20Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield4.9%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.23Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield11.7%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

68/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 4.1%

Why

Stronger than most peers on:

▲ Revenue growth
▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth14.9%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.42Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth5.5%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score 0.19Sector median: 0.0425 · MAD: 0.0636

Revenue growth13.1%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 1.43Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

91/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA
▲ Operating margin
▲ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin17.2%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 2.34Sector median: 0.0638 · MAD: 0.0461

Return on assets11.4%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 3.17Sector median: 0.0331 · MAD: 0.0254

Return on invested capital21.5%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 2.37Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin28.8%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity47.3%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Debt / equity
▼ Beta

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.20

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -1.90Sector median: 0.6345 · MAD: 0.2980

Current ratio2.65×

SEC filings · latest balance sheetReported value33% base weight · Z-score 2.10Sector median: 1.4800 · MAD: 0.5570

Debt / equity2.20×

SEC filings · latest balance sheetReported value33% base weight · Z-score -4.88Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Atmus Filtration Technologies

Is Atmus Filtration Technologies getting weaker?: Its latest SEC filing (Aug 7, 2026) showed no major changes. Its overall score is unchanged at 56/100 since Oct 28, 2026.
How is Atmus Filtration Technologies valued vs its peers?: Priced about in line with its peers. Valuation scores 46/100 against 1,612 consumer cyclical peers.
Is Atmus Filtration Technologies growing?: Yes, faster than most of its peers. Growth scores 68/100 against 1,612 consumer cyclical peers. Revenue growth 13.1% vs a peer median of 3.7% (stronger than 81% of peers).Revenue growth 13.1% vs peers 3.7% (stronger than 81% of peers).
How profitable is Atmus Filtration Technologies?: More profitable than most of its peers. Profitability scores 91/100 against 1,612 consumer cyclical peers. Return on assets 11.4% vs a peer median of 3.3% (stronger than 92% of peers).Return on assets 11.4% vs peers 3.3% (stronger than 92% of peers).
How risky is Atmus Filtration Technologies?: Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.65× vs a peer median of 1.48× (stronger than 82% of peers).Current ratio 2.65× vs peers 1.48× (stronger than 82% of peers). Debt / equity 2.20× vs a peer median of 0.46× (weaker than 88% of peers).Debt / equity 2.20× vs peers 0.46× (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 7, 2026 · compared with the quarter ended Mar 31, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	1.8B USD	1.9B USD	+4.1%
Net income (12 months)	211.1M USD	215.1M USD	+1.9%
Operating margin	17.0%	17.2%	+0.1 pts
Free cash flow (12 months)	158.0M USD	190.4M USD	+20.5%
Debt	1.0B USD	1.0B USD	0.0%
Cash	209.6M USD	259.0M USD	+23.6%
Shares outstanding	81.7M	81.6M	−0.1%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Industry: Auto Parts · 21 companies

Valuations in Auto Parts are within their usual range since 2016.

53% of months since 2016 were valued lower than now.
12% of companies are in the most expensive fifth of their own price-to-sales history.
Median price-to-sales is −62% vs the whole market, against a usual −53%.

2016Shaded: most expensive fifth of its range2026

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	24.3%	23.0%	26.6%	27.7%	28.2%	▲ 0.6 pts
Operating margin	14.8%	13.1%	15.3%	15.9%	16.9%	▲ 1.0 pts
Net margin	11.8%	10.9%	10.5%	11.1%	11.8%	▲ 0.6 pts
Return on assets (ROA)	—	19.6%	15.7%	15.6%	15.4%	▼ 0.2 pts
Return on equity (ROE)	39.8%	37.4%	212.3%	81.6%	54.8%	▼ 27 pts
Free cash flow margin	12.3%	8.2%	8.8%	3.4%	8.4%	▲ 5.0 pts
Current ratio	—	1.51×	1.85×	2.19×	2.42×	▲ 11%
Quick ratio	—	0.77×	1.18×	1.42×	1.66×	▲ 17%
Debt to equity	—	0.00×	7.43×	2.61×	1.51×	▼ 42%
Interest coverage	266.88×	291.29×	9.63×	6.56×	8.95×	▲ 37%

ATMU price history

Price history is added with the daily price update and will appear after the next one.

Similar companies

Sector leaderboards

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Bringing the fundamentals into focus…

Overall health

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.20 vs a peer median of 0.63) and more debt relative to equity (2.20× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.20 vs peers 0.63) and more debt vs equity (2.20× vs peers 0.46×)

About average: valuation

Ranks #608 of 1,502 consumer cyclical companies (top 41%)

See how it ranks against its peers

Worth knowing

Operating margin at a 5-year high. 17% in 2025, the best of the last 5 years.

Atmus Filtration Technologies kept 17% of revenue as operating profit in 2025, its highest in the 5 years of filings we have.

Profits growing faster than sales. Since 2022: revenue +13%, operating profit +47%.

Since 2022, Atmus Filtration Technologies's revenue grew 13% while operating profit grew 47%: each extra dollar of sales is adding more profit.

Wide margins. Operating margin 17% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 17% vs peers 6.4%.

Atmus Filtration Technologies keeps 17% of revenue as operating profit, more than 88% of peers (median 6.4%).

Fast revenue growth. Revenue grew 13% in the 12 months to June 2026 vs the 12 months before, faster than 81% of peers.

Revenue grew 13% in the 12 months to June 2026 vs the 12 months before, faster than 81% of its peers.

Questions investors ask about Atmus Filtration Technologies

Is Atmus Filtration Technologies getting weaker?

Its latest SEC filing (Aug 7, 2026) showed no major changes. Its overall score is unchanged at 56/100 since Oct 28, 2026.

How is Atmus Filtration Technologies valued vs its peers?

Priced about in line with its peers. Valuation scores 46/100 against 1,612 consumer cyclical peers.

Is Atmus Filtration Technologies growing?

Yes, faster than most of its peers. Growth scores 68/100 against 1,612 consumer cyclical peers. Revenue growth 13.1% vs a peer median of 3.7% (stronger than 81% of peers).Revenue growth 13.1% vs peers 3.7% (stronger than 81% of peers).

How profitable is Atmus Filtration Technologies?

More profitable than most of its peers. Profitability scores 91/100 against 1,612 consumer cyclical peers. Return on assets 11.4% vs a peer median of 3.3% (stronger than 92% of peers).Return on assets 11.4% vs peers 3.3% (stronger than 92% of peers).

How risky is Atmus Filtration Technologies?

Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.65× vs a peer median of 1.48× (stronger than 82% of peers).Current ratio 2.65× vs peers 1.48× (stronger than 82% of peers). Debt / equity 2.20× vs a peer median of 0.46× (weaker than 88% of peers).Debt / equity 2.20× vs peers 0.46× (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

1.8B USD

1.9B USD

+4.1%

Net income (12 months)

211.1M USD

215.1M USD

+1.9%

Operating margin

17.0%

17.2%

+0.1 pts

Free cash flow (12 months)

158.0M USD

190.4M USD

+20.5%

Debt

1.0B USD

1.0B USD

0.0%

Cash

209.6M USD

259.0M USD

+23.6%

Shares outstanding

81.7M

81.6M

−0.1%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

24.3%

23.0%

26.6%

27.7%

28.2%

▲ 0.6 pts

Operating margin

14.8%

13.1%

15.3%

15.9%

16.9%

▲ 1.0 pts

Net margin

11.8%

10.9%

10.5%

11.1%

11.8%

▲ 0.6 pts

Return on assets (ROA)

—

19.6%

15.7%

15.6%

15.4%

▼ 0.2 pts

Return on equity (ROE)

39.8%

37.4%

212.3%

81.6%

54.8%

▼ 27 pts

Free cash flow margin

12.3%

8.2%

8.8%

3.4%

8.4%

▲ 5.0 pts

Current ratio

—

1.51×

1.85×

2.19×

2.42×

▲ 11%

Quick ratio

—

0.77×

1.18×

1.42×

1.66×

▲ 17%

Debt to equity

—

0.00×

7.43×

2.61×

1.51×

▼ 42%

Interest coverage

266.88×

291.29×

9.63×

6.56×

8.95×

▲ 37%