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ATMU Atmus Filtration Technologies Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Consumer Disc

Scale

Market cap
$4.0bn
Revenue TTM
$1.9bn
Net income TTM
$215m
Free cash flow
$190m
Composite score
53.1
Sector rank
#1225

Valuation

P / E
18.5
EV / EBITDA
12.9
EV / sales
2.5
FCF yield
4.78%
Earnings yield vs 10-yr
0.67pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
11.3%
EBITDA margin
19.2%
ROE
47.3%
ROIC
27.4%
Revenue growth
13.1%

Insider activity, last 90 days

Net open-market
$-1.74m
Buyers
1
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We estimate that approximately 14% of our net sales in 2025 were generated through first-fit sales to OEMs, where our products are installed as components for new vehicles and equipment. We estimate that approximately 86% of our net sales in 2025 were generated in the aftermarket, where our products are installed as replacement or repair parts, leading to a strong recurring revenue base. Logistics and warehousing costs increased during the first six months of 2026, primarily due to macro-economic conditions and the transition to a standalone distribution network as part of our separation from Cummins Inc. …Atmus Filtration Technologies Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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