Atmus Filtration Technologies
Supplies Fleetguard engine filtration and Koch Filter industrial air filtration worldwide.
Something off on this page? Send us feedback.
Profile
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
Key statistics
Year to date −8.9% · Average volume (30d) 638.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Wells Fargo | Target | $45 | $56 | ||
| Nov 26, 2025 | JP Morgan | Upgrade | Neutral | Overweight | ||
| Aug 20, 2025 | JP Morgan | Downgrade | Overweight | Neutral | ||
| May 27, 2025 | Goldman Sachs | Downgrade | Buy | Neutral | ||
| Nov 11, 2024 | Wells Fargo | Downgrade | Overweight | Equal Weight | $45 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $0.78 | $0.82 | +5.3% | $507.0M | $527.9M | +4.1% | −6.13% |
| May 1, 2026Q1 FY26 | $0.65 | $0.69 | +6.2% | $474.4M | $477.5M | +0.7% | −3.74% |
| Feb 13, 2026Q4 FY25 | $0.57 | $0.66 | +15.8% | $422.2M | $446.6M | +5.8% | −0.05% |
| Nov 7, 2025Q3 FY25 | $0.61 | $0.69 | +13.1% | $422.2M | $447.7M | +6.0% | +3.65% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $416.5M | $453.5M | $447.7M | $446.6M | $477.5M | $527.9M | |
| Gross profit | $117.3M | $132.9M | $131.9M | $127.4M | $133.9M | $153.9M | |
| Operating income | $64.9M | $81.7M | $81.9M | $70.1M | $82.2M | $97.2M | |
| Net income | $44.7M | $59.9M | $54.8M | $48.0M | $48.4M | $63.9M | |
| Diluted EPS | $0.54 | $0.72 | $0.66 | $0.58 | $0.59 | $0.78 | |
| Gross margin | 28.2% | 29.3% | 29.5% | 28.5% | 28.0% | 29.2% | |
| Operating margin | 15.6% | 18.0% | 18.3% | 15.7% | 17.2% | 18.4% |
Fiscal years (4-quarter sums)FY22 $1.56B · FY23 $1.63B · FY24 $1.67B · FY25 $1.76B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $259.0M · Total debt $998.3M · Total assets $1.89B · Shareholders' equity $454.8M
Dividends
Last raised to $0.06 from $0.055 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 27, 2026 | Aug 27 | Sep 9 | $0.06 | raised from $0.055 |
| May 26, 2026 | May 26 | Jun 10 | $0.055 | |
| Feb 20, 2026 | Feb 20 | Mar 4 | $0.055 | |
| Nov 25, 2025 | Nov 25 | Dec 10 | $0.055 | |
| Aug 26, 2025 | Aug 26 | Sep 10 | $0.055 | raised from $0.05 |
| Jun 3, 2025 | Jun 3 | Jun 18 | $0.05 | |
| Mar 4, 2025 | Mar 4 | Mar 19 | $0.05 | |
| Oct 31, 2024 | Oct 31 | Nov 13 | $0.05 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 81.67M · Float 81.02M · 99.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 12.39M | 15.17% | 13F | Aug 7, 2026 |
| FMR LLC | 5.32M | 6.51% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management | 4.68M | 5.73% | 13G | Jul 31, 2026 |
| Invesco Ltd. | 4.46M | 5.50% | 13G | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 4.39M | 5.37% | 13F | Aug 14, 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 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atmus Filtration Technologies | $47.73 | 0.00% | $3.90B | 18.3 | 15.2 | 2.1 | +16.4% |
| Donaldson | $91.89 | −0.01% | $10.65B | 23.9 | 21.0 | 2.7 | +8.0% |
| Parker-Hannifin | $996.00 | +0.11% | $125.46B | 34.9 | 28.3 | 5.8 | +9.8% |
| 3M | $174.82 | +0.27% | $89.91B | 31.0 | 18.8 | 3.6 | +2.5% |
| Median | 31.0 | 21.0 | 3.6 | +8.0% |