Atmus Filtration Technologies Inc. (ATMU)

NYSEIndustrialsAuto - PartsSnapshot 2026-10-23

$44.61-0.31%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Atmus Filtration Technologies Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	505.2M
EPS	—	0.742
FY 2026 · Annual
Revenue	$1.98B–$2.03B	2.01B
EPS	—	2.955
FY 2027 · Annual
Revenue	—	2.11B
EPS	—	3.277

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Dividend per share grows to $0.06	The company raised dividends to $0.055 per share.	Intact	Dividend per share fails to increase above $0.055 in FY26	Dividend per share: $0.06 per share FY2026-Q2; GAAP. Published target: >= $0.06 dividend per share in FY26. Target period is not explicitly aligned with this observation. Source published Aug 7, 20260.055 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 350b8a56-1db8-447a-a6b4-900f7c71e73a. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Quarterly dividend per share increased from $0.055 in 2026-Q1 to $0.06 in 2026-Q2. Cash provided by operating activities rose from $38M in 2026-Q1 to $78M in 2026-Q2, supporting dividend growth. Management is delivering on capital return commitments. Delivery assessment Oct 24, 2026
Operating income improves to at least $76M	Cost control improved operating income from $64.9M to $76.3M in one year.	Intact	Operating income falls below $65M next 4 quarters	Operating income: $97.2M FY2026-Q2; GAAP. Published target: >= $76M operating income in next 4 quarters. Target period is not explicitly aligned with this observation. Source published Aug 7, 202697,200,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 350b8a56-1db8-447a-a6b4-900f7c71e73a. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 19.1% in 2025-Q4 to 19.8% in 2026-Q1, with guidance for 2026 maintained at 19.5% to 20.5%. Operating income rose from $70.5M in 2025-Q4 to $76.3M in 2026-Q1. Management's focus on margin enhancement and cost control is reflected in stable to improving margins, indicating delivering trajectory. Delivery assessment Oct 24, 2026
Gross margin near 20%	Profit margins stay near 20%.	Under Pressure	Gross margin falls below 19.5% in FY26	Gross margin: 29.15% FY2026-Q2; GAAP. Published target: ~20% gross margin in FY26. Target period is not explicitly aligned with this observation. Source published Aug 7, 202629.153249 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 350b8a56-1db8-447a-a6b4-900f7c71e73a. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin improved from 19.1% in 2025-Q4 to 19.8% in 2026-Q1, with guidance for 2026 maintained at 19.5% to 20.5%. Operating income rose from $70.5M in 2025-Q4 to $76.3M in 2026-Q1. Management's focus on margin enhancement and cost control is reflected in stable to improving margins, indicating delivering trajectory. Delivery assessment Oct 24, 2026
Revenue grows about 9.5% annually to ~$1.97B	Atmus grows revenue about 9.5% a year, helped by acquisitions.	Under Pressure	Revenue falls below $1.72B in FY26	Revenue: $527.9M FY2026-Q2; GAAP. Published target: >= $1.97B revenue in FY26. Target period is not explicitly aligned with this observation. Source published Aug 7, 2026527,900,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 350b8a56-1db8-447a-a6b4-900f7c71e73a. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue increased from $446.6M in 2025-Q4 to $477.5M in 2026-Q1 (+6.9%), with full year 2025 revenue at $1,764M and 2026 guidance raised to $1,975M-$2,030M. Management has consistently emphasized growth via acquisition integration and segment expansion, and the trajectory is delivering. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 4
2026-07-25	$3.24	$2,101,332,180	5 / 5
2026-07-26	$3.24	$2,101,332,180	5 / 5
2026-07-27	$3.24	$2,101,332,180	5 / 5
2026-07-28	$3.24	$2,101,332,180	5 / 5
2026-07-29	$3.24	$2,101,332,180	5 / 5
2026-07-30	$3.24	$2,101,332,180	5 / 5
2026-07-31	$3.24	$2,101,332,180	5 / 5
2026-08-01	$3.24	$2,101,332,180	5 / 5
2026-08-02	$3.24	$2,101,332,180	5 / 5
2026-08-03	$3.24	$2,101,332,180	5 / 5
2026-08-04	$3.24	$2,101,332,180	5 / 5
2026-08-05	$3.25	$2,102,132,180	5 / 5
2026-08-06	$3.25	$2,102,132,180	5 / 5
2026-08-07	Unavailable	Unavailable	4 / 4
2026-08-08	$3.25	$2,102,132,180	5 / 5
2026-08-09	$3.25	$2,102,132,180	5 / 5
2026-08-10	$3.25	$2,102,132,180	5 / 5
2026-08-11	$3.26	$2,108,438,160	5 / 5
2026-08-12	$3.28	$2,110,641,080	5 / 5
2026-08-13	$3.28	$2,110,641,080	5 / 5
2026-08-14	Unavailable	Unavailable	4 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	4 / 4
2026-08-26	Unavailable	Unavailable	4 / 4
2026-08-27	Unavailable	Unavailable	4 / 4
2026-08-28	Unavailable	Unavailable	4 / 4
2026-08-29	Unavailable	Unavailable	4 / 4
2026-08-30	Unavailable	Unavailable	4 / 4
2026-08-31	Unavailable	Unavailable	4 / 4
2026-09-01	Unavailable	Unavailable	4 / 4
2026-09-02	Unavailable	Unavailable	4 / 4
2026-09-03	Unavailable	Unavailable	4 / 4
2026-09-04	Unavailable	Unavailable	4 / 4
2026-09-05	Unavailable	Unavailable	4 / 4
2026-09-06	Unavailable	Unavailable	4 / 4
2026-09-07	Unavailable	Unavailable	4 / 4
2026-09-08	Unavailable	Unavailable	4 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	Unavailable	Unavailable	4 / 4
2026-09-13	Unavailable	Unavailable	4 / 4
2026-09-14	Unavailable	Unavailable	4 / 4
2026-09-15	Unavailable	Unavailable	4 / 4
2026-09-16	Unavailable	Unavailable	4 / 4
2026-09-17	Unavailable	Unavailable	4 / 4
2026-09-18	Unavailable	Unavailable	4 / 4
2026-09-19	Unavailable	Unavailable	4 / 4
2026-09-20	Unavailable	Unavailable	4 / 4
2026-09-21	Unavailable	Unavailable	4 / 4
2026-09-22	Unavailable	Unavailable	4 / 4
2026-09-23	Unavailable	Unavailable	4 / 4
2026-09-24	Unavailable	Unavailable	4 / 4
2026-09-25	Unavailable	Unavailable	4 / 4
2026-09-26	Unavailable	Unavailable	4 / 4
2026-09-27	Unavailable	Unavailable	4 / 4
2026-09-28	Unavailable	Unavailable	4 / 4
2026-09-29	Unavailable	Unavailable	4 / 4
2026-09-30	Unavailable	Unavailable	4 / 4
2026-10-01	Unavailable	Unavailable	4 / 4
2026-10-02	Unavailable	Unavailable	4 / 4
2026-10-03	Unavailable	Unavailable	4 / 4
2026-10-04	Unavailable	Unavailable	4 / 4
2026-10-05	Unavailable	Unavailable	4 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 4
2026-10-16	Unavailable	Unavailable	4 / 4
2026-10-17	Unavailable	Unavailable	4 / 4
2026-10-18	Unavailable	Unavailable	4 / 4
2026-10-19	Unavailable	Unavailable	4 / 4
2026-10-20	Unavailable	Unavailable	4 / 4
2026-10-21	Unavailable	Unavailable	4 / 4
2026-10-22	Unavailable	Unavailable	4 / 4
2026-10-23	Unavailable	Unavailable	4 / 4
2026-10-24	Unavailable	Unavailable	4 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	4	1
2026-06-01	4	1
2026-07-01	4	1
2026-08-01	4	1
2026-09-01	4	1
2026-10-01	4	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Dividend per share grows to $0.06Dividend per share: $0.06 per share
Operating income improves to at least $76MOperating income: $97.2M
Gross margin near 20%Published status: Under Pressure
Revenue grows about 9.5% annually to ~$1.97BPublished status: Under Pressure

Next proof point

Nov 6, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.2%Typical daily move · historical

Downside history

-35.0%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Atmus Filtration Technologies Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a long-term thesis on a company with a focus on revenue growth and margin enhancement. The current state reflects a mix of strong recent results and ongoing management priorities, but with some risks tied to the broader industrial sector.

What's priced into Atmus Filtration Technologies Inc.

The market currently prices ATMU as cheap compared to its peers, with a slight expectations gap. This suggests that investors are not fully factoring in the potential for continued revenue and margin growth.

What the fundamentals likely do

Management is on track with its priorities, showing strong revenue growth and improved operating income. However, there is a near-term risk of missing earnings, which could impact sentiment.

What Atmus Filtration Technologies Inc. hinges on

The thesis hinges on the performance of sector bellwethers like BA, CAT, and UNP. If these companies continue to perform well, it could support ATMU's growth; conversely, any negative guidance from them could pose a risk.

Bottom line

In the next 1 to 3 years, ATMU's prospects depend on its ability to navigate sector challenges while executing its growth strategies. Not investment advice.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	505.2M
EPS	—	0.742
FY 2026 · Annual
Revenue	$1.98B–$2.03B	2.01B
EPS	—	2.955
FY 2027 · Annual
Revenue	—	2.11B
EPS	—	3.277

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 4
2026-07-25	$3.24	$2,101,332,180	5 / 5
2026-07-26	$3.24	$2,101,332,180	5 / 5
2026-07-27	$3.24	$2,101,332,180	5 / 5
2026-07-28	$3.24	$2,101,332,180	5 / 5
2026-07-29	$3.24	$2,101,332,180	5 / 5
2026-07-30	$3.24	$2,101,332,180	5 / 5
2026-07-31	$3.24	$2,101,332,180	5 / 5
2026-08-01	$3.24	$2,101,332,180	5 / 5
2026-08-02	$3.24	$2,101,332,180	5 / 5
2026-08-03	$3.24	$2,101,332,180	5 / 5
2026-08-04	$3.24	$2,101,332,180	5 / 5
2026-08-05	$3.25	$2,102,132,180	5 / 5
2026-08-06	$3.25	$2,102,132,180	5 / 5
2026-08-07	Unavailable	Unavailable	4 / 4
2026-08-08	$3.25	$2,102,132,180	5 / 5
2026-08-09	$3.25	$2,102,132,180	5 / 5
2026-08-10	$3.25	$2,102,132,180	5 / 5
2026-08-11	$3.26	$2,108,438,160	5 / 5
2026-08-12	$3.28	$2,110,641,080	5 / 5
2026-08-13	$3.28	$2,110,641,080	5 / 5
2026-08-14	Unavailable	Unavailable	4 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	4 / 4
2026-08-26	Unavailable	Unavailable	4 / 4
2026-08-27	Unavailable	Unavailable	4 / 4
2026-08-28	Unavailable	Unavailable	4 / 4
2026-08-29	Unavailable	Unavailable	4 / 4
2026-08-30	Unavailable	Unavailable	4 / 4
2026-08-31	Unavailable	Unavailable	4 / 4
2026-09-01	Unavailable	Unavailable	4 / 4
2026-09-02	Unavailable	Unavailable	4 / 4
2026-09-03	Unavailable	Unavailable	4 / 4
2026-09-04	Unavailable	Unavailable	4 / 4
2026-09-05	Unavailable	Unavailable	4 / 4
2026-09-06	Unavailable	Unavailable	4 / 4
2026-09-07	Unavailable	Unavailable	4 / 4
2026-09-08	Unavailable	Unavailable	4 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	Unavailable	Unavailable	4 / 4
2026-09-13	Unavailable	Unavailable	4 / 4
2026-09-14	Unavailable	Unavailable	4 / 4
2026-09-15	Unavailable	Unavailable	4 / 4
2026-09-16	Unavailable	Unavailable	4 / 4
2026-09-17	Unavailable	Unavailable	4 / 4
2026-09-18	Unavailable	Unavailable	4 / 4
2026-09-19	Unavailable	Unavailable	4 / 4
2026-09-20	Unavailable	Unavailable	4 / 4
2026-09-21	Unavailable	Unavailable	4 / 4
2026-09-22	Unavailable	Unavailable	4 / 4
2026-09-23	Unavailable	Unavailable	4 / 4
2026-09-24	Unavailable	Unavailable	4 / 4
2026-09-25	Unavailable	Unavailable	4 / 4
2026-09-26	Unavailable	Unavailable	4 / 4
2026-09-27	Unavailable	Unavailable	4 / 4
2026-09-28	Unavailable	Unavailable	4 / 4
2026-09-29	Unavailable	Unavailable	4 / 4
2026-09-30	Unavailable	Unavailable	4 / 4
2026-10-01	Unavailable	Unavailable	4 / 4
2026-10-02	Unavailable	Unavailable	4 / 4
2026-10-03	Unavailable	Unavailable	4 / 4
2026-10-04	Unavailable	Unavailable	4 / 4
2026-10-05	Unavailable	Unavailable	4 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 4
2026-10-16	Unavailable	Unavailable	4 / 4
2026-10-17	Unavailable	Unavailable	4 / 4
2026-10-18	Unavailable	Unavailable	4 / 4
2026-10-19	Unavailable	Unavailable	4 / 4
2026-10-20	Unavailable	Unavailable	4 / 4
2026-10-21	Unavailable	Unavailable	4 / 4
2026-10-22	Unavailable	Unavailable	4 / 4
2026-10-23	Unavailable	Unavailable	4 / 4
2026-10-24	Unavailable	Unavailable	4 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings