Atmus Filtration Technologies Inc. research snapshot
ATMU AI stock analysis as of the August 3, 2026 data cutoff reads Atmus Filtration Technologies as a steady filtration business that is expanding into industrial air with the Koch Filter acquisition, trading at a reasonable but not cheap valuation. The stock traded at $53.22 on August 3, 2026 at 11:30 AM EDT, up 1.59 or 3.08% from the $51.63 close on July 31, within a $51.50 to $53.76 day range, carrying a market capitalization near $4.35 billion, reported by StockAnalysis.com and verified as $53.22 times 81.67 million shares outstanding. Q1 2026 sales rose 14.6% to $478 million with adjusted EBITDA of $95 million at a 19.8% margin, adjusted EPS of $0.69, and adjusted free cash flow of $33 million, and the company reaffirmed 2026 guidance for total revenue of $1.945 billion to $2.015 billion, an adjusted EBITDA margin of 19.5% to 20.5%, and adjusted EPS of $2.75 to $3.00. The stock trades near 21x trailing earnings and about 17.7x forward earnings, with five analysts carrying a Buy consensus and a $66.40 average target. Technically ATMU sits above its 5-day, 20-day, and 50-day moving averages but below the 100-day and 200-day, with a neutral 14-day RSI near 55.3 and a weak 14-day ADX near 10.7 that point to a range. This is informational research and not investment advice.
Current price
$53.22 at the August 3, 2026, 11:30 AM EDT reading, up 1.59 or 3.08% from the $51.63 July 31 close, after opening at $51.50
Market cap
$4.35 billion
AI score
70 / 100
Rating
Steady filtration business with an expanding industrial air platform at a reasonable price
Trend status
Range-bound above the 50-day moving average but below the 100-day and 200-day, with neutral momentum ahead of the August 7 Q2 2026 earnings report
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Atmus designs, manufactures, and sells Fleetguard filtration products for on-highway and off-highway commercial vehicles plus industrial air filtration through Koch Filter, with recurring aftermarket replacement demand. TTM revenue is about $1.83 billion and Q1 2026 delivered a 19.8% adjusted EBITDA margin. | Medium-high |
| Moat | The moat is moderate. Fleetguard brand heritage from Cummins, aftermarket replacement stickiness, OEM distribution relationships, and now an industrial air platform support the business, but competitors such as Donaldson, MANN+HUMMEL, and Parker Hannifin limit pricing power. | Medium |
| Management | Steph Disher as CEO and Jack Kienzler as CFO are executing a four-pillar growth strategy focused on first-fit share, aftermarket growth, supply chain, and industrial filtration expansion. Koch Filter integration is ahead of schedule, with more than 50% of transition services already exited. | Medium-high |
| Financial trend | Q1 2026 sales rose 14.6% to $478 million, adjusted EBITDA was $95 million at 19.8%, adjusted EPS was $0.69, and adjusted free cash flow was $33 million, with full-year 2026 adjusted EPS guided at $2.75 to $3.00. Net debt to adjusted EBITDA was about 2x at March 31, 2026. | Medium-high |
| Valuation | At about 21x trailing earnings, 17.7x forward earnings, and 26.7x trailing free cash flow, ATMU is reasonably priced for a mid-single-digit organic growth filtration business but not cheap. The $4.35 billion market cap sits below the $58 to $73 analyst target range. | Medium |
| Technical trend | ATMU trades in the middle of its $37.22 to $66.50 52-week range, above the 50-day moving average near $50.39 but below the 200-day near $54.09, with a neutral 14-day RSI near 55.3, a weak 14-day ADX near 10.7, and elevated historical volatility near 42%. | Medium |
| Risk level | Key risks are commercial vehicle cyclicality, a muted aftermarket, the Middle East conflict pressure on plastics and input costs, tariff dynamics, Koch Filter integration and the deal related debt, and competition from larger filtration players. | Medium-high |
| AI confidence | Medium-high for filed financials, Q1 2026 results, valuation math, and technical levels that cross-checked across StockAnalysis.com, Barchart, the Q1 2026 earnings release, and the Q1 2026 earnings call. Lower for near-term price direction because the Q2 2026 report on August 7 is a near-term swing factor. | Medium-high |
| Investment certainty | Medium certainty. Atmus has a defensible filtration business with a growing industrial air platform, but cyclical end markets, integration execution, and a mid-range valuation require monitoring. | Medium |
ATMU AI stock forecast
The ATMU AI stock forecast uses scenario math around the $53.22 August 3, 2026 reading and the FY2026 adjusted EPS consensus near $2.95. The three-scenario framework produced a bearish area near $38, a base area near $61, and a bullish area near $82 using adjusted EPS growth of 0%, 5%, and 8% and exit multiples of 13x, 18x, and 22x over three years. These are scenarios, not price commitments.
$74 to $90
More likely if U.S. heavy and medium duty first-fit pre-buy ahead of 2027 regulatory changes and a second-half aftermarket recovery hold, Koch Filter integration and targeted bolt-on industrial air deals deliver margin accretion, share gains of 1% to 2% continue, and the market awards about 22x forward EPS.
$56 to $67
More likely if the 2026 guidance of $1.945 billion to $2.015 billion revenue, a 19.5% to 20.5% adjusted EBITDA margin, and $2.75 to $3.00 adjusted EPS is delivered, and the stock holds near an 18x forward multiple in line with the analyst average target near $66.
$33 to $44
More likely if the Middle East conflict pushes plastics and input costs higher with a pricing lag, aftermarket and freight activity stays flat, the heavy and medium duty recovery disappoints, tariffs re-impose headwinds, Koch Filter integration slows, or the multiple compresses toward 13x forward EPS.
ATMU AI technical analysis
ATMU AI technical analysis is range-bound as of the August 3, 2026 data cutoff. The stock traded at $53.22 at 11:30 AM EDT, up 1.59 or 3.08% from the $51.63 July 31 close, above its 5-day moving average near $52.31, 20-day near $51.81, and 50-day near $50.39, but below the 100-day near $54.17 and 200-day near $54.09, with a neutral 14-day RSI near 55.3, a weak 14-day ADX near 10.7, and 14-day historical volatility near 42.3%. Because this page does not fetch request-time market data, traders should confirm levels on a live chart before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $53.22 | StockAnalysis.com real-time quote at the August 3, 2026, 11:30 AM EDT reading, up 1.59 or 3.08% from the $51.63 July 31 close within a $51.50 to $53.76 day range after opening at $51.50. |
| Near support | $50.40 to $52 | Barchart placed the 20-day moving average near $51.81 and the 50-day near $50.39 on August 3, 2026, forming the first support zone below the current price. |
| Secondary support | $46 to $48 | A deeper support zone that has held during pullbacks in the post-spin trading range before the 52-week low near $37.22. |
| Key support | $37 to $40 | The 52-week low near $37.22 set the bottom of the current range. A sustained break would signal a failed recovery. |
| Near resistance | $53.76 to $55 | The August 3 day high near $53.76 and the 100-day and 200-day moving averages near $54.17 and $54.09 cap the immediate upside. |
| Next resistance | $56 to $57 | Prior trading range highs near the low end of the analyst consensus zone between $58 and $73. |
| Key resistance | $63 to $66.50 | The 52-week high near $66.50 is the main resistance. A breakout would require volume confirmation and a positive Q2 2026 report. |
| 50-day moving average | $50.39 | Barchart reported the 50-day moving average near $50.39 on August 3, 2026, matching StockAnalysis.com. |
| 200-day moving average | $54.09 | Barchart reported the 200-day moving average near $54.09 on August 3, 2026, slightly above the current price and matching StockAnalysis.com. |
| Momentum | RSI near 55, ADX near 11 | 14-day RSI was near 55.3 on Barchart and StockAnalysis.com, neutral, while 14-day ADX near 10.7 indicated a weak trend and a range-bound condition. |
| Volume | 20-day average about 535,000 shares | StockAnalysis.com listed 20-day average volume near 534,704 and Barchart near 540,747 on August 3, 2026, with the 5-day average near 433,000 shares. |
| Volatility | Elevated at about 42% | Barchart reported 14-day historical volatility near 42.34% and 20-day near 38.59%, with a 14-day ATR near $1.90 or 3.56%, so position sizing should account for larger swings around the August 7 earnings report. |
| Invalidation | Close below $50.40 | A daily close below the 50-day moving average near $50.39 would weaken the near-term setup. A sustained break below the $46 to $48 zone would challenge the recovery thesis. |
ATMU AI trading strategy
The ATMU AI trading strategy is a rules-based research framework, not personalized advice. It combines filed results, technical confirmation, position sizing, and clear invalidation levels, and it should be checked against a live chart and the August 7, 2026 Q2 report before use.
Watch for ATMU to hold above the $50.40 to $52 support zone and to break above the $54 to $55 resistance cluster formed by the 100-day and 200-day moving averages with rising volume, which would turn the range bullish and open the path toward $56 to $57.
A daily close below the 50-day moving average near $50.39 or a failed break above the $54 to $55 zone should reduce confidence in the trend setup.
If ATMU pulls back toward the $50.40 to $52 support area with intact fundamentals and no thesis-breaking news, evaluate the risk-reward for a bounce toward the $54 to $55 resistance cluster ahead of the August 7 report.
Define maximum loss below the $46 to $48 zone. Do not average down without reassessing the fundamental thesis first.
Track Q2 2026 results on August 7, Koch Filter integration milestones, industrial air bolt-on M&A, adjusted EBITDA margin, adjusted free cash flow, heavy and medium duty build rates, aftermarket freight indicators, and Middle East input costs.
Lower the rating if revenue growth stalls, adjusted EBITDA margin falls below the 19.5% to 20.5% guidance, or the Middle East conflict or tariff changes compress margins for two consecutive quarters.
Investment research summary
Atmus sells Fleetguard filtration products for on-highway and off-highway commercial vehicles and, through the 2026 Koch Filter acquisition, industrial air filtration for commercial and industrial HVAC, data centers, and healthcare. Aftermarket replacement filters provide recurring revenue from a large installed base.
The moat is moderate and built on Cummins heritage brand equity, aftermarket replacement stickiness, OEM and independent distributor relationships, product breadth, and growing industrial air brands. Competitors such as Donaldson, MANN+HUMMEL, and Parker Hannifin limit pricing power.
The thesis fails if a commercial vehicle or freight downturn reduces both first-fit and aftermarket demand, the Middle East conflict pushes plastics and input costs higher faster than pricing can recover, tariffs return as a headwind, Koch Filter integration or the industrial air expansion disappoints, or the debt taken on for the acquisition limits capital returns.
Steph Disher as CEO and Jack Kienzler as CFO have run a disciplined four-pillar growth strategy with visible results: Q1 2026 revenue up 14.6%, a 19.8% adjusted EBITDA margin, Koch Filter integration ahead of schedule, and a reinstated buyback program with $20 million to $40 million planned for 2026.
Filtration demand tracks commercial vehicle production, freight activity, equipment utilization, and building HVAC investment. Emission and regulatory changes support demand, with 2027 U.S. regulation driving pre-buy, while data centers and healthcare open a new industrial air growth lane.
At about 21x trailing earnings, 17.7x forward earnings, and 26.7x trailing free cash flow, ATMU trades in line with or slightly above industrial filtration peers. The current price offers some margin of safety versus the $58 to $73 analyst target range, but the multiple already reflects a fair amount of the Koch Filter synergy and growth story.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| ATMU price | $53.22 at the August 3, 2026, 11:30 AM EDT reading, up 1.59 or 3.08% from the $51.63 July 31 close, within a $51.50 to $53.76 day range, after opening at $51.50 | StockAnalysis.com real-time quote | August 3, 2026 |
| Market capitalization | $4.35 billion, reported by StockAnalysis.com and verified as $53.22 x 81.67 million shares outstanding | StockAnalysis.com quote and share statistics | August 3, 2026 |
| 52-week range and performance | 52-week range $37.22 to $66.50, up 42.23% over the trailing 52 weeks, beta 1.19 | StockAnalysis.com quote and statistics | August 3, 2026 |
| TTM results | Revenue of $1.825 billion, gross profit of $524.6 million, operating income of $278.2 million, net income of $211.1 million, EPS of $2.55, and free cash flow of $158.0 million over the trailing twelve months ended March 31, 2026 | StockAnalysis.com financials and statistics | August 3, 2026 |
| FY2025 results | Revenue of $1.764 billion up 5.67%, net income of $207.4 million up 11.75%, and EPS of $2.50 | StockAnalysis.com financials | August 3, 2026 |
| Q1 2026 results | Sales of $478 million up 14.6%, adjusted EBITDA of $95 million at 19.8%, adjusted EPS of $0.69, and adjusted free cash flow of $33 million | Atmus Q1 2026 earnings release and Q1 2026 earnings call | May 1, 2026 |
| Q1 2026 segment sales | Power Solutions of $439 million up 5.4% (FX +4%, price +2%, volume slightly down) and Industrial Solutions of $38 million from the Koch Filter acquisition | Atmus Q1 2026 earnings call | May 1, 2026 |
| 2026 guidance | Power Solutions revenue of $1.79 billion to $1.85 billion, Industrial Solutions revenue of $155 million to $165 million, total revenue of $1.945 billion to $2.015 billion up 10% to 14%, adjusted EBITDA margin of 19.5% to 20.5%, and adjusted EPS of $2.75 to $3.00 | Atmus Q1 2026 earnings call | May 1, 2026 |
| Koch Filter acquisition | Closed January 7, 2026 as the first step into industrial filtration, creating an Industrial Solutions segment across commercial and industrial HVAC, data centers, and healthcare; more than 50% of transition services exited with integration expected to complete early in the third quarter of 2026; roughly $4 million of cost synergies targeted and $10 million to $15 million of intangible amortization excluded from adjusted results | Atmus Q1 2026 earnings call | May 1, 2026 |
| Capital returns | Q1 2026 returned $12 million to shareholders with $7 million of buybacks and $5 million of dividends, $62 million remaining on the repurchase authorization, and $20 million to $40 million of 2026 share repurchases expected | Atmus Q1 2026 earnings call | May 1, 2026 |
| Cash and liquidity | $210 million of cash at March 31, 2026, plus the full availability of a $500 million revolving credit facility for $710 million of total liquidity, with net debt to adjusted EBITDA near 2x | Atmus Q1 2026 earnings call | May 1, 2026 |
| Balance sheet | Cash and equivalents of $209.6 million, total debt of $998.1 million, net debt near $788.5 million, and shareholders equity of $403.5 million as of March 31, 2026; the StockAnalysis.com statistics page reports total debt of $1.06 billion on a slightly different basis | StockAnalysis.com balance sheet and statistics | August 3, 2026 |
| Dividend | Quarterly dividend of $0.055 per share, annual dividend of $0.22 with a 0.41% yield, ex-dividend date May 26, 2026, and 10% dividend growth | StockAnalysis.com dividend history and Atmus dividend press release | May 13, 2026 |
| Valuation ratios | 20.96x trailing PE, 17.74x forward PE, 26.69x P/FCF, 2.31x sales, 10.45x book, 2.17x PEG, and 16.20x EV/EBITDA | StockAnalysis.com statistics | August 3, 2026 |
| Valuation math verification | 20.87x trailing PE, 27.58x P/FCF, 3.63% FCF yield, 10.77x PB, and 0.41% dividend yield at $53.22 using $2.55 TTM EPS, $1.93 FCF per share, and $4.94 book value per share | financial_rigor.py valuation verification | August 3, 2026 |
| Analyst consensus | Buy with an average price target of $66.40 (24.77% upside), low $58, median $67, and high $73 across 5 analysts | StockAnalysis.com forecast | August 3, 2026 |
| Analyst rating mix, July 2026 | 3 Strong Buy, 1 Buy, and 1 Hold out of 5 analysts | StockAnalysis.com forecast recommendation trends | August 3, 2026 |
| Recent analyst target updates | Wells Fargo $58 to $56 on August 3 (Equal Weight), Northland $76 to $71 on May 5 (Buy), JPMorgan $70 to $67 on May 4 (Overweight, calling the selloff an overreaction), Bank of America $73 on May 4 (Buy), and Baird $66 to $63 on May 4 (Outperform) | StockAnalysis.com forecast and news feed | August 3, 2026 |
| 2026 and 2027 consensus estimates | FY2026 revenue of $2.00 billion with adjusted EPS of $2.95, and FY2027 revenue of $2.10 billion with adjusted EPS of $3.24 | StockAnalysis.com forecast financial forecast | August 3, 2026 |
| Short interest | 2.96 million shares short, 3.63% of shares outstanding, and 3.46 days to cover | StockAnalysis.com statistics short selling | August 3, 2026 |
| Q2 2026 earnings date | Friday, August 7, 2026, before market open, with a conference call at 10:00 a.m. CT | Atmus announcement and StockAnalysis.com | July 23, 2026 |
| S&P SmallCap 600 inclusion | Atmus joined the S&P SmallCap 600 in April 2026, replacing Air Lease Corporation | PRNewswire index announcement | April 2, 2026 |
| Heavy and medium duty market outlook | U.S. heavy and medium duty markets expected up 5% to 15% versus 2025, second-half loaded, driven by cyclical recovery and pre-buy ahead of 2027 U.S. regulatory changes, with aftermarket expected to stay relatively flat | Atmus Q1 2026 earnings call | May 1, 2026 |
| Middle East conflict exposure | Middle East sales of $38 million in 2025 or about 2% of revenue, with a $4 million or about 1.1% Q1 2026 impact from delivery restrictions that is not expected to continue; input cost pressure is expected on petroleum-based components such as plastics | Atmus Q1 2026 earnings call | May 1, 2026 |
| Tariff stance | Section 232 steel and aluminum tariffs have an immaterial product impact, the USMCA exemption remains available, refund requests are expected to be fulfilled through the CAPE system, and the full-year 2026 tariff pricing impact is expected to be flat versus 2025 with a price-cost-neutral objective | Atmus Q1 2026 earnings call | May 1, 2026 |
| Technical snapshot | 5-day SMA near $52.31, 20-day SMA near $51.81, 50-day SMA near $50.39, 100-day SMA near $54.17, 200-day SMA near $54.09, 14-day RSI near 55.3, 14-day ADX near 10.7, 14-day historical volatility near 42.34%, and 14-day ATR near $1.90 | Barchart and StockAnalysis.com technical snapshots | August 3, 2026 |
| Volume profile | 20-day average volume near 534,704 on StockAnalysis.com and 540,747 on Barchart, with the 5-day average near 433,000 shares | Barchart and StockAnalysis.com | August 3, 2026 |
| Scores | Altman Z-Score of 3.85 and Piotroski F-Score of 6 | StockAnalysis.com statistics | August 3, 2026 |
This ATMU AI stock analysis is an informational research tool, not investment advice, a recommendation, or a promise of future return. Forecast ranges are scenarios based on available filings, quote snapshots, and third-party data as of the stated cutoff date. They may be wrong, incomplete, or outdated after new earnings, market moves, the August 7, 2026 report, or macro conditions.
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