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Atmus Filtration Technologies ATMU · USD

Consumer Discretionary · US listing · 🇺🇸 United States

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54.98

+8.66%

Close of 9 Nov 2026, in USD

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About Atmus Filtration Technologies

From its filings with the US Securities and Exchange Commission

SEC filings

Atmus Filtration Technologies is based in Nashville, Tennessee. Its shares trade on NYSE under the ticker ATMU. The SEC classifies its business as motor vehicle parts & accessories. In the fiscal year to 31 December 2025, it reported revenue of $1.76bn and net income of $207.4m. At that date it held total assets of $1.35bn and shareholders' equity of $378.5m.

In its own words

Atmus is one of the global leaders of filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation vehicles and equipment. Atmus designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. Atmus estimates that approximately 14% of Atmus’ net sales in 2025 were generated through first-fit sales to original equipment manufacturers (“OEM”s), where Atmus’ products are installed as components for new vehicles and equipment, and approximately 86% were generated in the aftermarket, where Atmus’ products are installed as replacement or repair parts, leading to a strong recurring revenue base. Building on Atmus’ more than 65-year history, Atmus continues to grow and differentiate itself through its global footprint, comprehensive offering of premium products, technology leadership and multi-channel path to market.

The company has four pillars as part of its strategy to create value for customers and drive profitable growth. Below are each of the priorities and areas of focus related to each priority.

Quoted from its 10-K, filed 13 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Consumer Discretionary
Industry
Auto Components
Listed since
26 May 2023
Employees
4,500
Head office
26 CENTURY BOULEVARD, NASHVILLE, TN, 37214
Classification
Motor Vehicle Parts & Accessories
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Stephen MacadamIndependent Chairman of the Board$333,804
  • Ms. Stephanie DisherPresident, Chief Executive Officer, Director, since 2022$6.1m
  • Mr. Jack KienzlerChief Financial Officer, Senior Vice President, Chief Accounting Officer$1.9m
  • Ms. Renee SwanChief People Officer, Senior Vice President$1.1m
  • Ms. Laura HeltebranSenior Vice President, Chief Legal Officer, Corporate Secretary
  • Mr. Charles MastersSenior Vice President, President, Power Solutions, since 2024$1.3m
  • Mr. R. Edwin BennettIndependent Director$230,054
  • Mr. Diego DonosoIndependent Director$213,127
  • Ms. Gretchen HaggertyIndependent Director$248,804
  • Mrs. Jane LeipoldIndependent Director$245,054
  • Mr. Stuart TaylorIndependent Director$219,377
  • Mr. Todd ChirilloExecutive Director - Investor Relations, since 2023

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
34
Environment
7
Social
68
Governance
27
Carbon reduction policy
No
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • The company offers a full spectrum of filtration solutions for diverse markets.
  • It produces and sells globally identified Fleetguard branded products in over 150 countries.
  • The firm supports a wide customer base in on-highway and off-highway segments.

Weaknesses

  • The provided employee count of 4500 conflicts with the description stating 4,250 employees.
  • The sector is listed as Consumer Discretionary despite being in Auto Components.
  • The website domain does not match the company name Atmus Filtration Technologies.

Opportunities

  • The company can expand its aftermarket applications for air and fuel filters.
  • It can leverage its global presence to grow in emerging markets like Asia and Africa.
  • Lower emissions products offer potential growth in environmentally regulated industries.

Threats

  • Inconsistencies in the provided data regarding employee numbers and sector classification exist.
  • Reliance on original equipment manufacturers creates dependency on auto industry cycles.
  • Competition in the global filtration market may pressure pricing and margins.

Sources and methodology

Data on this tab
Our data supplier
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