Reading the tape
NYSE: ATMU
Atmus Filtration Technologies Inc.
Industrials · Industrial - Pollution & Treatment Controls
Market Cap
$5.18B
52w High
$66.50
52w Low
$34.58
P/E
24.91
Volume
1.23M
Outstanding Shares
81.67M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 82.87%Revenue (TTM): 5.67%FCF (TTM): 161.97%P/FCF: 64th pct
What changed
The stock rose 82.87% over the last year. Revenue grew 5.67% over the trailing twelve months. Operating margin moved from 15.94% to 16.92%. Free cash flow grew 161.97% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (64th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 16.92% — continued expansion would be needed to justify the premium. Revenue growth of 5.67% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally.
CEOStephanie Juanita Disher
SectorIndustrials
IndustryIndustrial - Pollution & Treatment Controls
Employees4,500
IPO dateMay 26, 2023
Valuation
Forward P/E—
EV/EBITDA14.43
Enterprise value$4.6B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth9.81%
Gross margin28.88%▲1.68%vs FY2024
Operating margin16.92%▲2.67%vs FY2024
ROE54.8%▼32.86%vs FY2024
Analyst consensus
RatingBuy
Target price$40.33▼36.39%
3
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 1, 2026
Q2 FY26 · EPS est $0.65 · Revenue est $474.41M
View
Dividends
$0.22/shareQuarterlySafeATMU pays a dividend with a 0.34% dividend yield, covered 8.6× by free cash flow.
Dividend Yield
0.34%
Annual Div / Share
$0.22
CAGR
—
Payout Ratio
8.34%
Safe
Dividend Growth Rate
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$0.21+110.0%
2024$0.10—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$3/yr
$0/mo
In 5 yrs
$3/yr
$0/mo
In 10 yrs
$3/yr
$0/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$3/yr $0/mo | $3/yr $0/mo | $3/yr $0/mo |
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 8.6× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.