Added to YB: 2026-06-05
Pitch date: 2026-04-06
ATMU [bullish]
Atmus Filtration Technologies Inc.
-20.96%
current return
Author Info
No bio for this author
Company Info
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally.
Market Cap
$3.9B
Pitch Price
$59.73
Price Target
72.00 (+52%)
Dividend
0.46%
EV/EBITDA
12.12
P/E
18.57
EV/Sales
2.58
Sector
Machinery
Category
growth
Atmus Filtration Technologies Inc. - $ATMU
ATMU: Aftermarket filtration spin from Cummins (86% aftermarket, pricing power, OEM lock-in). 2025 Koch acquisition ($450M) adds high-growth industrial filtration, EPS-accretive yr 1. Outgrowing mkt 2-3%, beat-and-raise vs DCI cuts. Est '27 EPS $3.61 at 20x = ~20% upside; mid-teens CAGR even w/o freight recovery. Catalysts: EPA 2027 NOx rule, Koch integ, closing DCI multiple gap.
Read full article (4 min)