Reading ATMU? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ATMU free→Reading ATMU? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ATMU free→NYSEIndustrialsAuto PartsSnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is fragile, reported profits aren't backed by cash. Management's recent track record has been fairly steady, and the company has a capital-friendly stance. Risk is moderate, and the sector backdrop is a headwind, with ATMU trading above typical compared to sector peers. Peer multiples imply a price about 26% above where it trades (it looks cheap on this basis); the read is fair, but weakening. If ATMU cuts guidance on the next call, that could be a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $49.80. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $50 ATMU trades at 18× p/e, below its 24× p/e peer median. Our $67 fair value sits above the price; high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 26% below a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Only weak execution quality — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
Over the trailing year it converted 1.00x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 56% of the time over the next year (vs 60% for the rest of the cohort, n=3333).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.78 → $0.77 (-1.3% / 30d). 3 raised, 2 cut, 5 covering analysts.
0 upgrades, 0 downgrades / 30d. 80% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$160.
How much price usually moves either way.
On a bad day, this stock has moved -$338.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,030.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Valuation label changed from 'inexpensive' to 'fair'.
Valuation changed. It rose from "inexpensive" to "fair." Risk fell. The sector backdrop remained a headwind.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: An increase shows strong cash flow. It also shows a commitment to giving value to shareholders. This matches management's goal of raising dividends.
Confirms:Announcement of a quarterly cash dividend higher than $0.055 per share.
Disproves:No increase in the dividend amount from $0.055 per share.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for ATMU yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Regulation FD Disclosure. On May 13, 2026, Atmus Filtration Technologies Inc. (the “Company”) issued a press release reporting that its Board of Directors declared a quarterly cash dividend in the amount of $0.055 per common share, payable on June 10, 2026, to shareholders of record at the close of business on May 26, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto. The information furnished in this Item 7.01, including Exhibit 99.1, is not deemed to be “filed” for purpo…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Industrial Machinery & Supplies & Components.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ATMU Atmus Filtration Technologies Inc. | Above typical Show detailsSector percentile: 86 of 100 | fair | moderate |
PH Parker Hannifin | Above typical Show detailsSector percentile: 76 of 100 | full | moderate |
ITW Illinois Tool Works | Above typical Show detailsSector percentile: 92 of 100 | fair | moderate |
GWW W. W. Grainger | Above typical Show detailsSector percentile: 73 of 100 | full | moderate |
DOV Dover Corporation | Typical Show detailsSector percentile: 66 of 100 | fair | low |
2 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 60% for the rest of the cohort, n=1113).
Not investment advice. As of 2026-06-12.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing revenue through strategic acquisitions and market expansion.
Improve operating income through cost management and efficiency gains.
Commit to increasing dividend per share to return value to shareholders.
Why it matters: The new hire could improve operations and enhance income. This aligns with management's goal to enhance operating income.
Confirms:Look for operational improvements or cost savings within six months of the new hire.
Disproves:No clear improvements in operations or income after six months is a bad sign.
Why it matters: Faster operating income growth shows that Atmus is managing costs well. This is key for profitability.
Confirms:Operating income increases by more than 20% year over year in Q2.
Disproves:Operating income growth is less than 10% year over year in Q2.
Why it matters: This would show Atmus is overcoming sector headwinds and growing faster. It supports the goal to increase revenue growth.
Confirms:Q2 revenue growth reported above 6% year over year.
Disproves:Q2 revenue growth reported below 6% year over year.
Results of Operations and Financial Condition. On May 1, 2026, Atmus Filtration Technologies Inc. (“the Company”) issued the attached press release reporting its financial results for the first quarter of 2026. A copy of this press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished in this Item 2.02, including Exhibit 99.1, is not deemed to be “filed” for purposes of Section 18 of the Securities Exchange A…
Senior Vice President & Chief Supply Chain Officer — Kevin Carpenter: The company hired a new Senior Vice President & Chief Supply Chain Officer.