Company Analysis

Atmus Filtration Technologies Inc. (ATMU)

NYSE: ATMU · Motor Vehicle Parts & Accessories · Nashville, TN · filing with the SEC since 2022
Grade5.9
◀ Past 5.7● Present 6.1▶ Future 5.8
1 est.

The grade of Atmus Filtration Technologies Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.9/10
◀ Past5.730% of the headline
● Present6.140% of the headline
▶ Future5.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.7/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.2/10

Has it survived what it has been through?

1 warning event since 2022; the latest 2023-08-08.

weight 33% of this tense · 32nd percentile among 36 sector filers · read for itself

From the record

Atmus Filtration Technologies Inc.'s filings since 2022 show 1 warning event: a warning not to rely on past financial statements (8-K item 4.02, the latest 2023-08-08) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.9/10

What has it actually done, year after year?

+5.2% a year over 5 filed years; profitable in 5 of 5.

weight 45% of this tense · 79th percentile among 34 sector filers · read for its customers

From the record

Atmus Filtration Technologies Inc.'s 5 filed years say what it did: revenue went from $1.4 billion in fiscal 2021 to $1.8 billion in fiscal 2025, up 5.2% a year; it rose in 4 of 4 years; it never fell from a peak; net income was positive in 5 of 5 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span5.2%top 49% of its family
  • the share of years revenue rosetop 6% of its family
  • the share of filed years with a profittop 22% of its family
  • the deepest fall from a revenue peak0.0%top 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.7/10

How has it treated the people who own it?

Share count shrank 0.2% a year. 16% of cash flow returned. Insiders: 6 sales, 4 purchases.

weight 22% of this tense · 47th percentile among 27 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Atmus Filtration Technologies Inc.'s diluted share count shrank about 0.2% a year, and dividends and buybacks returned about 16% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales and 4 purchases of their own stock on the open market in the year to 2026-09-30, buying about $210 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 44% of its family
  • cash returned against operating cash flowbottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.1/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
7.0/10

Is it financially healthy right now?

ROE 55%: 55¢ of profit per shareholder dollar. Leverage 72%: owes 72¢ per asset dollar.

weight 45% of this tense · 70th percentile among 35 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Atmus Filtration Technologies Inc. earned about 55 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 37 cents per dollar of everything the company owns. Leverage: it owed about 72 cents per dollar of assets, and net share issuance: its share count shrank 1.0% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 27% of its family
  • return on equitytop 2% of its family
  • gross profit against assetstop 1% of its family
  • the share count against the year beforetop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.4/10

How strong is its position in its industry?

top 36% of 35 in its family; net margin 11.8%.

weight 33% of this tense · 64th percentile among 35 sector filers · read for its customers

From the record

Atmus Filtration Technologies Inc.'s standing among 35 graded names in its industry family: revenue of $1.8 billion in fiscal 2025 ranks in the bottom 46% by size; a net margin of 11.8% ranks in the top 10%; revenue growth of 4.1% a year over the last 3 filed years ranks in the top 44% (its annual reports).

What it rests on

  • revenue against the family$1.76Bbottom 46% of its family
  • net margin11.8%top 10% of its family
  • three-year revenue growth4.1%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
3.7/10

What are the people in charge doing?

SI estimate 3.7/10, confidence 35 of 100 (one part).

weight 22% of this tense · 37th percentile among 31 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 37% of 31 in its family; the record of its people begins on 2023-05-25 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.5 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2023-05-25 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.5 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 31 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Atmus Filtration Technologies Inc.'s leadership is put at 3.7 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 37% of 31 in its family; the record of its people begins on 2023-05-25 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 3.5 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.8/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.0/10

How much room does it have to grow?

bottom 50% of 35 in its family for room to expand.

weight 45% of this tense · 50th percentile among 35 sector filers · read for itself

From the record

Atmus Filtration Technologies Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $236 million against debt of $540 million leaves -22.5% of its assets as net cash, bottom 29% of its family; cash from operations less capital spending is 8.4% of revenue (top 24%); a gross margin of 28.2% (top 21%); research spending of 2.3% of revenue (bottom 16%) (its annual report).

What it rests on

  • cash less debt against assets-22.5%bottom 29% of its family
  • cash from operations less capital spending against revenue8.4%top 24% of its family
  • gross margin28.2%top 21% of its family
  • research spending against revenue2.3%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.2/10

What could actually drive growth from here?

top 38% of 34 in its family for growth drivers.

weight 33% of this tense · 62nd percentile among 34 sector filers · read for its customers

From the record

Atmus Filtration Technologies Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 4.1% a year over the last three filed years against 5.2% over all 5, slowing (top 49% of its family); the newest year grew 5.7% (top 37%); research spending grew 1.8% a year (top 48%); capital spending grew 12.9% a year (top 17%) (its annual reports). Atmus Filtration Technologies Inc. reported 4 product lines in fiscal 2025: Fuel Products at $798 million (45%), Lube at $349 million (20%), Other at $316 million (18%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-1.1 points a yeartop 49% of its family
  • the newest year's revenue growth5.7%top 37% of its family
  • three-year growth of research spending1.8%top 48% of its family
  • three-year growth of capital spending12.9%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.9/10

Did its newest year beat what its own record pointed to?

top 31% of 33 in its family for expectations against reality.

weight 22% of this tense · 69th percentile among 33 sector filers · read for its shareholders

From the record

Atmus Filtration Technologies Inc.'s newest year against its own record: revenue of $1.8 billion in fiscal 2025 came in 2.2% above the $1.7 billion its prior three years' pace pointed to (top 35% of its family); net income of $207 million against a prior three-year average of $176 million (top 29%); a net margin of 11.8% against 10.8% before (top 29%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace2.2%top 35% of its family
  • net income against the prior three years' average+18%top 29% of its family
  • net margin against its prior average+0.9 pointstop 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton ATMU · research, not advice