📊 ATMU Key Takeaways
Is Atmus Filtration Technologies Inc. (ATMU) a Good Investment?
Atmus Filtration demonstrates exceptional operational efficiency with a 54.8% ROE and robust double-digit growth in net income (+11.7% YoY) outpacing revenue growth (+5.7% YoY), indicating strong margin expansion and operational leverage. The company maintains a fortress balance sheet with 2.42x current ratio, 9.5x interest coverage, and generates substantial free cash flow of $148.8M, providing financial flexibility despite moderate leverage of 1.51x debt-to-equity.
Atmus Filtration Technologies shows a strong fundamental profile with solid revenue growth, faster net income and EPS growth, and healthy profitability across gross, operating, and net margins. Liquidity is strong and free cash flow is positive, supporting financial flexibility, but leverage remains meaningful and should be monitored in a cyclical vehicle-parts market.
Why Buy Atmus Filtration Technologies Inc. Stock? ATMU Key Strengths
- Exceptional profitability: 11.8% net margin with 16.9% operating margin demonstrates superior operational execution in the automotive parts sector
- Outstanding returns: 54.8% ROE and 15.4% ROA indicate highly efficient capital deployment and asset utilization
- Strong cash generation: $148.8M free cash flow (8.4% FCF margin) provides capital allocation optionality with minimal capex intensity
- Operational leverage evident: Net income growth of 11.7% significantly outpacing 5.7% revenue growth signals margin expansion and cost control
- Revenue, net income, and diluted EPS are all growing, with earnings outpacing sales
- Profitability is healthy, including 28.2% gross margin, 16.9% operating margin, and 11.8% net margin
- Balance sheet liquidity is solid with a 2.42x current ratio, 1.66x quick ratio, and positive free cash flow
ATMU Stock Risks: Atmus Filtration Technologies Inc. Investment Risks
- Elevated leverage: 1.51x debt-to-equity ratio with $570M long-term debt represents moderate financial risk requiring cash flow sustainability
- Cyclical exposure: Motor vehicle parts sector is economically sensitive; revenue growth of only 5.7% may reflect industry headwinds
- Capital structure concentration: $972.2M in total liabilities against $378.5M equity creates dependency on continued operational performance
- Leverage is elevated with debt/equity at 1.51x and $570.0M of long-term debt
- Free cash flow margin of 8.4% is decent but not exceptional relative to reported earnings
- Business exposure to commercial vehicle and industrial demand could pressure growth and margins in a downturn
Key Metrics to Watch
- Free cash flow sustainability and trend relative to capital expenditure requirements
- Operating margin maintenance amid potential revenue slowdown
- Debt reduction pace and net debt to EBITDA trajectory
- Revenue growth acceleration or deceleration in subsequent periods
- Free cash flow conversion versus net income
- Debt reduction and interest coverage trend
Atmus Filtration Technologies Inc. (ATMU) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 2.42x current ratio provides a solid financial cushion.
ATMU Profit Margin, ROE & Profitability Analysis
ATMU vs Automotive Sector: How Atmus Filtration Technologies Inc. Compares
How Atmus Filtration Technologies Inc. compares to Automotive sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Atmus Filtration Technologies Inc. Stock Overvalued? ATMU Valuation Analysis 2026
Based on fundamental analysis, Atmus Filtration Technologies Inc. has mixed fundamental signals relative to the Automotive sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Atmus Filtration Technologies Inc. Balance Sheet: ATMU Debt, Cash & Liquidity
ATMU Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Atmus Filtration Technologies Inc.'s revenue has shown modest growth of 8% over the 5-year period. The most recent EPS of $2.05 reflects profitable operations.
ATMU Revenue Growth, EPS Growth & YoY Performance
ATMU Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $403.7M | $43.8M | $0.52 |
| Q2 2025 | $432.6M | $56.2M | $0.67 |
| Q1 2025 | $416.5M | $44.7M | $0.54 |
| Q3 2024 | $396.2M | $37.6M | $0.45 |
| Q2 2024 | $413.6M | $46.2M | $0.55 |
| Q1 2024 | $418.6M | $45.5M | $0.54 |
| Q3 2023 | $396.2M | $37.6M | $0.45 |
| Q2 2023 | $393.2M | $46.2M | $0.55 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Atmus Filtration Technologies Inc. Dividends, Buybacks & Capital Allocation
ATMU SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Atmus Filtration Technologies Inc. (CIK: 0001921963)
📋 Recent SEC Filings
| Date | Form | Document | Action |
|---|---|---|---|
| Apr 2, 2026 | 4 | xslF345X06/wk-form4_1775158421.xml | View → |
| Apr 2, 2026 | 4 | xslF345X06/wk-form4_1775158305.xml | View → |
| Apr 2, 2026 | 4 | xslF345X06/wk-form4_1775158203.xml | View → |
| Apr 2, 2026 | 4 | xslF345X06/wk-form4_1775158127.xml | View → |
| Apr 2, 2026 | 4 | xslF345X06/wk-form4_1775158032.xml | View → |
❓ Frequently Asked Questions about ATMU
What is the AI rating for ATMU?
Atmus Filtration Technologies Inc. (ATMU) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are ATMU's key strengths?
Claude: Exceptional profitability: 11.8% net margin with 16.9% operating margin demonstrates superior operational execution in the automotive parts sector. Outstanding returns: 54.8% ROE and 15.4% ROA indicate highly efficient capital deployment and asset utilization. ChatGPT: Revenue, net income, and diluted EPS are all growing, with earnings outpacing sales. Profitability is healthy, including 28.2% gross margin, 16.9% operating margin, and 11.8% net margin.
What are the risks of investing in ATMU?
Claude: Elevated leverage: 1.51x debt-to-equity ratio with $570M long-term debt represents moderate financial risk requiring cash flow sustainability. Cyclical exposure: Motor vehicle parts sector is economically sensitive; revenue growth of only 5.7% may reflect industry headwinds. ChatGPT: Leverage is elevated with debt/equity at 1.51x and $570.0M of long-term debt. Free cash flow margin of 8.4% is decent but not exceptional relative to reported earnings.
What is ATMU's revenue and growth?
Atmus Filtration Technologies Inc. reported revenue of $1.8B.
Does ATMU pay dividends?
Atmus Filtration Technologies Inc. does not currently pay dividends.
Where can I find ATMU SEC filings?
Official SEC filings for Atmus Filtration Technologies Inc. (CIK: 0001921963) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is ATMU's EPS?
Atmus Filtration Technologies Inc. has a diluted EPS of $2.50.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is ATMU a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Atmus Filtration Technologies Inc. has a BUY rating with 84% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is ATMU stock overvalued or undervalued?
Valuation metrics for ATMU: ROE of 54.8% (sector avg: 12%), net margin of 11.8% (sector avg: 6%). Higher ROE suggests strong returns relative to peers.
Should I buy ATMU stock in 2026?
Our dual AI analysis gives Atmus Filtration Technologies Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is ATMU's free cash flow?
Atmus Filtration Technologies Inc.'s operating cash flow is $202.7M, with capital expenditures of $53.9M. FCF margin is 8.4%.
How does ATMU compare to other Automotive stocks?
Vs Automotive sector averages: Net margin 11.8% (avg: 6%), ROE 54.8% (avg: 12%), current ratio 2.42 (avg: 1.2).
Is Atmus Filtration Technologies Inc. carrying too much debt?
ATMU has a debt-to-equity ratio of 1.51x, which is above the Automotive sector average of 1x. However, the current ratio of 2.42 suggests adequate short-term liquidity.
Why is ATMU's return on equity (ROE) so high?
Atmus Filtration Technologies Inc. has a return on equity of 54.8%, significantly above the Automotive sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 11.8% net margin.